Excel
Phyllis Wilson
Monroe,LA
Overview
30
30
years of professional experience
5
5
years of post-secondary education
Work History
Accountant
Control Management
Monroe, LA
11.2024 - 01.2025
- Temporary Assignments
- Performed monthly bank reconciliations to verify the accuracy of financial data
- Monitored cash flow/costing activities to ensure sufficient funds were available for daily operations
- Updated many monthly spreadsheets that were used for company monitoring
- Provided guidance on proper record-keeping practices to ensure compliance with regulatory requirements
Sections 8 Case Manager
Monroe Housing Authority
Monroe, LA
07.2021 - 10.2024
- Facilitated regular meetings with clients to review goals, address barriers, and track progress
- Provided comprehensive case management services to individuals and families experiencing housing instability
- Collaborated with community organizations, government agencies, and landlords to secure safe and affordable housing options for clients
- Conducted 40 monthly meeting thorough intake interviews to gather relevant information about clients' housing situations and barriers
- Maintained accurate and up-to-date client records, progress notes, and documentation of services provided
- Developed strong relationships with local landlords resulting in increased acceptance rates for clients with housing vouchers
Client Relations Accountant
Woodard & Associates
Monroe, LA
01.2020 - 07.2021
- Performed monthly bank/general ledger reconciliations to ensure accurate reporting of cash balances
- Assisted in the preparation of annual budgets, providing financial insights and recommendations for cost-saving measures
- Collaborated with cross-functional teams to develop and implement effective cash handling processes
- Identified discrepancies in cash transactions and resolved issues promptly to maintain financial integrity
- Developed strong relationships with banking partners to facilitate smooth processing of deposits and withdrawals
- Audited expense reports submitted by employees to ensure proper documentation and adherence to company policies
- Maintained confidentiality when handling sensitive financial information related to the company's finances
- Collaborated with the accounting team to ensure accurate recording of cash transactions in the general ledgers
Cash Accountant
Lumen Technologies formerly CenturyLink
Monroe, LA
10.2018 - 03.2020
- Prepared, deposited, and completed prompt posting of customer's payments
- Assisted field offices with cash related issues
- Assistance with reconciling any unresolved daily balancing bank issues
- Contacted external banks, vendors, and internal banks
- CenturyLink departments as needed internal information provided to maintain customers account processing
- Performed regular audits of cash registers, ensuring compliance with company policies and procedures
Director of Student Affairs
Unitech Training Academy
Monroe, LA
05.2006 - 08.2018
- Collaborated with school administrators, teachers, and staff to create detailed plans and protocols ensuring a safe and smooth transition back to in-person learning
- Led a team of educators in designing curriculum modifications to address any learning gaps resulting from remote or hybrid instruction
- Implemented health and safety measures such as temperature checks, social distancing guidelines, mask mandates, and enhanced cleaning protocols
- Conducted regular assessments of student progress and provided targeted interventions for those who needed additional support during the return phase
- Managed logistics for transportation services ensuring compliance with safety guidelines while efficiently accommodating increased demand due to reduced capacity per vehicle
- Oversaw the implementation of new instructional approaches such as blended learning models combining both online and face-to-face instruction methods
- Liaised with parents/guardians regarding individualized plans for students who may require accommodations due to health concerns or other factors related to returning to school
Timeline
Accountant
Control Management
11.2024 - 01.2025
Sections 8 Case Manager
Monroe Housing Authority
07.2021 - 10.2024
Client Relations Accountant
Woodard & Associates
01.2020 - 07.2021
Cash Accountant
Lumen Technologies formerly CenturyLink
10.2018 - 03.2020
Director of Student Affairs
Unitech Training Academy
05.2006 - 08.2018
Associate of Applied Science - Accounting
Robinson Business College
08.1980 - 12.1985
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Skills
- Bookkeeping
- Data inputting
- Year-end close
- Auditing
- Tax accounting specialization
- Accounting and bookkeeping
- Financial statements
- Cost accounting
- Account reconciliation processes
- ERP accounting
- Payroll management
- Bookkeeping knowledge
- Attention to detail
- MS office suite
- Cash flow analysis
- Accounting controls
- Bank reconciliation
- Payroll administration
- Cash flow management
- Management accounting
- Accounts payable and receivable
- Payroll processing
- QuickBooks expert
- A/P and A/R
- GAAP
- Customer relations
- Account reconciliation expert
- Quickbooks expertise
- ERP systems proficiency
- Microsoft Excel
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Education
Associate of Applied Science - Accounting
Robinson Business College
Monroe, LA 08.1980 - 12.1985
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Promoted to Registrar and assisted with training and supervision of Instructor's.
- Supervised team of 20 staff members.
- Handled and resolved the largest Number of reporting discrepancies in 45 Days
Affiliations
- Chamber Diplomat
Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingQuote
Don't you dare underestimate the power of your own instinct.
Barbara Corcoran
Software
ERP
MacCola
SAP
Diamond D- Student Tracking
Most Payable System
Languages
English
Full Professional
I can pass any drug test or background check
Always pass, I got nothing to fear.
Interests
Reading which is knowledge and power
Fishing
Traveling
Remote
Similar Profiles
Aubrey MofoloAubrey Mofolo
Financial Wellness Coach and Trainer at Debt Control Management Group (DCM Group/Finergy)Financial Wellness Coach and Trainer at Debt Control Management Group (DCM Group/Finergy)
Cody LawrenceCody Lawrence
Pest Control Technician at Active Pest Control ManagementPest Control Technician at Active Pest Control Management
Roosevelt BallardRoosevelt Ballard
Pest Control Technician at All N-1 Pest Control Management LLCPest Control Technician at All N-1 Pest Control Management LLC
Derriohn Dunn, SrDerriohn Dunn, Sr
Recovery Operator at Bears Towing and RecoveryRecovery Operator at Bears Towing and Recovery
Sydney ScottSydney Scott
Residential Assistant at ULM Residential LifeResidential Assistant at ULM Residential Life