Trudy Keefe
West Columbia,SC
Summary
Accomplished Lead Bookkeeper with a proven track record at DDI, adept in financial reporting and account reconciliation. Supervised teams, streamlined ACH processing, and enhanced customer relations. Leveraged QuickBooks expertise and office administration skills to ensure accuracy and compliance, significantly improving financial workflows and decision-making processes.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Lead Bookkeeper
DDI
06.2023 - Current
- Company Overview: Technology
- I am the Lead Bookkeeper for a third party agency who provides multiple automobile titling services
- I have three check writers that I supervise
- I am responsible for addressing daily banking issues, monthly I reconcile a large operating account
- I do weekly ACH reports and weekly invoicing for multiple escrow accounts
- I work daily in the following software applications: Quickbooks, Gardner, Saturn and Premium EVR, First Citizens Bank
- I have passed an extensive background check with a FBI fingerprint report and drug testing
- Technology
Bookkeeper/Executive Assistant
US Computing, Inc.
04.2011 - 06.2018
- Responsible for all bookkeeping tasks to ensure accurate financial records
- Processed accounts payable and accounts receivable
- Reconciled monthly bank accounts
- Prepared monthly financials and ensured all was balanced quarterly for the CPA
- Oversaw daily office administration tasks to ensure efficient workflow and support staff needs
- Coordinated travel arrangements to facilitate timely and effective business trips for team members
- Prepared meetings by organizing agendas, materials, and schedules to enhance productivity and engagement
- Streamlined document organization to improve accessibility and maintain systematic filing systems
Lead Bookkeeper
Nelson, Mullins, Riley & Scarborough
01.2005 - 09.2010
- Reconciled accounts to ensure accuracy and consistency in financial records
- Managed financial records efficiently to maintain up-to-date and organized information
- Tracked expenses meticulously to provide clear insights into spending patterns
- Prepared budgets that aligned with organizational goals and supported financial stability
Full Charge Bookkeeper
733 Corporation
04.1996 - 08.2005
- Processed accounts payable transactions efficiently to ensure timely vendor payments
- Administered payroll processing to guarantee accurate employee compensation and compliance with regulations
- Managed financial records meticulously to ensure accuracy and facilitate seamless auditing
- Oversaw accounts receivable operations to optimize cash flow and maintain positive client relationships
Executive Assistant/Bookkeeper
APPLEJAM, Inc.
01.1986 - 01.1996
- Managed bookkeeping tasks to ensure accurate financial records and timely processing of transactions
- Implemented systematic office organization strategies to enhance workflow efficiency and accessibility of documents
- Prepared detailed financial reports to provide insights into the company's financial performance and support decision-making
Education
High School - General studies
Lexington High School
Accounting Certificate -
Midlands Technical College
Skills
- Account Management
- Financial Reporting
- Account Reconciliation
- Accounts Payable Management
- Accounts Receivable Management
- ACH Processing
- Journal Entries
- Bank Account Reconciliation
- Month-end closing
- Compliance
- Customer Relations
- Vendor Management
- Data Entry
- Facilitation
- General ledger and accounting
- Financial data analyzation
- Invoicing
- Itinerary Management
- Office Administration
- Payroll Processing
- Preparing Budgets
- QuickBooks Software
- Payroll Processing Capability
- Spreadsheets
- Teamwork
Certification
Valid driver's license
Timeline
Lead Bookkeeper
DDI
06.2023 - Current
Bookkeeper/Executive Assistant
US Computing, Inc.
04.2011 - 06.2018
Lead Bookkeeper
Nelson, Mullins, Riley & Scarborough
01.2005 - 09.2010
Full Charge Bookkeeper
733 Corporation
04.1996 - 08.2005
Executive Assistant/Bookkeeper
APPLEJAM, Inc.
01.1986 - 01.1996
High School - General studies
Lexington High School
Accounting Certificate -
Midlands Technical College
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