Kimberly Lorenze
North Port,FL
Summary
Precise Individual with over 10 years' experience in corporate finance and accounting. Skilled at downloading accounting reports and fixing data discrepancies. Experience in Quickbooks as well as multiple company owned software programs. Proven history of resourcefulness, accuracy and knowledge of MS Word, Excel and Outlook. An Individual pursuing a position where an understanding of invoicing and monthly reporting tasks is highly sought.
Overview
25
25
years of professional experience
Work History
Bookkeeper (Temporary)
Schofield & Spencer PA
Bradenton, FL
08.2022 - 10.2022
- Maintained and processed invoices, deposits.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Completed payroll for employees and maintained detailed records of procedures.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Supported operations by communicating with customers, filing documents and managing data.
HR Assistant (Temporary)
The Oaks Club
Osprey, FL
05.2022 - 05.2022
- Created new employee files.
- Updated Human Resources Information System (HRIS) database regarding changes in employee status.
- Maintained confidentiality of sensitive personal information.
Receptionist (Temporary)
The Meadows Community Association
Sarasota, FL
03.2022 - 03.2022
- Answered phone promptly and directed incoming calls to correct offices.
- Sorted, received and distributed mail correspondence between departments and personnel.
- Kept reception area clean and neat to give visitors positive first impression.
Receptionist (Temporary)
Berlin Patten And Ebling
Sarasota, FL
02.2022 - 03.2022
- Answered central telephone system and directed calls accordingly.
- Sorted, received and distributed mail correspondence between departments and personnel.
- Responded to inquiries from callers seeking information.
Office Clerical (Temporary)
Seacoast Bank
Sarasota, FL
08.2021 - 01.2022
- Handled client correspondence and tracked records to foster office efficiency.
- Provided quality clerical support through data entry, document management and email correspondence.
- Managed multiple projects simultaneously using organizational and analytical skills.
- Supported staff on special assignments and ad hoc projects.
Security Installation Contracts (Temporary)
Clare Controls
Sarasota, FL
08.2020 - 07.2021
- Completed basic calculations and formulas to verify data accuracy prior to entry.
- Used QuickBooks and Tempus Pro software to prepare reports, correspondence and other required documentation.
- Produced spreadsheets for internal customers using MS Excel.
- Verified data entered into database by reviewing, correcting and deleting data.
- Scanned and printed files and paperwork, when needed.
- Secured information by completing database backups.
- Performed other duties as assigned.
Financial Analyst
Progressive Community Management, Inc.
Sarasota, FL
11.2019 - 06.2020
- Prepared monthly Financial Statements for 52 Associate Properties.
- Identified, researched and resolved general ledger variances to maintain system accuracy and currency.
- Prepared and mailed invoices and handled in-bound calls pertaining to reconciliation of delinquent accounts when necessary.
- Utilized TOPS software to analyze, store and record company financial information.
- Processed daily deposits.
Assistant Accountant
Florida Specialty Insurance Company
Sarasota, FL
12.2017 - 10.2019
- Monitored status of accounts payable using iWorks software to facilitate efficient processing.
- Maintained accurate and complete documentation for all financial department procedures.
- Reconciled all company bank accounts, including credit cards and agent commissions with 100% accuracy.
- Reviewed general ledger entries and assessed accuracy.
- Assisted Chief Accounting Officer with yearly audits to ensure compliance with state tax guidelines.
- Trained new employees on company procedures.
Oil & Gas Revenue
BESCO, LP (a Bass Legacy Company)
Fort Worth, TX
10.2006 - 09.2017
- Prepared and distributed royalty owner payments using Excel and company owned software.
- Balanced general ledger accounts to accurately record cost and month end accruals.
- Completed monthly reconciliation of oil and gas production and sales with 100% accuracy.
- Prepared daily cash vouchers.
- Researched return mail for any changes in address information.
- Assisted in yearly 1099 filing.
Accounting Clerk (Temporary)
Randstad USA
Irving, TX
01.2006 - 10.2006
- Managed over 10 auto lease loan accounts for Nissan Corporation.
- Investigated and resolved internal accounting variances to keep records current.
- Prepared reports for supervisor detailing daily closing and yearly balance differences.
Financial Associate
Arlington Career Institute
Grand Prairie, TX
08.2005 - 01.2006
- Administered account transactions and responded to student inquiries concerning financial loan products.
- Monitored loans and accounts payable and receivable to keep current.
- Operated computers programmed with accounting software to record, store and analyze information.
- Performed other duties as assigned.
Accounts Payable Specialist
State National Company
Bedford, TX
12.2001 - 08.2005
- Oversaw bookkeeping and accounting systems and entered data into systems accurately.
- Maintained 90% accuracy while processing over $175,000 worth of weekly vendor and employee expense payments.
- Input financial data and produced reports using company owned software.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Investigated daily variances uncovered with reports and corrected errors to resolve discrepancies.
- Reported financial data and updated financial records in ledgers and journals.
- Assisted in yearly 1099 filing.
Reconciliation Specialist
JP Morgan Chase Bank NA
Fort Worth, TX
03.1997 - 12.2001
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Utilized SAP accounting software.
- Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
- Reviewed accounts, resolved coding areas and tracked recurring expenses.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- New employee training.
Education
High School Diploma -
Napoleon High School
Napoleon, MI06.1978
Skills
- Financial and Operational Reporting
- Monthly Reconciliations
- Outlook and Adobe
- MS Word and Excel
- QuickBooks 150
- Invoice coding familiarity
- Payroll Preparation and Processing
- Research abilities
- Cash drawer management
- Data Entry and 10-Key
- Electronic Filing
Timeline
Bookkeeper (Temporary)
Schofield & Spencer PA
08.2022 - 10.2022
HR Assistant (Temporary)
The Oaks Club
05.2022 - 05.2022
Receptionist (Temporary)
The Meadows Community Association
03.2022 - 03.2022
Receptionist (Temporary)
Berlin Patten And Ebling
02.2022 - 03.2022
Office Clerical (Temporary)
Seacoast Bank
08.2021 - 01.2022
Security Installation Contracts (Temporary)
Clare Controls
08.2020 - 07.2021
Financial Analyst
Progressive Community Management, Inc.
11.2019 - 06.2020
Assistant Accountant
Florida Specialty Insurance Company
12.2017 - 10.2019
Oil & Gas Revenue
BESCO, LP (a Bass Legacy Company)
10.2006 - 09.2017
Accounting Clerk (Temporary)
Randstad USA
01.2006 - 10.2006
Financial Associate
Arlington Career Institute
08.2005 - 01.2006
Accounts Payable Specialist
State National Company
12.2001 - 08.2005
Reconciliation Specialist
JP Morgan Chase Bank NA
03.1997 - 12.2001
High School Diploma -
Napoleon High School