Summary
Overview
Work History
Education
Skills
References
Timeline
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LaJuana J. Boese

Conroe,TX

Summary

Dynamic accounting and operations professional with over 18 years of experience in financial management and bookkeeping. Demonstrated ability to streamline processes, reconcile accounts, and manage financial transactions with a strong focus on compliance. Expertise in diverse accounting software systems enhances operational efficiency and accuracy.

Overview

10
10
years of professional experience

Work History

Business Operations Specialist

Durango Midstream LLC
The Woodlands, TX
09.2022 - 09.2024
  • Company Overview: Systems Utilized – W Energy, Veriforce, and PeopleSoft.
  • Prepare and update AFEs.
  • Facilitated legal document certification as a licensed Notary Public.
  • Issued and revised Purchase Orders.
  • Assisted in financial reconciliation and budgeting for projects.
  • Reviewed trial balances monthly to identify and correct discrepancies.
  • Effectively maintained various MSA contracts.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Provided guidance and support to management on best practices related to operations and business strategy.
  • Coordinated with vendors, suppliers, partners, and other external organizations to ensure smooth delivery of products or services.
  • Provided administrative support to assist operations department in proposal writing.
  • Updated and maintained databases with current information.
  • Utilized various software and tools to streamline processes and optimize performance.

Full Charge Bookkeeper

JMJ Organics Ltd
Kingwood, TX
11.2021 - 09.2022
  • Company Overview: Systems Utilized – QuickBooks, ShopKeep, / LightForce
  • Full-charge bookkeeper for multiple companies.
  • Reconciled intercompany transactions between multiple entities.
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Reviewed and reconciled bank accounts, credit cards, and other general ledger accounts.
  • Entered deposits, credit card charges and sales entries to facilitate cash management.
  • Record all inter-company transfers via J.E.
  • Issued weekly vendor payments.
  • Processed weekly subcontractor payroll.
  • Served as certified notary public.
  • Create and make bank deposits.
  • Conducted month-end, quarter-end, and year-end close processes, ensuring the accuracy of financial reporting.
  • Matched orders with invoices and recorded required information.
  • Prepared financial statements, including balance sheets and income statements, for review by management.
  • Reconciled vendor statements to assist in monthly closings.
  • Received and recorded cash, checks and transfers.
  • Processed employee expense reports according to company policy.
  • Maintained financial records in compliance with Generally Accepted Accounting Principles.
  • Monitored loans and accounts payable to confirm payments are current.
  • Reconciled computer reports with manually maintained ledgers.
  • Coordinated with vendors and clients to resolve billing and payment issues.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Updated and maintained depreciation, amortization, and prepayment schedules.
  • Tracked fixed assets purchases and disposals throughout the year.
  • Facilitated legal document certification as a licensed Notary Public.

Senior Accounting Associate II

Durango Midstream LLC
The Woodlands, TX
12.2018 - 09.2022
  • Company Overview: Systems Utilized – W Energy, Veriforce, and PeopleSoft.
  • Managed multiple AP inboxes.
  • Created invoice vouchers and credit memos.
  • Process weekly payment runs and check requests.
  • Upload files to the bank.
  • Recorded ACH and wire transfers, ensuring accurate documentation.
  • Reconciled AP accounts, credit card statements, and bank ledgers monthly.
  • Resolve invoice and payment discrepancies.
  • Manage employee expense reports.
  • Open/close accounting periods.
  • Complete monthly, quarterly, and year-end closing activities.
  • Maintain approval workflows, and assist in software conversion projects.
  • Processed year-end 1099s, and assisted in financial audits.
  • Generated ad hoc reports as requested by management team for decision making purposes.
  • Collaborated with external auditors during year-end audit process.
  • Selected for special accounts payable projects, including AP analysis reports.
  • Trained new hires in accounting systems and financial procedures.
  • Streamlined AP procedures.
  • Transitioned the process from paper to fully electronic.
  • Assisted with company-wide setup and transition from PeopleSoft to WEnergy.
  • Evaluated existing business processes for effectiveness and made recommendations for improvements.
  • Executed bank and account reconciliations for business subsidiaries.
  • Coordinated with external auditors to provide necessary documentation for annual audits.
  • Reduced financial discrepancies by verifying accounting statements.
  • Facilitated legal document certification as a licensed Notary Public.

Accounting Assistant / Purchaser

Modern Home Renovation
Kingwood, TX
05.2017 - 12.2018
  • Company Overview: Systems Utilized – QuickBooks, Construction Suite, UDA, Smart Sheets, and NetSuite.
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Issued weekly payments.
  • Managed AP and PO inboxes.
  • Resolve invoice and payment discrepancies.
  • Coded invoices to maintain organized and accurate records.
  • Received and recorded cash, checks and transfers.
  • Prepared purchase orders and sent to distributors and suppliers.
  • Assisted with accounts receivable activities such as invoicing, collections, and deposits.
  • Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.
  • Matched orders with invoices and recorded required information.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Monitored loans and accounts payable to confirm payments are current.
  • Liaised with vendors and suppliers to negotiate payment terms and resolve billing issues.
  • Performed credit checks on new clients and set up payment terms.
  • Calculated and produced checks for utilities, taxes and other operational payments.
  • Prepared and processed payroll.
  • Record intercompany transfers via journal entry.
  • Record all incoming and outgoing ACH and wire transfers.
  • Managed purchase orders, vendor relations, and supply chain logistics.
  • Tracked purchases, scheduled deliveries, and processed invoices.
  • Assisted in financial reconciliation and budgeting for projects.
  • Entered data into accounting software programs, such as QuickBooks.
  • Researched discrepancies between invoices, purchase orders, packing slips.
  • Answered questions from customers regarding their billing or payment status.

A/P Clerk 3 / Concur Admin

CB&I
The Woodlands, TX
08.2014 - 05.2017
  • Company Overview: Systems Utilized – JDE-E1, JDE World, Docusphere, TAP, Concur, and PeopleSoft.
  • Reconcile and audit expense reports.
  • Issue weekly payments to employees.
  • Administered the Concur expense reporting system and resolved coding discrepancies.
  • Trained employees on the Concur system.
  • Troubleshoot technical issues with the expense system, assist employees with the coding of expenses, and perform a monthly expense report audit.

Education

Some College - Accounting

Lonestar College
Kingwood

Skills

  • Oil and gas accounting
  • Financial statement preparation
  • Bank reconciliation
  • Accounts payable management
  • Vendor and Contract Management
  • Software Implementation and Training
  • Process Improvement and Workflow Optimization
  • Inventory accounting
  • GAAP compliance
  • Purchase order management
  • Expense reporting
  • Payment processing
  • Invoice processing
  • General ledger
  • Vendor relations
  • Accounting software
  • Process improvement
  • Workflow optimization
  • Report creation and generation
  • File management
  • Multitasking Abilities
  • Teamwork and collaboration
  • Organizational skills
  • Vendor management
  • QuickBooks
  • Oracle
  • W Energy
  • PeopleSoft
  • OpenInvoice
  • Veriforce
  • JDE-E1
  • Concur
  • NetSuite

References

References available upon request.

Timeline

Business Operations Specialist

Durango Midstream LLC
09.2022 - 09.2024

Full Charge Bookkeeper

JMJ Organics Ltd
11.2021 - 09.2022

Senior Accounting Associate II

Durango Midstream LLC
12.2018 - 09.2022

Accounting Assistant / Purchaser

Modern Home Renovation
05.2017 - 12.2018

A/P Clerk 3 / Concur Admin

CB&I
08.2014 - 05.2017

Some College - Accounting

Lonestar College

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LaJuana J. Boese