Lucy Ward
Tracy,CA
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
28
28
years of professional experience
Work History
Accounting Office Manager
Professional Machinery Group, Inc.
04.2014 - Current
- Managed journal entries, collection efforts, reconciliations.
- Accounts payable
- Accounts receivable
- Supported change management by addressing impacts of new accounting policies, financial statement initiatives, and non-standard transactions.
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
Office Assistant
Clark Pest Control
01.2011 - 04.2014
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Collaborated with various departments to complete assigned tasks.
- Managed daily data entry and kept clerical information accurate and up-to-date.
Office Assistant
Professional Machinery Group, Inc.
01.2004 - 01.2011
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Created purchase orders and tracked invoices to avoid missed or delayed shipments.
Bookkeeper
Account Masters Bookkeeping Serivce
01.2000 - 01.2004
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Reported financial data and updated financial records in ledgers and journals.
- Completed tax forms in compliance with legal regulations.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Inspected account books and recorded transactions.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Swing Shift Manager
McDonalds
04.1996 - 01.2000
- Motivated staff to perform at peak efficiency and quality.
- Maintained kitchen cleanliness and sanitation through correct procedures and scheduled cleaning of surfaces and equipment.
- Oversaw food preparation and monitored safety protocols.
- Trained staff on proper cooking procedures as well as safety regulations and productivity strategies.
- Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty.
- Verified prepared food met standards for quality and quantity before serving to customers.
- Monitored and adjusted pricing, discounts and promotions to maximize profitability.
- Managed staff schedules and maintained adequate coverage for all shifts.
Education
Associate of Arts - Business
San Joaquin Delta Collage
Stockton, Ca05.2001
Associate of Arts - Liberal Arts And Sciences
San Joaquin Delta Collage
Stockton, Ca05.2001
Associate of Arts - Accounting
San Joaquin Delta Collage
Stockton, Ca05.2001
Associate of Arts - Tax Preperation
San Joaquin Delta Collage
Stockton, Ca05.2001
Skills
- Customer Service
- Compliance Monitoring
- Bookkeeping
- Contract Administration
- Office Management
- Billing
- Expense Reporting
- Administrative Support
- Data Entry
- Business Administration
- Relationship Building
- Credit and Collections
- Office Administration
- Customer Relations
- Account Reconciliation
Timeline
Accounting Office Manager
Professional Machinery Group, Inc.
04.2014 - Current
Office Assistant
Clark Pest Control
01.2011 - 04.2014
Office Assistant
Professional Machinery Group, Inc.
01.2004 - 01.2011
Bookkeeper
Account Masters Bookkeeping Serivce
01.2000 - 01.2004
Swing Shift Manager
McDonalds
04.1996 - 01.2000
Associate of Arts - Business
San Joaquin Delta Collage
Associate of Arts - Liberal Arts And Sciences
San Joaquin Delta Collage
Associate of Arts - Accounting
San Joaquin Delta Collage
Associate of Arts - Tax Preperation
San Joaquin Delta Collage
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