Kara Heath
Port Saint Lucie
Summary
Dynamic Finance Generalist with proven expertise at Ellit Groups in invoice generation and compliance monitoring. Demonstrated self-motivation and strong documentation skills, enhancing operational efficiency and fostering positive customer relationships. Adept at onboarding new hires and tracking performance, ensuring seamless integration and adherence to company standards.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
4
4
years of professional experience
Work History
Finance Generalist
Ellit Groups
07.2021 - 08.2025
- Quickbooks experience: Building estimates, Invoicing the clients, and Coding Journal Entries as they flow into the system
- Activations: Hiring new employees, building offer letters, onboarding and offboarding employees, I9 Verifications
- Building excel and goggle sheets to track all things activations
- Keeping track of all employee compliance requirements including sending and reviewing background checks and drug screens
- Weekly team meetings and training of other stuff
- Developed strong customer relationships through attentive listening and prompt resolution of concerns.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Maintained database systems to track and analyze operational data.
Grocery Shopper
Instacart
07.2022 - 06.2024
- Maintained an organized and systematic approach to shopping, resulting in fewer errors and higher accuracy.
- Ensured proper storage of perishable items during transportation, minimizing spoilage or damage risks.
- Enhanced customer satisfaction by efficiently fulfilling grocery orders and ensuring product quality.
- Utilized technology effectively for real-time communication with customers regarding order updates or substitutions when necessary.
- Adapted quickly to changing circumstances such as unexpected stock shortages or last-minute adjustments to orders, ensuring minimal disruptions to delivery timelines.
- Collaborated with store staff to locate items quickly, expediting order fulfillment and delivery.
Grocery Shopper
Shipt
09.2021 - 06.2024
- Navigated complex customer requests with resourcefulness, leveraging extensive product knowledge to offer suitable alternatives when needed.
- Demonstrated expert knowledge of store layouts, enabling efficient navigation and product retrieval.
- Conducted thorough final inspections before checkout, verifying order accuracy and completeness before payment processing.
- Employed problem-solving skills to address out-of-stock situations creatively while maintaining customer satisfaction levels.
- Implemented time-saving strategies such as coordinating multiple orders simultaneously to maximize efficiency without sacrificing quality.
- Handled customer inquiries promptly and professionally, fostering positive relationships and repeat business.
- Tracked substitutions and informed customers of changes.
Education
Psychology
Bridgewater State University
Bridgewater, MA05-2011
Early Childhood Care And Education
Bridgewater State University
Bridgewater, MA05-2011
Skills
- Documentation skills
- Performance tracking
- New hire onboarding
- Documentation and recordkeeping
- Microsoft office
- Remote conferencing and communication
- Pre-employment screening
- Employment data tracking
- Time management
- Self motivation
- Invoice generation
- Compliance monitoring
Timeline
Grocery Shopper
Instacart
07.2022 - 06.2024
Grocery Shopper
Shipt
09.2021 - 06.2024
Finance Generalist
Ellit Groups
07.2021 - 08.2025
Psychology
Bridgewater State University
Early Childhood Care And Education
Bridgewater State University
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