Tracey Lauder
Florence,AZ
Summary
Dynamic operations manager with a strong work ethic and exceptional customer service skills, honed at Chase Bank. Proven track record in streamlining processes and ensuring compliance, while effectively managing vendor relationships. Adept at critical thinking and problem-solving, consistently achieving operational excellence and enhancing team performance.
Overview
15
15
years of professional experience
Work History
Accounts Payable Technician
Florence Unified School District
07.2022 - Current
- Reviews receiving reports for authorization of payment
- Verify coding, matching receiving report with purchase order
- Contacts appropriate department regarding invoice discrepancies for authorization to process
- Verifies vendor calculations, taxes and total for merchandise or services
- Determines amount of encumbrance to be set aside for payment of outstanding purchase orders
- Inputs and processes for payment monthly use-tax for M&O, and federal out of state vendors
- Handles travel requests related to credit/debit cards
- Inputs accounts payable data utilizing automated account system
- Monitors federal and district accounts to be compliance with USFR and grant guidelines
- Prepares various reports and retrieves records for auditors, department heads and vendors
- Provide internal staff support and backup coverage for other areas within the department
- Assists with year-end and closing functions with auditors
Office Manager
Lauder Plumbing & Heating
04.2016 - 05.2022
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets
- Streamlined office operations by implementing efficient filing systems and organizational strategies
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity
- Preformed onsite duties as requested by immediate supervisor
Operations Manager
Chase Bank
05.2011 - 03.2016
- Responsible for the overall administrative operations of the branch
- Preparing the branch for audit
- Reviews and maintain knowledge of banking laws, regulations and policies
- Handle disciplinary issues, process payroll, staff scheduling and employee development
- Review and manage employee and customer files
- Resolves problems and assumes responsibility for seeking solutions
- Balance general ledgers, branch budgets, branch projections and action plan for branch goals
- Organize and present deliverables from branch manager meetings
- Assisting customers with their financial needs including account concerns, loans and account maintenance
- Review new personal and business accounts to minimize risks and losses
- Provides site and departmental in-service training to staff
- Perform branch auditing, ensuring proper documents are secured
- Assure cash procedures are followed and enforce security procedures
- Educate tellers to recognize fraud on customer and business accounts
- Helping customers mitigate fraud
- File suspicious activity reports and currency transaction reports
- Provide management of branch operations in the absence of Branch Manager
Skills
Operations management
Quality assurance
Customer service
Strong work ethic
Excellent interpersonal skills
Critical thinking & problem solving
Timeline
Accounts Payable Technician
Florence Unified School District
07.2022 - Current
Office Manager
Lauder Plumbing & Heating
04.2016 - 05.2022
Operations Manager
Chase Bank
05.2011 - 03.2016