Summary
Overview
Work History
Education
Skills
Timeline
Generic

Wendy Nelson

Longmont,CO

Summary

Experienced Office Management, Bookkeeper and Administration Professional experienced with efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

10
10
years of professional experience

Work History

Office Manager and Bookkeeper

Osypka Medtec, Inc.
02.2022 - Current
  • Office administrative functions and processes - address routine day-to-day tasks such as phone coverage, processing mail, invoices, employee expense reports reimbursements, and petty cash
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Assist with planning and coordinating office-wide processes such as facilities maintenance, equipment installations, and other events or projects as needed
  • Maintain and record a complete and systematic set of business transactions
  • Maintained impeccable office organization to support efficiency, professionalism, and performance objectives
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Served as liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Assisted with preparation of budgets, forecasts, and financial statements
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services..
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Maintained computer and physical filing systems.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Managed office operations while scheduling appointments for department managers.

Administrative Assistant

The Colorado Group, Susan Chrisman's Team
03.2021 - 02.2022
  • Monthly, quarterly and yearly billing of rents, dues, and utilities
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Update tenant ledgers in Excel each month, reflecting all charges and payments received
  • Collection of past due rents and various tenant billings due
  • Scanning and filing, electronic and paper copies, of all tenant statements, invoices, and payment receipts
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Maintained up-to-date knowledge of industry best practices and office software updates to maximize efficiency in administrative tasks.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.

Office Manager and Bookkeeper

Mock Property Management
04.2014 - 03.2021
  • Monthly bookkeeping using Yardi/Breeze accounting platform for managed properties, including apartments, single-family homes, multi-unit complexes, and owners with multiple properties
  • Payroll and quarterly/yearly payroll taxes for on-site managers
  • Accurately report income for 1099s and W2s
  • Report financial information as required to State of Colorado and Internal Revenue Service in a timely manner
  • Support president and property managers with day-to-day accounting and individual financial requests of property owners
  • Monthly bank reconciliation; end of month owner reporting packets; closing books each month; maintaining recurring payables, rents received, and all bank deposits
  • Perform as Office Manager, overseeing front desk staff as well as day-to-day operations and special requests as needed.

Education

High School Diploma -

Stevens High School
Rapid City, SD

Skills

  • Office Management
  • MS Suite Proficient
  • Customer and Client Service
  • Database Administration
  • Facility Management
  • Dedicated team player
  • Organization and efficiency
  • Yardi Breeze & QuickBooks
  • Detail Oriented
  • Multitasking and prioritization
  • Resourceful
  • Professional, mature and reliable

Timeline

Office Manager and Bookkeeper

Osypka Medtec, Inc.
02.2022 - Current

Administrative Assistant

The Colorado Group, Susan Chrisman's Team
03.2021 - 02.2022

Office Manager and Bookkeeper

Mock Property Management
04.2014 - 03.2021

High School Diploma -

Stevens High School

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Wendy Nelson