VIRGINIA "Ann" WARD
Destin,Florida
Summary
Bookkeeper with strong technical proficiency and commitment to accuracy in financial data entry and record keeping. Experienced working in both accounting-focused, general office settings and completely remote. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
19
19
years of professional experience
Work History
Bookkeeper / Office Manager
Ward Law, P.A.
06.2019 - 12.2023
- Managed office staff, operating budget, accounts payable, accounts receivable, client trust accounts, escrow accounts
- Interviewed prospective employees and provided input to HR on hiring decisions
- Remained calm and professional in stressful circumstances and effectively diffused tense situations
- Mediated conflicts between employees and facilitated effective resolutions to disputes
- Resolved customer inquiries and complaints requiring management level escalation
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships
- Used judgement and initiative in handling confidential matters and requests
- Accessed financial information to answer questions and gather details about specific accounts
- Oversaw receiving and organizing correspondence answering and forwarding calls and creating business letters and records
- Kept records for production inventory income and expenses
- Managed office inventory and place new supply orders
- Assigned work and monitored performance of project personnel
- Kept businesses keep finances in order by managing accounting ledgers and recording journal entries
- Maintained full compliance when executing and tracking Bank Reconciliations, A/P, A/R, Invoicing, Billing and Collections
- Recorded debit, credit, and account transactions in computer spreadsheets and databases
- Posted and verified entries to logs, spreadsheets or reports to update department records and accounting systems
- Checked postings and documents for accuracy and proper coding
- Reconciled or entered report discrepancies found in financial records
- Reconciled daily sales, prepared bank deposits and assessed financial transaction reports
- Checked postings and documents for correctness accuracy and proper coding.
Accounts Receivable Specialist
Ward and Ketchersid, P.A.
06.2007 - 06.2019
- Generated, sent and monitored client invoices
- Received and recorded cash, checks, credit card payments, bank wires and transfers
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks
- Evaluated open accounts to look for past-due balances and pursue collection strategies
- Activated contracts and set up installment billing plan to generate on-time payments
- Researched chargebacks and write offs
- Kept accounts receivable tracking database current with relevant client information, collection and billing progress
- Matched payments with invoices and recorded required information
- Monitored payments due from clients and promptly contact clients with past due payments
- Monitored customer account details to minimize or rectify non-payments, delayed payments and other irregularities
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
Accounts Payable Specialist
Law Office of Karen Powell Ward, P.A.
09.2004 - 06.2007
- Calculated and produced checks for Utilities, Taxes and other operational payments
- Managed Office Budget to handle inventory postage and vendor services
- Monitored Loans and Accounts Payable to confirm payments are current
- Reconciled daily sales, and assessed financial transaction reports.
Education
Associate of Arts -
Pensacola Jr. College
Pensacola, Florida1986
High School Diploma -
Escambia High School
Pensacola, FL05.1983
Skills
- Quickbooks Desktop
- Quickbooks Online
- Microsoft Office / Google Docs
- Word Processing
- Accounts Payable
- Accounts Receivable
- Account Reconciliation
- Financial Record Keeping
- Vendor and Client Record Management
- Loan and Account Monitoring
- Handling Confidential Materials
- Customer Relations
- Creative Problem Solving
- Time Management
- Attention to Detail
- Self Motivated
Timeline
Bookkeeper / Office Manager
Ward Law, P.A.
06.2019 - 12.2023
Accounts Receivable Specialist
Ward and Ketchersid, P.A.
06.2007 - 06.2019
Accounts Payable Specialist
Law Office of Karen Powell Ward, P.A.
09.2004 - 06.2007
Associate of Arts -
Pensacola Jr. College
High School Diploma -
Escambia High School
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