Tracie Danner
Grand Island,NE
Summary
Detail oriented Office Manager with many years of experience maintaining seamless business operations. Smoothly administers budgets, trains staff and monitors procedures to maximize efficiency and balance objectives with operational requirements. Exceptional skills in accounting, project management, and vendor negotiation.
Overview
9
9
years of professional experience
Work History
Customer Service/Office Administration Manager
Savutax Consulting, Inc
Omaha, Nebraska
01.2021 - 06.2023
- Stayed up to date on new and updated tax laws and regulations each year that specifically applied to the tax treaties we have with other countries, which accounted for 85% of all returns we filed.
- Used specialized accounting software to debit, credit and total accounts on computer spreadsheets and databases.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Assigned work and monitored performance of project personnel.
Tax and Accounting Associate
Midwest Tax and Accounting Associates
Omaha, Nebraska
02.2018 - 07.2021
- Generated periodic reports summarizing current revenue and expense levels compared against prior year results and established targets.
- Analyzed financial information to recommend or develop efficient use of resources and procedures; provide strategic recommendations and maintain solutions to business and financial problems.
- Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.
- Performed monthly account reconciliations for multiple client entities including bank reconciliations.
- Maintained general ledger accounts by verifying, allocating, posting transactions; resolving discrepancies.
- Prepared monthly closing entries to generate accurate financial reports for management review.
- Maintained accurate and up-to-date financial records in accordance with accounting principles.
- Completed and submitted tax forms, returns, and payments for all types of tax obligations, employment taxes, wage garnishments, workers' comp forms and pension contribution documentation.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Processed customer invoices and followed up on outstanding payments.
- Reviewed and verified the accuracy of journal entries and accounting classifications assigned to various records.
- Prepared weekly payroll for team of salaried and hourly employees.
- Assisted with month-end and year-end closing processes to ensure timely reporting.
- Monitored compliance with GAAP and applicable financial regulations.
- Participated in system implementations and upgrades related to accounting functions and reporting requirements.
- Reconciled balance sheet accounts such as cash, accounts receivable, inventory, prepaid expenses, and accrued liabilities.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- I completed all the above procedures, functions, and etc. for 8-12 small to medium sized business clients at all times.
- Also completed and filed yearly tax returns for all our business clients as well as individuals during tax season by referral as well as on a walk in basis.
Office Manager/Senior Executive Assistant
Saddle Creek Auto
Elkhorn, NE
06.2014 - 01.2019
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Monitored payments due from clients and promptly contacted clients with past due payments
- Administered payroll and maintained proper documentation of employee personnel.
- Produced thorough, accurate and timely reports of project activities.
- Processed payroll accurately ensuring all employees were paid on time.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Created and managed budgets for travel, training, and team-building activities.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Analyzed business performance data and forecasted business results for upper management.
- Managed multiple projects simultaneously while ensuring deadlines were met without compromising quality standards.
- Ensured that all documents were properly signed by relevant parties before being submitted for further processing.
- Approved travel expenses and reimbursement requests from managers and other administrative support professionals.
- Created monthly expense reports for senior executives utilizing accounting software programs such as QuickBooks or Peachtree Accounting Software.
- Initiated and updated yearly dealer agreements and dealer applications.
Education
Associate of Arts - Small Business Management
Metro Tech Community College
Omaha06-1997
Skills
- Human resources
- Meeting planning
- Document management
- Workload prioritization
- Report preparation
- Bookkeeping
- Billing oversight
- Quickbooks expertise
- Office management
- Tax preparation
- Financial services support
- Office administration
- Budgeting assistance
- Customer relationship management (CRM)
- Processing expenses
- Maintaining accounting ledger
- Billing and coding
- Payroll and accounts payable and receivable
- Project management
Timeline
Customer Service/Office Administration Manager
Savutax Consulting, Inc
01.2021 - 06.2023
Tax and Accounting Associate
Midwest Tax and Accounting Associates
02.2018 - 07.2021
Office Manager/Senior Executive Assistant
Saddle Creek Auto
06.2014 - 01.2019
Associate of Arts - Small Business Management
Metro Tech Community College
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