Quickbooks
Tamara Powell
Summerfield,North Carolina
Summary
Organized Trustee Administrator highly knowledgeable about funding, project deliverables and annual reporting. Maintain compliances with standards and best serve members' needs. Reliable in managing high workload and competing demands. Experienced Trustee with over seven years of experience in Estate Management. Excellent reputation for resolving problems and taking on added responsibilities to meet team goals. Enthusiastic employee eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of business management and training in Quickbooks.
Overview
9
9
years of professional experience
8
8
years of post-secondary education
Work History
Managing Trustee
Black Bear Trust, Black Pearl Trust, BMD Trust
Bountiful, UT
08.2015 - Current
- Issued annual funding updates with agreed-upon data for key deliverables.
- Coordinated quarterly dashboard updates and reported new information to Beneficiaries.
- Obtained all necessary records for yearly tax reports.
- Prepared quarterly and end of year financial reports.
- Attended regular planning meetings.
- Protected beneficiaries' benefits and maintained compliance with statutory requirements with updates.
Librarian
Snake River School District
Rockford, ID
08.2012 - 06.2014
- Researched, planned and set up attractive and informative library exhibits.
- Drove expansion of library collections and programs in response to student and faculty needs and special requests.
- Located requested books on shelves and in library database and fetched items for patrons.
- Repaired or replaced damaged items to maintain continuity of service.
- Created children's reading programs to promote literacy.
- Promoted fund raisers to increase library resources.
Education
Bachelor of Science - Business Management And Entreprenuership
Brigham Young University - Idaho
Rexburg, ID 08.2016 - 12.2021
Associate of Science - Dentistry (Pre-Dentistry)
Olympic College
Bremerton, WA 09.1995 - 03.1998
Skills
Financial planning
Software
Excel
Word
Destiny
Wondershare PDF Elements
Timeline
Bachelor of Science - Business Management And Entreprenuership
Brigham Young University - Idaho
08.2016 - 12.2021
Managing Trustee
Black Bear Trust, Black Pearl Trust, BMD Trust
08.2015 - Current
Librarian
Snake River School District
08.2012 - 06.2014
Associate of Science - Dentistry (Pre-Dentistry)
Olympic College
09.1995 - 03.1998
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