Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Lorna Kay James

Dacono,CO

Summary

Highly efficient Accounting professional with exceptional document management skills and process development expertise. Skill working with accounting software programs, including QuickBooks(Accountant and Online versions) and Enertia. Driven and enterprising people-person with attentive nature and in-depth bookkeeping experience in many different industries. Dedicated Finance Professional with over 30 years of experience in accounting and financial management. Excellent leadership skills with business optimization expertise. Seeking a challenging, growth-oriented position where expertise, resourcefulness and excellent problem solving skills can make a positive impact on operations. Dedicated Administrator with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.

Overview

5
5
years of professional experience

Work History

Personal Assistant

The KLS Corp LLC
10.2019 - Current
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Improved time management of executive through effective prioritization and organization of tasks.
  • Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
  • Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.
  • Served as point of contact between clients and managerial staff.
  • Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
  • Accomplished project deadlines by assisting with task completion whenever required.
  • Supported executive in achieving goals by proactively anticipating needs and addressing concerns promptly.
  • Maintained appropriate filing of personal and professional documentation.

Manager

The Concrete Company
  • Responsibilities included full charge bookkeeping, sales calls, cash flow management, property management, answer phone, payroll, company filings including obtaining contractor licenses and ROW permits from various townships around Denver and the metro area
  • Raised performance in areas of sales, management and operations by identifying and targeting areas needing improvement
  • Prepared quotes for services and prepared budgets
  • Managed client correspondence and tracked records to foster office efficiency.

Full-Charge Bookkeeping/Accounting

Self Employed
  • Utilized QuickBooks Accountant to maintain books for various companies who use QuickBooks online version
  • Handled Accounts Payable, Accounts Receivable, preliminary financials, asset tracking/recording, depreciation tracking/recording.

Operations Analyst

Quaneco, LLC
  • Revenue and JIB Accounting, ran Operations office, oversaw field staff, COPAS audit (netting the company $175K refund), reviewed and entered Land leases, mineral ownership and surface ownership in Accounting system, calculated and entered Revenue decks in Accounting system, calculated and submitted monthly reports to governmental tax agencies
  • Monitored deadlines on continuous drilling program to avert leasehold losses
  • Prepared and recorded ORRI Assignments as well as WI Assignments.
  • Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
  • Optimized operational efficiency by analyzing and streamlining processes.
  • Created custom reports and visualizations to support decision-making processes.
  • Enhanced data accuracy through meticulous attention to detail in data management tasks.
  • Assessed operational performance to identify areas for improvement.
  • Conducted data analysis to identify opportunities for streamlining client operations and improving customer satisfaction.
  • Supported supervisor and associated team members to maintain system functionality.
  • Collaborated with cross-functional teams to develop comprehensive project plans, ensuring timely delivery of key milestones.
  • Developed and updated tracking spreadsheets using Enertia and MS Excel.
  • Exhibited strong analytical skills when reviewing financial reports, leading to valuable insights for budget allocation decisions.
  • Maintained a keen awareness of industry trends and developments, allowing for proactive adaptation of operational strategies accordingly.
  • Assisted in the development of operational policies and procedures that aligned with organizational goals and objectives.
  • Analyzed trend data to forecast operational needs and plan next course of action.
  • Established strong relationships with key stakeholders, fostering a collaborative environment conducive to achieving shared goals.
  • Actively participated in strategic planning meetings, contributing valuable input towards setting departmental objectives.
  • Spearheaded process automation initiatives, reducing manual efforts required in day-to-day operations tasks significantly.
  • Created and managed operational databases to store and track data and maintain accurate information.
  • Developed written documents and reports related to programs and operations.
  • Presented results of mathematical modeling and data analysis to management or other end users.

Education

Accounting - Accounting And Business Management

Sheridan Community College
Sheridan, WY

Skills

  • COPAS familiarity
  • Contract Management
  • JIB/Revenue Accounting
  • Operations Management
  • Data collection and analysis
  • Intuit QuickBooks specialist
  • Regulatory Compliance
  • Forensic Accounting/Audit
  • MS Office Suite (Excel specialist)
  • Detail-oriented
  • Verbal and written communication
  • Project Management
  • Budget Control and Financial Management
  • Expense Tracking
  • Teamwork and Collaboration
  • Managing Operations and Efficiency

References

  • Joan Wolfe, CPA, 303-638-8699, Co-worker
  • Carol Grooms, 307-401-0100, Co-worker
  • Marcy Boschee, 307-262-0555, Co-worker

Timeline

Personal Assistant

The KLS Corp LLC
10.2019 - Current

Manager

The Concrete Company

Full-Charge Bookkeeping/Accounting

Self Employed

Operations Analyst

Quaneco, LLC

Accounting - Accounting And Business Management

Sheridan Community College

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Lorna Kay James