Lucia Drake
Lumberton,MS
Summary
Focused Accounting professional with ten years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with QuickBooks. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
7
7
years of professional experience
Work History
Accounts Payable Assistant
D & R Industrial Services
11.2022 - 01.2024
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Input financial data and produced reports using Quickbooks.
- Matched purchase orders with invoices and recorded necessary information.
- Participated in system upgrades or implementation projects as needed, ensuring a smooth transition and minimal disruption to accounts payable operations.
- Enhanced financial accuracy with thorough verification of invoices against purchase orders and contracts.
- Handled day-to-day accounting processes to drive financial accuracy.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Inspected account books and recorded transactions.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Stored office and client records on secured server to prevent data losses, conducting regular backups.
- Maintained organized filing systems for easy access to financial records, supporting efficient auditing processes.
- Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Identified opportunities for early payment discounts through proactive communication with suppliers.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Updated accounting ledgers and journals to balance statements and maintain consistent records.
- Ran all errands for the office.
- Reconciled bank accounts to verify accuracy of cash records.
- Skilled at working independently and collaboratively in a team environment.
- Worked effectively in fast-paced environments.
- Proven ability to develop and implement creative solutions to complex problems.
- Passionate about learning and committed to continual improvement.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Strengthened communication skills through regular interactions with others.
- Proven ability to learn quickly and adapt to new situations.
- Proved successful working within tight deadlines and a fast-paced environment.
- Organized and detail-oriented with a strong work ethic.
- Worked well in a team setting, providing support and guidance.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Paid attention to detail while completing assignments.
- Identified issues, analyzed information and provided solutions to problems.
- Applied effective time management techniques to meet tight deadlines.
Office Assistant
Watt's Brothers Tractor And Implenments
06.2022 - 11.2022
- Expedited document processing with accurate data entry and timely filing.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Compiled and analyzed data to produce reports.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Collaborated with various departments to complete assigned tasks.
- Optimized workflow processes through regular evaluation of office procedures for potential improvements.
- Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
- Acted as a liaison between departments to facilitate the flow of information leading to improved interdepartmental collaboration.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Increased customer satisfaction by providing professional and courteous front desk support.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Resolved problems, improved operations and provided exceptional service.
- Gained strong leadership skills by managing projects from start to finish.
- Passionate about learning and committed to continual improvement.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Paid attention to detail while completing assignments.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Customer Service.
- Schedule work to be done in the shop.
- Managed time efficiently in order to complete all tasks within deadlines.
- Ordering of customer parts.
- Filled warranty claims.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Developed and maintained courteous and effective working relationships.
Office Manager
Southern Global Tractor
11.2016 - 06.2022
- Established team priorities, maintained schedules and monitored performance.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Evaluated employee records and productivity and submitted evaluation reports.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Defined clear targets and objectives and communicated to other team members.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed senior-level personnel working in marketing and sales capacities.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Managed office operations while scheduling appointments for department managers.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Reported to senior management on organizational performance and progress toward goals.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Improved employee retention rates by fostering a positive work environment and providing growth opportunities through training programs.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Updated reports, managed accounts, and generated reports for company database.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Delivered performance reviews, recommending additional training or advancements.
- Maintained computer and physical filing systems.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Controlled finances to lower costs and keep business operating within budget.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Optimized workspace usage by reorganizing floor plans according to team needs and office layout constraints.
- Created, maintained and updated filing systems for paper and electronic documents.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Paid attention to detail while completing assignments.
- Skilled at working independently and collaboratively in a team environment.
- Resolved problems, improved operations and provided exceptional service.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Proven ability to develop and implement creative solutions to complex problems.
- Worked effectively in fast-paced environments.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Gained strong leadership skills by managing projects from start to finish.
- Developed strong communication and organizational skills through working on group projects.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Organized and detail-oriented with a strong work ethic.
- Proved successful working within tight deadlines and a fast-paced environment.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Managed time efficiently in order to complete all tasks within deadlines.
- Provided professional services and support in a dynamic work environment.
- Excellent communication skills, both verbal and written.
Education
No Degree - Business Management
MGCCC
Perkinston, MS05.2008
GED -
MGCCC
Perkinston, MS04.2007
Skills
- Communication Management Professional
- Relationship Building
- Cost Estimation
- Bookkeeping
- Account Analysis
- Bookkeeping Support
- Handling Confidential Materials
- Account Reconciliation
- Attention to Detail
- General accounting
- Bill Payment and Recordkeeping
- Bank Statement Reconciliation
- Customer Relations
- Personal Bookkeeping
- Quickbooks
- Vendor invoice processing
- Invoice Processing
- Departmental Collaboration
- Expense Reports
- Time Management
- General Ledger Management
- Payment Processing
Timeline
Accounts Payable Assistant
D & R Industrial Services
11.2022 - 01.2024
Office Assistant
Watt's Brothers Tractor And Implenments
06.2022 - 11.2022
Office Manager
Southern Global Tractor
11.2016 - 06.2022
No Degree - Business Management
MGCCC
GED -
MGCCC