Summary
Overview
Work History
Education
Skills
Timeline
Generic

Susan Luke

Summary

Meticulous accounting professional bringing years of experience in strategic planning, customer relationship management and account reconciliation. Strong Quickbooks and Microsoft proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.

Overview

25
25
years of professional experience

Work History

Bookkeeper

Wild Frontier, LLC
10.2020 - Current
  • Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
  • Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
  • Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
  • Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
  • Generated detailed financial reports for management review, facilitating informed decision making.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Supported year-end closing procedures by preparing adjusting journal entries as needed.
  • Contributed to the development of annual budgets by providing input on historical expenses and anticipated future costs.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
  • Maintained and processed invoices, deposits, and money logs.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reconciled and corrected issues with financial records.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Identified accounting errors when cross-referencing documents and database information.
  • Completed tax forms in compliance with legal regulations.
  • Used knowledge of local laws to comply with reporting requirements.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Inspected account books and recorded transactions.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Input financial data and produced reports using [Software].
  • 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.

Head Bookkeeper

Bugaboo Pest Control, LLC
06.2000 - 07.2020
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained computer and physical filing systems.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Updated reports, managed accounts, and generated reports for company database.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Controlled finances to lower costs and keep business operating within budget.
  • Managed compliance to keep organization operating within legal and regulatory guidelines.
  • Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Established team priorities, maintained schedules and monitored performance.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Defined clear targets and objectives and communicated to other team members.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Streamlined bookkeeping processes by implementing efficient accounting software and organizing financial records.
  • Enhanced financial accuracy by reconciling accounts, identifying discrepancies, and correcting errors in a timely manner.
  • Collaborated with management to develop annual budgets, providing insight into historical trends and potential future expenses.
  • Maintained strict confidentiality of sensitive financial information to protect company''s privacy and security.
  • Prepared accurate financial statements for senior executives, enabling informed decision-making regarding company growth strategies.
  • Improved invoice processing efficiency by implementing an automated system for tracking expenses and payments.
  • Assisted in the development of long-term financial plans by providing thorough analysis of company performance indicators.
  • Managed payroll functions, ensuring timely payment processing and compliance with tax regulations.
  • Reduced outstanding receivables through diligent follow-up on overdue invoices, improving cash flow management.
  • Implemented cost-saving measures in daily operations by analyzing expenditures and recommending budget adjustments as needed.
  • Facilitated smooth year-end closing procedures by coordinating with external auditors and providing necessary documentation for accurate reporting purposes.
  • Trained junior bookkeeping staff members on proper accounting techniques, promoting consistency and adherence to established policies throughout the department.
  • Monitored bank account balances closely, transferring funds between accounts as needed to optimize cash management strategy outcomes.
  • Developed strong working relationships with external partners, such as banks and tax authorities, to facilitate efficient financial operations.
  • Complied with local, state and federal laws and requirements.
  • Contributed to development of office operations manual and improved accounting procedures by implementing accounting databases and software.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Tracked financial progress by creating quarterly and yearly balance sheets.

Receptionist

Olson Engineering
10.1998 - 06.2000
  • Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.

Education

High School Diploma -

Ilwaco High School
Ilwaco, WA

Skills

  • Payroll Administration
  • Customer Relations
  • Accounting and Bookkeeping
  • Superior Attention to Detail
  • Business Development
  • Financial Management
  • State Regulation Compliance

Timeline

Bookkeeper

Wild Frontier, LLC
10.2020 - Current

Head Bookkeeper

Bugaboo Pest Control, LLC
06.2000 - 07.2020

Receptionist

Olson Engineering
10.1998 - 06.2000

High School Diploma -

Ilwaco High School

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Susan Luke