Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kathy Potter

Baird

Summary

Accomplished professional with expertise in financial management and team development at Landmark Transport LLC. Proven ability to enhance employee performance through effective coaching and policy implementation. Skilled in QuickBooks and fostering positive relationships, driving organizational success. Adept at managing budgets and resource allocation, ensuring alignment with company goals.

Dynamic individual with hands-on experience in paperwork and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

27
27
years of professional experience

Work History

Landmark Transport LLC

Madan Neupane
05.2023 - 07.2025
  • Managed budgets, financial forecasts, and resource allocation to ensure achievement of organizational goals.
  • Developed high-performing teams through effective coaching, mentoring, and performance management strategies.
  • Established standard operating procedures that enhanced employee performance.
  • Addressed employee inquiries regarding pay issues promptly, fostering positive relationships between management and staff members.
  • Maintained and processed invoices, deposits, and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Developed and maintained relationships with external vendors and suppliers.

Owner/Operator Truck Driver

Kathy Potter
07.1998 - 05.2023
  • Managed day-to-day business operations.
  • Managed financial aspects of business operations including budgeting, expense tracking, invoice processing, and tax filing.
  • Maintained daily, legible DOT log book and submitted corresponding documents.
  • Maintained current Class A CDL with Hazardous Materials and Doubles and Triples endorsements.
  • Calculated deductions and processed payroll for employees.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.

Education

Associate of Science - Real Estate

Cisco College
Abilene, TX
06-2010

Medical Billing & Coding

Bakersfield College
Bakersfield, CA
09-1986

Bookkeeping

Bakersfield Adult
Bakersfield, CA
09-1985

GED -

Bakersfield Adult School
Bakersfield, CA
06-1984

Skills

  • Computer skills
  • Organizational skills
  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Customer relationship management (CRM)
  • Policy implementation

Timeline

Landmark Transport LLC

Madan Neupane
05.2023 - 07.2025

Owner/Operator Truck Driver

Kathy Potter
07.1998 - 05.2023

Associate of Science - Real Estate

Cisco College

Medical Billing & Coding

Bakersfield College

Bookkeeping

Bakersfield Adult

GED -

Bakersfield Adult School

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