Summary
Overview
Work History
Education
Skills
Certification
hiking, painting
Timeline
Generic

Roxanne Cunningham

Greeley,CO

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Coach

Self-employeed
05.2022 - Current
  • Guided participants in development of realistic goals and enhanced accountability on financial matters.
  • Helped members leverage credit and asset building financial products.
  • Coordinated referrals to appropriate staff and assisted members with navigating tools or accessing desired products.
  • Developed and delivered engaging group presentations and one-on-one coaching sessions.
  • .

Private Caregiver

Self-employeed
02.2022 - 05.2023
  • Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
  • Maintained clean, safe, and well-organized patient environment.
  • Provided assistance in daily living activities by dressing, grooming, bathing, and toileting patients.
  • Transported individuals to events and activities, medical appointments, and shopping trips.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Administered medication as directed by physician.
  • Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
  • Planned healthy meals, purchased ingredients, and cooked meals to provide adequate nutrition for client wellbeing.

Bookkeeper

Self-employeed
01.2021 - 05.2022

Controlling Invoices, involved in collection of unpaid invoices.

Responsible for paying bills. Balancing budget. Organized information to send to tax accountant. Answering phone and setting appointments. Performed research in software programs for information needed to perform appraisals.

  • Maintained and processed invoices, deposits, and money logs.
  • Reconciled and corrected issues with financial records.
  • Posted daily receipts and payments in accordance with corporate protocols.

Bookkeeper

Hebrew House
01.2015 - 11.2016
  • Maintained and processed invoices, deposits, and money logs.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reconciled and corrected issues with financial records.
  • Posted daily receipts and payments in accordance with corporate protocols.

Education

Small Business Management, Accounting

Aims Community College
Greeley, CO

No Degree - Certificate in Bookkeeping

Go2ED
Greeley, CO
05.2022

Skills

  • Educate clients in financial matters including monthly budgeting finances
  • Evaluate Financial Histories
  • Promote trusting relationships with clients
  • Help clients set up budgets to overcome living paycheck to paycheck To help clients start living within their means and to show them how to develop savings and investment strategies

Certification

Financial Coach certificate from Dave Ramsey program

Bookkeeping Certificate from Ed2GO

hiking, painting

I like going on  short hikes around town and in the mountains.  I'm a successful acrylic painter. My artwork has been shown in galleries in Colorado and Nebraska.

Timeline

Financial Coach

Self-employeed
05.2022 - Current

Private Caregiver

Self-employeed
02.2022 - 05.2023

Bookkeeper

Self-employeed
01.2021 - 05.2022

Bookkeeper

Hebrew House
01.2015 - 11.2016

Small Business Management, Accounting

Aims Community College

No Degree - Certificate in Bookkeeping

Go2ED
Roxanne Cunningham