Administrative Assistant, Bookkeeping Specialist, Front Desk for Ph.D.

Kathy Bullock

***** ** ***** ******, *******, OK 73007

Home: 405-***-**** – Cell: 405-***-****

EXPERTISE: Confident in dealing with problems, able to troubleshoot and work without constant supervision. I’m able to work with many varied types of people. I have good customer service rapport with the ability to complete tasks on schedule.

EXPERIENCE: Administrative Assistant/AP/AR Bookkeeper - 4/2014 to Present

Psychological Services for Families, PLLC – Edmond, OK 73013

Contact: Jeff Lloyd, LPC or Gloria So-Lloyd, Ph.D. – 405-***-****

Customer Service; Patient Appointment Scheduling; Reminder Notices by Text

Prepare and file various Insurance, troubleshoot co-pays and deductibles

Payroll preparation, file Quarterly Liabilities, prepare 941’s, OESC, Ok State Tax, FUTA

Post insurance payments and those received from Clients.

Send statements for Collection of Accounts Receivable.

Assist therapists with any problems concerning insurance and co-payments.

Insurance Filing Software, Excel Spreadsheet Prep, Professional data entry skills

Executive Assistant/AP/AR Bookkeeper - 9/2010 to 5/2013

Tri-City Youth & Family Center, Inc. – Choctaw, OK 73020

Contact: Donita Goodin, MS, LPC - 405-***-****

Payroll preparation and audit of time cards, maintenance of HR files.

Manage and oversee Front Office staff, relieve that position when necessary.

Support Executive Director with Requests for funding from DMH, OHCA, OJA & OAYS.

Audits for all funding sources; Preparation and attend monthly Board of Directors meetings.

Accounts Payable and Receivable; QB Specialist, On-Line Pro

Spreadsheet organization, excellent data entry skills,

Prepare monthly minutes for distribution, organize BOD packets.

Office Manager/Sales Coordinator - 7/2009 to 6/2010

Distinctly Oklahoma Magazine, Inc. – Nichols Hills, OK

Contact: Jack Brotton, Founder; Justin Brotton, Gen. Mgr. 405-***-****

Prepare weekly spreadsheet for sales rep’s and managers.

Prepare semi-monthly payroll and commission checks.

Prepare and deposit payroll reports, 941’s, W-2’s and 1099’s.

Phone, filing, Accounts Payable and Receivable using Quick Books Pro

Coordinate monthly ad submissions and space reservations to meet printing schedule.

Office Manager/Bookkeeper - 4/2005 to 4/2009

Turner & Son Homes-First Star Homes, Inc. – Edmond, OK

Tim Turner, President; Ben Turner, Vice President 405-***-****

Phone, filing, Accounts Payable and Receivable using Quick Books Pro

Office supply ordering locally and on-line

Spreadsheet organization, excellent data entry skills

Details on special promotions, model home openings

Office Manager/Bookkeeper/Data Entry – 8/2003-12/2004

Hand Up Ministries Inc. – Oklahoma City, OK

David McBride, Director – 405-***-****

Accts Receivable/Accounts Payable, helped order and secure food.

Helped with securing Birth Certificates, Social Security cards and study for driving tests.

Filing, report preparation, Board of Directors Agenda and monthly meeting preparation.

Transitional men’s prison ministry, helped with job preparation and resumes.

Executive Secretary for Plant Mgr. – 9/1996 to 10/2000

Reynolds & Reynolds Printing, Inc. - Oklahoma City, OK

Mark Carr, Plant Manager 405-***-****

Payroll auditing of time cards and input to networked offsite corporate system.

Preparation of all weekly and monthly production for plant and customer service departments.

All correspondence for Plant Manager, Travel arrangements, Customer Service.

Support to Production Manager and Controller, and HR.

EDUCATION: Quick Books Pro and Premier, Small Business Planning, Microsoft Word, Excel,

Work Perfect, Writing for Publication, Hit2000: Team Training. Personnel Management,

Human Relations, Customer Service Seminars.

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