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Click here or scroll down to respond to this candidate Candidate's Name
PHONE NUMBER AVAILABLE
EMAIL AVAILABLE
OBJECTIVE
To secure employment with a stable company in a position that allows me to utilize my range of skills and experience while learning and
growing into advancement opportunities.
SUMMARY
Acknowledged as a highly motivated self-starter with over 20 years experience in a/p, a/r, general bookkeeping and office management
functions; Excels in customer service with proven ability to effectively perform diversified administrative duties; Successful at
completing complex vendor/customer account reconciliations while utilizing exceptional organizational and problem solving skills;
Planning and organizing meetings and events including festivals; Facilities management; Detailed oriented; Experienced in domestic and
international travel; Able to manage multiple projects simultaneously and meet deadlines under pressure; Proven competencies in
software, especially Microsoft Office applications including Excel, Word, PowerPoint, Publisher and Outlook; Excellent work processing
and data entry 65 wpm, over 13,000 kpm respectively; Experienced with QuickBooks, ChamberMaster, SAP, RailTrac and various on
line insurance quoting software; Supervise and train employees in retail and office environments.
EXPERIENCE
TOPS Comprehensive Breast Center October, 2016 current
Patient Access Rep & Scheduler
Answer phones in a centralized call center to schedule patients for procedures;
Obtained patient insurance and demographic information, and entered data and appointments into Pen Rad and DR systems;
Front desk registration checked in patients, assuring patient paperwork was complete, updated in system, scanned and ready
for techs;
Process credit card payments
Cajun Ready Mix Montgomery, TX (temporary) June, 2016 August, 2016
Billing & Accounts Receivables
Created customer invoices for previous day shipments by entering product information into QuickBooks;
Assigned the correct tax rate for the address/jurisdiction of the shipment;
Received customer payments and assured they were posted to the correct open invoices;
Prepared daily bank deposit
Maintained customer files
Processed credit applications
The Woodlands Financial Group The Woodlands, TX (temporary) March, 2016 May, 2016
Accounts Receivable Processor
Processed high volume of incoming checks for distribution to other departments for payment posting;
Logged checks in appropriate category in Excel spreadsheets;
Deposited checks in appropriate bank account via remote deposit once they were returned to me from other departments;
Reconciled various reporting spreadsheets;
Processed journal entries daily;
Scanning; e-filing.
This was a two month long contract position
Bergquist Law Firm Houston, TX (temporary) December, 2015 March, 2016
Business Administrator
All accounting and bookkeeping duties including but not limited to:
accounts receivable receive payments from insurance companies for client settlements and deposited these checks into the
IOLTA (Trust) bank account; these checks were then posted to the client account for distribution to the client, firm, and third
parties; created deposits to different bank accounts via remote deposit machine;
processed checks from disbursals out of the IOLTA (Trust) account, issued client and provider payments; general ledger
reconciliation, bank statement reconciliation; utilized CompuTime Software/time clock for calculating and reporting hours
worked to Paychex;
All HR duties including but not limited to on boarding of new staff; set up and maintained employee files while attempting to
bring the firm HR compliant; benefits administration;
Set up bookkeeping processes and procedures; set up company in QuickBooks;
Managed the office; ordered supplies, worked with outsourced IT company, worked with outsourced phone provider; made sure
office was running smoothly including contacting building management for repairs;
Managed two receptionists;
The Muller Law Group, PLLC - Sugar Land, TX December, 2014 November, 2015
Business Administrator
All accounting and bookkeeping duties including but not limited to:
accounts receivable created invoices for reimbursable client expenses and mailed to client bookkeepers;
received client payments for expenses and attorney hourly billing and posted to the appropriate invoice in QuickBooks and Clio
(law office billing software); created bank deposits;
accounts payable assigned proper g/l account number to vendor invoices in preparation for payment;
prepared bank deposits; general ledger account reconciliation; reconcile monthly bank statements; initiate wire transfer
payments;
prepare spreadsheets and flowcharts for Firm partners;
financial reporting;
reconcile and monitor lengthy monthly Amex statement;
prepared annual budget; journal entries;
converted from QuickBooks Pro Desktop to QuickBooks Online and utilized synchronization tools to import bank and Amex
data;
Screening applicants, interviewing, and all onboarding of new staff; handled all employee benefits including 401k, all
insurance; pto, FSA and Aflac; reported payroll to third party service; worked with payroll service on 401k compliance;
Reviewed and recommended commercial insurance policies;
Created and maintained various spreadsheets;
Created the Firms employee handbook;
Utilized my skills in Excel, Word, Outlook, QuickBooks, Clio, on a daily basis, as well as various other cloud based software
programs such as DropBox, NetDocs.
