QuickBooks
Kelly Lynch
Tigard,OR
Summary
Accomplished professional with strong understanding of payroll procedures, tax regulations and benefits administration. Proficient in using multiple payroll software programs with knack for quickly learning new systems and developing trusting relationships across all levels in an organization.
Overview
9
9
years of professional experience
Work History
Accounting Manager
Maybelle
12.2023 - 01.2024
- Process AR/AP in QuickBooks online
- Account reconciliations to help prepare for 2023 year-end and tax filing
- Assisted residents with rent payments and distributed funds as they were available
- Created digital files of all 2023 AP and added to a filing system on the company shared drive to assist in their paperless transition for 2024.
Payroll & Benefits Administrator
CMTS, LLC
11.2022 - 06.2023
- Reconcile timecards for all employees' IPS & transfer data to ADP Workforce Now for approval and processing.
- Set up and maintain employee profiles in ADP Workforce Now and IPS
- Creating expense reports and mileage reports for employee reimbursements
- Onboarding new hires and issuing out Laptops, cell phones, PPE gear
- Monthly reconciliation of AT&T corporate mobile account consisting of 100+ lines
- Separating each line for job costing and customer invoicing
- Adding and canceling inventory accordingly of all company-issued AT&T devices.
Accountant & Grant Fund Distribution Manager
Impact CFO Services
07.2020 - 04.2022
- Successfully distributed a $90 million COVID grant to 56k approved applicants
- Introduced and onboarded two companies to an HRIS (BambooHR)
- Input approved grant applicants' data accurately & timely in QuickBooks.
- Process payments to applicants and print checks for distribution
- Oversee HRIS management, payroll processing, IT management, AR/AP
- Provided bookkeeping services for 4 clients in QuickBooks Online.
Accounts Payable and Payroll Administrator
Accounting Principles
11.2019 - 02.2020
- Processed high volume, full-cycle accounts payable including PO 3-way matching and direct expense invoices
- Provided support for the Controller and company managers
- Account reconciliations, maintained files, and report generation
- Processed biweekly payroll
- Vendor management and internal customer service.
Business Operations Manager
Sky Recruiting, Inc.
12.2018 - 08.2019
- Cultivated a 45.5% decrease in Q1 2019 company expenses through process improvement
- Proposed and executed a companywide transition to Office 365 to eliminate previous communication fallbacks due to outdated programs
- Introduced and successfully onboarded employees to an HRIS
- Run and manage all daily operations of a $2 million national executive recruiting firm
- HRIS management including onboarding/offboarding, time-off management, group benefits administration, performance reviews, and employee satisfaction surveys
- Calculated commission payouts and processed biweekly payroll
- Created client invoices, Accounts Receivable, Accounts Payable, and bank account reconciliations in QuickBooks
- WordPress company website management.
Office Manager
Sky Recruiting, Inc.
09.2018 - 12.2018
- Payroll Processing
- Accounts Receivable/Accounts Payable
- Banking: deposits & account reconciliations
- Recruiting
- IT support.
Medical Billing & Business Office Manager
Oregon Integrated Health, LLC
05.2015 - 02.2017
- Project managed a new clinic startup, including, demo, redesign, and rebuild of an existing structure
- Transitioned 40 individual healthcare provider malpractice policies to the company umbrella policy
- Managed a company-wide migration to Office 365
- Introduced and successfully onboarded all staff to an HRIS (BambooHR)
- Supervised day-to-day operations of two patient-centered medical homes and an administration office comprised of 40 healthcare professionals
- HRIS management, and medical staff recruitment
- Accounts receivable, accounts payable, and payroll administration
- Assisted medical staff and medical billers with coding and insurance billing
- Created company policies and procedures and made ongoing revisions to the employee handbook
- IT support for all office equipment research, purchasing, installation, set up, and employee training
- Resolved employee complaints and patient grievances.
Education
Associate of Applied Science: Oregon Transfer in Business (ASOT-BUS) -
PCC
Portland, OR01.2015
Skills
- Payroll Administration
- Human Resources
- HRIS Systems Management
- Accounting
- Customer Service
- ADP Workforce Now
- Notary Public
- GAAP understanding
- Staff Training and Development
- Tax Preparation
- Client Billing
- QuickBooks proficiency
- Time and Attendance Management
- New hire processing
- Report Writing
Software
ADP WorkForce Now
BambooHR
Microsoft 365
Mac OS X
Teams
Timeline
Accounting Manager
Maybelle
12.2023 - 01.2024
Payroll & Benefits Administrator
CMTS, LLC
11.2022 - 06.2023
Accountant & Grant Fund Distribution Manager
Impact CFO Services
07.2020 - 04.2022
Accounts Payable and Payroll Administrator
Accounting Principles
11.2019 - 02.2020
Business Operations Manager
Sky Recruiting, Inc.
12.2018 - 08.2019
Office Manager
Sky Recruiting, Inc.
09.2018 - 12.2018
Medical Billing & Business Office Manager
Oregon Integrated Health, LLC
05.2015 - 02.2017
Associate of Applied Science: Oregon Transfer in Business (ASOT-BUS) -
PCC
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