THERESA L. DAVIS
Omaha,NE
Summary
Accomplished professional with strong understanding of payroll and bookkeeping procedures. Managed payroll and bookkeeping services for 30 clients. Exceptional bookkeeping, reporting and communications skills enabled impressive results. Proficient in using multiple payroll software programs with knack for quickly learning new systems. Highly organized, detail-oriented, and efficient at work.
Overview
22
22
years of professional experience
Work History
Bookkeeper
Cruise And Associates
07.2017 - Current
- Oversaw payroll and financial reporting for over 30 clients.
- Completed payroll for clients' employees and maintained detailed records.
- Sorted financial documents, coded accounting entries for data processing
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reported financial data and updated financial records in ledgers and journals.
- Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records, and financial statements.
- Used knowledge of local laws to comply with reporting requirements.
- Contributed to development of office operation and procedure manuals and trained other staff on our accounting databases and software including ACS and Quickbooks
Office Manager, Bookkeeper
Schreiber Brothers
12.2014 - 07.2017
- Responsible for managing and overseeing bookkeeping activities including weekly payroll and associated duties
- Handling of all accounts payable and accounts receivable
- Perform responsibilities related to gathering, reviewing and evaluating of data to prepare financial reports
- Execute task of maintaining, balancing and verifying subsidiary accounts
- Responsible for posting transactions, filing reports, preparing and maintaining journal entries and preparing wire transfer payments
- Providing financial advice to management as well as update annual expenses and income statements for verification
- Verifying accounts receivable/payable for accuracy
- Handling all Human Resources duties including new hires
- Manage and streamline all office activities
Account Executive/Marketing Executive
Mastercare Patient Equipment
07.2006 - 04.2014
- Provided follow up after onsite presentations including preparing quotes and contracts
- Developed and maintained strong working relationships with clients within assigned territory.
- Secured long-term accounts with individuals and national corporations.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Arranged shipment dates with clients, follow up to shipments, and arrange in-service training.
Senior Account Coordinator
Mastercare Patient Equipment
04.2011 - 04.2013
- Trained and coached 4-6 sales team members on best practices for customer service and sales techniques. for out bound cold calling with the goal of arranging on-site presentations for prospective clients
- Directed staff on which areas to focus on in order to hit set goals
- Arranged presentations and kept calendars of multiple representatives' appointments
- Liaised between internal and external teams to facilitate proper pre-and post-sales service.
- Updated internal databases with account information to maintain concise, clear records.
- Monitored campaign performance and collaborated with management identify underperforming accounts.
- Monitored daily sales performance and provided feedback to each team member and management.
- Assisted sales team members in developing customer relationships, and building customer loyalty.
- Coordinated in-service trainings and service follow up
- Maintained several databases for construction report opportunities
- Maintained previously established business from prior position.
Direct Marketing Coordinator
Mastercare Patient Equipment
08.2005 - 07.2006
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Arranged on-site presentations for interested prospects with field representatives.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Telemarketer
CRS, Aurora Telemarketing Inc
08.2004 - 07.2005
- Conducted cold calling and warm calling while promoting company image of professionalism, integrity, and quality
- Cultivated immediate rapport and build business with customers
- Consulted with clients to determine special needs; promote products to fulfill client requirements
- Initiated proactive outbound telesales calls to obtain new business from prospects
- Recorded gathered information into database while moving prospects along sales cycle
- Maintained professionalism and proper etiquette through all forms of communications
- Ability to appropriately handle sensitive and confidential information
- Good verbal and written communication skills as well as excellent interpersonal skills.
Team Member
Taco Bell
10.2001 - 02.2005
- Maintained high standards of customer service during high-volume, fast-paced operations
- Communicated clearly and positively with coworkers and management
- Mastered point-of-service (POS) computer system for automated order taking
- Handled currency and credit transactions quickly and accurately
- Followed procedures for safe food preparation, assembly, and presentation
- Built loyal clientele through friendly interactions and consistent appreciation
- Resolved complaints promptly and professionally
- Cross-trained and coordinated scheduling with team members to ensure seamless service
- Took initiative to find extra tasks when scheduled duties were completed.
Education
High School Diploma -
Columbus High School
Columbus, NE05.2003
Skills
- Quickbooks, NetClient programs (PCS, ACS, Filecabinet)
- Microsoft Office, Works, Publisher and Excel
- Experienced in Bookkeeping, HR, Sales, Marketing, and Management
- Strong knowledge of finance & accounting, payroll process
- Well versed with employee benefits plans, accounts payable, accounts receivable and financial Statements
- In-depth knowledge of bookkeeping practices and standards
- Detail oriented and ability to maintain accuracy along with excellent problem-solving skills
- Possesses excellent written and verbal communication skills with great multitasking skills
- Highly motivated, organized and ability to perform tasks efficiently even under pressure
- Ability to work without supervision
- Attention-to-detail, organizational skills and ability to multi-task
- Promoted 3 times at MasterCare Patient Equipment for outstanding work
Timeline
Bookkeeper
Cruise And Associates
07.2017 - Current
Office Manager, Bookkeeper
Schreiber Brothers
12.2014 - 07.2017
Senior Account Coordinator
Mastercare Patient Equipment
04.2011 - 04.2013
Account Executive/Marketing Executive
Mastercare Patient Equipment
07.2006 - 04.2014
Direct Marketing Coordinator
Mastercare Patient Equipment
08.2005 - 07.2006
Telemarketer
CRS, Aurora Telemarketing Inc
08.2004 - 07.2005
Team Member
Taco Bell
10.2001 - 02.2005
High School Diploma -
Columbus High School
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