Summary
Overview
Work History
Education
Skills
Timeline
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Karrie Wortner

Peshtigo,WI

Summary

Dynamic professional with a proven track record through past employment, excelling in invoice processing and enhancing financial reporting efficiency. Experience skilled in both bookkeeping and fostering positive client relationships, significantly reduced financial discrepancies and developed key internal controls. Demonstrates a unique blend of accounting software proficiency, store management, and exceptional customer service, driving operational success and financial security.

Empathetic and compassionate individual with strong commitment to supporting individuals and families. Possesses foundational knowledge in social welfare policies and case management, alongside skills in active listening and conflict resolution. Dedicated to making meaningful impact by fostering positive change and promoting well-being.

Overview

11
11
years of professional experience

Work History

Accounts Officer

West Shore Tools
09.2021 - Current
  • Input vendor payments and updated accounts to reflect new balances.
  • Ensured timely vendor payments by managing invoice processing and expense tracking systems.
  • Reduced discrepancies in financial statements through meticulous data entry and record-keeping practices.
  • Enhanced financial reporting efficiency with thorough account reconciliations and analysis.
  • Maintained strict confidentiality of sensitive financial information, ensuring the protection of company assets and maintaining a high level of professional integrity.
  • Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
  • Collaborated with team members to develop new internal control measures, increasing overall financial security.

Store Manager

Eagle Express Travel Center
06.2014 - 01.2023
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Assisted with hiring, training and mentoring new staff members.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Completed point of sale opening and closing procedures.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Rotated merchandise and displays to feature new products and promotions.
  • Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
  • Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
  • Approved regular payroll submissions for employees.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
  • Ensured compliance with all applicable laws, regulations, policies by regularly reviewing store procedures and taking corrective measures when necessary.
  • Maintained open lines of communication with corporate headquarters, sharing pertinent information about store performance and requesting support when needed.
  • Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
  • Organized special events such as seasonal sales promotions to drive foot traffic into the store and increase sales opportunities.
  • Developed a successful employee retention plan, reducing staff turnover rates significantly.

Education

AODA Counseling Certificate - Counseling, AODA

Northeast Wisconsin Technical College
Green Bay, WI

Psychology And Behavioral Studies Certificate - Psychology And Behavioral Studies

Northeast Wisconsin Technical College
Green Bay, WI

Social And Human Services Certificate - Social And Human Services

Northeast Wisconsin Technical College
Green Bay, WI

High School Diploma -

Peshtigo High School
Peshtigo, WI

Skills

  • Invoice processing
  • Bookkeeping
  • Accounting software proficiency
  • Accounts receivable and payable
  • Account reconciliation
  • Internal auditing
  • Payroll processing
  • Fixed asset management
  • Customer service
  • Merchandising operations
  • Store operations
  • Operations management
  • Inventory control
  • Process and procedure development

Timeline

Accounts Officer

West Shore Tools
09.2021 - Current

Store Manager

Eagle Express Travel Center
06.2014 - 01.2023

AODA Counseling Certificate - Counseling, AODA

Northeast Wisconsin Technical College

Psychology And Behavioral Studies Certificate - Psychology And Behavioral Studies

Northeast Wisconsin Technical College

Social And Human Services Certificate - Social And Human Services

Northeast Wisconsin Technical College

High School Diploma -

Peshtigo High School

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Karrie Wortner