Kaitlyn Bedair

832-***-****

Magnolia, Texas

ad0mo9@r.postjobfree.com

Skills

QuickBooks Desktop & Online

AR/AP Full Cycle

MS Office

ATS & CRM Software

Negotiation

Account Reconciliation

Sales & Marketing

Financial Reporting

Electronic Filing Systems

Sourcing/Onboarding

Scheduling

Bookkeeping

Healthcare Recruiting

Cold Calling

Lead Generation

Billing

Logistics

Invoicing

Various Job Boards

Dispatching

Employee Management

Full Cycle Recruiting

New Hire Compliance

Performance Goals

Tax Returns

Customer Rapport

Compliance

Experience

Go Transit LLC

Executive Assistant/Billing

03/2022-Current

• Provide administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the executive’s behalf.

• Maintain comprehensive and accurate records and perform accounting duties.

• Organize meetings, such as scheduling, sending reminders, and organizing catering when necessary.

• Answer phone calls in a polite and professional manner.

• Welcome visitors and identify the purpose of their visit before directing them to the appropriate department.

• Manage executive’s calendar, including making appointments and prioritizing the most sensitive matters.

• Settle payments with customers.

• Resolve payment disputes.

• Execute administrative tasks, including document uploading and retrieval.

• Create customer invoices, resolve carrier rate discrepancies, and process claims.

• Maintain accurate records and assist with other carrier and customer activities.

• Responsible for accounts receivable and accounts payable as well reviewing carrier bills and approving them for payment.

Omni Interactions

Customer Support Specialist

01/2022-Current

• Maintain basic knowledge of tax laws, tax concepts, and familiarity with form 1040 and schedules.

• Strong customer service skills with ability to empathize and instill confidence.

• Experience preparing federal and state returns for individuals.

• Utilize strong research skills and the ability to quickly use online resources to find answers.

• Critical thinking and problem solving.

• Maintain willingness to utilize audio/visual tools to communicate with customers.

• Interact with customers through video.

• Help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations.

• Apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries.

• Responsible for accounts receivable and accounts payable as well reviewing carrier bills and approving them for payment.

DOT Compliance Group

Sales Representative

10/2021-01/2022

• Serve customers by selling products and meeting customer needs.

• Service existing accounts, obtain orders, and establish new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors.

• Adjust content of sales presentations by studying the type of sales outlet or trade factor.

• Focus sales efforts by studying existing and potential volume of dealers.

• Submit orders by referring to price lists and product literature.

• Keep management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses.

• Monitor competition by gathering current marketplace information on pricing, products, new products, delivery schedules, and merchandising techniques.

• Recommend changes in products, service, and policy by evaluating results and competitive developments.

• Resolve customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management.

• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.

• Provide historical records by maintaining records on area and customer sales. TruBlu HR Solutions, Inc.

Senior Healthcare Recruiter

04/2020-10/2021

• Achieve staffing objectives by sourcing, recruiting, and evaluating job candidates for the medical recruiting division.

• Perform full cycle recruiting for hospitals, clinics, home health, and private duty positions such as Nurse Practitioners, Registered Nurses, LVNs, Physician Assistants, Medical Assistants, Medical Technicians, and various other healthcare positions under the physician level.

• Establish recruiting requirements by studying organization plans and objectives and meeting with managers to discuss client needs.

• Build applicant sources by researching and contacting colleges, providing organization information, opportunities, and benefits, making presentations, and maintaining rapport.

• Determine applicant requirements by studying job description and job qualifications.

• Reach out to qualified candidates by cold calling from resumes on job boards to calling leads generated in- house.

• Arrange interviews by coordinating candidate schedules.

• Evaluate applicants by discussing job requirements and applicant qualifications with managers and interviewing applicants on a consistent set of qualifications.

• Improve organization attractiveness by recommending new policies and practices, monitoring job offers and compensation practices, and emphasizing benefits and perks. Steward CPA, PC

Administrative Paraprofessional/Bookkeeper & Tax Associate 01/2019-03/2020

• Document bookkeeping daily using QuickBooks online & desktop.

• Process soft bank reconciliations daily as well as financial reports monthly.

• Push transactions correctly through the bank feed in QBO, uploading bills, and reconciling receipts, reimbursements, & credit card transactions as needed.

• Assist the owner with tasks such as spreadsheet creation, scheduling, tax preparation, payroll, and other various general office needs.

• Develop system to account for financial transactions by establishing a chart of accounts.

• Process journal entries, online transfers, and payments.

• Execute quarterly financial reporting and calculated accumulated depreciation on multiple properties.

• Tax preparation for multiple types of entities (corporations, partnerships, sole proprietors, etc.)

• Maintain records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance.

• Balance general ledger by preparing a trial balance; reconciling entries

• Manage day-to-day company transactions, accounts payables, and accounts receivables.

• Process invoices and sent invoicing to clients.

Dance with Me, USA

Administrative Assistant/Assistant Manager

04/2017-01/2019

• Administer leadership & management over 8 employees.

• Perform inventory control weekly, maintaining supplies for studio.

• Monitor team member performance – reviewing quality of work, adherence to policy, and timeliness.

• Provide coaching and feedback as needed.

• Provide administrative and clerical support (mailing, scanning, faxing, copying, filing, etc.)

• Invoice clients.

• Maintain electronic (cloud) and/or hard copy filing system.

• Successfully prepare reports, letters, spreadsheets, and memos.

• Manage social media account.

• Email correspondence with corporate as well as clients. The LeGaye Law Firm, PC & Simich Law Firm, PC

Executive Administrative Assistant

07/2014-03/2017

• Provide clerical support to the legal counsel, the Director of Regulatory Compliance, and the Director of Administrative services at a multiple clientele/financial compliance service industry law firm.

• Provide administrative and clerical support (mailing, scanning, faxing, copying, filing, etc.)

• Maintain electronic and/or hard copy filing system.

• Open, sort, and distribute mail.

• Prepare reports, letters, spreadsheets, and memos.

• Answer multi-line phone system and direct calls appropriately.

• Schedule of meetings, appointments, travel arrangements.

• Record bookkeeping daily using QuickBooks online & desktop.

• Provide as back-up to Attorney, Tamara Simich, as needed.

• Perform various duties including letter and legal document preparation. Education

Lone Star College

Associate of Applied Science in Accounting

Magnolia High School

Diploma

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