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Core Skills

  • Knowledgable in MS Suite
  • QuickBooks Pro
  • NC Notary Public
  • Document Management
  • HR Generalist
  • AP/AR
  • Database Creation
  • Employee Training
  • Advanced Computer Skills
  • Excellent Verbal and Written Abilities

Professional Experience


Financial and Organizational Consultant

OBD Business Consulting

Consult small businesses on how to create a more efficient workplace by implementing strong organization skills, software, and employee training.

  • Generate customer and vendor center databases in Excel, QuickBooks, MS Outlook and other software.
  • Reconcile credit card and bank account statement backlogs, adding General Ledger(GL) and other data entry as needed.
  • Contribute substantially to reducing outstanding monies owed by working closely with AP/AR departments; improving invoicing and collection methods and ensuring AR aging is brought current.
  • Audit QuickBooks software; amending inaccuracies to create a more comprehensive overview of chart of accounts, COGS, vendors, clients, assets and liabilities, budgets and P&L reports.
  • Document, file, and pay current and back taxes owed to the appropriate government tax agencies.

Office Manager, Bookkeeper

Rike Roofing
  • Submit client payment requests which includes invoice creation in QuickBooks, completing AIA and continuation sheets (G702) using complex excel formulations, notarizing documents, and various other documentations dependant upon Client Company's standard operating procedures.  
  • Translation of over 20 years of handwritten data into digital formats for more accessible data and in anticipation of Company upgrade to a cloud based or physical server.
  • Creation of detailed job submittal books for large commercial projects which entails gathering large amounts information pertaining to each project; including scheduling, permits, SOP's, and large amounts of product data and material safety data sheets.
  • Monitor company vehicles, run detailed reports, and track employee's locations for payroll and job related billing purposes using Fleetmatics GPS software
  • Gathered and developed detailed vendor/client contact database containing vital information.
  • Generate weekly bill status updates sent to clients with aging approaching their set net terms.

Financial Advisor and Office Manager for CRO Company

Appian International
  • Educated on the inner-workings of the pharmaceutical industry, FDA procedures for approving generic drug manufacturing and the budgeting process for large-scale clinical trial procedures.
  • Assist with study design and develop budget proposals for new projects.
  • Review of monthly expenses within company, saving thousands of dollars per month of unnecessary expenditures.
  • Update vendor and client databases in Excel, QuickBooks, MS Outlook, SharePoint, and Access.
  • Instruct employees on the proper use of QuickBooks software while locating and correcting various errors found in preexisting data entry, HR, payroll items, AP/AR and misclassified categories.

Bookkeeper and Office Manager

Celadon Builders & Investments

Bookkeeper and Office Manager for Residential General Contractor and Investment Co., promoted multiple times within.

  • Managed Payroll, Accounts Payable/Receivable, and expense control procedures, including company-wide accounting of several bank accounts and credit card reconciliation, cash receipts, disbursements, purchase orders, and inventory verification and charge backs through QuickBooks Pro and related software.
  • Recorded incoming and outgoing funds from a wide array of sources into QuickBooks and Excel databases.
  • Completed several daily bank deposits, handling executive's bank accounts with attentiveness and veracity.
  • Liaison between senior management, construction supervisors, clients and employees, ensuring proper lines of communication critical in addressing a myriad of problems and issues requiring immediate attention and resolve.
  • Established and maintained HR related employee files reflecting commissions, salary increases, deductions, garnishes, benefits, and payroll exceptions; exercising a high level of confidentiality.
  • Oversaw company investment properties and administered payments for all associated mortgages: following up on tenant's monthly rent payments, complaints, property repairs, monitored sub-contracted work and processing related invoices, filing eviction papers and attended court hearings to collect outstanding funds when necessary.



Sep 2014Sep 2018

Notary Public

North Carolina Secretary of State

QuickBooks Pro Certified Bookkeeper

Intuit via CPCC - 2012