Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shelia Lozada

North Grafton,MA

Summary

Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.

Overview

12
12
years of professional experience

Work History

Bookkeeper

Adams and Associates
03.2023 - Current
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Reconciled and corrected issues with financial records.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Posted daily receipts and payments in accordance with corporate protocols.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
  • Identified accounting errors when cross-referencing documents and database information.
  • Implemented a more efficient filing system for financial documents, improving accessibility and organization.
  • Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
  • Provided support during audits by supplying requested documentation promptly and accurately.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
  • Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
  • Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
  • Reduced financial discrepancies through transaction monitoring and management.
  • Generated detailed financial reports for management review, facilitating informed decisionmaking.
  • Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
  • Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Inspected account books and recorded transactions.
  • Input financial data and produced reports using Microsoft Dynamics.
  • Matched purchase orders with invoices and recorded necessary information.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.

Store Manager

Life Storage
06.2014 - 02.2023
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Assisted with hiring, training and mentoring new staff members.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Completed point of sale opening and closing procedures.
  • Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
  • Approved regular payroll submissions for employees.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
  • Supervised guests at front counter, answering questions regarding products.
  • Managed financial aspects of store operations, including budget planning, expense tracking, and accurate record-keeping to maintain fiscal responsibility.
  • Optimized labor scheduling according to store needs while adhering to budget constraints, maximizing productivity without compromising service quality.
  • Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
  • Increased store profitability by implementing cost-saving measures and efficient inventory management strategies.
  • Ensured compliance with all applicable laws, regulations, policies by regularly reviewing store procedures and taking corrective measures when necessary.
  • Maintained open lines of communication with corporate headquarters, sharing pertinent information about store performance and requesting support when needed.
  • Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
  • Collaborated with other managers to develop company-wide initiatives aimed at improving overall performance across all locations.
  • Organized special events such as seasonal sales promotions to drive foot traffic into the store and increase sales opportunities.
  • Developed strategies for attracting new customers by analyzing demographic data and conducting targeted marketing initiatives.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Interacted well with customers to build connections and nurture relationships.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Assisted in recruiting, hiring and training of team members.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Reported issues to higher management with great detail.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Supervised creation of exciting merchandise displays to catch attention of store customers.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.
  • Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
  • Reduced operational risks while organizing data to forecast performance trends.

Shift Supervisor

CVS
07.2012 - 06.2014
  • Trained new employees and delegated daily tasks and responsibilities.
  • Completed store opening and closing procedures and balanced tills.
  • Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
  • Responded to and resolved customer questions and concerns.
  • Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
  • Helped store management meet standards of service and quality in daily operations.
  • Enforced company policies and regulations with employees.
  • Ensured smooth operations during peak hours by effectively managing resources and staff allocation.
  • Provided ongoing support to employees during challenging situations, offering guidance on problem-solving techniques for improved efficiency outcomes.
  • Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
  • Improved customer satisfaction rates with consistent quality checks and timely resolution of complaints.
  • Maintained workplace safety by enforcing strict adherence to company policies and industry regulations.
  • Enhanced team productivity by implementing efficient shift scheduling and task delegation.
  • Served as a liaison between employees and upper management effectively facilitating communication that bridged any existing gaps.
  • Resolved conflicts among team members diplomatically, promoting a harmonious work atmosphere conducive to collaboration.
  • Monitored staff compliance with health codes, ensuring high standards of cleanliness throughout the facility consistently met or exceeded expectations.
  • Applied security, safety, and loss prevention strategies during shifts.
  • Streamlined inventory management, reducing waste and optimizing stock levels for daily operations.
  • Conducted routine inspections to check quality and compliance with established specifications.
  • Delivered successful training to more than 20 employees during tenure, educating on successful work processes and productivity strategies.
  • Established effective employee schedules and delegated tasks to take advantage of individual abilities and meet expected demands.
  • Increased sales performance through effective upselling techniques and staff training initiatives.
  • Collaborated with management to develop strategies for boosting overall store performance, leading to higher profit margins.
  • Conducted shift inspections to evaluate operational activities and implement timely resolutions for diverse concerns.
  • Prepared, calibrated, and monitored production levels to achieve targets.
  • Built performance-oriented culture with satisfied, hardworking employees by clearly highlighting employee success and developing leaders from within.
  • Actively participated in promotional events aimed at increasing brand visibility within the community resulting in higher foot traffic volume.
  • Completed cash and credit card transactions accurately using POS software.
  • Managed shift operations, supplied resources and monitored team performance to keep business profitable and running smoothly.
  • Resolved conflicts between employees to maintain positive and productive work environments.
  • Scheduled staff shifts to secure adequate coverage and productive workflows.
  • Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
  • Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
  • Conducted performance reviews and provided staff with feedback and guidance.
  • Completed daily financial activities and prepared weekly reports for management to inform decision-making.
  • Analyzed sales figures and identified areas for improvement.
  • Increased customer satisfaction and grew business by maintaining close relationships with customers.
  • Located and resolved problems with team production and performance to maintain consistent quality levels.
  • Collaborated with other leaders and executives to direct workflow and support operations.
  • Cultivated professional working relationships with peers and supervisors.
  • Oversaw inventory and product stock to develop and maintain inventory controls resulting in cost savings and reduced overages.
  • Built relationships with customers and managed accounts to drive revenue and profit.
  • Kept accurate and detailed records of personnel progress and productivity.
  • Implemented policies and standard operating procedures for continuous improvement.
  • Troubleshot equipment to reduce service calls and downtime.
  • Monitored daily and weekly key performance indicators to maintain on-track status.
  • Coordinated merchandising, promoted new products and increased brand awareness.
  • Oversaw loading and unloading of packages in warehouse.
  • Led improvement initiatives to advance operational efficiencies and increase revenue.
  • Collaborated with internal teams to streamline operations across materials handling, production, and shipping.

