Lori Melton
Accounting
Lake Placid,FL
Summary
Detail-oriented Accountant with 20 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex business actions including mergers and acquisitions and divestitures.
Overview
3
3
years of post-secondary education
8
8
years of professional experience
Work History
Accountant
Account Temps, SAP
Largo, FL
09.2016 - 12.2016
- Business One Cloud based financial software reporting GAAP Full Charge Bookkeeping (Temporary Assignment.
- Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
Administrative Secretary
Florida Fish and Wildlife Conservation Commission
Lake Placid, FL
02.2020 - 04.2021
- Working at the Royce Ranch Unit, responsibilities include tracking monthly cost reports, account's payable forwarded to purchasing, tracking monthly expenses and purchase orders on a proprietary Excel worksheet.
- Utilized My Florida Market Place, People First and DMS software for the State of Florida reporting.
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
- Conducted thorough research using diverse resources to assist professional staff with routine and special project tasks.
Administrative Secretary
Manatee County Board of County Commissioners
Bradenton, FL
10.2018 - 05.2019
- Collaborated with the Utilities Department safety manager with development for new hire training, First Aid training & Cardio Pulmonary Resuscitation training.
- Monthly safety boards through out the county were updated using OSHA as a guide for safety topics.
- P-card Works reconciliation, and purchasing.
- Developed SharePoint page for class dates and sign up for New Hire training.
- FEMA 100 & 200 certified, along with current CPR & First Aid certification.
- FL Notary Public.
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Financial Analyst
Contracted, Capgemini
Bradenton, FL
08.2018 - 01.2019
- Contract work for Mass Mutual Finance Planning and Audit, Agency Accounting department.
- Monthly Revenue and Expense audits on Agencies in the Continental United States.
- Using a dual network system, and several proprietary processes we Audited and revealed findings for Agency Bookkeepers.
- Time sensitive information is sent.
- Reports are heavily dependent on Excel, SAP, and SAGE X3 accounting systems.
Customer Service Representative
PEO Call Center
Bradenton, FL
10.2017 - 04.2018
- High volume call center for all worksite employee questions regarding flexible spending accounts, benefits, password resets, and basic technical troubleshooting.
- Working with Client Service Associates along with Colleges utilizing Skype instant messenger, Sales Force, Peoplesoft, Microsoft Office 365, as well as other proprietary CRM software databases.
Office Administrator
Associated Interior Trim
Bradenton, FL
05.2017 - 08.2017
- Scheduling installation of custom interior carpentry.
- Answering phones, payroll, site visitation for quality control.
Office Manager
H & H STAFFING
Sarasota, FL
10.2016 - 04.2017
- Contractor for Manufacturing firm in Tampa, handled phones, A/P, A/R, commission sheets for sales, payroll, Consolidated Monthly reporting of Financials in the Sarasota office.
- Utilized SAGE (Peachtree) and Lead Perfection for service and CRM.
- Recruiting personnel through social media and job search engines to fill open positions.
- Tracking applications, new hire paperwork.
Warranty Coordinator
Ad Vance Talent
Sarasota, FL
04.2016 - 08.2016
- As a contractor we took in bound calls in regards to Neal Warranty inspections and corrections.
- Evaluate caller requests and schedule technician to do troubleshooting or repair.
- National Certified Notary Signing Agent.
Signing Agent
Manasota Mobile Notary
Bradenton, FL
05.2014 - 05.2016
- I work for approximately 50 title companies in Manatee, Sarasota, Pinellas and Desoto counties.
- Contract work consisting mortgage signings, re-finance, debt consolidation, and other duties as assigned.
Site Administrator
Apple One
Sarasota, FL
08.2015 - 04.2016
- Contracted to assist Construction Manager and Superintendent with weekly Sub- contractor meetings, OSHA safety compliance, and plan updates.
- Calling in inspections, waste pickup along with site organization clean ups.
- Coordinated site investigations, documented issues and escalated to executive teams as needed.
- Aided in submission of RFP pricing agreements.
- Recognized, documented and advised on removal of hazards.
- Inspected facilities for adherence to fire, hazard and safety guidelines.
- Provided instructions to staffers during fire drills including evacuation routes and proper reporting techniques.
Office Manager III
H & R Block
Bradenton, FL
10.2013 - 04.2015
- Serving Tax Clients with exceptional service and accuracy in tax preparation.
- Scheduling, training, and coaching to best practices.
- Maintaining confidential files.
- Ordering supplies, and keeping all technical equipment working including computers and peripheral devices.
- Also working in the capacity of Marketing Ambassador, setting up events, and recruiting new candidates for the upcoming tax season.
- Four(4) month seasonal work.
- Recruiting new tax pro's, training, providing the necessary onboarding information and paperwork for hiring processes.
Education
BS - Accounting
Tampa Technical Institute
Tampa, FL 01.1993 - 05.1996
Skills
Desktop support
undefinedHorseback riding, canoeing, boating
I enjoy my horse Polly, and my golden retriever Poga. We fish and paddle on Lake Istokpoga.
Timeline
Administrative Secretary
Florida Fish and Wildlife Conservation Commission
02.2020 - 04.2021
Administrative Secretary
Manatee County Board of County Commissioners
10.2018 - 05.2019
Financial Analyst
Contracted, Capgemini
08.2018 - 01.2019
Customer Service Representative
PEO Call Center
10.2017 - 04.2018
Office Administrator
Associated Interior Trim
05.2017 - 08.2017
Office Manager
H & H STAFFING
10.2016 - 04.2017
Accountant
Account Temps, SAP
09.2016 - 12.2016
Warranty Coordinator
Ad Vance Talent
04.2016 - 08.2016
Site Administrator
Apple One
08.2015 - 04.2016
Signing Agent
Manasota Mobile Notary
05.2014 - 05.2016
Office Manager III
H & R Block
10.2013 - 04.2015
BS - Accounting
Tampa Technical Institute
01.1993 - 05.1996
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