Lorie Zachary
Richmond,TX
Summary
Result and quality-focused professional with a strong understanding of business operations, financial accounting, and software technical skills. Excels in fast-paced and complex business environments, consistently delivering exceptional outcomes. Proven track record of seamlessly transitioning between roles, showcasing adaptability and versatility. Expertise extends from accounting to building facility management, ensuring comprehensive knowledge across diverse areas of responsibility. Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Qualified Bookkeeper/Building Manager with strong background in managing office operations and enhancing administrative efficiency. Proven ability to streamline processes and improve productivity through effective leadership. Demonstrated proficiency in team coordination and problem-solving in fast-paced environments.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Office Manager/Building Manager
Link Crude Resources, LLC
07.2007 - Current
- Admin Assistant to multiple company Presidents and Owners
- 17 Plus years QuickBooks Intuit experience in Cash and Accrual accounting methods.
- Process biweekly payroll & Plan Administrator for company provided fringe benefits for LTD, and Individual Healthcare policies.
- Prepare annual 1099's for multiple corporate entities
- Research account transactions, demonstrating a keen ability to recognize and resolve discrepancies
- Provide excellent relations with Preventative Maintenance vendors
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Manage Building Facility Annual Preventative Maintenance Inspections and annual building Permits
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Oversaw facility maintenance requests, coordinating with building owners to address repairs or improvements efficiently.
- Developed comprehensive building policy manuals outlining procedures and guidelines, contributing to a well-organized point of reference.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Reduced overhead costs significantly through negotiation of vendor contracts for office supplies and services.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
Assistant/ Insurance Verification
Dr. Matthew G. McMenemy, MD
10.2004 - 08.2006
- Verification & Eligibility of Benefits
- Pre-Op testing for Cataract patients; Fundus Photography, Topography, Nerve Fiber analysis
- Appointment scheduling using the Medinformatix software
- Scheduling of ordered MRI, lab work or CT scans for patients
- Obtaining referrals for MRI, lab work or CT scans for patients
- Medical record release assuring HIPAA strict standards
- Preparation of all outgoing parcels
- Maintains all office equipment
- Orders, receives, and maintains all office supplies
Software QA Analyst
Innovative Business Solutions
02.1998 - 03.2001
- Perform all aspects of quality assurance for IBS Land Asset Management Enterprise Platform
- Develop software test plans, define and create O & G Business Case scenarios, execute test scripts, assess test results, and report defects to product teams
- Work with Software Product Managers and Business Analyst as needed to develop and better integrate automated testing tools and test cases as required
Education
Measuring Business Performance -
California Institute of Technology
Online Course 01.2006
Management of Technology and Innovation -
California Institute of Technology
Online Course 01.2005
Leading High-Performance Teams -
Rice University
Houston, TX01.2004
Integrated Strategic Planning -
California Institute of Technology
Online Course 01.2004
Finance and Accounting for Executives -
Rice University
Houston, TX01.2003
Land Asset Management -
Tobin Land Management
Houston, TX01.1999
Contract Management -
Burden Group Management
Sugar Land, TX01.1999
Skills
- Scheduled maintenance oversight
- Record-keeping proficiency
- Accurate account reconciliation
- Expense documentation
- Administrative operations
- Facility operations management
- Vendor relationship management
- Banking processes management
- Skilled in MS Office applications
- Efficient payroll management
- Office administration
- Invoice management
- Proficient in conveying information clearly and concisely
- Scheduling coordination
- Inventory management
- Documentation and control
- Problem resolution
- Senior leadership support
- Regulatory compliance
- Information protection
- Proficient in managing multiple tasks
- Facility maintenance
- Maintenance coordination expertise
Certification
- Microsoft Certified Professional, 01/01/98
- IBM Rational Functional Tester Boot Camp, 01/01/99
- Microsoft Certified Professional, 01/01/06
- Intuit Quickbooks Intuit Online Certified User Program, 01/01/05 & 01/15/2022
- Notary Public, State of Texas 1st Registered May 15 2011, Commission Expires May 19, 2027
- Introduction & user training to Quickbooks Enterprise Desktop 08/15/2024
- Regulatory Compliance course/exam June 13, 2022
- Regulatory Compliance Ethics course/exam June 21, 2024
- Regulatory Compliance Cybersecurity course/exam June 21, 2024
- Regulatory Compliance Anti-Money Laundering course/exam June 21, 2024
- Regulatory Compliance Anti-Bribery course/exam January 30, 2025
Accomplishments
- Documented and resolved issues with new Construction Warranty disputes which led to understanding of expanding my knowledge of building operations
- Created an extensive Building User Manual, containing Preventative Maintenance Agreements, Building Close out Documents with As Builts Drawings, Warranty Certificates, User Manuals for all building related equipment, Fire Line, Generator, HVAC software user instructions, Security Camera Operations, City of Houston Permits and Preventative Maintenance vendor contacts
Timeline
Office Manager/Building Manager
Link Crude Resources, LLC
07.2007 - Current
Assistant/ Insurance Verification
Dr. Matthew G. McMenemy, MD
10.2004 - 08.2006
Software QA Analyst
Innovative Business Solutions
02.1998 - 03.2001
Measuring Business Performance -
California Institute of Technology
Management of Technology and Innovation -
California Institute of Technology
Leading High-Performance Teams -
Rice University
Integrated Strategic Planning -
California Institute of Technology
Finance and Accounting for Executives -
Rice University
Land Asset Management -
Tobin Land Management
Contract Management -
Burden Group Management
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