Stacy Percival
Newcastle
Summary
Dynamic professional with a proven track record at The Baker Group, excelling in account management and financial reporting. Adept in QuickBooks and payroll processing, I leverage strong organizational skills to enhance operational efficiency. Recognized for improving data accuracy and fostering team collaboration, driving successful outcomes in fast-paced environments.
Overview
14
14
years of professional experience
Work History
BBA/APM Account Representive
The Baker Group
Oklahoma City, OK
03.2023 - 06.2025
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Managed creation of 133 client files and accounts, ensuring accurate data entry for investment trades and bond transactions.
- Conducted monthly reconciliations, resolving discrepancies to maintain accurate financial reports.
- Generated detailed activity reports for clients, supporting efficient financial operation and compliance with audit requirements.
Operations Manager
Green Token
Tacoma, WA / Oklahoma City, OK
03.2011 - 04.2022
- Create dn mange the marketing budget, ensuring the efficient allocation of resources and optimizing ROI.
- Oversee market research to identify emerging trends, customer needs, and competitor strategies.
- Developed training programs for staff, enhancing skill sets and promoting a culture of continuous improvement.
- Improved inventory accuracy with rigorous audit practices.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Developed policies to support organizational culture and values alignment.
- Maintained payroll and benefits for employees in various locations, minimizing financial discrepancies through detailed program management.
Education
Bookkeeping Certificate - Bookkeeping
Bates Techinal College
Tacoma06-1997
Education
Washington High School
Tacoma, WA06-1996
Skills
- Store Management
- Retail Management
- Bookkeeping
- Tax Experience
- Quickbooks
- Accounts Payable
- Accounts Receivable
- Account Reconcilitaion
- Payroll Processing
- General Ledger Reconciliation
- Microsoft Office Suite
- Attention to Detail
- Organizational Skills
- Time Management
Timeline
BBA/APM Account Representive
The Baker Group
03.2023 - 06.2025
Operations Manager
Green Token
03.2011 - 04.2022
Bookkeeping Certificate - Bookkeeping
Bates Techinal College
Education
Washington High School