Education

Bachelor of Science - Accounting

DeVry University
Downers Grove, IL
06.2026

Certificate - Phlebotomy Technician

Medcerts
Livonia, MI
07.2023

Assosiates - Medical Billing And Coding-HIC

DeVry University
Downers Grove, IL
10.2022

GED -

North High School
Worcester, MA
08.2009

Skills

  • Bookkeeping
  • Accounts Receivable
  • Accounting and bookkeeping
  • Invoice Processing
  • Bank Statement Reconciliation
  • Accounts Payable
  • Payroll Processing
  • Account Reconciliation
  • Bookkeeping Software
  • Bank Reconciliation
  • Financial Reporting
  • Advanced computer skills
  • Financial Recordkeeping
  • Data inputting
  • Spreadsheet tracking
  • Expense Tracking
  • Accounting
  • Exceptional organization
  • MS Office expert
  • Customer Relations
  • Accounts payable specialist
  • Audit preparation
  • Record preparation
  • Cash Flow Management
  • Superior attention to detail
  • Inventory Tracking
  • Financial Management
  • Budget support
  • Time tracking
  • Finance
  • Vendor Management
  • Confidential Document Control
  • Auditing
  • Cost accounting
  • Business Development
  • Risk Management
  • Project Management
  • Attention to Detail
  • Microsoft Office
  • Data Entry
  • Payroll Preparation and Processing
  • Time Management
  • Bill Payment and Recordkeeping
  • Cash Management
  • Proactive and Self-Motivated
  • Precision and Accuracy
  • Expense Reports
  • Handling Confidential Materials
  • Relationship Building
  • Financial records and reporting
  • Financial software
  • Vendor relationships
  • Purchase Orders
  • Inventory Management
  • Critical Thinking
  • Word Processing
  • Bookkeeping Support
  • Payment Calculation
  • Statement Review
  • Charge posting
  • Financial research
  • Communication Management Professional
  • Information gathering and analysis
  • Vendor Record Management
  • Cost Estimation
  • Complaint resolution
  • Generally Accepted Accounting Principles
  • Strategic Communication Management Professional
  • Vendor Relationship Management

Timeline

Bookkeeper

Adams and Associates
03.2023 - Current

Store Manager

Life Storage
06.2014 - 02.2023

Shift Supervisor

CVS
07.2012 - 06.2014

Bachelor of Science - Accounting

DeVry University

Certificate - Phlebotomy Technician

Medcerts

Assosiates - Medical Billing And Coding-HIC

DeVry University

GED -

North High School

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Shelia Lozada