- Biking
- Hiking
- Paddleboarding
- Traveling
- Playing the piano
- Spending time with family
Tracey Fitzgerald
Ephraim,WI
Overview
31
31
years of professional experience
Work History
Community Manager/Bookkeeper/Office Manager
Bay Property Services
02.2016 - Current
- Manage QuickBooks accounts for 60 residential condominium associations
- Full charge bookkeeping for two non-COA clients
- Perform daily data entry for accounts receivable and payable
- Prepare and send invoices, manage billing cycles, receive and record payments and process deposits
- Coordinate vendor paperwork
- Draft and review financial reports
- Process 1099's
- Process and record owner ACH payments
- Payroll processing
- Bank reconciliation
- Maintain owner database on owner online directory portal
- Develop and maintain relationships with board members, staff, vendors and owners
- Update and maintain association legal documents, meeting minutes and correspondence
- Send communications to owners as directed by boards and committee chairs
- Manage office supplies and equipment
- Process association electronic and postal mailings
- Organize and attend association annual owners' meetings
Bookkeeper
Peninsula Pacers
01.2006 - 02.2016
- Manage accounts receivable and payable using QuickBooks software
- Prepare financial reports
- Monthly bank reconciliation
- Manage Square account and record transactions
- Work events as needed
Program Director-Adult Day Program
NEW Curative
01.2012 - 05.2015
- Responsible for daily operations of adult day program
- Manage, supervise and coordinate staff and volunteers
- Manage client case load
Bookkeeper/General Manager
Ephraim Clayworks
01.1998 - 12.2010
- QuickBooks input
- Record and reconcile daily sales
- Maintain company files and records
- Manage, supervise and coordinate staff
- Order and display merchandise
- Website design and maintenance
Piano Teacher
Self
01.1996 - 10.2004
- Had a successful piano instruction studio for six years providing private lessons to 30 - 50 students weekly.
Education
B.S. - Social Services and Gerontology
University of Minnesota
Minneapolis/St. Paul05-1996
Skills
- Over 25 years QuickBooks experience
- Resourceful and creative problem solver
- Polite, respectful and courteous manners
- Responsible, efficient and flexible
- Skilled multitasker
- Fast learner
- Excellent attention to detail
- Can work independently and stay on task
- Loyal, dedicated and hard-working
- Humble, modest and gracious
Interests
Timeline
Community Manager/Bookkeeper/Office Manager
Bay Property Services
02.2016 - Current
Program Director-Adult Day Program
NEW Curative
01.2012 - 05.2015
Bookkeeper
Peninsula Pacers
01.2006 - 02.2016
Bookkeeper/General Manager
Ephraim Clayworks
01.1998 - 12.2010
Piano Teacher
Self
01.1996 - 10.2004
B.S. - Social Services and Gerontology
University of Minnesota