Wendy Heath
Palm Harbor,FL
Summary
After a successful career in finance took a year to pursue a dream of teaching English abroad. It was transformative but now I am refocused on my financial career. Proficient in Microsoft Office Suite. Extensive Data Entry Experience with SAP/ERP. Extensive experience in problem solving, conflict resolution, negotiation and decision-making. Ability to develop and implement training programs. Strong communication, interpersonal and organizational skills.
Overview
34
34
years of professional experience
Work History
TEFL Teacher
Self-employeed
Barcelona , Spain
2023.10 - 2024.05
- Taught English online and in person in language academies and schools to students ranging in age from 3 to 83!
- Business English, conversational English, IELTS training, young learners
- Developed lesson plans to teach English as a foreign language to students of all ages and levels.
Budget Specialist
ST. PETERSBURG COLLEGE
CLEARWATER, FLORIDA
2016.11 - 2023.06
- Budget Analysis – reviewed departmental budgets, performed cost benefit analysis
- Developed budgets and forecasts, prepared monthly budget reports
- Processed budget amendments as needed.
- Conducted monthly meetings with 50+ Budget Managers to advise and provide training in all aspects of budgeting
Accounts Payable Specialist
ST. PETERSBURG COLLEGE
CLEARWATER, FLORIDA
2016.11 - 2020.01
- Responsible for all aspects of Accounts Payable – processing invoices and check requests, maintained relationships with suppliers, resolved any invoicing issues between suppliers and the college, Ran processes to reconcile AP daily processes including daily check runs
- Set up new suppliers, 1099 generation
Planner/scheduler
EDLUND CO. LLC
BURLINGTON, VERMONT
2013.01 - 2016.01
- Responsible for scheduling work orders to manufacture WIP parts and finished goods, utilized MRP system and projected forecasts to maintain adequate levels of parts to fulfill customer orders and KANBAN requirements, analyzed inventory to ensure accuracy
Accounts Payable Clerk
EDLUND CO. LLC
BURLINGTON, VERMONT
2013.06 - 2014.12
- Responsible for reconciling accounts payable, issuing checks for vendors, reconciling vouchers payable vs material receipts, Processed all invoices and researched and corrected discrepancies, maintained relationships with vendors, backed up Accounts Receivable Manager and processed cash payments and reconciled customer accounts when required
Customer Service | Repair Clerk
EDLUND COMPANY LLC
TRIAD TEMPORARY SERVICES
2012.10 - 2013.06
- Responsible for customer service for repairs, entering data into ERP system and creating RMA, assisting customers with information and troubleshooting service calls and parts, authorized customers to return goods for service, replacement or credit, created repair work orders and distributed work orders to proper department
Program Tech for Adult Protective Services
STATE OF VERMONT
2011.05 - 2012.03
- Administrative support for field investigators, tracking caseloads and processing completed investigations, Responsible for daily communication, data entry, and scheduling
Homemaker
TINTON FALLS, NEW JERSEY
1995.01 - 2010.01
- Raised two wonderful children
Branch Manager
WATERHOUSE SECURITES, INC. TD AMERITRADE
1992.09 - 1995.03
- Worked with Facilities to open new branch, negotiated vendor contracts, telecommunication installation, Responsible for hiring and training of all personnel, Responsible for meeting asset accumulation goals, Created budget for branch including allocation of bonuses based on performance, Created monthly management reports in preparation of internal audit from regional managers, Interfaced with back office personnel to correct trading errors, margin requirements, and ongoing equity reorganization protocols, Responsible for investigating and resolving client complaints, Created local marketing strategy to build client base through advertising and investment seminars, Responsible for processing all paperwork for asset conversations for clients (including divorce, death, etc.) or establishment of trust accounts
Assistant Manager
WATERHOUSE SECURITES, INC. TD AMERITRADE
1991.06 - 1992.09
- Assist manager with training on new brokers, inform clients of margin calls and extension of trade settlement dates
Account Executive
WATERHOUSE SECURITES, INC. TD AMERITRADE
1990.10 - 1991.06
- Data entry of all trades for clients, calculating margin requirements for optimal trading strategies, Process check and stock certificate requests
Education
Certified TEFL Teacher - Teaching English As A Second Language (ESL)
TEFL.ORG
Inverness, Scotland2023-10
Skills
- Proficient in Microsoft Office Suite
- Extensive Data Entry Experience with SAP/ERP
- Extensive experience in problem solving, conflict resolution, negotiation and decision-making
- Ability to develop and implement training programs
- Strong communication, interpersonal and organizational skills
- Self-motivated but strong team player
- Organized, detail-oriented, and able to work with any type of deadline or goal
Accomplishments
- Vice President of Atchison Elementary School PTA, Tinton Falls, N.J.
- Chaired reading program for Atchison Elementary School, Tinton Falls, N.J.
- Managed 200 volunteers for program.
Timeline
TEFL Teacher
Self-employeed
2023.10 - 2024.05
Budget Specialist
ST. PETERSBURG COLLEGE
2016.11 - 2023.06
Accounts Payable Specialist
ST. PETERSBURG COLLEGE
2016.11 - 2020.01
Accounts Payable Clerk
EDLUND CO. LLC
2013.06 - 2014.12
Planner/scheduler
EDLUND CO. LLC
2013.01 - 2016.01
Customer Service | Repair Clerk
EDLUND COMPANY LLC
2012.10 - 2013.06
Program Tech for Adult Protective Services
STATE OF VERMONT
2011.05 - 2012.03
Homemaker
1995.01 - 2010.01
Branch Manager
WATERHOUSE SECURITES, INC. TD AMERITRADE
1992.09 - 1995.03
Assistant Manager
WATERHOUSE SECURITES, INC. TD AMERITRADE
1991.06 - 1992.09
Account Executive
WATERHOUSE SECURITES, INC. TD AMERITRADE
1990.10 - 1991.06
Certified TEFL Teacher - Teaching English As A Second Language (ESL)
TEFL.ORG