Peggy Scantlen
Palacios ,Texas
Summary
Detail-oriented Bookkeeper well versed in financial operations, audit preparation, accounts payable and accounts receivable all notably at Palacios Independent School District, for 28 years. Proficient in general ledger management and data entry, including accounts payable and receivable, with attention to detail and proactive approach to regulatory requirements. Achieved streamlined bookkeeping processes, demonstrating both hard and soft skills essential for high-level accounting roles. Have filled in temporarily in role of Director of Finance a number of times. Attended some training courses in the area of director of finance, as well as TASBO training courses. Plan on continuing TASBO courses and continue Region 3 training to learn more about school finance for role of Director of Finance.
Overview
42
42
years of professional experience
Work History
District Bookkeeper
Palacios Independent School District
03.1997 - Current
- Input data into accounting system
- Maintain financial records according to governmental accounting principles and district procedures
- Compute and prepare data for journal entry and budget transfers
- Verify and record details of financial transactions in appropriate journals
- Balance general ledger and subsidiary accounts by reconciling entries
- Examine general ledger transactions for accuracy; make corrections as needed and inform supervisor of problems
- Transfer between funds as needed and as directed by the Director of Finance
- Compile, maintain and file all reports and other documents required, including audit records and financial statements
- Supported year-end closing procedures by preparing adjusting journal entries as needed
- Streamlined bookkeeping processes by implementing efficient filing systems and automating data entry tasks
- Supported audit preparations by gathering necessary documentation and responding promptly to auditor inquiries, facilitating a smooth process
- Prepare and maintain vendor database
- Maintain vendor files and setup new accounts and make changes as they occur
- Assist staff in preparing purchase orders, verifying available funds and authorizations before purchases and maintaining accounts
- Annual reporting to IRS 1099 information
Operations Manager
City State Bank Currently Known as First Financial
06.1994 - 03.1997
- Supervised teller line, bookkeeping department and house keeping in all aspects of their jobs and kept employees compliant with company policies and procedures
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them
- Human Relations Department for employees and hiring of employees
- Cash drawer audits as needed for local, state and federal compliance
- Received and processed for timely payment all accounts payable invoices, purchase orders, receipts and vendor information.
- Over saw purchase of inventory supplies and equipment
- Received and sent wire transfers for customers
- Assisted Senior Vice President with Federal Fund purchased and sold
- Versatile in customer service, bookkeeping and teller line areas, as needed, to cover increased customer flow or absence of employees
- Approving officer for Currency Transaction Reports which required reviewing for accuracy and signing off as approver
- Approving officer of daily balancing reports
- Prepared various financial statements and cost reports for director reports
- Prepared payroll and filed quarterly and annual government reports
- Security Officer in charge of securing premises daily, maintaining security equipment and security training of employees
- Prepare weekly order of cash for Federal Reserve Bank and processed receiving order of cash and distribution
- Daily maintained ATM Machine and the daily balancing of machine cash
- Held weekly meeting with employees to review departmental areas and get input of how areas where operating and if any concerns needed to be addressed
Operations Manager and Annuities Representative
Pacific Southwest Bank
11.1989 - 06.1994
- Supervised operations staff and kept employees compliant with company policies and procedures
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them
- Covered various areas in bank operations, consisting of new customer accounts ranging from checking accounts, savings accounts, Certificates of Deposit, and IRAs. Maintained investment accounts for renewals of investments
- Worked teller line, bookkeeping department, customer service
- Annuities Representative for investments for customers
- Assisted bank president with mortgage loans, consumer loans, special loan products
- Loan Officer for Certificate of Deposit loans
- Over seeing officer for reviewing and signing Currency Transaction Reports and Monetary Instrument Sales Logs and filing reports
- Overseeing officer for local, state and federal audits
- Held weekly meetings with employees to review departmental areas and get input of how areas were operating and if any concerns that needed to be addressed
New Accounts Clerk and Receptionist
Coastal National Bank
09.1985 - 11.1989
- Opening checking accounts, savings accounts, Certificate of Deposits and IRAs and maintaining existing clients for renewal of investment accounts
- Safe Deposit Clerk opening new accounts, maintaining accounts, invoicing for renewals, accounts receivable for payments of box rentals, and processing closing of boxes
- Bookkeeping Department for helping customers maintain their accounts and questions with various products
- Loan clerk excepting and maintaining customer loan payments
- Mortgage loan clerk excepting and maintaining customer laon payments and maintaining necessary documentation for mortgage loan
- Assistant Loan Secretary for preparing loan applications and filing paperwork
- Bank president assistant secretary for preparing board reports and board meetings
- Prepared, maintained and filed daily operating reports
- Consolidated bank's monthly statements
Bookkeeper and Proof Operator
Island State Bank
06.1984 - 08.1985
- Maintained customer relations by assisting with their accounts and processing reports monthly, daily and annually
- Processed all deposits and loan payments for bank by encoding information on each individual item for processing through bank system at other banks
- Posted general ledger entries daily for daily, quarterly and annual reports
Salesclerk and Assistant Manager
Economy Oil
02.1983 - 06.1984
- Maintained a clean, organized sales floor to promote a pleasant shopping experience for customers
- Developed strong relationships with customers, driving repeat business and loyalty
- Processed transactions quickly and accurately, maintaining a high level of customer satisfaction
- Kept front check out area clean and organized for efficient service
- Maintained daily reports and balanced in take of cash in registers and vault
Education
Del Mar College
Corpus Christi, TX 01.1985 -
East Texas State University
Commerce, TXSkills
Accounting and bookkeeping
Accounts Receivable
Accounts Payable
Confidential Document Control
Bank Reconciliation
General Ledger Management
Data Entry and 10-Key
General Ledger Entries
Audit preparation
Attention to Detail
Proactive and Self-Motivated
Personal Interest
I am a Christian and a member of First Baptist Church of Palacios, Texas.
I am a board member of the Texas Baptist Encampment, Palacios, Texas.
I am a member of the Matagorda County Citizens Academy Alumni Sheriff's Office, Bay City, Texas
I enjoy camping.
I enjoy kayaking.
Timeline
District Bookkeeper
Palacios Independent School District
03.1997 - Current
Operations Manager
City State Bank Currently Known as First Financial
06.1994 - 03.1997
Operations Manager and Annuities Representative
Pacific Southwest Bank
11.1989 - 06.1994
New Accounts Clerk and Receptionist
Coastal National Bank
09.1985 - 11.1989
Del Mar College
01.1985 -
Bookkeeper and Proof Operator
Island State Bank
06.1984 - 08.1985
Salesclerk and Assistant Manager
Economy Oil
02.1983 - 06.1984
East Texas State University
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