Summary
Overview
Work History
Education
Skills
Timeline
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Sherry Woolard - Russell

Garner,NC

Summary

Seeking a challenging position within your company for personal growth as well as helping your business grow which effectively utilizes my experiences and knowledge.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

39
39
years of professional experience

Work History

Accounting Assistant

Scott Ajac, CPA
03.2022 - Current
  • Assisted in tax preparation, ensuring accurate and compliant submissions.
  • Contributed to reduction in overhead costs by identifying and eliminating inefficiencies in billing process.
  • Improved team productivity by organizing and maintaining digital and physical financial records.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Input financial data and produced reports using Lacerte and Quickbooks
  • Inspected account books and recorded transactions.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Entered figures using 10-key calculator to compute data quickly
  • Consulted with clients concerning their tax preparation before and after results and findings

Operations Manager

The Tidy Maids
03.2018 - 05.2022
  • I am responsible for payroll & all accounting, accounts payable & receivable, invoicing, client communication, setting up daily schedules for the teams, mapping their daily schedule in order to have efficiency on driving times & more time in the client home or business. I am responsible for quality control as well as all aspects of Human resources.
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
  • Developed and maintained relationships with external vendors and suppliers.
  • Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
  • Identified and resolved unauthorized, unsafe, or ineffective practices.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Interacted well with customers to build connections and nurture relationships.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Reported issues to higher management with great detail.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.

Administration Specialist

Landcare
05.2014 - 06.2016
  • SUPERVISOR: MELODY PLUMMER 757-344-0219
  • Accounts Payable
  • -Enter bills and invoices from vendor and supplier in a specified time frame.
  • - Verifying accuracy, approvals and account coding with keeping the policies of agency requirements.
  • -Checks and associated reports should be prepared timely as required by the agency policies and schedule.
  • -Maintain and scrutinize accounts Payable sub-ledger journals for compilation of General Ledger monthly.
  • Payroll Time Entry
  • -Bi-weekly manually enter time for 100 employees for payroll to be processed
  • -Insure accuracy of time logged on employees timecards
  • - Have a working knowledge of the payroll process and provides time required for payroll process
  • -Maintains accounting records by making copies; filing documents.
  • -Reconciles bank statements by comparing statements with general ledger.
  • -Maintains accounting databases by entering data into the computer; processing backups.
  • -Processes invoices, payables & receivables
  • -Protects organization's value by keeping information confidential.
  • -Accomplishes accounting and organization mission by completing related results as needed

Accounting Admin/Accounting Assistant

Emergency Reconstruction
10.2013 - 05.2014
  • SUPERVISOR: AIMIE STETLER 919-285-6198
  • Maintains accounting records by making copies; filing documents.
  • Reconciles bank statements by comparing statements with general ledger.
  • Maintains accounting databases by entering data into the computer; processing backups.
  • Processes invoices, payables & receivables
  • Protects organization's value by keeping information confidential.
  • Accomplishes accounting and organization mission by completing related results as needed
  • Accounts Payable
  • Enter bills and invoices from vendor and supplier in a specified time frame.
  • Verifying accuracy, approvals and account coding with keeping the policies of agency requirements.
  • Checks and associated reports should be prepared timely as required by the agency policies and schedule.
  • Maintain and scrutinize accounts Payable sub-ledger journals for compilation of General Ledger monthly.
  • Accounts Receivable
  • Process client or miscellaneous payments daily or as required to sub-ledger
  • Attend the needs of client or payer and satisfying inquiries as required.
  • Payroll Time Entry
  • Bi-weekly manually enter time for 100 employees for payroll to be processed
  • Insure accuracy of time logged on employees timecards
  • Have a working knowledge of the payroll process and provides time required for payroll process

Office Manager

Fontaine Landscaping
11.2011 - 10.2013
  • SUPERVISOR: JOE SWEET 919-606-5099
  • Responsible for accounts receivable, accounts payable, human resources. Invoicing to clients. Client communication for billing questions & scheduling of any services needed. Vendor communication. Led the development & teaching of safety measures to staff for a better & a safer work environment. Position also includes payroll with a thorough knowledge of Quickbooks.
  • Oversaw daily office operations to ensure efficiency and productivity.
  • Managed scheduling and logistics for multiple landscaping projects simultaneously.
  • Developed and maintained filing systems to enhance information retrieval.
  • Coordinated communication between clients, vendors, and staff to streamline processes.
  • Trained new employees on office procedures and company policies effectively.
  • 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.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.

