Shawna Sullivan
Ocala
Summary
Dynamic office manager and bookkeeper with proven expertise at Charlie Tucker, P.A. Skilled in QuickBooks and effective communication, I enhanced operational efficiency and client satisfaction while managing payroll and vendor negotiations. Recognized for fostering strong customer relationships and maintaining accurate financial records, driving organizational success through strategic problem-solving.
Overview
27
27
years of professional experience
Work History
OFFICE MANAGER/BOOKKEEPER/PERSONAL ASSISTANT
Charlie Tucker, P.A.
Ocala
03.2004 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Processed payroll weekly utilizing QuickBooks.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Personal assistant to the business owner.
Manager
Advance America f/k/a National Cash Advance
Ocala
01.1999 - 01.2004
- Directed daily operations for financial service transactions and customer interactions.
- Managed team performance and provided training for staff development initiatives.
- Developed strong relationships with customers to foster loyalty and retention efforts.
- Monitored staff performance and addressed issues.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Education
High School Diploma -
North Marion High School
Citra, FLSkills
- Customer service
- Organizational skills
- Knowledgeable in QuickBooks
- Office Management
- Personal Assistant
- Cash handling
- Office management
- Financial record keeping
- Payroll administration
- Vendor negotiation
- Problem solving
- Effective communication
- Payroll processing
- Banking operations
- Bookkeeping
- Scheduling and calendar management
- Office administration
- Mail handling
- Account reconciliation
- Clerical support
- Administrative support
Timeline
OFFICE MANAGER/BOOKKEEPER/PERSONAL ASSISTANT
Charlie Tucker, P.A.
03.2004 - Current
Manager
Advance America f/k/a National Cash Advance
01.1999 - 01.2004
High School Diploma -
North Marion High School