Rachael A Yates
Ashland,OH
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
17
17
years of professional experience
Work History
Finance Manager
Bill Harris Auto Center
02.2016 - Current
- Maintenance and reconciliation of General Ledgers each month
- Submit Payments to 200+ Vendors Monthly
- Complete 1099’s for year end
- Submission of all Sales tax (CAT:USE:LEASE:RETAIL)
- Payroll tax monthly Assists with generating weekly funding, reserves, incentives, and receivables reports
- Completes all book work for four side companies for car dealerships in Quickbooks deposits, check payments, journal entries, etc
- Process Weekly and Monthly Payroll for 84 Employees
- Complete W2’s for all employees at year end
- Enroll and maintain monthly enrollment for Health, Dental, vision and 401K Insurance for employees
- Contact Banks to get agreeable financing for customers
- Make relationships with customers and build a friendship
- Negotiate Pricing with customers
- Complete Bank contracts with 100% accuracy for funding
- Manage 7 sales team members to ensure tasks are being completed.
Billing Coordinator
Port’s Petroleum
12.2012 - 02.2016
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements and letters
- Code invoices according to company procedures
- Maintain inventory records.
Accounts Payable/Human Resources
Snyder’s-Lance
08.2010 - 12.2012
- Prepare purchase orders and expense reports
- Calculate cost of materials, overhead and other expenses, based on estimates, quotations and price lists
- Process payroll information for 205 employees
- Complete and submit tax forms and returns, workers’ compensation forms, pension contribution forms, and other government documents
- Schedule and confirm appointments for clients, customers, or supervisors.
Accounts Payable
EOG Resources
01.2007 - 06.2008
- Negotiate payment terms with vendors/suppliers
- Transfer detail from separate journals to general ledgers or data processing sheets
- Prepare purchase orders and expense reports
- Generate and distribute monthly financial reports.
Education
High School Diploma -
Ashland High School
Ashland, OH01.2001
Skills
- MS Outlook
- MS Word
- MS Excel
- MS PowerPoint
- MS Access
- AS 400
- QuickBooks
- Oracle
- Dealertrack
- Axcessa
- Netchex
- Global Connect
- VinSolutions
- Dealersource
- Darwin
- Continuous Improvement
- Financial Management
- Human Resources
Accomplishments
- Notary Public
- Sales License for the state of Ohio
- Highest PVR in Finance
Timeline
Finance Manager
Bill Harris Auto Center
02.2016 - Current
Billing Coordinator
Port’s Petroleum
12.2012 - 02.2016
Accounts Payable/Human Resources
Snyder’s-Lance
08.2010 - 12.2012
Accounts Payable
EOG Resources
01.2007 - 06.2008
High School Diploma -
Ashland High School
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