Finance professional with significant expertise in managing comprehensive bookkeeping responsibilities, including accounts payable and receivable. Recognized for reliability in maintaining accurate financial records and collaborating seamlessly with team members to meet organizational goals. Known for adaptability in dynamic environments and strong analytical skills.
Work History
School Treasurer/Bookkeeper
21 Years 9 Months
Taylor County Board of Education | 12.2004 - Current
Manage budgeting processes and financial reporting for School Activity Funds and Section 6 funds
Implement financial policies ensuring compliance with state regulations.
Establish internal controls to safeguard district assets and prevent fraud risks.
Oversee the successful completion of external audits without any major findings or issues raised by auditors.
Reconcil monthly statements, invoices and expense accounts, keeping records accurate, and current.
Ensure Red Book Rules are followed.
Attend Red Book training as often as possible.
Implement strategies to improve organizational financial performance.
Prepare and present financial reports to inform Principal & CFO monthly.
Plan and manage annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
Strengthen internal controls to prevent fraud, ensuring integrity of financial transactions.
Work closely with SBDM Council as recorder and helping remain in compliance with school By-Laws and laws governing the Council. Prepare monthly agenda and meeting packets.
Maintain monthly classified employee timesheets. Arranging for substitutes when applicable.
Create building plats along with fire evacuation routes and severe weather plans for TCIS, Central Kentucky Career Center and the John Bam Carney Center
Coordinate the beginning of the school year paperwork for certified staff.
Bookkeeper
20 Years 3 Months
Bethel First Presbyterian Church | 06.2006 - Current
Manage monthly financial statements and reconciliations to ensure accuracy and compliance.
Prepare monthly bank and investment reconciliations to ensure accurate representation of company's financial position.
Manage accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Complete W-2 and 1099-Miscellaneous Income responsibilities for church employees along with all local, state and federal obligations relating to those.
Complete payroll for employees and maintained detailed records of procedures ensuring timely payment and adherence to local, state and federal tax regulations.
Maintain and process invoices, deposits, and money logs.
Track expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Established QuickBooks accounting system to reflect accurate financial records.
Complete tax forms in compliance with legal regulations.
Collaborate with church leadership on financial reporting and strategic decision-making initiatives.
Support decision-making by preparing accurate monthly financial statements.
Secretary/Bookkeeper
12 Years 4 Months
Bethel First Presbyterian Church | 08.1992 - 12.2004
Coordinated communication between church staff, congregation, and community members.
Managed church calendar, scheduling events and meetings efficiently.
Maintained accurate records of membership data.
Generated weekly bulletins and monthly newsletters for congregation distribution.
Worked closely with Financial Team in budget implementation.
Maintained daily report documents, memos and invoices.
Prepared bi-weekly payroll.
Completed W-2 and 1099-Miscellaneous Income forms for all employees along with local, state and federal responsibilities relating to those documents.
Maintained daily report documents, memos and invoices.
Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
Assisted in coordinating building wide responsibilities.
Treasurer
36 Years 2 Months
Saloma Baptist Church | 07.1990 - Current
Manage annual budget preparation and financial forecasting for church operations.
Oversee accounting functions, ensuring compliance with financial regulations and standards.
Develop financial reports to provide transparency and inform decision-making processes.
Developed and maintain internal control systems to protect organizational assets.
Manage budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Reconcile monthly statements, invoices and expense accounts, keeping records accurate, and current.
Generate payroll and all local, state and federal tax obligations.
Prepare 1099-Miscellaneous Income forms for employees and prepare local, state and federal responsibilities for those.
Education
High School Diploma
Taylor County School System | Campbellsville, KY | 06-1984
Associate of Applied Science - Banking Management Option
University of Kentucky, Elizabethtown Community College | Elizabethtown, KY | 05-1988
Skills
Accounting and bookkeeping
Bookkeeping
Accounts payable
Accounts receivable
Payroll processing
Payroll administration
Invoice processing
Bank statement reconciliation
Account reconciliation
Financial reporting
Financial recordkeeping
Data entry
Data inputting
Accounting
Timeline
Bookkeeper
Bethel First Presbyterian Church
06.2006 - CurrentRead More
School Treasurer/Bookkeeper
Taylor County Board of Education
12.2004 - CurrentRead More
Secretary/Bookkeeper
Bethel First Presbyterian Church
08.1992 - 12.2004Read More
Treasurer
Saloma Baptist Church
07.1990 - CurrentRead More
University of Kentucky, Elizabethtown Community College
Associate of Applied Science from Banking Management Option