Whitney Beal
Norman,OK
Summary
Highly motivated Bookkeeper with a strong drive for continuous growth and development. Possessing a genuine passion for numbers and meticulous attention to detail, dedicated to ensuring accurate financial records and maintaining the highest level of integrity in all financial transactions. Proven track record of effectively managing accounts payable and receivable. Adept at analyzing financial data to identify trends and provide valuable insights for informed decision-making. Committed to delivering exceptional results, thrives in fast-paced environments and excels at multitasking while maintaining a high level of accuracy.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Bookkeeper
Ok Horseshoeing School
03.2024 - Current
- Oversaw accounts payable operations ensuring timely payments.
- Oversaw company's accounts receivable processes.
- Processed payroll for employees.
- Completed bank reconciliations on a monthly basis.
- Provided necessary customer support.
Entry level Tax Preparer
Picek and Hollingsworth CPA
02.2021 - 10.2021
- Served in temporary role during peak tax season.
- Handled data entry for tax forms including 1040, 1120s, and 1065.
Tax Assistant
Polston Tax Resolution & Accounting
01.2020 - 01.2021
- Interacted with clients about tax return statuses.
- Directed the handling of mail and packages.
- Maintained consistency in aligning document procedures with systems.
- Facilitated communication between departments to meet tax return deadlines.
- Ensured work areas remained clear and necessary forms were available for tax preparers.
- Coordinated electronic document organization on network drive.
- Sorted and organized job folders efficiently.
- Provided support to Tax Team.
- Fulfilled various responsibilities as instructed by supervisors.
Accounting Bookkeeper/Office Manager/Bookkeeper
Herbal wellness/Raven Print and Marketing
02.2015 - 10.2019
- Coming in to this position they hadn't had a bookkeeper in office
- I was in charge of setting up the department, and how it would function
- Including QuickBooks(cleaning up what they had), filing system, AP and AR processes etc
- Soon after starting I was asked to take over taxes and splitting up payroll
- I have been working on building new Quickbooks profiles for his 3 new stores and assisting the new CPA with all P&L, Balance sheets, and most recently the K-1 filing for his parent company
- With guidance I was able to complete taxes my final three months in office
- I began to write SOP's for different parts of the company and assisted in many day to day operations of the retail store
Bank Teller
JP Morgan and Chase
02.2011 - 12.2014
- I worked at Sitel for Chase Bank on the call center side of things
- Once Chase took all their business inhouse I transfered to the in branch position of Teller
- Responsibilities
- I handle all cash transactions, make referrals to bankers, buy/sells to vault, drawer limit of $50,000.00, responsible for branch tidiness, taking care of customer needs, and taking a leadership role when needed (helping with the vault, training new members etc.)
- Accomplishments
- I have made many long lasting relationships with our customers through getting to know them; while handling their banking needs on a professional level
- I made many referrals by assessing the customers needs and linking them with the best banking and/or product for them
- I once received the 'Hustle' award for my fast pace of work and attention to detail
- Skills Used
- Most commonly used is my cash handling and leadership, Assessing customer needs, keeping a happy and organized work place, helping other employees improve their skill set, and always paying close attention to detail (from cash transactions to your surroundings)
Education
High School Diploma -
Norman high School
Norman, OK01.2011
Skills
- Front Office
- Accounts Payable
- Bank Reconciliation
- Personal assistant experience
- Quickbooks
- Accounting
- Communication skills
- Microsoft Excel
- Bookkeeping
- Banking
- Microsoft Outlook
- Leadership
- Record Keeping
- 10 key typing
- Basic accounting
- Time management
- Microsoft Office
- Live chat
- Inventory management
- Profit & Loss
- Cash Handling
- Customer service
- Organizational skills
- Tax Experience
- Computer skills
- Accounts Receivable
- Collections
- Cash handling
- Writing skills
- Customer Service
Certification
Driver's License
Accomplishments
- Built long-lasting relationships with customers.
Willing To Relocate
Norman, OK
Awards
The 'hustle' Westbrook award, 01/01/12, Award for sales, exceptional customer service, and balancing accurately.
Personal Information
Authorized To Work: US for any employer
Timeline
Bookkeeper
Ok Horseshoeing School
03.2024 - Current
Entry level Tax Preparer
Picek and Hollingsworth CPA
02.2021 - 10.2021
Tax Assistant
Polston Tax Resolution & Accounting
01.2020 - 01.2021
Accounting Bookkeeper/Office Manager/Bookkeeper
Herbal wellness/Raven Print and Marketing
02.2015 - 10.2019
Bank Teller
JP Morgan and Chase
02.2011 - 12.2014
High School Diploma -
Norman high School
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