Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lori Geary

Waupaca,Wisconsin

Summary

Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.

Overview

25
25
years of professional experience

Work History

Bookkeeper

Lakeland Automotive
06.2013 - Current
  • Accounts Payable
  • Accounts Receivable
  • Payroll/941/940/1099/W2’s
  • Bad debt collection
  • Helping in store with phones and customers.
  • Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
  • Assisted with budget preparation and monitoring, contributing to better expense control.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Supported year-end closing procedures by preparing adjusting journal entries as needed.
  • Maintained and processed invoices, deposits, and money logs.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Managed and responded to correspondence and inquiries from customers and vendors.

Secretary

Waupaca Learning Center- Waupaca School District
04.2006 - 06.2013
  • Handled all incoming traffic, students and parents
  • Handled all purchasing /Purchase orders/Bids
  • Recess duty /Lunch duty
  • Inventory
  • All other duties assigned by Principal.
  • Managed executive calendars, scheduling appointments and meetings to optimize time management.
  • Implemented new office procedures to improve workflow efficiency while reducing administrative errors.
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Maintained daily report documents, memos and invoices.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Screened visitors and issued badges to maintain safety and security.
  • Managed filing system, entered data and completed other clerical tasks.

Secretary

Waupaca High School –Waupaca School District
10.1998 - 04.2006
  • Answered phones for the attendance office and discipline office
  • Assisted students and parents entering the building
  • Performed state truancy reports, discipline reports, attendance reports, and food service reports for low income and homeless students
  • Copied for office and staff
  • Faxed for office and staff
  • Typed school bulletin weekly
  • All other duties assigned by Dean or Principal.
  • Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
  • Implemented new office procedures to improve workflow efficiency while reducing administrative errors.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Performed research to collect and record industry data.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.

Education

Received Diploma -

Guilford High School
Rockford, Illinois
05.1987

Received BS in Marketing -

Rockford College
Rockford, Illinois
05.1994

Skills

  • Strong communication and computer skills
  • Currently work with Excel, QuickBooks and Word
  • Have worked with Skyward and Infinite Campus programs
  • Love working with the public
  • Great typing skills
  • Good driving record
  • Currently enrolled in a Medical Terminology class
  • Very familiar with State reports and State and Government websites
  • I am used to my job being very confidential and having to undergo background checks and stay current with privacy laws
  • Payroll Administration
  • Inventory Tracking
  • Quickbooks
  • PeopleSoft Expert
  • Accounts Payable Specialist
  • MS Office Expert
  • Customer Service
  • Inventory Management
  • Interpersonal Skills
  • Problem Solving

Timeline

Bookkeeper

Lakeland Automotive
06.2013 - Current

Secretary

Waupaca Learning Center- Waupaca School District
04.2006 - 06.2013

Secretary

Waupaca High School –Waupaca School District
10.1998 - 04.2006

Received Diploma -

Guilford High School

Received BS in Marketing -

Rockford College

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Lori Geary