Experience

Klima, Peters & Daly, P.A.

• United States
• Law Practice
• 1 - 100 Employee

• Accounting

  • Jun 2018 - Present

  Assist the accounting manager on directing 3+ accounting staff on productivity of day to day activities. Ensuring all financial transactions are properly recorded. Ability to multitask and change direction quickly. Ability to handle high volume of check processing. • Processing of daily direct/web, third party, personal, and wage garnishment checks • Daily posting and reconciling of payments • Indexing daily payments • Print and record daily court cost checks • Enter daily accounting transactions into QuickBooks for daily reconciliation • Process remittance for clients based on their individual schedules • Create and distribute monthly and weekly reports • Assist with special projects as needed • Wire/ACH and transfer monies to proper clients • Daily closeout of accounts receivable and accounts payable Show less



La-Z-Boy

• Retail
• 1 - 100 Employee

• Finance and Accounting Lead

  • 2007 - 2018

  Directed finance and accounting departmental processes while managing team of seven employees and 145 locations. Ensured appropriate internal controls, including SOX and other compliance measures. Hired and trained new employees and managed seven staffers. Handled bank reconciliations for stores, using Great Plains software, as well as managed e-commerce website for 145 stores. Managed all third-party financing needs. Maintained entries of all GE/Synchrony financing charges daily, tracking to ensure proper credits. Investigated and resolved all credit card charge-back issues and requests for information to minimize company charge-back expense.• Consolidated company bank accounts from two entities to one ahead of schedule.• Consistently received exemplary reviews from supervisor.• Maintained high level of service after acquisition of 100 new stores.• Hired and coached new staff, resulting in properly trained and educated teams.• Assisted sales audit supervisor with 145 stores and five warehouses pertaining to finance and accounting.• Recouped uncollected debts, such as credit card charge-backs and insufficient-fund checks.• Sent collection letters to customers for payments.• Invoiced companies for purchases, such as government agencies, hospitals, etc.• Checked for abnormalities in store daily closing reports.• Solved issues at store level, such as payments posted incorrectly to customer accounts, as well as verified accounts receivable from all locations, including daily bank deposits.• Assisted all stores with payments, credits, deposits, adjustments, and financing.• Tracked and monitored finalizations of all deliveries and pick-ups from all locations, including warehouses.• Reviewed reports and worked with stores to remedy incorrect sales tickets, monies due or owed to customers, and deliveries requiring scheduling or return.• Maintained inventory records for store daily sales tickets and updated manuals for sales audit functions. Show less

• Administrative Assistant

  • 1999 - 2007

  Delivered executive-level administrative support to president of La-Z-Boy Furniture Galleries in Odenton, Maryland. Provided support for managers, including general operations, training, and systems and administration managers, as well as 45 employees. Served as direct supervisor to one receptionist. Scheduled all travel itineraries for upper management. Organized meeting events, including hotel accommodations for out-of-town guests, catering arrangements, room setups, and visual elements. Maintained calendar of appointments for all senior-level managers. Prepared meeting packets for upper management and store managers. Worked with training manager on employee scheduling at 18 local stores for monthly training.Updated new-hire training materials. Maintained file of employee training and completion letters. Coordinated daily operations and handled office tasks, such as correspondence, administrative, and office duties, including copying, filing, typing memos, separation/distribution of reports, incoming and outgoing fax correspondence, organization of shipping/receiving packages, and operation of 12-line phone system. Keyed in Mastercard sales daily and reviewed petty cash for compliance. Ordered supplies and office equipment. Coordinated and assisted in special sales events. Assisted in annual physical inventory process. Show less

• Merchandise Assistant

  • 2004 - 2005

  Process orders for case goods Enter LZB orders and acknowledgements Assist 18 stores with merchandise orders

• Receptionist

  • Jul 1999 - Dec 1999

  Receive, sort and log all incoming mail, prepare it for review/signature by appropriate individual(s). Operated pitney bowes postage machine. Manage the calendar of appointments and commitments. Perform reception services including answering general 12-line office phone, screening and directing telephone calls, greeting customers and visitors to the office; signing visitors in with appropriate security; escorting visitors to the desired location, as appropriate; and signing visitors out. Show less