Experience

Burrell College of Osteopathic Medicine

• United States
• Higher Education
• 1 - 100 Employee

• Accounting Technician

  • Sep 2019 - Present

  *Responsible for data and general ledger entries. *Process 100+ invoices and payments on a weekly basis. *Print Checks and issue ACH payments to vendors. *Coordinate approval procedures of all invoices. *Ensure purchase orders are in place for receiving and processing. *Track and receive purchase orders through eRequester, then post all transactions in GP for payment processing. *Enter financial transactions into Great Plains with accuracy and within company policy. *Ensure accuracy and monitor expense reimbursement for travel along with any other expense that needs to be reimbursed. *Maintain and reconcile the Accounts Payable aging for month end postings. *Maintain and oversee the organization of the company’s credit card statements and post all payment for month end closing and audit purposes. *Run reports in Great Plains daily, per request *Input new vendors and maintain vendor cards into Great Plains. *Maintain vendor cards by updating addresses and payment types. *Process payroll for 130+ employees on a biweekly basis. * Calculate federal, state taxes, along with adhering to federal deadlines. *Process and 940 & 941 Payments after every pay run. *Generate and maintain 401k contributions after every pay run. *Post FUTA and SUTA on every pay run. * Print W2, 1099 forms and adhered to federal deadlines. *Post all payroll transactions in Great Plains for audit trail. *Provide customer service and maintain the same level of services among staff and anyone in need of any type of service. Show less



Tresco Inc

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Payroll Administrator

  • May 2016 - Aug 2019

  Have held the various positions of Accounts Receivable Administrator, Accounts Payable Administrator, Payroll Administrator and Accountant at Tresco. My responsibilities included the following: *Responsible for data and general ledger entry. *Processed 4 batches of payments on a weekly basis *Print Checks and issue ACH payments to vendors. *Verify and monitor the accuracy of incoming invoices for processing. *Ensure purchase orders are in place for receiving and processing. *Post all expenses and payments to the corresponding vendors. *Ensure accuracy and monitor expense reimbursement, for travel, per diem and any other expense that needs to be reimbursed. *Maintain and reconcile the Accounts Payable aging for month end postings. *Reconcile vendor and credit card statements *Maintain and oversee the organization of the company’s credit card statements and post all payment for month end and audit purposes. *Run reports in Great Plains daily, per request. *Input new vendor information Great Plains. *Maintain vendor cards by updating addresses and payment types. *Processed payroll for 500+ employees. *Post all payroll transactions for audit trail. *Generate federal and state tax amount for payroll. *Maintained Account Receivable documentation, including bank reconciliations and reports. *Accurately bill clients for any goods or services provided to the organization. *Responsible for completing monthly financial closing for A/R * Created new customer accounts and entered data into Great Plains. *Researched and resolved any AR discrepancies. *Communicated with customers on any debt collections. *Worked with the organizations Accountants to manage bank accounts. *Assisted in gathering information for audits. *Reconcile insurance statements to the employee deductions and made payments to the various insurance companies. *Maintain all source documents for audit purposes. *Compiled reports on billed services. *Compiled reports on billed services Show less



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Front Desk Receptionist

  • Feb 2016 - May 2016

  *Took care of all service work needed for the office. *Took payments over the phone or in person. *Answered all incoming calls. *Scheduled appointments for clients to come in the office for reviews of their policies. *Handled all the marketing for the office, by calling leads, sent out mailings and emails. *Met deadlines daily. *Kept office organized, with proper supplies. *Took care of all service work needed for the office. *Took payments over the phone or in person. *Answered all incoming calls. *Scheduled appointments for clients to come in the office for reviews of their policies. *Handled all the marketing for the office, by calling leads, sent out mailings and emails. *Met deadlines daily. *Kept office organized, with proper supplies.



Farm Bureau Financial Services

• United States
• Insurance
• 700 & Above Employee

• Account Contact Unit

  • Aug 2015 - Feb 2016

  *Called agent's clients to schedule appointments for their yearly review. Also *Did courtesy calls to clients to let them know their payment is past due. *Received payments and posted them customers’ accounts *Called agent's clients to schedule appointments for their yearly review. Also *Did courtesy calls to clients to let them know their payment is past due. *Received payments and posted them customers’ accounts



Bravo Chevrolet Cadillac

• United States
• Automotive
• 1 - 100 Employee

• Service Cashier

  • Feb 2013 - Aug 2015

  Held different positions at while employed at Bravo Chevrolet. Started as the Service Department Receptionist, the Service Advisor, and finally Service Cashier. The following include my duties in the different positions: *Made sure customers coming into the service department were going to the correct place and person for their service needs. *Followed up with the customers to make sure their vehicle was doing well. *Managed phones with up to 15 lines. *Scheduled appointments for service. *Stocked in inventory and key track of keys. *Operated office equipment as far as printers, faxes, scanners, filed repair orders, and stock unit paper work. *Wrote up vehicles that were coming in for oil changes or major repairs. *Made warranty and insurance claims to cover service expenses. *Helped and ensured vehicles were delivered when promised. *Prepared quotes and presented them to customer, insurance, and warranty adjusters, for appropriate service repairs. *Cashed out all customers that came in for service. *Balanced the cash drawer every day before the end of the day. *Made sure deposit was ready every morning for pick up. *Follow and updated a warranty schedule, to make sure we were getting paid for warranty repairs. *Sublets for 3rd party services that were done at other repair facilities. *Balanced sales and service accounts to the correct account. *Managed service tickets to make sure the customers were paying the correct amount. *At times, when needed, I also helped washing vehicles for delivery. Show less