Accounts Payable Clerk at Innovative Metalworks LLC (2021-07 – Present)
Accounts Payable Clerk managing quotes, purchase orders, invoicing, payments, and financial reconciliation.
- Prepare Quotes, this requires working closely with the production manager to ensure all parts and supplies needed in house are available.
- Receive Purchase Orders, these are entered into QuickBooks and a job ticket is created for the order.
- Packaging and shipping, I create packing slips in QuickBooks and prepare the orders for delivery.
- Invoicing, I create invoices using QuickBooks; these are either mailed or emailed depending on the customers preferences.
- Processing accounts and incoming payments in compliance with financial policies and procedures
- Performing day to day financial transactions, including verifying, classifying, and recording accounts payable data
- Preparing bills, invoices and bank deposits
- Process outgoing payments in compliance with financial policies and procedures
- Reconcile the accounts payable ledger to ensure that all bills and payments are accounted for and properly posted.
- Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly vendor statements
- Facilitate payment of invoices due by sending bill reminders and contacting clients
- Generate reports detailing accounts payables status
- Understand expense accounts and cost centers
- Understands compliance issues around accounts payable processes (W-9, sales tax, etc.)
Office Administrator (part-time) at SUMMIT BUSINESS PRODUCTS (2016-04 – 2017-07)
Part-time Office Administrator handling quotes, purchase orders, packaging, shipping, and invoicing.
- Prepare Quotes, this requires working closely with the production manager to ensure all parts and supplies needed in house are available. If any work is needed from a vendor I will work with them to get current prices.
- Receive Purchase Orders, these are entered into QuickBooks and a job ticket is created for the order. I then order any supplies needed and provide production with a work order outlining all details of the job.
- Packaging and shipping, I create packing slips in QuickBooks and prepare the orders for delivery. For local delivers I will drop orders off, for all others I will create online shipping documents
- Invoicing, I create invoices using QuickBooks; these are either mailed or emailed depending on the customers preferences
Tax Support Chat/Voice Professional at Teletech (2014-12 – 2015-02)
Tax support professional providing assistance with federal and state tax returns and software inquiries.
- To provide assistance to customers with tax related questions and concepts on federal and state returns
- Assisting customers by managing high level calls for customers working on their tax return with product/software inquiries as well as tax and tax software questions and calculations.
- Routine customer interactions using a computer, while communicating with multiple customers concurrently
Customer Care Specialist at HIGHER ONE (2014-01 – 2014-11)
Customer Care Specialist handling escalation calls, fee waivers, verification checks, and replacement card orders.
- Seamlessly handle all CCS escalation calls, fee waivers, verification checks and ordering of replacement cards.
- Act as competent/welcoming initial liaison between organization and customers.
Accounts Receivable Clerk at Hook Industrial Sales (2012-01 – 2013-12)
Accounts Receivable Clerk processing orders, creating invoices, and managing customer communications.
- Greeted customers and processed orders in a timely/accurate manner, while answering phones, providing information to callers and routing calls to appropriate departments.
- Accurately prepared invoices/packing slips for client orders and handled filing and computer data entry.
Office Assistant at United Way of Whitley County (2009-01 – 2010-12)
Office Assistant maintaining databases, managing board communications, and performing general office duties.
- Maintained database for Dolly Parton's Imagination Library and staffed library committee.
- Attended board meetings to record minutes and submitted them to the secretary for approval.
- Notified board and committee members of meeting times and places via email and phone.
- Answered phones, typed letters, handled mail merges for mass mailing and assembled campaign packets
Receptionist at Combined Community Service (2008-01 – 2009-12)
Receptionist maintaining client information, compiling reports, and performing general office duties.
- Maintained and updated information on clients and services, compiling weekly job list reports.
- Provided exemplary service to diverse clientele.
- Performed general office duties including maintaining paperwork and answering phone calls.
