Seeking an opportunity with a small-to medium size business that can benefit from my extensive professional bookkeeping experience and proven ability to effectively manage financial records to enhance profitability and growth.
Very personable, articulate and professional, whether working independently or with a team.
Exceptionally driven, hardworking & committed to reaching set business goals and objectives.
Proven ability to find, recognize and resolve financial discrepancies.
Strong planning and time management skills with a unique talent for prioritizing and handling multiple tasks at once.
Proactive and enthusiastic approach to work. Possess a solid reputation for confidentiality and integrity.
Excellent communication and interpersonal skills.
Superior attention to detail and outstanding organizational skills.
Well versed in QuickBooks, Xero, Microsoft Word, Excel and PowerPoint, as well as SalesForce. Also very familiar with WordPress, Diijago, Evernote, Trello, Asana and numerous other business apps.
Ability to complete & analyze financial statements in a timely fashion while providing valuable insights.
Ample experience as a skilled bookkeeper responsible for many accounting functions.
May 2005 - May 2011
Mortgage Professional and Bookkeeper
Originated, processed, and coordinated all closing activities related to residential mortgage/home equity loans.
Established working relationships with attorneys, appraisers, borrowers, and title companies.
Oversaw and handled all bookkeeping tasks and compliance requirements,
Monitored efforts of third-party payroll services, checking accuracy of scheduled payments
Initiated programs to ensure continuous process improvements
Created individualized mortgage broker-packets, completed individual and group presentations designed to generate loan business, and implemented first-ever real estate expo promotional event
Dec 2011 - Dec 2014
Director of Partner Success
Financial record management for 40+ small-to medium sized businesses.
Proactive financial analysis and reporting.
Focused on mapping and streamlining work flows aimed at increasing efficiency & productivity.
Wrote new hire training manual & implemented a training webinar series for new employees.
Partnered with CEO and CFO to create and track monthly budgets and cash flow projections.
Obtained a broader understanding of financial management principles and strategies with a global prospective. (Australia, New Zealand and UK).
Processed client rebates, reconciliation, refunds and credit card chargebacks received.
Developed a set of metrics from internal data to track improvements in organizational efficiency.
Successfully implemented SalesForce and handled all administrator duties.
Created and implemented a new employee training program that reduced annual turnover from 30% down to 5% saving tens of thousands of dollars in recruitment and training costs!
Nov 2012 - Jan 2014
Administrative and Bookkeeping Manager
Brenan Transport, LLC
Maintain all business financial records.
Reconciliation of bank, credit and vendor accounts to ensure accuracy.
Full-service weekly employee payroll including required payroll reporting.
Accounts receivable management and collection including receivable financing.
Accounts payable management.
Financial reporting and analysis.
Budgeting and cash flow projections.
Maintain Human Resource and Confidential records.
Handle all DOT compliance requirements.
Track and file necessary IFTA record keeping requirements.
Various other “as-needed” projects as needed.
Streamlined bookkeeping procedures & reporting which increased efficiency & productivity.
Implemented requirements necessary for total DOT Compliance and continual monitoring.
Developed a revenue tracking system in Excel to provide vital up-to-date revenue information to business owners.
Communication Studies Bachelor of Arts
St. Cloud State University
Leadership and Organizational Communication empahsis.