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Name Available: Register for Free
Title Customer Service Sales Team
Target Location US-MI-Traverse City
Email Available with paid plan
Phone Available with paid plan
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PROFESSIONAL SUMMARYQualified Bookkeeper with 6 years of office management and bookkeeping experience. Successful background helping businesses grow through improved organization and smart financial decisions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.WORK HISTORYBUSINESS FINANCIAL ADMINISTRATOR, 05/2022 to Current Advantage Solutions Sales and Marketing - Houston, TX Administer claims, deductions, and reconciliation processes by meeting client and customer expectations through maintaining accurate records. Assist with repayments, receivables, and collections. Process invoices and billing. Administer process for providing Sales Team with accurate and timely promotional contracts. Maintain Claims, Deductions & promotional materials utilizing ECM(Company's Document Management System) Support and resolve administrative activities by maintaining communication flow and serving as liaison for Sales Team. Interface with Customers and Clients to ensure outstanding customer service Assist Sales Team in coordinating events and creating sales presentations Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality. Served as liaison between departments, fostering open communication channels that improved overall organizational function. Worked in the software SOAR, ORACLE, GENWEB, DEMAND TEC, INMAR, BLUE PLANNER, SEVERAL DIFFERENT SAP SYSTEMS, TELUS/EXCEEDRA, HIGH RADIUS, MICROSOFT (MY APPS), OTC, POWERPOINT, EXCEL, WORD, OUTLOOK, AND MORE.Bookkeeper, 08/2018 to 11/2021Ricks Drywall - Traverse City Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy. Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files. Certified and processed payroll, electronic deposits and pay adjustments while distributing checks. Prepared accurate financial reports each month by collecting, analyzing and CONTACTAddress : Traverse City, MI 49685Phone : PHONE NUMBER AVAILABLEEmail : EMAIL AVAILABLESKILLSFinancial RecordkeepingBill Payment and RecordkeepingProactive and Self-MotivatedStrong computer skills includingproficiency with Microsoft Word, Excel,PowerPoint, Access, Outlook, and web-browsersPreferred experience inbookkeeping/accounting experienceStrong prioritization skillsAbility to visualize and plan objectivesand goals strategicallyExcellent written communication andverbal communication skillsExcellent customer service orientationGood interpersonal skillsTeam building SkillsLANGUAGESEnglishsummarizing account information. Reviewed financial information in QuickBooks to mitigate annual audit risks. Reviewed purchase documents and company receipts for reconciliation with statements. Suggested key operational changes to improve performance. Maintained detailed and accurate ledgers and drywall documents to accurately communicate payment needs to clients. Handled bi-weekly payroll services for 20 employees. Processed end-of-day paperwork using QuickBooks, verifying deposits and rectifying discrepancies. Completed daily computer backups, checked for viruses and updated programs.Retail Sales Associate, 03/2017 to 06/2018Self-employed - Grand Rapids/ Traverse City/ Online Greeted each customer and helped in finding requested items, helping boost customer satisfaction and retention. Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items. Helped customers by answering questions and locating merchandise. Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts. Educated customers on product and service offerings. Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items. Recommended merchandise to customers based on needs and preferences. Server/ Server Manager, 07/2013 to 01/2016Le Kabob  Grand Rapids Verified and confirmed staff schedules to properly cover shifts. Communicated with kitchen staff regarding customer allergies, dietary needs and other special requests. Reconciled daily transactions, balanced cash registers and deposited restaurant's earnings at bank. Mentored front of house personnel on company policies customer service techniques and professional communication. Consistently maintained high levels of cleanliness, organization, storage and sanitation of food and beverage products to ensure quality. Completed daily procedure checklist and communicated changes to servers and kitchen staff. Monitored server performance and provided feedback to enhance server delivery. Welcomed and greeted guests before presenting special menu items to clients. Trained servers on order management, food service quality and how to build rapport with guests. Troubleshot complex technical issues effectively, reducing resolution time significantly while maintaining customer satisfaction levels. EDUCATIONHigh School Diploma, 06/2007Traverse City High - Traverse City, MI

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