Enterprising individual with 15 years of experience in bookkeeping and accounting, human resources, benefits administration and project management. Expert in strategic planning and organization and providing comprehensive support to company leaders. Goal-oriented with ability to meet long-term goals through daily organization. Dedicated to excellent customer service, client satisfaction and team communication.
Skills
QuickBooks Expert
AR/AP
MS Office
Human Resources Management (HRM)
Budgeting
Compensation and Benefits
Employee Training and Development
Project Management
Filing and Data Archiving
Advanced Clerical Knowledge
Strong Interpersonal Skills
Advanced Bookkeeping Skills
General Ledger Accounting Expertise
Consulting
Work History
Full Charge Bookkeeper/Executive Assistant, 10/2015 to Current Scepter Supply LLC & Chet Halvorson Properties LLC – City, STATE,
Co-manage accounting operations.
Receive, record and bank cash, checks and vouchers as well as reconcile records of bank transactions.
Assist CFO with production of monthly financials and management reports.
Code general ledger and process vendor invoice payments.
Coordinate approval processes of all accounts payable invoices.
Prepare and file sales and use tax returns, annual reports and other miscellaneous filing for multiple states.
Receive, review and approve Master Service Agreements (contracts).
Serve as professional representative of President to executive clients and board members.
Manage three separate Home Owners Associations for President’s separate commercial rental company. This includes, but is not limited to handling all incoming and outgoing mail, AR/AP, bank deposits and reconciliations, resolving issues with homeowners and filing annual reports.
Business Owner/Operator, 01/2011 to 01/2019 Our Specialty Supply LLC – City, STATE,
Sell supplies, materials and products to oilfield and construction companies.
Research market competitors and industry trends to identify potential new products and services.
Established and maintained more than 35 business accounts.
Managed all day-to-day business operations, including accounting, finance, marketing and public relations.
Senior Executive Officer, 05/2006 to 10/2015 Wyoming Casing Service, Inc. – City, STATE,
Managed accounting operations.
Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
Assisted CFO with production of monthly financials, management reports and board packages.
Maintained confidential information, such as pay rates and pay grades.
Coded general ledger and processed vendor invoice payments.
Coordinated approval processes of all accounts payable invoices.
Conducted month-end balance sheet reviews and reconciled any variances.
Organized inventory for multiple locations.
Worked on 401(k) administration, FMLA and workers' compensation claims and benefits.
Offered consistent payroll disbursement with accurate record keeping of employee PTO and vacation accruals.
Managed communication regarding employee orientation and open enrollment for benefits.
Completed payroll processing from start to finish for more than 400 employees.
Receive, review and approve Master Service Agreements (contracts).
Processed rehires, transfers, terminations, garnishments and withholdings.
Monitored daily banking transactions.
Processed terminations.
Prepared and filed sales and use tax returns, annual reports and other miscellaneous filings.
Trained as drug test administer through DISA to assist company in remaining compliant with various regulatory and industry requirements.
Serve as professional representative of President to executive clients and board members.
Mortgage Broker, 05/2004 to 05/2006 Villa Mortgage LLC – City, STATE,
Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
Assessed clients' financial data to determine loan suitability.
Worked with underwriters to fix application problems and resolve issues.
Explained entire mortgage loan process, including payment terms to borrower.
Collaborated with different lenders to find best possible deal for homebuyers.
Evaluated borrower financial information, including pay stubs and credit history to determine loan possibility.
Education
Associate of Science: Accounting And Business Management, Expected in Casper College - Casper, WY GPA:
Advanced Code Training Certificate: Medical Coding, Expected in American Academy of Professional Coders - , GPA:
Accomplishments
Facilitate on-boarding of new employees by scheduling training, answering questions and processing paperwork.
Manage customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
Assist with multi-state preparation and enter data into cumulative payroll documents.
Liaise with HR department to establish employee benefits, training, payroll and termination procedures.
Managed purchasing operations for 17 locations.
Certifications
Notary Public – State of Wyoming, Laramie County
Non-Credit Professional Development Course – Human Resources
Certified Urine Specimen Collector Training – DISA
Basic Orientation Plus – Wyoming Montana Safety Council
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