Efficient administrative and accounting assistant with over 20 years of experience in managing financial records and supporting executive operations. Known for attention to detail and effective communication, contributing to streamlined processes and successful event coordination.
Overview
32
32
years of professional experience
Work History
Administrative/Accounting Assistant
The Brook Church
Tomball
06.2024 - Current
Post tithing and offerings on a weekly basis.
Collaborate with team members in processing fund for special events and missions.
Maintain the general ledger system to ensure accurate recording.
Assist in the preparation of annual financial statements.
Serve on the Connections Team in greeting and assisting guests.
Serve on the Hospitality Team in preparation of food service, decorating, and pamphlet's for monthly classes and holiday events.
Accountant/Administrative Assistant
Tiffany Castro - Bankruptcy Trustee
Houston
07.2004 - Current
Formerly William Heitkamp Bankruptcy Trustee- retired 2023
Manage financial records for bankruptcy cases efficiently and accurately.
Review and post daily payments to be applied to debtor cases.
Prepare detailed financial reports for court proceedings and trustee reviews.
Monitor cash flow and identify discrepancies in financial transactions.
Create journal entries accurately and timely for month end close processes.
Manage scheduling for bankruptcy hearings.
Prepare and organize legal documents for case filings and court submissions.
Answer phone calls and emails to provide information for hearings.
Handled confidential documents in an organized fashion according to established protocol.
Provide administrative support to the executive team.
Coordinate mail, including sorting mail and processing outgoing mail.
Direct customer inquiries to appropriate department personnel.
Review and process Attorney Fees for payment.
Mortgage Posting Specialist- review plans for adjustments due to mortgage escrow adjustments.
Assist with managing and maintaining the monthly office calendar.
Executive Assistant to VP of Operations
First Educators Credit Union
Houston
03.1999 - 06.2004
Managed executive calendars, scheduling appointments and coordinating meetings.
Assisted in the preparation of presentations and reports for executive review.
Streamlined office procedures to improve workflow efficiency within the departments.
Maintained confidential records and files related to executive operations.
Monitored incoming emails and responded accordingly in a timely manner.
Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
Office Manager
Bed Bath & Beyond
Houston
05.1994 - 03.1999
Managed daily office operations and maintained a organized workspace.
Assisted with inventory management and invoicing for corporate buyers.
Supported recruitment efforts by scheduling interviews and onboarding new hires.
Maintained filing system for records, correspondence and other documents.
Answered phone calls, responded to emails in a timely manner.
Processed payroll.
Processed daily Cash flow and bank deposits.
Assisted District Manager in office set up of new store locations.