Summary
Overview
Work History
Education
Skills
Timeline
Generic

M. Julie “Kitty” Lord

Lake Wales,Florida

Summary

30+ yrs. Experience working in non-profit organizations, automotive, food/bar and personal. Can work as a team member or without supervision. Professional, dependable and quick-learning with a strong work ethic, dedicated, honest and trustworthy, detail orientated, able to manage and coordinate with effective organizational skills. Strong computer skills, knowledge of relevant software, will take the initiative and take pride in my work. I would like the opportunity to apply my skills, abilities and potential toward the company and personal growth.

Overview

13
13
years of professional experience

Work History

Executive Administrative Assistant

Veterans of Foreign War Post 2420
09.2016 - 12.2022
  • Developed / maintained comprehensive accounting systems to enhance information retrieval efficiency
  • Streamlined office operations by implementing efficient filing systems and managing executive calendars.
  • General accounting, bookkeeping, AR/AP, bank reconciliation and membership
  • All facets of payroll to include figure/track Quarterly PR taxes, Re-employment taxes & year-end W-2 filing
  • Post / Office & Canteen management
  • Coordinated / Managed Liquor inventory levels for Canteen, reducing waste while guaranteeing availability when needed
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data
  • Prepare QM Monthly Financial Reports, Quarterly Trustee’s Audit Reports, Annual IRS 990 tax prep & filing
  • Cash tracking/management for Post, Canteen and bi-weekly deposits
  • Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy

Executive Administrative Assistant / Bookkeeper

Veterans of Foreign War Post 7400
06.2019 - 05.2020
  • General accounting, bookkeeping, AR/AP, bank reconciliation, payroll, financial for Bingo Quarterly tax filing
  • QM Monthly Financial Reports, Quarterly Trustee’s Audit Reports, Annual IRS 990 tax filing
  • Perform audit to bring books and QM Program to accurate balance
  • Cash management for Lounge and weekly deposits

Bingo Bookkeeper

Veterans of Foreign War Post 7400
02.2012 - 07.2016
  • Verification of income forms for weekly sessions
  • Verify AR/AP, bank reconciliation, data entry, financial for quarterly tax filing
  • Organized and established filing system
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Maintained accurate records of all transactions, ensuring compliance with VFW policies and State regulations.

Bartender / Server

The BAR @ Stromboli’s Restaurant & Pizzeria
08.2014 - 08.2015
  • Mix & serve drinks for daily patrons, restaurant dining room, special events, parties
  • Take food orders, submitting on POS system and delivery in bar area
  • High volume cashiering, opening/closing
  • Beer rotation, inventory, liquor orders, stocking, cleaning

Bookkeeper

Silver Springs HOA
05.2012 - 06.2015
  • QuickBooks, AR/AP, bank reconciliation, financial for tax filing, data entry
  • Organized / established filing system

Bartender / Lead

Veterans of Foreign War Post 7400
05.2010 - 08.2014
  • Mix & serve drinks for daily patrons, special events and parties. Cashiering, opening/closing
  • Beer rotation, inventory, liquor orders, stocking, cleaning.
  • Assist with planning and organizing the operations of lounge.

Bartender / Lead

Verde Valley Moose
08.2011 - 02.2013
  • Mix & serve drinks for daily patrons, special events and parties. Cashiering, opening/closing
  • Beer rotation, inventory, liquor orders, stocking, cleaning

Education

GED -

Yavapai College
Cottonwood
05.1988

Skills

  • Bookkeeping, General accounting, Payroll
  • Skilled in cash management
  • Proficient in administrative procedures
  • Facilitate clear public communication
  • Expert in record management
  • Detail-oriented accuracy
  • Inventory management
  • Proficient in MS Office, Excel, QB & Quicken
  • Document preparation
  • Spreadsheet tracking

Timeline

Executive Administrative Assistant / Bookkeeper

Veterans of Foreign War Post 7400
06.2019 - 05.2020

Executive Administrative Assistant

Veterans of Foreign War Post 2420
09.2016 - 12.2022

Bartender / Server

The BAR @ Stromboli’s Restaurant & Pizzeria
08.2014 - 08.2015

Bookkeeper

Silver Springs HOA
05.2012 - 06.2015

Bingo Bookkeeper

Veterans of Foreign War Post 7400
02.2012 - 07.2016

Bartender / Lead

Verde Valley Moose
08.2011 - 02.2013

Bartender / Lead

Veterans of Foreign War Post 7400
05.2010 - 08.2014

GED -

Yavapai College