Jodi Mooney
Accounting Specialist at ColorVision- Claim this Profile
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Bio
Experience
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ColorVision
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United States
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Automotive
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1 - 100 Employee
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Accounting Specialist
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Sep 2021 - Present
Prepare monthly customer statements and ensure accurate and timely delivery Enter and process accounts payable & receivable for 11 locations Assist in payable operations and vendor coding Coordinate, prepare, and submit bi-weekly payroll Perform payroll functions such as: PTO & attendance tracking & Personnel changes Prepare and process onboarding documentation Track vehicle maintenance and oversee fuel management Assist in new account setup including processing of customer credit applications Assist in other various accounting functions such as: Reconcile accounts, report generation, month end closing procedures & daily cash reconciliation Miscellaneous administrative duties Show less
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MyCounselor.Online
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United States
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Mental Health Care
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1 - 100 Employee
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Assistant to the Director of Operations
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May 2015 - Sep 2021
• Manage all financial responsibilities for CEO’s 5 companies using Quickbooks Online. Prepare and process payroll via Gusto. Process all accounts payable & accounts receivable for all companies. Reconcile all bank accounts, credit card statements, A/P, A/R and intake reports. Prepare monthly, quarterly, and annual reports as needed. • Hire, train & manage a receptionist staff of 6 employees that work in various locations. • Assist new clients and new partners with set up, paperwork completion and address any problems areas that arise. • Assist Director of Operations creating system and operational structure. Work with other departments to create effective and streamlined processes and protocols company wide. • Assist office staff (in office & remote) with various office duties including HR, receptionist, bookkeeping/Quickbooks, operational or general related issues/questions. Serve as the “go to” person within the company to help things run smoothly company wide. Show less
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Executive Assistant
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Jun 2010 - May 2015
• Act as a receptionist, greet members and guests, answer phones, assist with member inquiries & reservations, provide information about membership, special functions, club events, etc. • Design club newsletters, publications, menus, invitations, announcements, signs, letters to members and other materials. • Prepare and update Highland Springs catered events schedule, prepare & distribute golf & club house gift certificates, prepare and send mailings of member charges, statements, club events and functions, prepare and make daily bank deposits. • Manage, purchase and inventory office supplies and forms; monitor office equipment-maintenance contracts and track meter levels on postage machine and process mail daily. Show less
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Drury University
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United States
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Higher Education
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400 - 500 Employee
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Admission Coordinator
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Sep 2007 - May 2010
• Coordinate prospective student campus experiences, schedule campus tours, interviews with admission counselors, faculty or other Drury University personnel, visits to classes, and overnight accommodations. • Answer phone, route calls and greet visitors, parents, students, faculty and staff, providing information, making appointments and facilitate communications with internal and external clients, while maintaining a positive and outgoing disposition to make all feel welcomed. • Use iSeries, key data from information provided by phone, referrals, personal letters, computer printout of SAT/ACT test scores, high school visits, college day/evening programs, business reply cards, and so forth, into prospective student records. Show less
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Administrative Assistant
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May 2006 - Sep 2007
• Maintain records for attendance and for volunteer services for all events and activities within the ministry. • Manage supply needs and coordinate communication between the church, parents and youth regarding events, special activities and general information. • Support the Youth department and its pastor in various aspects of church operations. Examples: Development of outreach materials such as newsletters, promotional materials, etc., office management, communication between internal ministries. Show less
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Executive Assistant
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Sep 2005 - Dec 2006
• Assist company owner with all administrative/office tasks. • Correspond with customers and manufacturers to initiate new orders, to follow-up on the progress of those orders and to address problems or complaints that the parties might have in regards to products, deliveries, etc. • Assist the sales team in ordering samples and selling to customers as well as in managing paper and electronic communications regarding accounts, orders, meeting notes, etc. • Assist company owner with all administrative/office tasks. • Correspond with customers and manufacturers to initiate new orders, to follow-up on the progress of those orders and to address problems or complaints that the parties might have in regards to products, deliveries, etc. • Assist the sales team in ordering samples and selling to customers as well as in managing paper and electronic communications regarding accounts, orders, meeting notes, etc.
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Fellowship of Christian Athletes
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Non-profit Organizations
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700 & Above Employee
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Administrative Assistant
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Feb 2003 - Apr 2004
• Guide the administrative aspects of organizational events such as retreats, banquets, rallies and golf outings. Examples: Creation and distribution of media materials (flyers, posters, invitations, etc.), Management of event registration, attendance, tracking, account receivables, volunteer assistance, housing and group activities, Design and distribution of quarterly newsletters reviewing past FCA events and highlighting future activities. • Streamline office duties by managing all calls, emails and faxes, by organizing and filing materials for easy retrieval and by maintaining a fully stocked office to meet the needs of the FCA staff. Show less
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Homesteaders Life Company
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United States
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Insurance
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200 - 300 Employee
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Customer Service Representative
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Oct 1998 - Feb 2003
• Perform all aspects of the post sale administrative process including the underwriting and opening of new accounts, processing premium payments, organizing commission statements and checks for sales agents, communications with customers and agents in regard to premium issues, billing and customer complaints. • Structure work to meet weekly and quarterly deadlines for processing new business and agent commissions. • Memorize state by state regulations in insurance and scrutinized the accuracy of new business applications and claim forms to ensure that all business was according to law and to avoid hang ups and delays due to errors in processing. Show less
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Education
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Indian Hills Community College