Kaley Bales-Phillips
Palm Bay,FL.
Summary
Determined bookkeeper with success boosting productivity and streamlining procedures for organizations. Focused on smoothly overseeing financial, personnel and operational facets. Expertly balanced targets with resources and optimized long-term success.
Overview
8
8
years of professional experience
Work History
Bookkeeping Business Owner
Bales Bookkeeping LLC.
Palm Bay, FL
05.2021 - Current
- Keep clean financial records in Quickbooks Online
- Send Profit & Loss Report, balance sheet & any other requested reports
- Accounts Receivable & Accounts Payable
- Payroll
- Sales tax filing
Insurance Agent
American Income Life Insurance Company
Melbourne, FL
03.2020 - 12.2020
- Sold life & health insurance
Personal Assistant
Eric The Gas Man
Melbourne, FL
05.2018 - 03.2020
- Answering phone calls
- Clerical work (maintaining schedules, coordinating, organizing paperwork/invoices, applying for permits)
- Entering deposits in Quickbooks
- Running errands
- Managing inventory
- Coordinating with other contractors
Assistant Store Manager
Famous Footwear
Viera , FL
07.2014 - 04.2018
- Running store completely alone at least once a shift
- Selling to customers and answering their questions
- Answering phone calls
- Interviewing
- Hiring
- Training new employees
- Completely in charge of the “operations store leadership responsibilities” aspect (ordering supplies, shipping out orders, keeping everything neat, clean, and organized, making sure all deadlines are met, responding and sending emails to district manager, keeping paperwork in order, sending out product damages, testing the alarm system, etc.)
Volunteer
Viera Health First Hospital
Viera, FL
12.2013 - 04.2014
- Answering phone calls
- Directing visitors
- Delivering flowers to patients
- Running errands
Education
Tiffani Higgins Bookkeeping Academy
OnlineQuickbooks Pro Advisor Course
OnlineSome College (No Degree) -
Eastern Florida State College
Melbourne, FLViera High School
2015
Skills
- Communication
- Quick typing
- Detail oriented
- Organized
- Keeping all sensitive data safe with a program called ZohoVault
- Friendly and open-minded
- Great at keeping a positive attitude
- Having manager experience has taught me irreplaceable leadership skills among many others
- Able to motivate a team to achieve goals
- Great at solving problems and finding the best solutions to help any given situation
- Superior critical thinking skills
- Multitasking
- Efficient in time management
- Collaborating with others
Timeline
Bookkeeping Business Owner
Bales Bookkeeping LLC.
05.2021 - Current
Insurance Agent
American Income Life Insurance Company
03.2020 - 12.2020
Personal Assistant
Eric The Gas Man
05.2018 - 03.2020
Assistant Store Manager
Famous Footwear
07.2014 - 04.2018
Volunteer
Viera Health First Hospital
12.2013 - 04.2014
Tiffani Higgins Bookkeeping Academy
Quickbooks Pro Advisor Course
Some College (No Degree) -
Eastern Florida State College
Viera High School
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