Sherri Lucas
Linn Creek,MO
Summary
Dedicated accounting assistant with expertise in bank reconciliation, month-end reports, and meticulous data inputting. Proven ability to ensure financial accuracy and compliance while streamlining bookkeeping processes.
Overview
37
37
years of professional experience
Work History
Accounting Assistant
Professional Services Property Management
10.2020 - Current
- Assisted in monthly reconciliation of general ledger accounts for financial accuracy.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
- Maintained filing system for financial documents, enhancing retrieval efficiency and organization.
- Collaborated with team to streamline bookkeeping processes, improving overall operational efficiency.
- Led month-end closing processes to ensure accuracy and compliance with accounting standards.
- Oversaw budgeting processes, ensuring alignment with organizational goals and effective resource allocation.
Receptionist
Lake Regional Hospital-OBGYN Department
10.2018 - 10.2020
- Managed patient scheduling and appointment coordination for optimal clinic efficiency.
- Facilitated communication between patients and medical staff to enhance service delivery.
- Maintained accurate patient records using electronic health record (EHR) systems.
- Assisted with insurance verification and pre-authorization processes to streamline patient intake.
Office Manager
Professional Services Property Management
06.2014 - 09.2020
- Managed daily office operations, ensuring efficiency and organization across all departments.
- Developed and implemented office procedures that improved workflow and reduced administrative errors.
- Coordinated communication between property management teams and clients to enhance service delivery.
- Oversaw scheduling of maintenance requests, ensuring timely responses and resolution of tenant issues.
- Facilitated meetings with stakeholders to align goals, address concerns, and strategize project execution.
Assistant Branch Manager
Central Bank of Lake of the Ozarks
07.1989 - 06.2014
- Led daily branch operations, ensuring compliance with banking regulations and policies
- Conducted regular audits of branch activities, maintaining accuracy in financial reporting and record-keeping.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Education
High School Diploma -
Camdenton High School
Camdenton, MO05-1981
Skills
- Customer service
- Bank reconciliation
- Microsoft Excel
- Journal entries
- General ledger entries
- Data inputting
- Month-end reports
- Quickbooks
- Attention to detail
Timeline
Accounting Assistant
Professional Services Property Management
10.2020 - Current
Receptionist
Lake Regional Hospital-OBGYN Department
10.2018 - 10.2020
Office Manager
Professional Services Property Management
06.2014 - 09.2020
Assistant Branch Manager
Central Bank of Lake of the Ozarks
07.1989 - 06.2014
High School Diploma -
Camdenton High School