Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Kaylee Spivey

Lorena,TX

Summary

Knowledgeable customer service professional with extensive experience in the finance industry. Known as a team player with a friendly demeanor and proven ability to develop positive rapport with clients. Maintain ongoing customer satisfaction that contributes to overall company success. Highly articulate, with a results-oriented approach that addresses client inquiries and issues while maintaining strong partnerships. Collaborate well with others while also engaging independent decision-making skills. Seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

10
10
years of professional experience

Work History

Coffee Shop Co Owner

The Boujee Bean
07.2022 - 06.2023
  • Hired, trained and motivated staff.
  • Kept records for production, inventory, income and expenses.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Set pricing structures according to market analytics and emerging trends.
  • Established favorable relationships with vendors and contractors, facilitating contract negotiation and development of marketing and sales strategies.
  • Conferred with customers to understand needs and finalize purchase orders.
  • Managed company social media and marketing efforts to expand brand awareness and attract new customers.
  • Resolved customer concerns and answered questions quickly to maximize satisfaction.
  • Uploaded photos, videos or images to online storefronts or other shopping websites.
  • Determined and set product prices.
  • Handled all aspects of business, including accounting, purchasing and web design.
  • Built successful online business, collecting capital, setting up online presence and managing customer interactions.
  • Composed descriptions of merchandise for posting to online storefronts, and shopping Web site.
  • Created, managed and automated orders and invoices using order management and invoicing software..
  • Designed new monthly menus.
  • Increased monthly sales by 10% every month.

Realtor

Key Real Estate Services
08.2021 - 06.2023
  • Managed real estate transactions from initiation to closing.
    Scheduled home viewings with potential buyers.
  • Maintained current and accurate CRM database of prospective customers.
  • Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
  • Generated list of properties to meet specific client needs.
  • Researched and determined competitive market price.
  • Represented buyers and sellers in major real estate transactions.
  • Accompanied buyers during property inspections.
  • Communicated with inspectors, lenders and pest control companies to maintain purchase agreement terms.
  • Facilitated closing process on behalf of clients and reviewed parts of contracts to resolve issues prior to closing.
  • Promoted properties via advertisements, open houses and multiple listing services.
  • Promoted sales through advertising, open houses and Multiple Listing Services.
  • Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.
  • Grew client base by acquiring new customers and identifying needs to deliver relevant real estate investments.
  • Assisted homeowners with relocation and moving services after sale of each home.
  • Negotiated contracts and educated sellers and buyers about legal disclosures.
  • Expanded new business with implementation of networking and marketing strategies and generation of sales collateral.
  • Evaluated mortgage options to help clients obtain financing at best rates and terms.
  • Obtained favorable terms by expertly negotiating sales prices between buyers and sellers.
  • Liaised between buyers, sellers and service contractors to coordinate home inspections and appraisals.
  • Kept sales moving forward by attending inspections, preparing contracts and mitigating issues.
  • Established positive flow of communication with clients, banks and attorneys to foster seamless property transactions.
  • Analyzed market statistics to identify trends and evaluate current property listings.
  • Promoted listings on social media and print advertisements.
  • Serviced daily flow of leads to quickly identify and capitalize on sales opportunities.
  • Developed bid presentations for buyers and sellers, answering questions and promoting property features.

Finance Manager

Charter School Success
03.2018 - 06.2021
  • Managed multiple clients all across Texas.
  • Assist new clients with onboarding.
  • Worked Remotely
  • Provided software support.
  • Handled all day-to-day financial operations, such as payroll, accounts payable, and other financial transactions. Serving over 500 employees.
  • Tracked financial status and performance and analyzed financial reports.
  • Reviewed financial data, prepared monthly, quarterly, and annual reports.
  • Ensured all grants complied with all necessary guidelines.
  • Participated and provided all necessary documentation during all audits.
  • Maintained time and effort reports for all grants and ensured timely submission.
  • Prepared & presented Annual School Budgets
  • Assisted employees, vendors, clients, or customers by answering questions related to accounts, procedures, and services.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Monitored budget and revenue trends, compiling reports for clients to inform future decision-making.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Processed invoices and contacted appropriate parties for timely payment receipt.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.

