LouAnn Pullen
Fuquay Varina
Summary
To pursue a full-time position where I can use my skills to lead and foster a positive team environment.
Strong organizational and interpersonal skills, 30 years in leadership and management with experience in financial reporting and business planning Experienced in providing comprehensive support for accounting functions. Background includes managing vendor relationships, auditing financial documents, and maintaining ledger accuracy. Strengths lie in problem-solving abilities, adaptability to evolving accounting procedures, and development of effective communication channels with management and team members. Previous roles have seen improvement in system efficiency and reduction of errors through diligent work ethic and commitment to quality.
Overview
15
15
years of professional experience
Work History
Accounting Assistant
Agape Lawn Company
11.2021 - 05.2025
- Provided support to upper management with special projects related to finance or accounting processes.
- Reconciled bank accounts on a regular basis.
- Researched discrepancies between invoices, purchase orders, packing slips.
- Assisted with payroll processing by entering employee hours into the system.
- Analyzed financial statements to identify discrepancies and resolve issues.
- Answered questions from customers regarding their billing or payment status.
- Assisted with accounts receivable activities such as invoicing, collections, and deposits.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Coded invoices to maintain organized and accurate records.
- Checked figures and postings for correct entry and proper codes.
- Supported the finance team with ad-hoc projects and financial analysis as required.
- Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.
- Conducted inventory counts and reconciliations to maintain accurate stock levels.
- Prepared and issued customer invoices, monitored receivables, and managed collections process.
- Maintained accurate financial records and documentation in compliance with company policies.
- Client Care Coordinator.
- Maintained a record of client leads and outcomes.
- Ordering of plants and other supplies needed to complete a project.
- Checked postings and documents for correctness, accuracy, and proper coding.
- Handled accounts payable and receivable, including invoicing and payment processing.
Triangle Landscape Supply
03.2021 - 11.2021
- Ordered supplies for the yard.
- Prepared orders and deliveries.
- Direct customer contact.
- Collected money for products sold.
Assistant Manager
Culver’s
06.2020 - 03.2021
- Lead and train staff, schedule, and solve problems.
- Responsible for inventory and cash management
- Trained in both front and back-of-house duties.
- Supervised daily operations including scheduling shifts, assigning duties.
- Collaborated with management on developing strategic plans for achieving business goals.
- Ensured compliance with safety regulations and company policies.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Communicated regularly with customers to gain insights into their needs.
- Maintained up-to-date knowledge of company products and services.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Delegated work to staff, setting priorities and goals.
- Managed customer service inquiries and complaints in a timely manner.
- Resolved conflicts between team members in an effective manner.
- Organized training sessions for new hires to familiarize them with the workplace environment.
Operations Manager
Abbey Road
05.2018 - 02.2020
- Managed and trained 35+ employees, completed scheduling, and performed problem solving for the business
- Responsible for inventory and cash management
- Booked all live entertainments
- Managed staffing needs through recruitment, selection, onboarding and training, disciplinary action as necessary.
- Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
- Monitored and improved efficiency of processes, team performance, and customer service.
- Resolved customer complaints in a timely manner while ensuring customer satisfaction remains at optimal levels.
- Ensured compliance with safety regulations and maintained a safe work environment for all personnel.
- Maintained accurate inventory records to track stock levels and minimize costs.
- Directed operations staff by providing guidance, training, and support in order to meet company objectives.
- Analyzed data from daily reports to identify trends in production performance metrics.
- Conducted regular reviews of existing policies and procedures for continuous improvement opportunities.
- Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
- Assessed employee development needs and provided feedback on their progress towards meeting goals.
- Delivered positive customer experiences by implementing effective quality assurance practices.
- Recruited, hired and trained crew members on application of projects, customer relations, and customer service.
- Addressed customer concerns with suitable solutions.
Administrative Coordinator
UNC Healthcare
07.2014 - 09.2017
- Managed day-to-day operations and clinic calendars for multi-disciplinary staff and providers of the Infectious Diseases Clinic
- Performed human resources responsibilities for representatives and benefit counselors’ yearly reviews, training, and back-up coverage
- Reviewed all charges to ensure maximum reimbursements
- Ensured compliance with all applicable laws regarding employment practices.
- Compiled data from multiple sources into spreadsheets or databases for analysis.
- Greeted visitors in a courteous manner and directed them to the appropriate office or person.
