Summary
Overview
Work History
Education
Skills
LANGUAGE
Timeline
Generic

PATRICIA POLLARD

Warren,PA

Summary

Talented Back Office Support person skilled at completing daily assignments and contributing to team success. Always willing to take on any task. Adapts quickly to new needs and policies. Focused Accountant delivers consistent and professional work for every assignment. Offers 40+ years in management environments and top-notch abilities in business. Trained in Business and Accounting. Office Notary.

Overview

43
43
years of professional experience

Work History

Client Associate

Lions Gate Wealth Management
12.2015 - Current
  • Tracked referrals and documented prospect information to aid in new business development.
  • Assisted marketing team with executing promotional strategies and engaging potential clients.
  • Prepared all account opening paperwork, sending it to clients, receiving back from clients and making sure accounts are opened.
  • Assisted management with tracking client activities by generating reports and organizing paperwork.
  • Prepared monthly financial reports for the leadership team.

Substitute Teacher Middle & High School

Warren County School District
07.2014 - 07.2016
  • Modeled strength of character and inclusive mindset to enhance student minds, bolster morale and foster intellectual curiosity.
  • Created warm and welcoming learning environment to support academic, social and emotional development.

Office Manager

Seneca Home Health
07.2008 - 07.2014
  • Controlled office supplies, including placing new orders, monitoring usage, and coordinating regular restocking.
  • Supervised front office activities expertly, including accounts payable and receivable, reception, and mail management.
  • Completed advanced clerical tasks, including account reconciliation and document management.
  • Completed billing to insurances and private clients.
  • Responsible for payroll and reports.

Nursing Home Administrator

Kinzua Valley Nursing Home
05.1990 - 06.2014
  • Met coverage demands by establishing work schedules and assigning specific jobs.
  • Protected patient data with secure records management system.
  • Coordinated effective interdepartmental collaboration through open communication between medical staff.
  • Improved care delivery by monitoring performance and optimizing strategies.
  • Accomplished financial targets through sound administration of fiscal operations.
  • Directed and conducted recruitment, hiring and training of personnel.
  • Delivered exceptional customer service to bolster strong relationships and build positive experiences.
  • Complied with corporate regulations, policies and procedures to maximize safety, security and overall trust in organization and employees.

Accountant

Huntsberger & Associate
01.1983 - 05.1991
  • Performed year-end reconciliations and handled closing processes.
  • Reconciled general ledger accounts and reported issues to management.
  • Processed invoices and posted payments, transferring entries from journal to ledger.
  • Evaluated financial information to detail assets, liabilities and capital.
  • Prepared detailed financial reports and presentations for review by management.
  • Compiled and processed tax statements and liabilities to settle financial obligations.
  • Audited financial activities after preliminary reviews and planning.
  • Inspected accounting books and systems thoroughly to identify errors.

Education

Bachelor of Science (B.S.) - Business Administration/Accounting

Clarion State College
Clarion, PA
05.1982

Skills

  • Form preparation
  • Inquiry resolution
  • Transaction documentation
  • Task prioritization
  • Problem solving
  • Self motivation
  • Competent in both Microsoft and Apple platforms
  • Many years of business experience
  • Professional ethics
  • Financial reporting
  • Problem-solving aptitude
  • Clerical support
  • Back office operations

LANGUAGE

English Native

Timeline

Client Associate

Lions Gate Wealth Management
12.2015 - Current

Substitute Teacher Middle & High School

Warren County School District
07.2014 - 07.2016

Office Manager

Seneca Home Health
07.2008 - 07.2014

Nursing Home Administrator

Kinzua Valley Nursing Home
05.1990 - 06.2014

Accountant

Huntsberger & Associate
01.1983 - 05.1991

Bachelor of Science (B.S.) - Business Administration/Accounting

Clarion State College

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