Offering solid foundation in organizational and analytical skills, with keen interest in learning and developing within bookkeeping and administrative environment. Contributes ability to quickly absorb new information and apply it effectively, particularly in data management and office software. Ready to use and develop problem-solving and multitasking skills in Income Tax Specialist role.
Overview
23
23
years of professional experience
Work History
Office Manager/Owner
JASON'S WATER TREATMENT
Ocala, FL
11.2005 - Current
Created and maintained filing systems for sales and service to ensure accurate record keeping
Prepared monthly sales tax
Filed annual report with state of Florida
Processed all payments
Deposited all cash and checks
Reviewed financial statements and ledgers working with accounting staff to clear discrepancies and to prepare quarterly reports
Emailed job bids to potential customers
Ensured liability and auto insurance were updated as needed
Opened social media account and posted updates
Office Manager
GOOD SHEPHERD PRESBYTERIAN CHURCH
Ocala, FL
03.2012 - 07.2014
Maintained front office professionally and warmly greeting parishioners and visitors as the first point of contact, answering phones and responding to various emails
Deposited cash and checks to bank on a weekly basis
Recorded money received and bills paid in Quickbooks
Generated weekly email to parishioners through Mailchimp
Opened and distributed incoming mail to staff members
Documented number of attendees at church services and updated contact information as requested
Tracked and entered charges in Excel for multiple events, fundraisers, retreats, etc
Worked closely with fellow staff members to ensure correct information in weekly bulletins and emails to parishioners
Communicated with school personnel or campus for use of church building and during school lockout
Mailed yearly tax donation statements to donors
Prepared weekly bulletins for church service
Scheduled events for church use in Google calendar
Ordered office and janitorial supplies as needed
Billing Specialist
FRANCK'S PHARMACY
Ocala, Florida
11.2001 - 10.2004
Billed commercial insurance, Medicare and Medicaid for infusion therapy, liquid supplements and diapers
Posted payments received from patients as well as commercial insurance and Medicare/Medicaid
Contacted insurance carriers, Medicare/Medicaid and patients for outstanding balances
Arranged payment plans for patients via phone
Reviewed reports to follow up with outstanding balances from patients and insurance carriers, Medicare/Medicaid
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