Loan Officer/Branch Manager

The Fidelity Bank
07.1990 - 09.2009
  • SUPERVISOR: BRIAN HONEYCUTT 919-961-5167
  • My responsibilities included managing a staff of five people, training and mentoring. I was responsible for opening accounts such as CDs, IRAs, Business and Personal checking accounts, & savings accounts.
  • I was a loan officer for the bank and responsible for consumer lending and mortgage lending. Additional responsibilities included auditing the branch monthly to be prepared for internal auditors from within the bank. I also earned the title of Banking Officer. I was responsible for vacation scheduling for the staff as well as payroll input, and accounts payable for the branch and collections for loans and any depository accounts that were in the negative.
  • Guided clients through the loan process, enhancing customer experience and satisfaction.
  • Collaborated with underwriting teams to expedite loan approvals and minimize processing times.
  • Provided training and mentorship to junior staff on lending policies and best practices.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.

Book Keeper

Woolard Farms Inc
01.1987 - 06.2003
  • Quickbooks, Accounting & bookkeeping for Woolard Farm Inc. Raised on the farm, and worked from child to adult. Has knowledge of farm equipment and acreage.
  • Managed daily financial transactions and maintained accurate records for all accounts.
  • Reconciled bank statements and verified discrepancies to ensure accuracy in financial reporting.
  • Oversaw payroll processing, ensuring timely and accurate employee compensation.
  • Maintained and processed invoices, deposits, and money logs.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Improved tax preparation efficiency, organized and reviewed all relevant financial documents.

Education

Certificate - Accounting

North Carolina State University
Raleigh, NC
02-2024

Skills

  • General Ledger Accounting
  • Customer Service-oriented
  • Branch operations
  • Problem-solving skills
  • Operations management
  • Staff training
  • Professional demeanor
  • Balance transfers
  • Loss prevention
  • Bank Reconciliation
  • QuickBooks
  • Pricing
  • Microsoft Office
  • Accounts Receivable
  • Office Management
  • Receptionist
  • Time Management
  • Loan Officer Experience
  • Financial Analysis
  • Human Resource
  • Accounting
  • Scheduling (10 years)
  • Account Reconciliation
  • Payroll (10 years)
  • Accounts Payable (10 years)
  • Administrative experience
  • CREDIT (10 years)
  • Financial Statement Preparation
  • Accounting Software
  • Data Entry
  • General Ledger Reconciliation
  • Journal Entries
  • Human Resources
  • Credit and collections
  • Staff recruitment and hiring
  • Willing to learn
  • Teamwork
  • Problem-solving
  • Time management
  • Reliability
  • Multitasking Abilities
  • Active listening
  • Organizational skills
  • Effective communication
  • Cash handling expertise
  • Conflict resolution
  • Know your customer
  • Cash handling and management
  • Customer engagement
  • Professionalism and ethics
  • Staff training and development
  • Consumer banking
  • Banking product sales
  • Positive attitude
  • Honest and dependable
  • Cash handling
  • Decision-making
  • Adaptability and flexibility
  • Compliance, banking laws, and regulations
  • Data entry
  • Pleasant and personable
  • Product knowledge
  • Professionalism

Timeline

Accounting Assistant

Scott Ajac, CPA
03.2022 - Current

Operations Manager

The Tidy Maids
03.2018 - 05.2022

Administration Specialist

Landcare
05.2014 - 06.2016

Accounting Admin/Accounting Assistant

Emergency Reconstruction
10.2013 - 05.2014

Office Manager

Fontaine Landscaping
11.2011 - 10.2013

Loan Officer/Branch Manager

The Fidelity Bank
07.1990 - 09.2009

Book Keeper

Woolard Farms Inc
01.1987 - 06.2003

Certificate - Accounting

North Carolina State University

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Sherry Woolard - Russell