Keri Longacre

Work History

Odyssey Financial Group, LLC

10.2016 - 04.2025

Maintained accurate employee records, processing payroll adjustments and assisting with benefits administration, including Simple IRA contributions via third-party administrator
Resolved outstanding personal client account issues through effective communication and prompt responses to inquiries, ensuring a high level of customer service
Reduced budget discrepancies and enhanced financial accuracy by conducting regular profit and loss reports, performing reconciliations and record keeping by maintaining up-to-date financial information in Quickbooks
Provided timely financial data to assist owner in making informed decisions about budget and expenses
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy
Streamlined bookkeeping processes to increase efficiency and productivity by merging Quickbooks desktop to Quickbooks online
Maintained compliance with all regulatory requirements, ensuring timely submission of necessary reports and documentation.
Entered figures using 10-key calculator to compute data quickly.
Prepared year-end reports for W-2s and 1099s, ensuring accuracy and timeliness in tax filing
Streamlined payroll processing by implementing a new payroll software system through Gusto
Calculated wages, deductions and bonuses in accordance with company policies

OKRecords

04.2014 - 03.2025

Managed and organized documents for data entry tasks by matching police reports with specific requests from LexisNexis database, ensuring accuracy and completeness of information
Entered data into Excel spreadsheets with precision and attention to detail

BB&G Industrial

04.2014 - 10.2016

Processed and managed payroll for a small office, ensuring timely and accurate payments to employees
Organized and maintained financial records using QuickBooks Desktop, including bank and credit card reconciliations
Prepared monthly expenses and profit and loss reports to monitor financial performance
Oversaw daily operations, ensuring tasks were completed efficiently and to a high standard
Provided exceptional customer service when addressing client and vendor inquiries or concerns via phone calls or email correspondence.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Prepared and mailed invoices to vendors and customers, processed payments, and documented account updates.
Used Quickbooks to reconcile vendor accounts, track payments and generate invoices.

ABC's Stay n Play

02.2009 - 04.2014

Maintained financial records using Quickbooks Desktop, including bookkeeping, profit and loss statements, and reconciliations.
Analyzed daily business operations to ensure efficient business operations and identify areas of improvement
Managed a small staff, providing guidance for a productive work environment
Developed and maintained the company's online presence, including designing and managing the company website
Implemented marketing strategies to promote the business, attract new customers, and increase visibility
Managed day-to-day business operations.
Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
Maximized revenue by identifying new market opportunities and implementing targeted sales strategies