ESR Property LLC
Lake Charles, Louisiana
Aug 2010 - Present
Property Manager/ Bookkeeper
- Manages property operations, fostering positive tenant relations.
- Oversees lease administration, ensuring compliance with property regulations and enhancing rental agreements.
- Coordinates maintenance schedules, optimizing workflow efficiency and ensuring timely resolution of tenant requests.
- Manages daily administrative tasks, including tenant relations and rent collections.
- Negotiates and executes new leases, renewals, and terminations.
- Works with contractor on any repairs, buildouts of suites, or maintenance preformed on properties.
- Processes payments, prepares invoices, reconciles bank statements, and maintains records of accounts receivable and payable.
- Accurately enters financial transactions into Quicken and ensured that all data is accurate and up-to-date.
- Assists in the preparation of reports for internal management use and any preparation for CPA.
- Reconciles records of bank transactions.
- Prepares Bank Deposits.
World Insurance Associates, LLC
Lake Charles, LA
Mar 2025 - Oct 2025
Agency Accounting Senior Manager
- Collaborated with World Financial Integration Team on the transfer of all financial accounts and transactions from the sell of Insurance Unlimited to World Insurance.
- Worked with the World Accounts Payable Team to move all accounts to new system.
- Worked with Premiums Department to ensure a seamless transition of all commission from Insurance Unlimited to World Insurance.
- Handled vendor payments and bank reconciliations.
Insurance Unlimited of LA, LLC
Lake Charles, LA
Nov 2008 - Feb 2025
Accounting Manager & CFO
- Managed monthly financial reconciliations to maintain accurate reporting and compliance with accounting standards.
- Reviewed financial statements for discrepancies, implementing corrective actions to uphold data integrity.
- Supported audits by preparing documentation and responding to inquiries to facilitate smooth review processes.
- Trained new staff on accounting procedures and best practices to promote team knowledge and performance.
- Prepared monthly balance sheets, income statements, cash flow statements and other financial reports as needed.
- Supervised accounts payable and accounts receivable for accuracy and completeness.
- Maintained accurate records of accounts receivable, accounts payable, payroll, inventory, taxes, and other transactions.
- Managed payroll processing, accounts receivable/payable, and tax preparation.
- Ensured timely filing of required state and federal tax forms including W-2s and 1099s.
- Processed journal entries and performed corrections to verify accurate records.
- Reconciled company payables, commission, & bank statements.
- Entered daily deposits.
- Created new users in agency management system and managed the agency email system (Microsoft 365).
- Collaborated with outside IT technician to resolve any computer related issues that may arise in the company.
W. O. Moss Regional Medical Center
Lake Charles , Louisiana
Jan 2006 - Nov 2008
Asset Manager
- Worked in the Accounts Payable Department reconciling and paying vendor invoices.
- Reconciled purchase orders and vendor invoicing.
- Completed annual inventory of all equipment on the Louisiana State Hospital System.
- Assisted in the purchase and tagging of any new equipment to be added to inventory system.
- Oversaw the disposal of outdated/ replaced equipment in accordance with the State of Louisiana procedures.
- Established and maintained comprehensive records of all assets to support compliance and reporting needs.
Market Basket Food Stores
Lake Charles, Louisiana
Oct 1995 - Dec 2006
Assistant Manager; Receiving Clerk; & Stocker
- 1995-1998: Worked as a bagger and stocker. Helped customers with groceries and stocked shelves with new inventory.
- 1998-2005: Worked as the Receiving Clerk / Stocker
- Checked in all vendors for deliveries and reconciled their deliveries to invoices, unloaded and sorted delivery trucks, returned any spoilage to vendors, and prepared for annual inventory.
- 2005-2006: Assistant Manager: Supervised employees, ordered inventory, and built displays.
- Trained new employees in product knowledge, customer service protocols, cash handling procedures, and safety regulations.
- Resolved customer complaints quickly and effectively while maintaining a high level of professionalism.
- Helped oversee the daily operations of the store, managing staff and inventory.
