Summary
Overview
Work History
Education
Skills
References
Timeline
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Kelli E. Richard

Kelli E. Richard

Lake Charles,USA

Summary

Business Manager with proven expertise in financial reporting and operational efficiency at CC Self Asset Lending, LLC. Skilled in Microsoft Office Suite and project planning, driving results through strategic oversight and effective communication. Ensures compliance and optimizes resources across multiple entities, contributing to overall organizational success.

Overview

35
35
years of professional experience

Work History

Business Manager

CC Self Asset Lending, LLC
Lake Charles, LA
07.2018 - 06.2024
  • Managed business operations for six companies, overseeing Account payables / Account receivables.
  • Executed payroll processing across six entities, ensuring timely and accurate payments.
  • Compiled inventory reports to maintain optimal stock levels across all locations.
  • Coordinated annual permit and license renewals for compliance with regulations.
  • Performed banking errands and other necessary logistical tasks to support operations.
  • Generated end-of-month financial reports for each company to inform decision-making.
  • Updated software on all computers to ensure operational efficiency and security.

Property Manager and Operations Manager

Palermo Real Estate and Action Arms
Sulphur, LA
04.2014 - 03.2017
  • Inventory of receiving and shipping
  • Advertising
  • Quick books: Accounts Payable/Receivable
  • Insurance
  • Payroll
  • Manager of Advertising
  • Assistant to Realtor
  • Created and update 2 Digital Billboards
  • Abstracts
  • Title Opinions
  • Collection of Owner finance of several lots and other properties
  • Sales tax
  • Managed Inventory
  • Cost and Sales Reports

Legal Assistant

Spears & Gary, LLC
Lake Charles, LA
02.2015 - 04.2015
  • Pleading
  • Drafts
  • Billing
  • Receivables
  • Payables

Office Manager for Landman/Abstractor

D. Dale Thevenet and Associates
Lafayette, LA
08.2007 - 02.2015
  • Lease
  • Title
  • RWO
  • Lease Purchase Reports/Analyst
  • Abstracting

Owner

Tadlock Pipe & Equipment, Inc.
Lake Charles, LA
02.1994 - 12.2002
  • Insurance for complete business: office vehicles, building, trucks, etc.
  • Dispatcher for Westlake Trucking for Pipe Accounts and Deliveries
  • Accounts Payable
  • Accounts Receivable
  • Advertising Manager (Internet Web Publisher Inventory)
  • Mail outs up to 8,000 pieces of mail with Post office training 3rd class mail
  • Payroll
  • Financial Statement or Monthly Budget Reports

Title and Finance Manager

Martin GMC
Lake Charles, LA
05.1989 - 02.1994
  • Prepare Dealer Contacts
  • Monitored New and Used Inventory
  • Accounts Payable and Receivable
  • Payroll
  • Parts and Service Counter
  • Worked with Extended Warranties

Education

Our Lady Queen of Heaven School
01.1988

LaGrange Senior High School -

01.1988

Accounting -

McNeese State University

Skills

  • Microsoft Office Suite
  • Spreadsheet management
  • Presentation design
  • Database management
  • Project planning
  • Financial software proficiency

References

Available upon request

Timeline

Business Manager

CC Self Asset Lending, LLC
07.2018 - 06.2024

Legal Assistant

Spears & Gary, LLC
02.2015 - 04.2015

Property Manager and Operations Manager

Palermo Real Estate and Action Arms
04.2014 - 03.2017

Office Manager for Landman/Abstractor

D. Dale Thevenet and Associates
08.2007 - 02.2015

Owner

Tadlock Pipe & Equipment, Inc.
02.1994 - 12.2002

Title and Finance Manager

Martin GMC
05.1989 - 02.1994

Our Lady Queen of Heaven School

LaGrange Senior High School -

Accounting -

McNeese State University

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