Melanie Wade Lippman
Bryan,USA
Summary
Meticulous office professional bringing 26 years of experience in strategic planning, customer relationship management, and account reconciliation. Strong Quickbooks and Microsoft 365 proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping. Experienced with office administration, including managing daily operations and ensuring smooth workflows. Utilizes organizational and leadership skills to maintain efficiency and support team productivity. Knowledge of office software, scheduling, and resource allocation to drive operational success.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Office Manager
Backstage Sound & Lighting, Inc.
Bryan, TX
08.2012 - Current
- Create invoices and submit to clients for payment, process and record payments daily as received
- Responsible for timely filing of Sales Tax, Franchise Tax, and Public Information Report to Comptroller.
- Coordinate scheduling and logistics for events, ensuring seamless execution of sound and lighting services.
- Implement office policies and procedures to enhance operational workflows and maintain compliance standards.
- Maintain accurate records of client interactions, enhancing customer service responsiveness and satisfaction rates.
- Handle sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provide exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintain accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversee office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Assist in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Manage vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Develop comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Handle sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Streamline document handling and processing, reducing turnaround time for client inquiries and requests.
- Provide comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
- Coordinate with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Develop and enforced office policies that align with company values and regulatory requirements, maintaining compliance.
- Oversee appointment scheduling and itinerary coordination for both clients and personnel.
- Complete weekly payroll for up to 25 employees and subcontractors.
- Optimize organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Conduct ongoing reviews of program financial systems to assess cost control measures.
Bookkeeper & Receptionist
Ag Shacks
Bryan, TX
03.2012 - 09.2012
- Perform general office duties, serve as liaison for banks, clients and vendors
- Perform daily bank reconciliations with several bank accounts to maintain real-time account status
- Meet with prospective tenants to show properties, also perform move-out and move-in inspections
Administrative Assistant, Legal Assistant Trainee
Baker & Associates
Houston, TX
04.2011 - 03.2012
- Perform general office duties, scan client documents to server in Houston, answer emails & phone communication with clients & potential clients.
- Prepare mail for the entire firm and deposit in Post Office daily (1000 – 1500 pieces a week)
- Collect Foreclosure notices monthly (from Brazos County Clerk's Office) and send firm advertisements to potential clients
- Conduct meetings with clients and potential clients to review income and budget issues, review and amend petition schedules in preparation for filing.
- Collect and prepare documents for upload to Trustees, notify clients for Creditor Meetings
Education
High School Diploma -
A&M Consolidated
College Station, TXAccounting And Finance
Blinn Community College
Bryan, TXSkills
- Client engagement
- Proficient in QuickBooks Desktop and Quickbooks Online 25 years)
- Financial record management
- Payroll administration
- Oversight of administrative functions
- Effective organizational skills
- Documentation expertise
- Contract oversight and compliance
- Policy and procedure modification
- Office administration
- Experienced with Microsoft 365 applications
Affiliations
- Member AIPB (Association of Professional Bookkeepers)
- Member NACPB (National Association Certified Public Bookkeepers)
- Member NNA (National Notary Association)
Certification
- Licensed and Bonded Notary Public for State of Texas - December 21, 2023 thru December 21, 2027
Relevant Experience & Accomplishments
- Bookkeeping/Payroll Administration
- Prepared quarterly payroll reports and year-end W-2 forms
- Compiled employee time, production, and payroll data from time sheets and other records
- Compared wage computations, logs, and time sheets to detect and reconcile payroll discrepancies
- Recorded employee information, such as exemptions, transferred, leave pay, and insurance coverage to maintain and update payroll records
- Created and maintain 'Non-Insurance Payroll Deduction' form and database
- Responsible for the implementation and maintenance of mobile phone account for three companies simultaneously, (comprising 76 voice lines and 15 data lines)
- Coordinated closely with legal representation on a variety of projects
- Very well-versed with all aspects of QuickBooks Online (v.2015 – Present)
- Very well-versed with all aspects of QuickBooks Premier (v.2002 – v.2014)
- Very well versed with Peachtree Complete (v.2008 – v.2011)
- Licensed Notary Public for the State of Texas (commission expires December 21, 2027)
Timeline
Office Manager
Backstage Sound & Lighting, Inc.
08.2012 - Current
Bookkeeper & Receptionist
Ag Shacks
03.2012 - 09.2012
Administrative Assistant, Legal Assistant Trainee
Baker & Associates
04.2011 - 03.2012
High School Diploma -
A&M Consolidated
Accounting And Finance
Blinn Community College