Katrina

Versatile Executive/Personal Assistant, Office/HR Manager and Bookkeeper with 15+ years of experience in financial operations and team leadership within the accounting, construction, and retail sectors. Proven expertise in managing accounts payable/receivable, payroll administration, and vendor relationships. Skilled in utilizing QuickBooks and generating financial reports to support organizational goals.

Demonstrated ability to enhance operational efficiency and drive team performance through effective training and development initiatives. Authorized to work in the U.S. for any employer.

Sales-Direct Marketing at Hilton Grand Vacations (2023-01 – 2026-05) • Make automated outbound calls to sell current members travel packages.

• Encourage members to gain knowledge of becoming vacation owners.
• Providing exemplary customer service etiquette and creative sales techniques that optimize the guests' experience, while achieving and exceeding sales goals. Bookkeeper/HR Manager/CEO Assistant at Stairways by Angel (2018-01 – 2023-12) • Financial Operations: Managing accounts payables/receivables, expenses, assets, processing bank deposits, and reconciling accounts in software like QuickBooks.
• Payroll & HR: Administering payroll, managing benefits, and conduct employee onboarding/offboarding.
• Record Keeping: Maintaining accurate financial records and supporting the Accounting Manager with month-end close or audit preparations. Taking meeting minutes and distributing to attendees.
• Office Administration: Overseeing office supplies, equipment, and facility management to support budgetary goals. Coordinate travel, lunches, dinners, accommodations, excursions and itineraries.
• Vendor/Sub-contractor Management: Managing relationships with vendors/sub-contractors, including W-9 tracking and insurance certificates.
• Reporting: Utilizing internal systems to generate monthly reports on expenses, billing, and workload management.
• Team Leadership — Participate/lead in training, coaching, and motivating team members to drive strong performance and accountability. Bookkeeper/Office Manager at AmeriTech (2018-01 – 2019-12) • Billing & Invoicing — Generate invoices, and credit memos for customers, vendors and sales while verifying approvals, tax application, damage waivers, and credit status.
• System & GL Posting — Enter AR invoices into the accounting system, verify account coding accuracy, and post transactions to the general ledger.
• Collections Oversight — Review AR aging reports and oversee collection activities, including follow-up on problem accounts.
• Credit Management — Manage the credit application process and recommend appropriate credit limits and terms.
• Month-End Support — Prepare month-end close related to AP/AR procedures and review reconciliations for closing.
• Payroll & HR: Administering payroll, managing benefits, and assisting with employee onboarding.
• Customer/Vendor File Maintenance — Ensure proper documentation of credit files, insurance certificates, W-9, and sales tax status.
• Process Improvement — Continuously review procedures and recommend operational enhancements.

Associate of Science – Seminole State College of Florida (2016-01)

Bookkeeping | ProAdvisor Level 1 and Level 2 Certification – QuickBooks (2026-01)

Payroll Specialist / PTIN - Tax Preparer Certification – QuickBooks (2026-01)

HR Management Diploma – Alison Courses (2026-01)