Bookkeeper at Spencer County Schools (2025-07 – Present)
Perform a variety of responsible clerical accounting duties, maintain financial, account and statistical records and prepare reports; review, prepare and process financial, accounting and purchasing documents, reports and materials.
- Maintain financial records and prepare accurate reports.
- Learn to apply and explain rules, regulations, policies and procedures involved in assigned activities.
- Verify, balance, adjust and assure the accuracy of assigned accounts; receive, verify and audit invoices and receipts for supplies, equipment and services.
Inside Sales Account Representative – UPS Healthcare at United Parcel Service (2024-01 – 2024-09)
Managed accounts with a shipping volume threshold of $10k to $50k. Responded to and resolved customer inquiries, complaints, and accounting issues. Filed shipping claims when necessary.
- Built and maintained relationships with customers.
- Coordinated opportunities and strategies with team members.
- Maintained knowledge of UPS products and services to develop appropriate sales solutions.
- Reviewed customer shipping practices to ensure contractual compliance.
- Determined customer discounts and wrote compelling pricing agreements to new and existing customers.
- Prepare contracts for signatures via DocuSign.
- Educated customers on UPS's service channels to expedite resolution.
- Rebalance invoices based on pricing discounts and incentives.
- Analyzed and evaluated financial data and trends to determine impact on customer and company objectives.
- Worked with accounts receivable and accounts payable for customer billing issues.
- Understood customer business needs and business models, operating structures, and strategic objectives, and offer logistic sales solutions.
- Aligned account strategies to maximize profitability and meet strategic goals.
- Reported events, follow-up and account notes in Salesforce.
- Conducted competitive analysis of offerings and strategies and maintained awareness of competitive environment.
Inside Sales Account Representative – High Threshold Team at United Parcel Service (2023-04 – 2024-01)
Inside Sales Account Representative – CORE Small Business at United Parcel Service (2022-09 – 2023-04)
Project Coordinator Drug Free Communities Grant at Spencer County Schools (2022-01 – 2022-09)
- Organize, coordinate, schedule and perform administrative duties.
- Assist in a variety of projects regarding the Drug Free Communities Grant.
- Maintain financial records, compile and create budget narrative and action plans annually.
- Coordinate and assist with special events for the program.
- Adhere to legal requirements and school board policies.
- Communicate effectively with a variety of district personnel and administrators.
Substitute Teacher at Spencer County Schools (2022-01 – 2022-09)
- Communicate and maintain an effective relationship with students, parents and school staff.
- Follow lessons provided by classroom teacher.
- Perform routine clerical duties in classroom to support staff.
- Communicate effectively with students orally and in writing.
Wholesale Sales Manager at Dotdash Meredith Corporation (1999-01 – 2020-09)
Primary account lead for all magazine wholesaler accounts. Managed distribution of magazines from wholesaler to retailer across US and Canada. Handled retail sales portfolio over $6M annually across 28 national independent wholesalers.
- Developed and presented training materials to improve quality of distribution and merchandising of ownership and client brands.
- Created sales action plans and schedules for each wholesale account.
- Collaborated with distribution wholesale managers to ensure efficient and quality operations.
- Audited and reviewed wholesaler records to implement order adjustments impacting over 700K units and improving efficiency to meet publishing targets.
- Improved promotional display space in CPG industry with ownership and client product line on mainline shelves and checkout to meet standards.
- Achieved national sales goals for large owned and contracted publishing brands.
- Utilized Microstrategy BI reporting tool to identify and present competitive market metrics and trends to improve sales.
