Kimberly Morgan
La Grande,OR
Summary
Detail-oriented Bookkeeper skilled in financial data entry and record keeping. Experience spans accounting and general office settings, ensuring compliance with internal policies. Expertise includes accounts reconciliation and financial reporting, with proficiency in QuickBooks Online and cash handling to enhance data accuracy and optimize cash flow.
Overview
11
11
years of professional experience
Work History
Teller
Columbia Bank
La Grande, Oregon
12.2025 - Current
- Process deposits, withdrawals, transfers, and loan payments with accuracy.
- Balanced cash drawer and prepared end-of-day settlement reports to ensure accurate financial records.
- Facilitate account openings, enhancing customer satisfaction and meeting banking needs.
- Perform teller line operations, while efficiently managing peak customer traffic to optimize service delivery.
- General office operations.
Bookkeeping Manager
Independently Employed
La Grande, Oregon
08.2018 - Current
- Monitored accounts receivable, contributing to improved cash flow and reduced outstanding debts.
- Managed accounts payable and receivable, streamlining invoicing and payment processing.
- Reconciled bank statements on a regular basis to ensure accuracy of transactions.
- Prepared and processed payroll.
- Maintained accurate filing systems for accounting records, ensuring easy access to invoices, receipts, and payments.
- Performed data entry of financial information into accounting software program.
- Maintained customer relations by responding to inquiries in a timely manner.
Patient Registrar & Tech Assistant
Intermountain Medical Imaging
Boise, Idaho
05.2015 - 08.2017
- Registered patients and collected documentation for medical imaging procedures, ensuring accurate screening and compliance with protocols.
- Greeted patients and visitors, verified information, and collected copayments, facilitating smooth check-in process.
- Maintained accurate data entry and records management in the patient information system.
- Ensured confidentiality of patient information through secure data handling practices.
- Collaborated with clinical staff to resolve scheduling conflicts and cancellations, minimizing disruptions in patient care.
- Answered incoming calls from patients or providers seeking assistance or providing updates on existing cases.
Skills
- Cash handling
- Accounts payable/receivable
- Invoice management
- Account reconciliation
- Financial analysis
- Quickbooks Online proficient
- Data entry
Timeline
Teller
Columbia Bank
12.2025 - Current
Bookkeeping Manager
Independently Employed
08.2018 - Current
Patient Registrar & Tech Assistant
Intermountain Medical Imaging
05.2015 - 08.2017