Sarah Earl
Traverse City,MI
Summary
I am looking to utilize what I have learned professionally in combination with my real world experience. I am detail oriented, highly organized, and always looking to expand what I already know. I love new challenges! I have demonstrated ability in office management and full cycle accounting. My goal is optimization of financial performance in whatever role I lead.
Overview
1
1
Certification
2
2
years of post-secondary education
11
11
years of professional experience
Work History
Office Manager/Accountant
Popp Excavating
Traverse City, MI
07.2021 - Current
- Processed accounts payable, invoices, and vendor billing for construction services.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Coded and entered daily invoices with in-house accounting software.
- Developed and implemented office policies and procedures.
- Managed, scheduled and coordinated office functions and activities for employees.
- Developed detailed spreadsheets to organize and analyze data effectively. in Excel to track data such as vacation requests, sick days.
- Implemented and maintained company protocols to facilitate smooth daily activities.
- Provided administrative support to management team including preparing reports and presentations.
- Ensured compliance with applicable laws regarding employment practices.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Analyzed data from various sources to identify trends and make recommendations for improvement.
- Developed effective communication strategies between departments within the organization.
- Maintained confidential records relating to personnel matters.
- Negotiated contracts with vendors, securing favorable terms and cost savings.
- Delegated work to staff, set priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees by supplying knowledge of various company programs.
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Evaluated employee attendance and productivity by reviewing reports to identify performance trends.
- Managed job costing records for excavating projects and equipment expenses.
- Processed payroll for field crews, operators, and office staff.
- Reconciled bank statements and general ledger accounts for Popp Excavating.
- Prepared invoices and progress billings for customer projects.
- Reviewed vendor statements and matched purchase orders to receipts.
- Tracked fuel, repairs, and material costs across active job sites.
- Maintained accounts payable and accounts receivable records.
- Assisted with month-end closings and financial report preparation.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Created journal entries accurately and timely for month end close processes.
- Prepared monthly closing entries for multiple companies' books of records.
- Performed general ledger reconciliations on a timely basis.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Monitored cash flows and prepared weekly cash projections.
- Supported tax return preparation by gathering client information and organizing related documents for efficient filing.
- Monitored balance sheets and income statements to evaluate financial performance.
- Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
- Reviewed financial information detailing assets, liabilities, and capital.
- Provided guidance to other departments regarding accounting policies and procedures.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Analyzed balance sheets for mistakes and inaccuracies.
- Oversaw full accounting cycle and prepared applicable financial statements.
- Supported efficient accounting operations with high-quality administrative support.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
- Cross-trained employees, enabling completion of priority tasks during personnel absences.
Front Desk Agent
Dental Clinics North
Traverse City, MI
07.2017 - 07.2021
- This role is an extremely fast paced, front of the house position in a non-profit dental clinic that currently has over 26,000 patients at the Traverse City location. Housed within the Grand Traverse City Health Department, we are one of the only local dentists who participates fully with Medicaid. My daily routine involves interactions with hundreds of people, face-to-face as well as through telephone and email/ texting. It is not just a matter of scheduling patients, it is working within the challenges that many of them face, in order to ensure they can arrive to their appointments and maintain their health. Working with insurance companies, local community organizations as well as the health department to assist in transportation and financial assistance. I keep the schedule full (over 100 appointments a day), and each day communicating with patients to make sure they can arrive to their upcoming appointments. Communicating with the staff when patients call with specific questions or medication requests. Tracking medical consults to primary care physicians and specialists. I work with DHS to submit necessary documents for foster care and other court cases. I process payments, and track the income of our uninsured patients to make sure they are getting the most assistance available to them.
- Provided excellent customer service while upholding company policies.
- Coordinated communication between patients, dentists, and clinical support staff.
- Processed payments and explained office policies to patients.
- Verified insurance information and collected patient intake forms.
- Scheduled appointments and updated patient calendars for Dental Clinics North.
- Welcomed patients at dental clinic reception and managed front desk check-in procedures.
- Handled incoming calls using a multi-line phone system and routed calls to the proper dental staff.
- Verified patient appointments for accuracy and reminded patients about upcoming dental visits.
Bookkeeper
Truly MI Vines, LLC
Copenish, MI
03.2017 - 05.2019
- Truly MI Vinesisan experienced and innovative team that provides superior quality ready-to-plant, custom-grafted, greenhouse-grown vinifera and hybrid vines to the vineyard market through the propagation of Truly Michigan Vines produced locally in Northern Michigan. I was hired at the inception of the business when it was awarded a very large DARDA grant which provided the capital needed as a startup. TMV retained my services through 2019, although the grant was completed in the fall of 2018. I process their payroll, as well as monitored and reconciled their bank and credit card accounts. I did monthly payroll tax liability payments, and annually sent W2s and 1099s. I tracked sales and received payments on the AR side, and fulfilled all AP duties.
