Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tami Underwood

Franklin,IN

Summary

To use my knowledge and skills in accounting and office management to my highest potential.

Overview

26
26
years of professional experience

Work History

Accounts Receivable Clerk

Drainage Solutions
07.2022 - 10.2024
  • Data Entry, Reconciliation of Deposits, Collections of outstanding sales invoices, Backup Phone Answering
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
  • Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
  • Used accounting software to reconcile accounts, track income, and generate invoices.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
  • Responded to inbound inquiries regarding accounts and payments.
  • Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
  • Decreased uncollectible debt by closely monitoring accounts and promptly identifying high-risk customers for management review.
  • Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
  • Streamlined credit approval process by conducting thorough analyses of new client applications, reducing financial risk exposure.
  • Collaborated with sales team to resolve billing discrepancies, resulting in improved customer relationships and increased client satisfaction.
  • Increased efficiency of collections efforts through development of targeted strategies for contacting delinquent accounts.
  • Expedited revenue collection by consistently meeting deadlines for generating accurate monthly statements and timely invoice submissions.
  • Implemented automated reminder emails to clients regarding upcoming due dates for payments, resulting in timelier remittance processing.
  • Posted customer payments by recording cash, checks, and credit card transactions.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Entered figures using 10-key calculator to compute data quickly.
  • Input financial data and produced reports using Software.

Payroll Specialist

Timpe CPA (bought Langdon and Company)
01.2017 - 02.2019
  • Bank Reconciliation, Data Entry, Payroll, Tax Returns, Backup Phone Answering
  • Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
  • Provided customer service to employees regarding payroll inquiries and issues.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Resolved payroll discrepancies quickly and successfully.
  • Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
  • Reduced payroll errors by conducting thorough audits and resolving discrepancies in a timely manner.
  • Created new hire and termination documents for payroll.
  • Maintained strict confidentiality of all payroll information and records.
  • Managed payroll data entry and processing for Number employees to comply with predetermined company guidelines.
  • Prepared year-end reports for W-2s and 1099s, ensuring accuracy and timeliness in tax filing.
  • Maintained confidentiality of sensitive employee information while addressing payroll concerns or disputes.
  • Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
  • Collaborated with human resources to maintain up-to-date employee information for precise payroll calculations.
  • Documented and processed all garnishments for bankruptcies, student loans, and child support orders.
  • Managed garnishments, levies, and support orders in accordance with legal requirements, reducing company liabilities.
  • Collaborated with human resources, adcounting and other departments to confirm payroll accuracy.
  • Ensured compliance with federal, state, and local tax regulations through meticulous record-keeping and accurate reporting.
  • Confirmed compliance with all applicable federal, state and local payroll laws and regulations.
  • Conducted regular reconciliations of general ledger accounts related to payroll transactions for accurate financial reporting purposes.
  • Implemented direct deposit options for employees, increasing convenience and improving overall satisfaction levels.
  • Researched payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions, and retirement plan withholdings.
  • Reviewed time records for Number employees to verify accuracy of information.
  • Streamlined payroll processing by implementing an automated timekeeping system.

Administrative Assistant/ Payroll / Accounting

Langdon and Company/
05.1998 - 01.2017
  • Accounting, Data Entry, Front Office Phone Answering, Payroll, Tax Return Assembly, Scheduling, Greeting Clients
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Maintained inventory of office supplies and placed orders.
  • Monitored office supplies inventory, ensuring availability of essential items without overstocking.
  • Developed filing system for historical documents, preserving important company records and improving access to information.
  • Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Established administrative work procedures to track staff's daily tasks.

Education

Accounting Major -

Ivy Tech Community College

Billing and Coding -

Med Tech College

General Studies and Accounting -

Center Grove High School
01.1982

Skills

  • Invoice Processing
  • Payment posting
  • Statement Review
  • Bank Deposits

Timeline

Accounts Receivable Clerk

Drainage Solutions
07.2022 - 10.2024

Payroll Specialist

Timpe CPA (bought Langdon and Company)
01.2017 - 02.2019

Administrative Assistant/ Payroll / Accounting

Langdon and Company/
05.1998 - 01.2017

Accounting Major -

Ivy Tech Community College

Billing and Coding -

Med Tech College

General Studies and Accounting -

Center Grove High School

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