Summary
Overview
Work History
Education
Skills
Timeline
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Kevana Morgan

Hockley,TX

Summary

Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in several different career trades with eye for identifying and correcting errors and paying close attention to detail. Dedicated with strong work ethic and resourceful nature. I go above and beyond what is required of me to achieve success and am amazing at being a team player.

Overview

9
9
years of professional experience

Work History

Customer Service Representative

Commercial Coolants, Inc. Dba Design Air Systems
06.2023 - 01.2024
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Processed 200+ work orders daily and created technicians schedules based on priority of incoming requests.
  • Updated account information to maintain customer records.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels.
  • Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

Project Administrator

Power Plumbing & Sewer Contractor
06.2022 - 06.2023
  • Worked closely with the operations manager and superintendents to oversee daily operations.
  • Ordered permits and scheduled project inspections through the City of Houston and surrounding Texas cities to obtain needed documentation for the projects team.
  • Created and submitted expense reports to the accounting department for the Operations team.
  • Created and distributed RFI’s for design team, contractors, V.P., or superintendents to look over change requests.
  • Processed submittals, conducted bid evaluations and prepared contracts for vendors.
  • Managed, scheduled, and kept record of warranty work for completed projects.
  • Worked closely with subcontractors to ensure subcontract compliance, generation of progress, schedules, status reports, and invoices.
  • Scheduled and recorded meeting minutes of job cost meetings to track progress and expenses on open projects.
  • Submitted and approved weekly timecards for the Operations team.
  • Collaborated with management and fellow supervisors to organize operations and achieve demanding schedule targets.

Tax Preparer Specialist

Bdo Usa
08.2021 - 06.2022
  • Organized and maintained all tax reports, statements and documents relating to clients.
  • Proofread returns for mistakes and made necessary corrections prior to submission.
  • Assessed client tax situations to determine best filing options.
  • Liaised with accountants to confirm accuracy of client tax returns.
  • Delivered high-quality work under tight deadlines, ensuring timely submission of all required documentation for each client''s case.
  • Researched tax laws and updated changes in tax policy to ensure compliance with IRS regulations
  • Assured filling completion per client folder by gathering clients and CPA approval signature, tax form printouts and documentation backup scans
  • Carefully submitted client return through E-File or mail.
  • Maintained strict confidentiality when handling sensitive financial information from clients, earning their trust and loyalty.

Commercial Property Administrator

Transwestern
04.2019 - 09.2020
  • Provided full administrative support including phone support, typing, reports, filing and distribution of correspondence.
  • Scheduled and coordinated meetings/special events as requested and recorded meeting minutes.
  • Assisted in lease administration activities including lease set up and administer lease changes.
  • Invoiced tenant rebills (meter readings, HVAC, etc.)
  • Assisted with monthly and quarterly management reports as well as annual budget preparation.
  • Ordered and maintained adequate stock of office supplies.
  • Managed maintenance schedules to complete all outstanding repair requests
  • Maintained parking/building access and card distribution records.
  • Oversaw move-in/move-out procedures, ensuring minimal disruption to surrounding tenants and smooth transitions for new occupants.
  • Facilitated clear communication between property owners and tenants, fostering positive working relationships.

Project Administrator

Power Plumbing & Sewer Contractor
01.2019 - 04.2019
  • Worked closely with the operations manager to oversee daily operations.
  • Scheduled company meetings and kept record of job cost meeting minutes to analyze expenses of open projects.
  • Kept record of Managers and Superintendents expenses to create and submit expense reports to the accounting department.
  • Created and delivered RFI’s for design team, contractors, V.P., or superintendents to approve change requests.
  • Revised phase chart weekly by Printing and highlighting areas of interest on blueprints using Blue Beam software for the Operations team.
  • Ordered necessary project permits and scheduled job inspections through the City of Houston to ensure in compliance.
  • Created and maintained an organized paperless system for documents and blueprints.
  • Avoided construction delays by efficiently monitoring project progress and performance of employees or contractors to complete projects prior to deadlines.
  • Collaborated with management and fellow supervisors to organize operations and achieve demanding schedule targets.

Administrative Assistant

The Cleaning Authority
01.2017 - 01.2019
  • Created and assigned weekly schedules for 20 employees.
  • Conducted weekly safety training meetings for all staff.
  • Prepared cleaning contracts for new clients.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Created and coordinated vendor service agreements and proposals.
  • Updated company website as needed and sent out company memos to potential and current clients.
  • Used QuickBooks to generate expense reports and create invoices.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Processed customer orders accurately and within agreed timeframes to meet service standards.

Accounting Assistant

Dockwise
06.2015 - 01.2017
  • Provided support to the Accounting Department by handling day-to-day accounting processes to drive financial accuracy..
  • Performed basic office tasks, such as filing, data entry, answering phones, processing the mail, etc.
  • Organized meetings, as well as updated the accounting and business records.
  • Coordinated airfare, hotel, and transportation arrangements for expats.
  • Developed and maintain a paperless filing system.
  • Gathered research to prepare and proof briefing material and agendas for executive meetings.
  • Assisted managers as needed on special projects for the accounting department.
  • Analyzed financial discrepancies and provided solutions for accurate financial records.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Expedited invoice processing with effective communication between internal departments and external vendors.
  • Used accounting software to prepare weekly and monthly financial reports.
  • Entered figures using 10-key calculator to compute data quickly.
  • Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
  • Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.

Education

Bachelor of Science - Business

University of Houston - Downtown
Houston, TX
05.2026

Associate of Science - Biology

Lone Star College System
Spring, TX
01.2021

Skills

  • In-depth understanding of office management and execution of daily operations
  • Expert experience with MS Office, Acrobat Adobe, PowerPoint, Dropbox, Google Workspace, Zoom & QuickBooks
  • Excellent verbal and written communication skills
  • Strong organizational and time-management skills
  • Project management
  • Provides statistical and budget reports
  • Impeccable attention to detail
  • Demonstrates strong leadership, teamwork, and communication skills
  • Working knowledge of invoicing and billing, month-end reports, and data inputting

Timeline

Customer Service Representative

Commercial Coolants, Inc. Dba Design Air Systems
06.2023 - 01.2024

Project Administrator

Power Plumbing & Sewer Contractor
06.2022 - 06.2023

Tax Preparer Specialist

Bdo Usa
08.2021 - 06.2022

Commercial Property Administrator

Transwestern
04.2019 - 09.2020

Project Administrator

Power Plumbing & Sewer Contractor
01.2019 - 04.2019

Administrative Assistant

The Cleaning Authority
01.2017 - 01.2019

Accounting Assistant

Dockwise
06.2015 - 01.2017

Bachelor of Science - Business

University of Houston - Downtown

Associate of Science - Biology

Lone Star College System

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Kevana Morgan