Karen Petraitis
Woodbury
Summary
Detail-oriented professional skilled in bank reconciliations, vendor management, and accounts receivable. Proven ability to streamline financial processes and enhance operational efficiency.
Overview
40
40
years of professional experience
Work History
Accounting Assistant
Tornik LLC
Rocky Hill
05.2023 - 11.2025
- Assisted with bank reconciliations to streamline financial operations.
- Managed vendor communication for timely invoice resolution.
- Supported month-end closing procedures by organizing financial records.
- Assisted with accounts receivable activities such as invoicing, collections, and deposits.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable
- Answered questions from customers regarding their billing or payment status.
- Managed vendor relationships by ensuring timely payments and resolving disputes.
Office Manager
Life Safety Service and Supply
Cheshire
02.2010 - 12.2023
- Managed daily office operations and coordinated team schedules.
- Managed inventory levels and placed supply orders.
- Developed and maintained filing systems for client records.
- Assisted in the preparation of safety training materials for staff.
- Facilitated communication between departments to ensure workflow efficiency.
- Implemented process improvements to enhance office productivity.
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Managed office inventory and placed new supply orders.
- Tracked invoices and payments for accuracy in accounts receivable and payable.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Resolved customer inquiries promptly, fostering positive client relationships.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Reviewed files and records to obtain information and respond to requests.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Coded and entered daily invoices with in-house accounting software.
- Provided training to new hires on office policies and procedures.
- Ensured compliance with applicable laws regarding employment practices.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Maintained confidential records relating to personnel matters.
- Resolved customer complaints or answered customers' questions.
Vice President
Wachovia Bank NA
Cheshire
08.1985 - 12.2007
- Led strategic initiatives that improved customer experience and optimized service delivery.
- Managed cross-functional teams to drive operational efficiency across banking services.
- Mentored emerging leaders, promoting professional growth within the organization.
- Developed and executed strategic plans to support the vision of the organization.
- Oversaw human resources functions such as recruitment, employee relations, training and benefits administration.
- Implemented customer service excellence standards that increased client satisfaction and loyalty.
- Cultivated relationships with key stakeholders to advance business objectives.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
Education
Bachelor of Science - Marketing
University of Hartford
West Hartford, CT05-1985
Skills
- Accounts receivable management
- Invoice processing
- Bank reconciliation
- Financial record keeping
- Payroll administration
- Customer relationship management
Timeline
Accounting Assistant
Tornik LLC
05.2023 - 11.2025
Office Manager
Life Safety Service and Supply
02.2010 - 12.2023
Vice President
Wachovia Bank NA
08.1985 - 12.2007
Bachelor of Science - Marketing
University of Hartford