- Provided assistance during special projects or events as needed.
- Provided administrative support to various departments within the organization.
- Responded to customer inquiries via phone or email in a professional manner.
- Maintained calendars for multiple executives.
- Organized and maintained filing systems for sensitive documents.
- Organized office supplies inventory and placed orders when necessary.
- Answered phones and routed calls to appropriate personnel.
- Ordered office supplies as needed to maintain adequate inventory levels.
- Developed successful filing system to increase ability to retain and recover documents, reports and records.
- Monitored office safety protocols and conducted regular checks to ensure compliance with health and safety regulations.
- Managed daily office operations, including supply inventory and maintenance requests, to maintain an efficient work environment.
- Handled sensitive information with discretion, maintaining confidentiality and compliance with relevant laws and policies.
- Delegated work to staff, setting priorities and goals.
- Interpreted and explained work procedures and policies to brief staff.
Practice Administrator
NC Community Family Medicine
01.2010 - 01.2014
- Managed 2 locations with 7 providers and 20+ staff members
- Implemented new EHR and Practice Management software systems
- Responsible for banking, purchasing, accounts payable, budgeting, accounts receivables, payroll, and provider credentialing
- Achieved Patient-Centered Medical Home Level III status
- Transitioned practices from physician-owned to corporate-owned practice
- Analyzed financial data to identify areas of improvement or potential cost savings initiatives.
- Ensured timely completion of patient services by monitoring wait times for office visits.
- Tracked progress towards meeting organizational goals through periodic evaluations.
- Monitored employee attendance records and maintained time off requests and approvals accordingly.
- Oversaw recruitment efforts for new employees and provided onboarding training sessions.
- Maintained an up-to-date inventory of supplies needed for day-to-day operations.
- Implemented strategies to reduce overhead costs while increasing revenue sources.
- Addressed customer complaints in a timely manner to maintain high satisfaction ratings.
- Coordinated with insurance companies to verify coverage for patients and determine any additional fees owed by the patient.
- Reviewed contracts for vendors providing services or products related to the practice operations.
- Created monthly reports detailing practice metrics such as appointment volume, no-shows, collections.
- Collaborated with medical providers to develop treatment plans that met patient needs within budget constraints.
- Participated in continuing education courses relevant to healthcare administration topics.
- Supervised administrative personnel responsible for receptionist duties, filing paperwork.
- Managed daily operations of the practice, including scheduling appointments, processing payments, and maintaining records.
- Provided guidance on clinical coding practices to ensure accurate reimbursement from payers.
- Conducted regular meetings with practice staff to review performance objectives, goals, and outcomes.
- Consulted with clinicians to develop business strategy.
- Maintained awareness of government regulations, health insurance changes and financing options.
- Complied with OSHA and HIPAA regulations.
- Communicated with patients with compassion while keeping medical information private.
- Administered fiscal operations for accounting, budget planning, authorizing expenditures and coordinating reporting.
- Built work schedules and staff assignments, taking workload, space and equipment availability into consideration.
- Created and maintained electronic record management (EMR) systems to store data and develop reports.
Education
A.S. - Healthcare Administration Management
University of Phoenix
01.2011
Some College (No Degree) -
East Carolina University
Skills
- Managing and training staff
- Administrative management
- Financial reporting
- Payroll administration
- Invoice processing
- Customer service
- Inventory management
- Regulatory compliance
- Payroll processing
- File and database management
- Problem solving
- Team collaboration
- Communication skills
- Microsoft Excel
- Invoicing and collections
- Data entry
- Accounts receivable management
- Invoice balancing
- Administrative support
- Reports reconciliation
- Payment tracking systems
- GL reconciliation
- Payment processing
- Quickbooks
- Interpersonal and social skills
References
References available upon request.
Timeline
Accounting Assistant
Agape Lawn Company
11.2021 - 05.2025
Triangle Landscape Supply
03.2021 - 11.2021
Assistant Manager
Culver’s
06.2020 - 03.2021
Operations Manager
Abbey Road
05.2018 - 02.2020
Administrative Coordinator
UNC Healthcare
07.2014 - 09.2017
Practice Administrator
NC Community Family Medicine
01.2010 - 01.2014
A.S. - Healthcare Administration Management
University of Phoenix
Some College (No Degree) -
East Carolina University
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