LiveCareer-Resume

full charge bookkeeper resume example with 15+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Professional Summary

Dynamic office manager with 15+ years of experience in supporting day-to-day operational functions to provide a smooth-running business. A highly dependable and trustworthy support specialist with leadership skills in blending advanced organizational, technical and business acumen. Track record of supplying eager and attentive support to all stakeholders.

Skills

  • Microsoft Office (Excel, Word, Outlook and Powerpoint)

:

  • Project Management

:

  • Invoicing and billing

:

  • Event coordination

:

  • Accounts payable and receivable

:

  • Quickbooks Pro Plus for desktop and online (QBO)

:
Skills

  • Microsoft Office (Excel, Word, Outlook and Powerpoint)
  • Project Management
  • Invoicing and billing

  • Event coordination
  • Accounts payable and receivable
  • Quickbooks Pro Plus for desktop and online (QBO)
Work History
05/2021 to Current
Real Estate Investor & Property Manager Grossberg Company Llp , , Boulder, CO
  • Screen tenants, and advertise vacancies.
  • Coordinate repairs, maintenance, move-in/move outs.
  • Manage the properties finances including budgeting, accounting for income and expenses.
  • Prepare financial reports for year end tax filings.
  • Ensure legal compliance with local, state, and federal housing laws.
02/2022 to 04/2023
Executive Assistant Milestone Retirement Communities , , Denver, CO
  • Executive Assistant to 9 senior executives including the COO of Development.
  • Handled confidential and sensitive information with discretion and tact.
  • Manage calendars, scheduled meetings and coordinated travel arrangements to optimize time.
  • Processed travel expenses and in Concur for senior management group.
  • Planned, and executed an inter-company off site.
  • Coordinated, and created slidedeck content for monthly business reviews.
09/2018 to 07/2021
Full Charge Bookkeeper Weis Podiatry , , Boulder, CO

Managed financial data, local sales tax compliance accounts payables/receivables, payroll, daily financial entries and reconciliations.

  • Identified and recovered +$27,000 in accounts receivables within 7 days.
  • On average reconciled +50 fiduciary transactions daily.
  • Invoiced clients, processed payments, reconciled transactions , communicated payment terms and managed payments through various systems and online platforms.
  • Monthly reconciliation of +1000 ACH transactions, credit card and bank accounts.
  • Processed payroll, electronic deposits (ACH) and contractor payments.
  • Filed quarterly 941 federal tax forms on behalf of Adventure Rabbi.
  • Conducted administrative duties such as answering emails, resolving inquiries, and assisting Rabbi with events.
  • Provided excellent customer service with quick resolution and response to both clients and Director.
07/2018 to 10/2018
Admissions Coordinator (Temporary Position) Anderson Merchanisers , , Boulder, CO

Assisted the Admissions Office in a highly dynamic work environment while the Director was on maternity leave.

  • Awarded Employee of the Month (September).
  • Helped patients complete admissions paperwork.
  • Collaborated with medical and program directors to establish and execute policies, procedures and room readiness for a 150-bed facility.
  • Participated in morning team meetings and reported bed capacity.
  • Conducted daily tours and followed-up with prospective resident families.
  • Identified opportunities and sought solutions that fit needs of the resident's family with consideration to the organizational framework.
11/2006 to 01/2015
Business Office Manager Company Name , , Amarillo, TX

Established a new podiatry office with a $900.000 annual budget. Effectively managed daily office operations in a dynamic market, including human resource management, payroll, marketing, accounts payable & receivable.

  • Managed a staff of 8 and reduced employee turnover by 15%.
  • Processed bi-weekly payroll, managed, attendance systems and reconciled 400+transactions monthly.
  • Maintained employee files including 1-9, W-4 and all records with adherence to TWC requirements.
  • Created both an employee manual and office policies, and trained staff to maximize optimal productivity through best practices.
  • Conducted annual performance evaluations to monitor progress and productivity and recommended wage increases, or corrective actions.
  • Fostered positive employee relationships through regular meetings, training and development coaching.
  • Ensured OSHA compliance trained staff on safety and reporting protocols.
  • Optimized personnel coverage based on availability and forecasted demand.
  • Oversaw billing, collections, and ensured compliance with insurance regulations.
  • Reconciled fiduciary transactions through QuickBooks, and worked closely with our accounting firm for monthly, quarterly, and annual tax filings.
  • Coordinated both software and medical machine maintenance repairs and updates.
  • Monitored office inventory to maintain adequate supply levels.
  • Answered phones, verified insurance, and responded to patient concerns.
01/2002 to 07/2006
Studio Account Liaison Company Name , , Amarillo, TX

Managed the accounts for 3 major motion picture studios: 20th Century Fox, Universal Studios, and Lionsgate Entertainment.

  • Given a service excellence award by the Director of Sales for on time reporting for the blockbuster hit, King Kong.
  • Analyzed merchandising survey data, provided feedback and identified merchandising opportunities through internal systems, and provided Excel reports.
  • Presented new releases & merchandising plans to 3,300 sales field personnel at quarterly, and annual meetings.
  • Provided hourly, daily and weekly sales reports to senior executives and often with minimal lead time.
  • Company Wellness team leader, coordinated activities to improve staff health outcomes for the purpose of lowering company insurance premiums.
  • Exceeded goals through effective task prioritization and great work ethic
Education
Expected in 12/2006 to to
Master of Arts: Business, Marketing, Communications
West Texas A&M University - Canyon, TX,
GPA:
Status -
Expected in 05/1998 to to
Bachelor of Arts: Social Work
West Texas A&M University - Canyon, TX,
GPA:
Status -
Event Planning/Board Memberships
  • 2021- present: Elected board member for Devil's Thumb Townhome Association, a 100-unit townhouse association in Boulder, CO.
  • 2015-2019 DTTA Architectural Review Committee member
  • 2008-2013: Co-founded Du Good Events, a non-profit that raised +$71k for needy families in Grant County Ks. I planned and coordinated multiple events including 5k races, obstacle courses, and duathlons. 100% of the proceeds went directly to families to assist with transportation costs and medical bills associated with cancer related treatments or serious illness.
  • 2003-2007: Co-founded Old Tascosa Cycling Club, a non-profit in Amarillo, Texas with 100+ membership. Served as both the Membership Director and Vice-President. I organized annual meetings and local cycling events that included professional racers. We raised +$124,000 over this term.

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • West Texas A&M University
  • West Texas A&M University

Job Titles Held:

  • Real Estate Investor & Property Manager
  • Executive Assistant
  • Full Charge Bookkeeper
  • Admissions Coordinator (Temporary Position)
  • Business Office Manager
  • Studio Account Liaison

Degrees

  • Master of Arts
  • Bachelor of Arts

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: