JoEllen Turner

San Jose, CA *****

C: 408-***-****

Office Manager/Certified Bookkeeper

SUMMARY:

Over ten years’ experience as a Bookkeeper. I have worked in the capacity of Legal Secretary, Certified Bookkeeper, Office Manager and Business Manager. I am detail oriented, resourceful and a trusted team player.

QUALIFYING SKILLS:

MS Office: Word, Excel, Outlook, PowerPoint; QuickBooks Pro/Premier Desktop and Online, Salesforce, TimeNet, SmartVault, Timeslips, FrontPage, CuteFTP, Adobe Writer and Constant Contact. Typing: 78 WPM.

WORK EXPERIENCE:

CLEAN SOLAR, San Jose, CA Office Manager/Bookkeeper January, 2015 to July, 2018

Accounts Payable/Receivable. Invoicing. Month end/Year end close. Timely report preparation.

Review and approve Installer crew timesheets; Enter payroll and expenses into QuickBooks; distribute paychecks.

Prepare Orientation packets for CEO, Onboarding and off boarding; liaison with Benefits broker. Set-up new EE’s Outlook and phone; Update company email lists, distribution groups, birthday and anniversary celebrations.

Point person for Employment Training Panel program. Managed facilities related issues. Order office inventory.

Coordination of annual Holiday function, Adopt-A-Highway program and Dress for Success charity.

INNOVATION COUNSEL LLP, Santa Clara, CA – Bookkeeper July, 2012 to December, 2014

Accounts Payable/Receivable. Invoicing. Attorney payroll commission tracking and reporting.

Coordination of travel arrangements for Managing Partner and Associates.

Assisted Office Manager with coordination of an office move.

Coordination of annual Holiday function. Responsible for kitchen and office inventory.

LaMORE, BRAZIER, RIDDLE & GIAMPAOLI, San Jose, CA - Accounts Payable Manager February, 2011 to June, 2012

Accounts Payable. Pay Attorneys expenses. Cut checks as requested.

LAW OFFICES OF SCHURMER & DRANE, Oxnard, CA - Accounting Manager July, 2010 to February, 2011

Bookkeeping. Payroll. Reconciliation of Bank accounts. Prepare settlement drafts.

MEDGAS1, Camarillo, CA Office Assistant April, 2010 to January, 2011

Bookkeeping. Marketing. Update Hospital Blueprints using Adobe Writer.

ARMSTRONG, CALLAN & SHIU San Jose, CA – November, 2004 to August, 2009

Business Manager July, 2007 to August, 2009

Complete responsibility for all A/R, including collections, pre-bills and attorney expense reports.

Coordinated event logistics for seminar for 75 clients. Organized marketing collateral for golf tournament.

Scheduled regular attorney meetings, staff meetings, employee lunches, and staff training programs.

Formatted and distributed company newsletter. Maintained e-newsletter database.

Organized and scheduled team building activities with RAFT, Second Harvest and Sacred Heart.

Liaison with building management on security, maintenance, emergency procedures and daily operations.

Legal Secretary November, 2004 to July, 2007

Supported two attorneys, while assisting other secretaries and attorneys as needed. Heavy transcription. Document preparation. Knowledge of Pleadings. Assisted Business Manager with billing.

EDUCATION:

Business and Professional Writing, UCSC Extension, October, 2014

Mastering QuickBooks, July, 2014

Project Management for the Administrative Executive Assistant, UCSC Extension, October, 2011

Bookkeeping Certificate Program, Conejo Valley Adult Education, January, 2011

West Valley Community College, Paralegal Program and general studies, 2000 - 2005

DeAnza Community College 1984-1988, general studies and Nursing Assistant Program, 9/84 CNA Record No. 180198

INTERESTS:

Student Pilot, Single Engine Land, Airplane; Golf; Volunteer foster mom Dachshund Rescue

Contact this candidate