Summary
Overview
Work History
Education
Skills
Timeline
Generic
Shanita Leo

Shanita Leo

Albany,NY

Summary

Finance professional with significant expertise in managing comprehensive bookkeeping responsibilities, including accounts payable and receivable. Recognized for reliability in maintaining accurate financial records. Known for adaptability in dynamic environments and strong analytical skills.

Overview

17
17
years of professional experience

Work History

Bookkeeper

C.Green Financials
06.2025 - Current
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Implemented tracking systems to streamline invoice processing and reduce errors.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.

Financial Administrator

Priceless Consultations Corp.
08.2022 - Current
  • Developed and implemented streamlined processes for budgeting and forecasting, enhancing operational efficiency.
  • Monitored cash flow and prepared detailed reports while facilitating informed financial planning.
  • Completed clerical and data entry tasks to optimize financial procedures.
  • Prepared and posted receipts and deposits to facilitate standard bookkeeping.
  • Produced reports outlining latest financial information such as expenses, income and outstanding balances.

Clinical Assistance/ Scheduler

VNA Health Home, Albany, NY
07.2018 - 02.2020
  • Established and maintained strong working relationships with both internal and external stakeholders, facilitating open communication channels for improved collaboration.
  • Enhanced team productivity by maintaining clear communication channels and providing regular updates on patient progress.
  • Assisted with related clerical duties; maintained databases, faxed and scanned patient histories, answered phone calls, and updated patient account information.
  • Reduced scheduling conflicts and ensured timely execution of tasks through proactive rescheduling and resource allocation adjustments.
  • Enhanced patient care by effectively managing clinical support tasks and coordinating with interdisciplinary teams.

Transit Outreach Specialist

BRC, Manhattan, NY
07.2014 - 04.2018
  • Responsible for providing direct Outreach, escort, and referral services for all homeless individuals encountered in the field (on trains and subway stations).
  • Recognizing the signs and symptoms of mental health substance abuse issues.
  • Complete psychosocial evaluation and assessments
  • Responsible for completing referrals
  • Developed successful partnerships with local organizations for mutually beneficial collaboration and resource sharing ie NYPD.
  • Built trust with clients by consistently following up on progress and offering additional support when needed, fostering long-lasting relationships.
  • Managed a hybrid caseload of clients, providing personalized support and guidance throughout their journey to access vital resources.

Residential Program Manager

United Cerebral Palsy, Bronx, NY
12.2008 - 10.2010
  • Streamlined daily operation of three 24hr Supervised IRAs.
  • Organized 20 on-call and salaried staff
  • Created weekly staff schedules to ensure adequate coverage for each residential program.
  • Assist with recruitment, training, and disciplining, and of staff.
  • Provided swift and knowledgeable emergency support in line with organizational polices and state regulations.
  • Responsible for maintaining (2) agency vehicles
  • Conduct monthly fire drills to ensure all residential sites meet OMRDD regulations.
  • Responsible for completing weekly payroll
  • Managed budgets effectively, reducing costs while maintaining high-quality services for residents.

Education

Associates - Business

Hudson Valley Community College
Troy, NY
12.2021

Skills

  • Accounts receivable
  • Quickbooks
  • Invoice processing
  • Bookkeeping software
  • Bank statement reconciliation
  • Advanced computer skills
  • Financial recordkeeping
  • Exceptional organization
  • Analytical reasoning
  • Time management

Timeline

Bookkeeper

C.Green Financials
06.2025 - Current

Financial Administrator

Priceless Consultations Corp.
08.2022 - Current

Clinical Assistance/ Scheduler

VNA Health Home, Albany, NY
07.2018 - 02.2020

Transit Outreach Specialist

BRC, Manhattan, NY
07.2014 - 04.2018

Residential Program Manager

United Cerebral Palsy, Bronx, NY
12.2008 - 10.2010

Associates - Business

Hudson Valley Community College

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