Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lauri Malone

Arlington

Summary

Detail-oriented professional with a robust background in bookkeeping and executive administration. Skilled in managing financial transactions, preparing financial statements, and providing comprehensive support to executive teams. Committed to enhancing operational efficiency and accuracy.

Overview

17
17
years of professional experience

Work History

Bookkeeper/Executive Administrator

RPNT Management Services
Arlington
06.2018 - 08.2025
  • Provided administrative support to CEO, Director of Operations, and staff accountants
  • Assisted HR Director
  • Recorded and maintained financial transactions for independent physicians and private healthcare facilities
  • Reconciled accounts to ensure accuracy of Balance Sheets, Income Statements, and Cash Flow
  • Prepared monthly financial statements to present to clients
  • Entered client invoices, processed Accounts Payable checks and ACH batches
  • Processed patient payments and kept track of patient balances
  • Coordinated special events for in-house employees and non-profit organization

Branch Office Administrator

Edward Jones
Arlington
08.2017 - 02.2018
  • Oversaw appointment setting and scheduling
  • Prepared reports and materials for client appointments and updated client records
  • Made follow-up phone calls to set or confirm appointments
  • Processed daily deposits and transactions
  • Executed direct mailings and assisted with planning seminars and client appreciation events
  • Attended scheduled appointments with clients and Financial Advisor to ensure plans of action were being carried out at Financial Advisor’s direction

Customer Service Representative/Bookkeeper

Cool Tech Mechanical
Arlington
04.2011 - 08.2017
  • Called customers to schedule routine HVAC inspections
  • Planned and scheduled daily work schedules of HVAC Technicians and dispatched service calls
  • Provided administrative support to President and Vice President
  • Input customer invoices into accounting software
  • Entered all payments, posted deposits and reconciled monthly bank and credit card statements
  • Ran regular reports for owners to keep them apprised of cash flow, budgeting, and other vital financial matters
  • Provided requested documentation and aided auditors with sales tax and general liability audits
  • Generated 1099s for vendors

Office Manager/Bookkeeper

Clear Distinction/JD Taylor Contracting
Kennedale
08.2008 - 12.2015
  • Recorded all financial transactions including purchases, sales, receipts, and payments
  • Posted information to accounting journals/software and reconciled accounts to assure their accuracy
  • Brought all books to trial balance stage
  • Assisted accountant on tax return preparation
  • Assisted owner with daily administrative duties such as managing customer files, communicating with vendors and customers to make sure all company needs were met
  • Processed payables, received suppliers’ invoices, verified them, and remitted the amounts
  • Billed customers and collected accounts receivables
  • Received customer payments and made bank deposits
  • Maintained complete filing system to support financial records
  • Collected employee time sheets and entered them into the payroll accounting system
  • Processed and ran payroll checks in-house, processed employee expense reports and wage garnishments

Education

BA - International Studies

Abilene Christian University
Abilene, TX
12.1992

Skills

  • Microsoft Windows
  • Microsoft Word
  • Microsoft Excel
  • QuickBooks accounting software
  • Ability to manage multiple tasks
  • Written communication skills
  • Verbal communication skills
  • Organizational skills
  • Attention to detail
  • Attention to schedules
  • Attention to deadlines
  • Quality of work

Timeline

Bookkeeper/Executive Administrator

RPNT Management Services
06.2018 - 08.2025

Branch Office Administrator

Edward Jones
08.2017 - 02.2018

Customer Service Representative/Bookkeeper

Cool Tech Mechanical
04.2011 - 08.2017

Office Manager/Bookkeeper

Clear Distinction/JD Taylor Contracting
08.2008 - 12.2015

BA - International Studies

Abilene Christian University

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