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Kennesaw, Georgia, United States
November 26, 2018

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Marietta, GA ***** 203-***-****


Managed successful startup of chiropractic/functional neurology clinic. Ensured compliance with OSHA, HIPAA, and other tax and government regulations. Performed human resources responsibilities. History of increased responsibility at Yale University Law School. Experience training managerial and administrative staff, improving efficiency and morale. Accounting for a multimillion-dollar budget. Experience optimizing budgets.

Prior small business owner and current independent contracting bookkeeper.


Microsoft Excel, Word, Access, PowerPoint

Quick Books Online

Adobe Pro, LiveCycle Designer, SharePoint

Oracle: Brio, Data Warehouse, Expense

Management System

SciQuest (Jaggaer), Concur



Tax compliance and preparation

Payroll, ADP

Meeting facilitation, public speaking



Independent Contractor – Bookkeeper Jun 2018 - present

Perform bookkeeping responsibilities using Quick Books Online: Allocate, post, and reconcile transactions. Produce reports and financial statements. Accounts Payable/Accounts Receivable. Month-end and year-end close process. Budgeting. Payroll. Tax Forms. Create statistical forecasting reports in Excel. Coordinate with external accountants. Detail-oriented and accurate.

Caregiver Apr 2017 – Aug 2018

Full-time caregiver during parents’ illnesses.

Life University, Vital Life Midtown Clinic – Office Manager Aug 2016 – Apr 2017

From startup, contributed to the chiropractic and functional neurology clinic’s progression from no patient base to a busy, double-shift practice.

• Collaborated with a team of 15 to design and establish procedures for patient care, scheduling, chart notes, and patient records

• Implemented CPT coding/insurance billing, fees, collections, accounting, and inventory practices

• Performed HR responsibilities of hiring chiropractic assistants, payroll, commissions, OSHA, and HIPAA

• Arranged travel and accommodations for doctors and patients

• Submitted employee reimbursements

• Created statistical and financial reports for the Executive Director, CFO, and university board

• Provided clerical support to the marketing team and proofread marketing materials

• Oversaw maintenance of the facility

Yale Law School – Lead Financial Assistant V and Training Specialist Sep 2004 – Aug 2016

Promoted twice during twelve years in the Finance Office.

• Collaborated with Directors of Finance to conceptualize and implement a training program for new and current staff. As the first Law School training specialist, trained 22 employees in the first year of inception (10 managerial/professional employees and 12 administrative personnel). Earned a favorable rating of 96%

• Designed materials and provided training on financial policies, fellowships, accounting, purchasing, travel arranging, online tools, websites; provided software instruction on Oracle-based systems, BRIO database, SciQuest accounting transaction systems

• Ensured compliance with financial policies and procedures for faculty, staff, and students

• Reviewed and prepared accounting transactions for sponsored project and grant accounts

• Tracked budgets; Reconciled, analyzed, and corrected monthly financial statements

• Prepared reports using Oracle, Brio, and Excel; Entered financial commitments

• Monitored and reconciled funded accounts related to departments, faculty, and student organizations

• Prepared journal entries (routine, correcting, allocating, accrual, and fiscal year-end)

• Reviewed or prepared employee reimbursements, check requests, and petty cash

• Reconciled purchasing cards

• Oversaw purchasing up to $10K

• Processed requests for services

• Prepared deposits; Processed invoices and resolved unpaid issues

• Managed the prize process with the Dean’s Office

• Processed all transactions for Fellows

• Arranged travel, domestic and international

• Maintained SharePoint webpages for Finance Department and Human Resources

• Trained and supervised 18 bursars


Premier Pools and Spas, Rancho Cordova, CA 2002 – 2004

• Scheduler of four equipment crews and five cleanup crews involved with the construction of over 100 new pools per month.

Poolmaster, DeLand, FL 1993 – 2004

Self-employed: Swimming pool maintenance, repair, construction, retail store. Bookkeeping, tax preparation, payroll, field training, inventory, scheduling, sales.


Daytona State College, Daytona Beach, Florida

A.A., May 2015, GPA: 4.0, President’s List

A.S. Cert./Computerized Accounting, May 2002. GPA 4.0, President’s List Courses: Accounting/Bookkeeping, Journalism, Web Programming, Medical Transcription

Yale Learning Center courses including: sponsored projects and grants compliance, communication, software programs, proofreading, business writing, customer service, creating excellence, accounts payable, procurement, and prevention of sexual harassment for supervisors; 76 hours

Brigham Young University, Rexburg, Idaho and Provo, Utah

Major: Speech Pathology; 40 credit hours


Jane Levin Scholarship, Yale University Women’s Organization, first recipient, 2013

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