Finance Manager

Axtell ISD
06.2017 - 03.2018
  • Monitored day-to-day financial operations within the ISD, such as payroll, accounts payable, and other transactions.
  • Tracked financial status and performance and analyzed financial reports.
  • Verified and posted all business transactions, such as funds received and disbursed.
  • Reconciled/ paid annuity billings and payroll deduction monthly billings.
  • Prepared quarterly and annual account reconciliations, monitored and enforced compliance with tax and financial reporting standards.
  • Completed employee benefit enrollment, applications, and change forms.
  • Accounts Payable/ Receiving.
  • Monthly Bank Account Reconciliation
  • Reviewed all financial data, prepared monthly, quarterly, and annual reports.
  • Monitored budget and revenue trends.
  • Processed hiring, leave, terminations, and other employment-related issues paperwork.
  • Ensured all 165 employee's questions were answered, and their needs were addressed in an appropriate timely manner.
  • Set up New Employees
  • Calculated employee wages, salaries, hours worked, overtime pay, and determine withholdings, deductions, and net pay.
  • Submitted reports to TRS, IRS, and AG (New Hire)
  • Calculated prorated salaries when applicable.
  • Processed and resolved direct deposit and other banking interactions.

Payroll Specialist

JR3
02.2013 - 02.2015
  • Ensured the timeliness of all schedules, internal, client imposed, and regulated by the State or other agencies
  • Ensured all client back-office services and process are maintained
  • Supported Payroll Manger in monthly, quarterly, and annual reporting governmental reporting. (W2, 941, TWC)
  • Worked with administrators, principals, directors, and staff regarding payroll related issues with multiple clients.
  • Worked with HR to process hiring, leave, terminations, and other employment-related issues
  • Ensured all clients questions were answered and their needs were met in a timely fashion
  • Monitored the checklist and calendar to ensure the timely and accurate completion of the payroll process
  • Calculated employee wages, salaries, hours worked, overtime pay, and determine withholdings, deductions, and net pay
  • Submitted reports to TRS, IRS, and AG (New Hire)
  • Processed payroll adhering to each client’s unique approved schedule
  • Calculated prorated salaries when applicable
  • Processed and resolved direct deposit and other banking interactions
  • Set up New Employees in the Accounting Information System
  • Implemented the yearly salary schedules, pay rates, pay codes, positions changes, salary changes, and workdays
  • Assisted with audit requests on behalf of our clients
  • Participated in staff development classes to increase knowledge and expertise in payroll to better serve clients
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Managed payroll data entry and processing for 650 employees to comply with predetermined company guidelines.
  • ·Provided finance software support for all our clients.

Education

High School Diploma -

Lorena High School
Lorena, TX
05.2009

Skills

  • Able to work collaboratively in any team structure
  • Solution Oriented
  • Strong administration & computer literacy skills
  • Great time management
  • Master of multi-tasking all while delivering exceptional results
  • Proficient in Microsoft Offices, CRM systems, Quickbooks and Websmart
  • Strong customer service skills
  • Obtains & processes new information at a fast pace
  • Excellent written and oral communication skills
  • Detail oriented and highly organized

Affiliations

Texas Association of School Business Officials 2

Timeline

Coffee Shop Co Owner

The Boujee Bean
07.2022 - 06.2023

Realtor

Key Real Estate Services
08.2021 - 06.2023

Finance Manager

Charter School Success
03.2018 - 06.2021

Finance Manager

Axtell ISD
06.2017 - 03.2018

Payroll Specialist

JR3
02.2013 - 02.2015

High School Diploma -

Lorena High School

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