Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy while maintaining a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Sr. Accounting Specialist
ManagedPay - Remote
09.2019 - Current
Perform daily checklist to review bank transactions, balances, and import checks into positive pay
Monitor bank accounts for fraudulent activity
Prepare financial statements
Upload payroll data to bank for daily ACH processing
Monitor customer billing and overhead expenditures
Pay company benefits invoices monthly
Set up Workers Compensation rates for clients into iSolved HCM system for accurate impounding and payment of premiums
Prepare annual worker's compensation audits for clients
Prepare financial reports for COO or CFO
Develop new procedures for improved financial records maintenance and report compilation
Communicate with outside CPA as needed
Assist CFO with payables, account research, and audits
Provide general support to other departments as needed
Report Unclaimed Property to states annually
Reconcile multiple company bank accounts that include 300+ clients
Upload transactions into Quickbooks Desktop/Online from Excel
Assist Benefits Accounting with monthly premium invoices to clients
Maintain accurate records of 401k contributions for multiple clients
Answer incoming emails from clients and co-workers in a timely manner
Production Manager
84 Lumber Company
03.2019 - 09.2019
Detailed lumber orders according to lumber list specs using board foot calculations
Dispatched trucks daily
Input data for daily required reports
Performed inventory cycle counts daily/monthly.
Monitored inventory levels and restocking schedules to avoid production delays from unavailable materials
Office Manager/Yard Supervisor
Specialized Rail Service
04.2011 - 02.2019
Supervised forklift operators and flatbed drivers
Monitored inventory of office supplies and placed orders as necessary
Tracked inbound freight for customers (rail and truck)
Communicated with customers continuously to relay updates regarding deliveries and inventory
Tracked warehouse inventory using Excel spreadsheet (lumber, rebar, steel plate)
Calculated board footage of material for monthly storage charges
Coordinated daily flatbed deliveries
All duties performed under previous title
Bookkeeper/Customer Service Associate
Specialized Rail Service
05.2006 - 04.2011
Performed full cycle recruitment
Processed background checks using E-Verify
Processed company wide payroll bi-weekly
Entered daily flatbed loaded into Excel
Entered vendor invoices/created customer invoices in Quickbooks Desktop Enterprise
Maintained good relations with customers
Paid vendor invoices timely, recorded in Quickbooks Desktop Enterprise
Applied customer payments to invoices in Quickbooks Desktop Enterprise
Balanced bank statements monthly
Prepared monthly financials for CPA
Assistant Dispatcher
Specialized Rail Service
01.1997 - 05.2006
Performed data entry of driver loads into dispatching software
Scheduled delivery appointments
Answered incoming calls
Tracked driver hours/miles for payroll
Processed payroll
Provided assistance to truck drivers as needed
Education
B.B.A. in Transportation and Logistics -
Iowa State University
Ames, IA
05.1993
Skills
QuickBooks
Accounts Payable
Accounts Receivable
Customer service
Bookkeeping and Reconciliation
Microsoft Office
Critical Thinking and Analysis
GAAP Proficiency
Certification
aPHR, 01/01/20, 01/01/23, HRCI
Assessments
HR: Compensation & benefits, Proficient, 04/01/21, Knowledge of compensation and benefits programs
Spreadsheets with Microsoft Excel, Proficient, 04/01/21, Knowledge of various Microsoft Excel features, functions, and formulas
Customer focus & orientation, Proficient, 04/01/21, Responding to customer situations with sensitivity