Simone Daley
Bookkeeper
Mount Vernon,NY
Summary
Motivated Assistant with insightful and eloquent skills, ability to effectively communicate both verbally and written with individuals in an attentive, courteous and service oriented manner. Proven to excel in a fast-paced setting with the ability to juggle and prioritize multiple tasks.
Overview
22
22
years of professional experience
Work History
Direct Support Assistant
Office for People with Developmental Disabilities
03.2020 - Current
- Bathe patients
- Toilet patients
- Assist with activities
- Minister to patients’, when necessary
- Administer Medication
Bookkeeper
Almeida oil
12.2019 - Current
- Accounts payable/receivable, Payroll, Statement billing, Filing, Faxing, Credit and collection, Maintain petty cash checks, EFT payment, Reconcile bank statements, Cut checks
- 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.
Tax Preparer
Jackson Hewitt
10.2023 - 04.2024
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Mental Health Therapy Aide
Capital District Psychiatric Center
03.2020 - 03.2021
- Bathe patients, toilet patients, assist with activities, accompany to hospital,
- Minister to patients’ when necessary
- Participated in ongoing professional development opportunities to stay current on best practices and emerging trends in mental health care.
- Enhanced communication between staff and patients through effective documentation and reporting of patient progress and concerns.
- Trained new Mental Health Therapy Aides on best practices, contributing to a skilled workforce within the facility.
- Promoted self-help skills among patients by teaching them daily living activities such as personal hygiene tasks or meal preparation.
Office Manager
Westex
04.2003 - 11.2019
- AP, AR, payroll, Statement billing, Filing, Faxing, Credit and collection, Month end closing
- Operate Chase in-office check system and credit card system
- Prepare office budget and maintain petty cash records
- Enter information into QuickBooks
- Reconcile bank/credit card statement
- Communicate with CPA to resolve uncertain entries by providing document support
- 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.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Education
Bachelors of Arts - Psychology
The City University of New York
09.2021
Certificate in Ministry -
New York Theological Seminary
NY, NY05.2019
Pharmacy Technician Certificate -
Southern Westchester BOCES
Harrison, NY09.2015
Associate of Arts -
Pace University
Pleasantville, NY07.2005
Skills
- Motivated Office Manager with insightful and eloquent communication skills
- Ability to effectively communicate both verbally and written with individuals in an attentive, courteous and service-oriented manner
- Proven to excel in a fast-paced setting with the ability to juggle and prioritize multiple tasks
- Efficient in project management, status briefings and reporting within demanding time frames
- Proficient in Microsoft Office (Word, Excel, Access, PowerPoint, and Publisher), Peachtree, Great Plains, Cargas and QuickBooks Pro
Timeline
Tax Preparer
Jackson Hewitt
10.2023 - 04.2024
Mental Health Therapy Aide
Capital District Psychiatric Center
03.2020 - 03.2021
Direct Support Assistant
Office for People with Developmental Disabilities
03.2020 - Current
Bookkeeper
Almeida oil
12.2019 - Current
Office Manager
Westex
04.2003 - 11.2019
Certificate in Ministry -
New York Theological Seminary
Pharmacy Technician Certificate -
Southern Westchester BOCES
Associate of Arts -
Pace University
Bachelors of Arts - Psychology
The City University of New York
Similar Profiles
VANESSA LANGREYVANESSA LANGREY
Direct Support Professional at Office For People With Developmental DisabilitiesDirect Support Professional at Office For People With Developmental Disabilities
Karen PattersonKaren Patterson
Developmental Support Professional 3 at NYS Office For People With Developmental DisabilitiesDevelopmental Support Professional 3 at NYS Office For People With Developmental Disabilities
Mary Jane VogelMary Jane Vogel
Deputy Director, Division of Quality Improvement at NYS Office for People with Developmental Disabilities (OPWDD)Deputy Director, Division of Quality Improvement at NYS Office for People with Developmental Disabilities (OPWDD)