Kathleen Morgan
Midwest Laboratories Inc
Omaha,NE
28
years of professional experience
Detail-oriented Accounting Professional experienced in financial analysis, reporting, and compliance. Improved processes and maintained accurate financial records through effective collaboration and adaptability to evolving needs. Committed to delivering results and enhancing financial management practices.
Work History
Accounting Specialist
4 Years 9 Months- Transitioned from temporary employee focused on cleaning up purchase orders, accounts payable, and receivable reconciliations to full-time Accounts Payable Specialist. This job was verifying that each bill had a purchase order or an approval, entered bills and attached invoices and approvals to the bills in Quickbooks and closed the purchase orders. Prepared reports on bills due and processed payments in Quickbooks, setting up payments on bank bill pay site or printing checks as necessary. We changed accounting programs to Ramp in order to streamline the process and have the bill and purchase order on the same system. I was instrumental in training users and fielded all questions regarding the new software. Saved the company over $20K per year on shipping charges by providing our vendors our Fedex and UPS account numbers. Collaborated with vendors to resolve discrepancies and ensure accurate invoicing.
- Processed accounts payable and receivable transactions efficiently, ensuring accuracy in financial records.
- Conducted monthly reconciliations of general ledger accounts to maintain integrity of financial data.
- Implemented improved procedures for invoice processing, enhancing workflow efficiency across departments.
Bookkeeper
5 Years 5 Months- Streamlined accounting processes by creating spreadsheets that improved accuracy. Gathered and entered accounts payable invoices for 15 stores, paid bills, sales tax reports, payroll, bank reconciliations (20 companies). Compiled and consolidated financial data for 52 companies into one report for stockholders, managing stock options, buybacks, and distribution checks. Managed accounting functions for parent company.
- Managed daily financial transactions and reconciled accounts to ensure accurate reporting.
- Processed payroll and maintained employee records in compliance with company policies.
- Implemented streamlined bookkeeping procedures that improved operational efficiency.
Office Manager/Bookkeeper/AR & AP
17 Years 3 Months- Office Manager/Payroll: Led accounting department, ensuring accuracy of financial statements through thorough review and resolution of discrepancies. Researched and resolved discrepancies on the financials before reviewing with the owners. Renewed vehicle registrations and filing necessary paperwork and forms promptly. Administered payroll for hourly and salary employees, ensuring timely submission of tax payments and quarterly reports. Reconciled bank and credit card accounts monthly. Entered and emailed purchase orders making sure that invoices matched the purchase order and/or investigating the discrepancies. Maintained accurate records with support documents within the vendor files. Executed processing of invoices, credits, and payments, maintaining accurate financial records. Greeted customers along with answering a multiline phone system. Prepared quotes, letters, and other miscellaneous correspondence.
- Streamlined office operations, enhancing workflow efficiency and productivity across departments.
- Implemented inventory management systems, reducing supply costs and improving resource allocation.
- Coordinated team schedules, optimizing staff coverage and ensuring seamless daily operations.
Skills
Accounting software
General ledger management
Financial software
Bank reconciliation
Payroll processing
Audit support
Credit analysis
Vendor relationship management
Recordkeeping skills
Ramp
Recordkeeping
Payroll management
Microsoft Word
Outlook
Cost accounting
Manufacturing accounting
Timeline
Accounting Specialist
Midwest Laboratories Inc
10.2021 - 07.2026Read More
Bookkeeper
Jimmy Johns
12.2015 - 05.2021Read More
Office Manager/Bookkeeper/AR & AP
Texas Corrugators Inc
03.1998 - 06.2015Read More