AIPN (Association of International Petroleum Negotiators) Houston, TX June, 2011 November, 2014
Bookkeeper/Business Administrator
All accounting and bookkeeping duties including but not limited to:
Accounts receivable invoiced members for event registration and membership dues;
Invoiced sponsors for annual and event sponsorships;
Posted member dues and event payments to their appropriate g/l and member account from complex credit card statements that
were exported to Excel spreadsheets this was a complex and lengthy task that would often take two days to complete,
depending on the number of payments received;
Created bank deposits via remote deposit machine;
Event accounting reconciliations;
accounts payable assigned appropriate g/l account number to vendor invoices in preparation of payment; process weekly
check runs;
General Bookkeeping - general ledger reconciliation; monthly bank statement reconciliations; merchant statement
reconciliations; allocations; journal entries; quarterly and year end closings; prepare financial reports for the treasurer of the
board; assist the treasurer and the executive director in preparing the annual budget;
Work closely with the outside auditors to manage the associations annual audit; work with the outside CPA firm to insure the
annual Form 990 is filed in a timely manner;
Created and maintain the associations document retention and destruction policy;
Manage payroll through ADP, 401k compliance, process 1099 forms at year end for contract vendors
Administer the employee benefits program including obtaining quotes for new health plan;, process new enrollments, changes,
and terminations to benefits plans;
Work with insurance agents to obtain proper coverage for the best premium;
Human Resources duties included but not limited to:
Maintain employee files; on-boarding of new employee;, HR compliance; attend SHRM workshops and meetings; record staff
attendance
Brownwood Area Chamber of Commerce Brownwood, TX June, 2008 February, 2011
Business Manager/Bookkeeper/Human Resources
All accounting and bookkeeping responsibilities including but not limited to:
accounts receivable created member invoices for annual dues and events; received member payments and assured payments
were posted to the appropriate invoice; called members to remind them of past due invoices; created bank deposits via remote
deposit machine;
accounts payable assigned appropriate g/l account to vendor invoices in preparation of weekly check run; maintained vendor
files;
Monthly reconciliation of six (6) bank accounts;
Prepare financial reports for the Finance Committee and the Board of Directors
Human Resources - duties included interviewing applicants; maintaining employee files and assuring they were compliant;
benefits administration; process in-house payroll; processed and paid Form 941 and 940 TWC reports attend monthly HR
association meetings and training seminars/workshops;
Communicate with local insurance agents to obtain proper insurance coverage for the best premium;
Office management - interviewed and hired a janitorial service to clean the offices; ordered all supplies and equipment; make
arrangements with the appropriate vendors for repairs and maintenance to equipment and the building; register employees for
seminars/training; make travel arrangements;
Attend and take minutes at the Chamber board meetings and the Brownwood Industrial Foundation board meetings then
compile the minutes with other reports for the meetings the following month;
Used QuickBooks, Excel, Word, Outlook, and ChamberMaster on a daily basis;
Planned, organized, and produced the Chambers community wide Christmas festival for the first two years of its existence
Plan and organized on and off site meetings, events, seminars, workshops and board retreats;
Insurance Industry 2003 2008
I spent approximately five years in the insurance industry in positions as a commercial lines and personal lines customer service
rep and in sales. Markets included p&c, life, and health.
Memberships and Education
Mid-Tex Human Resources Management Association VP 2010 2011
SHRM
HR Houston (local SHRM chapter)
Obtained Accounting Certificate from Lone Star College May, 2015
CPR Certfied
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