Experience

McNeely Law Group, P.C.

• United States
• Law Practice
• 1 - 100 Employee

• Office Administrator (part time)

  • Jun 2019 - Present

  • Processing accounting receivables and incoming payments in compliance with financial policies and procedures.• Performing day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data• Preparing bills receivable, invoices and bank deposits



Trademark Construction Services

• Executive Assistant To The President. (Part time)

  • Mar 2017 - Jun 2019

  • Provided administrative support for the company with minimal oversight, with an emphasis on responsibilities related to bookkeeping• Performed duties such as financial record keeping, creating invoices, purchasing supplies, and working on special projects.• Answered non-routine correspondence and assembled confidential and sensitive information. Dealt with customers, a diverse group of important external callers and visitors as well as internal contacts at all levels of the organization. • Utilized independent judgment to plan, prioritize and organize diversified workload. • Bookkeeping responsibilities included the computing, classifying and recording of financial transactions to ensure the financial records of the organization are accurate; performing routine financial calculations and general ledger duties; checking the accuracy of calculations performed by other employees



Spire Integrated Systems

• United States
• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Controller

  • Oct 2013 - May 2016

  Accomplishments • Developed an employee handbook, clarifying processes for each department, and creating departmental budgets – this written policy dispelled myths, established a company culture and developed a consistency in the workplace • Promoted to Controller position after one year – originally hired to oversee day-to-day company financials and to ensure accurate reporting – learned accounting principles, mastered software & created policies • Utilized leadership abilities to introduce process mapping, which inspired and motivated others Responsibilities • Handled internal processes – A/R, A/P, purchase orders, invoicing and reconciliations for all banking and credit card statements. • Prepared financial statements & analyzed financial information, applying accounting principles and procedures. Supervised 10 – 15 staff. Skills Used Accounting, customer service, leadership, technology, software, training, and mentorship



Title Source

• Disbursement Analyst

  • May 2012 - 2013

  Accomplishments Developed a training manual for new hires – efforts resulted in error rates dramatically dropping and provided employees the confidence that they were handling their job correctly – the proper training also increased customer satisfaction • Verified settlement statements for correct amounts and payees, addresses and payoff amounts• Balanced files to lenders wire amount and provided lenders with documents required for balance• Accurately disbursed all loans and completed accounting reports to verify that ledgers were balanced correctly for payoffs, homeowners, insurance and property taxes Skills Used High degree of accuracy, focus, and attention to detail. Balanced ledgers, verified settlement statements, and payoffs.



Ed Schmid Ford

• Automotive
• 1 - 100 Employee

• Business Coordinator

  • May 2004 - Apr 2008

  Accomplishments Received the Minority Dealers Operations Automotive Excellence Award from Ford Motor Company in 2004 & 2005 Implemented a Business Develop Center – this allowed the company to be able to follow up and manage CRM, improve service satisfaction, and generate more sales leads • Hired to generate leads by profiling clients and presenting and advertising to enhance the workplace. Built client and business relationships• Organized and prepared presentations for mid and upper management to improve the overall performance of the company. Skills Used Customer service, software, written and verbal communication technology