Sharon Capak
Winsted
Summary
Always will to learn new things and grow. Secretary with accounting experience, with proven success at Francis B. Whitman & Son, Inc., enhancing document retrieval efficiency and accuracy. Reliable office administration and customer service, managing payroll and accounts payable.
I have also passed and received my certification as a tax preparer at H&R Block as of June 2026. I am eager to learn and progress in any field.
Overview
3
3
years of professional experience
Work History
Secretary
Francis B. Whitman & Son, Inc
Winsted, CT
01.2017 - 02.2020
- Organized and maintained filing systems, improving document retrieval efficiency and accuracy.
- Assisted in preparation of reports and paperwork for filing monthly sales tax and end of the year taxes
- Office management. Answering calls and emails. Getting customers quotes and appointments.
- Handled sensitive information discreetly, tax forms, invoices both customers and vendors, billing and payroll. Ledgers and all customer and vendor accounts
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
- Made bank deposits, wrote out paychecks, payroll for employees and bills for vendors and monthly expenses
- Entered data into system and updated customer contacts with information to keep records current.
- Maintained electronic filing systems and categorized documents.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Maintained accurate records of office expenses, inventory, and ordering/restocking
- Oversaw inventory of office and business parts and supplies, ensuring availability and cost-efficiency.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Managed paper and electronic filing systems.
Education
High School Diploma -
The Gilbert School
Winsted, CTSkills
- Customer service
- Communication between both customers and vendors
- Office administration
- Organization
- Appointment scheduling
- File management
- Document preparation
- Calendar management
- Sales support
- Schedule management
- Quickbooks
- Supply restocking
- Payroll processing
- File systems management
- Supply ordering
- Spreadsheet management
- Payroll administration
- Mail distribution
- Accounts receivable and payable
- Record preparation
- Inventory purchasing
Timeline
Secretary
Francis B. Whitman & Son, Inc
01.2017 - 02.2020
High School Diploma -
The Gilbert School