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Bookkeeper/admin. Assistant Resume

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Greenwood Village, CO

SUMMARY:

A multi - faceted, efficient and reliable professional with 18+ years of experience supporting executives. Diversified skill sets covering administrative support, client relations, writing, human resources, bookkeeping and billing. Excellent interpersonal, phone and digital communication skills

TECHNICAL SKILLS:

  • MS Office (Outlook, Word, Excel, Power Point, Access) Adobe Acrobat
  • Share Point experience QuestionPro
  • Typing = 65 wpm ACT
  • Accounting experience (MAS90, Quick Books & CBS)

CORE COMPETENCIES:

  • Strong organizational skills Budget/expense reporting experience
  • Effective team management Event coordination experience
  • Ability to handle confidential information Contract management
  • Critical attention to detail Human Resource experience
  • Excellent written/verbal communication skills Extensive calendar management
  • Exceptional multi-tasking capabilities Travel arrangement experience
  • Effective time management techniques

PROFESSIONAL EXPERIENCE:

Confidential, Greenwood Village, CO

Bookkeeper/Admin. Assistant

Responsibilities:

  • Responsible for collecting the public improvement fees ( Confidential ) for 17 clients, which includes setting up new clients, site visits to ensure compliance and entering payments
  • Identifies and resolves customer billing complaints/questions
  • Prepares, reviews and submits customer invoices
  • Calculate interest, penalties and process late notices
  • Evaluate customer financial status and establish budget payment plans; follows and reports status of delinquent accounts
  • Performs collections actions including
  • Process customer payments and prepare deposits
  • Prepared and evaluated monthly account receivable reports
  • Managed unusual request and if required, coordinated with the attorney on same
  • Maintain and set up new billing charges and billing locations
  • Work with title companies to prepare final bills and track payment of such
  • Customer service, great attention to detail

Confidential, Glendale, CO

Office Manager/Property Manager

Responsibilities:

  • Responsible for the property management of Confidential properties, including property owned by certain affiliates
  • Duties include tenant leasing, coordinating tenant needs, contracting with vendors
  • Process AP and AR, bank reconciliation, 1099’s maintaining the rent roll and other property management related activities

Confidential, Greenwood Village, CO

Billing Specialist

Responsibilities:

  • Identifies and resolves customer billing complaints/questions
  • Prepares, reviews and submits customer invoices
  • Calculate interest, penalties and process late notices
  • Evaluate customer financial status and establish budget payment plans; follows and reports status of delinquent accounts
  • Performs collections actions including
  • Process customer payments and prepare deposits
  • Prepared and evaluated monthly account receivable reports
  • Managed unusual request and if required, coordinated with the attorney on same
  • Maintain and set up new billing charges and billing locations
  • Work with title companies to prepare final bills and track payment of such
  • Customer service, great attention to detail

Confidential, Greenwood Village, CO

Internal Bookkeeper/Cash Manager Representative

Responsibilities:

  • Responsible for daily bookkeeping duties for approximately 20 governmental clients, including cash managements as well as accounts payable
  • Code invoices, calculate and prepare checks for utilities, taxes and other payments
  • Process and audit of expense reports
  • Resolve invoice discrepancy matters
  • Evaluate investment options for our customers
  • Liaison between banks to address account issues and investment options
  • Coordinate and process debt service payments for over 100 special districts twice per year
  • Prepare 1099’s at year end
  • Provide accountants with assistance when required
  • Performed the administrative support role for the department in all day to day functions for Partners and CPA’s of the firm, which include calendar management, coordinate meetings and travel, special projects as needed.

Confidential, Aurora, CO

Executive Assistant/Project Coordinator

Responsibilities:

  • Calendar management
  • Budget reporting, tracking expenses, invoice coding and tracking
  • Intranet updates using Share Point
  • Coordinate all meetings and travel
  • Special projects as needed
  • Answer employee questions/emails relating to benefits
  • Coordinate open enrollment meetings and create presentations
  • Calendar management
  • Travel arrangements
  • Coordination of all new client meetings
  • Take meeting minutes
  • Create and update all client presentations
  • Input and manage the budget for the department
  • First point of contact for our existing clients
  • Coordinate webinars and onsite seminars
  • Update the website

Confidential, Englewood, CO

Executive Assistant/Project Coordinator

Responsibilities:

  • Full calendar management
  • Weekly sales and marketing reporting
  • Track expenses, invoice coding
  • Coordinate travel and special projects
  • “Go to” person for the department; handled all time off requests for the department

Confidential, Denver, CO

Office Manager/Accounting Assistant

Responsibilities:

  • Calendar management
  • Process mass mailings and prepare financial statements for clients
  • Performed light bookkeeping, which included accounts payable, accounts receivable and bank reconciliation

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