- Managed bookkeeping records for vineyard operations and administrative expenses
- Processed accounts payable and vendor invoices for Truly MI Vines
- Recorded accounts receivable transactions and customer payments
Office Administrator
TCWC
Traverse City, MI
08.2016 - 07.2017
- Managed various aspects of office management. Communicated with over a dozen states to ensure compliance with monthly alcohol sales reporting. I performed AP and AR duties. I tracked labor and performed payroll. I took care of all payroll tax liability reporting and payments on a monthly, quarterly, and an annual basis. I recorded and monitored daily sales from our retail establishment as well as distributor sales. I reconciled multiple monthly bank and credit card statements, as well as Amazon sales reconciliations. As their first actual office employee, Organized and established administrative framework, including filing system and documentation of daily protocols. This included creating a filing system for all their companies, account creation in Quickbooks, and documentation of daily protocols. Supported several entrepreneurial endeavors alongside the primary business by maintaining financials and records for diverse industries.
- Managed TCWC office calendars, meetings, and daily administrative priorities.
- Coordinated correspondence, phone calls, and visitor support for TCWC staff.
- Prepared TCWC reports, letters, and internal documents with consistent accuracy.
Bookkeeper
Cherry Capital Foods
Traverse City, MI
05.2015 - 08.2016
- Handled a variety of tasks for several companies under the umbrella of Tamarack Holdings at Cherry Capital Foods. Executed payables for 5 companies, reconciled 7 bank statements monthly, processed payroll for 4 companies (including garnishments and taxes), supported HR functions, monitored debit/credit card transactions, and managed fund flow for all 5 businesses. Led the implementation of new payroll processing and time tracking software as the 'superuser' for two programs within the businesses. Assisted in accounts receivable, collected past due balances from customers, monitored statements, applied payments to invoices, and processed online check deposits.
- Processed invoices and matched receipts with purchase records.
- Reconciled bank statements and corrected account discrepancies.
Education
BA - Psychology w/Concentration in Addiction Studies
Oakland University
Auburn Hills, MI 09.2013 - 05.2015
Skills
- Customer relations
- Payroll processing
- Accounts Payable
- Accounts Receivable
- Bookkeeping
- Bank Reconciliation
- General Ledger Reconciliation
- Journal Entries
- Financial Statement Preparation
- Tax Experience
- Financial Analysis
- Budgeting
- Budget preparation
- Financial reporting
- Invoice Management
- Data Management
- Excel
- Microsoft Office
- Microsoft Access
- Microsoft Word
- Office 365
- Office Management
- Office administration
- Office management experience
- Administrative Support
- Administrative oversight
- Office Coordination
- Data Entry Techniques
- Data Entry
- Customer Service
- Front Desk
- Customer relations
- Employee Onboarding
- HR compliance
- Employee training
- Training and coaching
- Staff management
- Employee supervision
- Team leadership
- Team supervision
- Workforce management
- Cross functional coordination
- Organizational skills
- Operations management
- Performance improvement
- Workflow optimization
- Proposal writing
- Contract administration
- Policy development
- Compliance monitoring
- Analytical Thinking
- Strategic planning
- Report preparation
- Data retrieval systems
- Meeting planning
- Banking operations
- Employee supervision
- Compliance monitoring
- Banking operations
- Data entry
- Administrative oversight
- Human resources
- Employee training
- Budgetary planning
- Report preparation
- Financial reporting
- Performance improvement
- Staff hiring
- Invoice Management
- Organizational skills
- Executive Assistance
- Payroll management
- Data Management
- Financial accounting
- Effective Communication
- Strategic planning
- Account reconciliation
Certification
Crisis Prevention Intervention, Present
Personal Information
- Title: Administrative Professional
- Work Permit: Authorized to work in the US for any employer
- Visa Status: Authorized to work in the US for any employer
Timeline
Office Manager/Accountant
Popp Excavating
07.2021 - Current
Front Desk Agent
Dental Clinics North
07.2017 - 07.2021
Bookkeeper
Truly MI Vines, LLC
03.2017 - 05.2019
Office Administrator
TCWC
08.2016 - 07.2017
Bookkeeper
Cherry Capital Foods
05.2015 - 08.2016
BA - Psychology w/Concentration in Addiction Studies
Oakland University
09.2013 - 05.2015