Summary
Overview
Work History
Education
Skills
Accomplishments
Awards
Personal Information
Timeline

Kelly Wallace

Georgetown,TX

Summary

Professional in financial record management with strong background in accounting processes and systems. Adept at managing accounts payable/receivable, reconciling statements, and maintaining accurate financial records. Known for excellent teamwork and adaptability, ensuring seamless collaboration and efficient results. Strong analytical skills, attention to detail, and proficiency in accounting software contribute to reliable and timely financial reporting.

Overview

16
16
years of professional experience

Work History

Office Manager

Georgetown Outdoor Power
06.2022 - 12.2023
  • Filed warranties
  • Training office personnel on new system
  • Payroll
  • Customer service
  • Front counter sales
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

Accounts Payable Clerk

Clean Scapes LP
03.2022 - 06.2022
  • Responsible for reconciling Amex, Home Depot, Wex fuel cards
  • Reconciling vendor statements entering invoices and reconciling the toll tag account for all four locations
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.

Accounting Associate

Alton Thiele, PC, CPA
06.2020 - 05.2021
  • Handled the processing of payroll for fifteen different companies each pay period
  • Maintained client services, took payments via cc, cash, check
  • Kept up with the daily revenue totals
  • Data entry, tax returns, ran daily errands such as mail, bank deposit, and made the payments for local hotels at tax assessor's office
  • Updated client databases using word, excel, pro-series, QuickBooks, Sage accounting software
  • Basic Accounting procedure depending on the needs of the client

Customer Service Manager

DuBois Furniture
06.2018 - 05.2020
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Improved service delivery consistency by monitoring and adjusting workflows.
  • Increased efficiency in handling customer inquiries by implementing advanced CRM system.
  • Took ownership of customer issues and followed problems through to resolution.
  • Reduced customer complaints, proactively addressing issues and implementing effective solutions.
  • Followed through with client requests to resolve problems.
  • Collaborated with upper management to improve customer service processes and support structures company-wide.

Data Entry / Accounting Clerk

Knutson Bedrich & Associates
03.2014 - 05.2018
  • Responsible for the Data Entry, invoicing, daily factoring, payroll, accounts payable and accounts receivable
  • QuickBooks and sage accounting

Office Manager / Production Supervisor

Zebra Instruments
07.2007 - 02.2014
  • Office: Responsible for Order Entry, invoicing, shipping labels, customer service, accounts payable, account receivable, sales calls, hiring employees
  • HVAC tool manufacturer: duties included Hiring workers, training on multiple lines such as soldering, building circuit boards, packaging, inventory, scheduling shifts, safety training, shipping customer orders
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
  • Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
  • Improved team morale and cohesion with regular team-building activities and open communication channels.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Education

Associate Degree - Accounting and Business Management

Temple College, Temple, TX

Skills

  • Experienced with QuickBooks Software
  • Microsoft Office Proficiency
  • Bank Reconciliation Expertise
  • Invoice Management
  • Accounts Receivable Processing
  • Accounts Payable Processing
  • Payroll Administration Skills
  • Office Management
  • Order Entry
  • Journal Entries
  • General Ledger Reconciliation
  • Financial Statement Preparation
  • Account Reconciliation
  • GAAP
  • Accounting Principles
  • Microsoft Excel
  • Bookkeeping
  • Management
  • Accounting software
  • Clerical experience
  • Database administration
  • Payroll administration
  • Vendor management
  • Account reconciliation

Accomplishments

  • Coordinated [number] special public and private events.

Awards

Phi Theta Kappa International Honor society

Personal Information

  • Willing To Relocate: Anywhere
  • Authorized To Work: US for any employer

Timeline

Office Manager - Georgetown Outdoor Power
06.2022 - 12.2023
Accounts Payable Clerk - Clean Scapes LP
03.2022 - 06.2022
Accounting Associate - Alton Thiele, PC, CPA
06.2020 - 05.2021
Customer Service Manager - DuBois Furniture
06.2018 - 05.2020
Data Entry / Accounting Clerk - Knutson Bedrich & Associates
03.2014 - 05.2018
Office Manager / Production Supervisor - Zebra Instruments
07.2007 - 02.2014
Temple College - Associate Degree, Accounting and Business Management

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Kelly Wallace