Bookeeper

Jennifer Loughlin

708-***-**** ***********@*****.***

Results-driven professional with analytic and quantitative problem solving skills seeking an additional part time position. Strong project and time management, client interaction and client service skills. Experience working with all levels of management. Dedicated to accuracy, automation, and performance excellence. Proficient in Microsoft Office, especially Excel, Word and Outlook.

Professional Skills and Knowledge Areas

• QuickBooks (desktop, online)

• Aloha POS Programming

• SalesForce

• Data Analysis

• Defined Benefit Calculation

• LookUps and Pivot Tables

• Decision Making

• Problem Solving

• Multi-Tasking

Professional Experience

Revology Cars, LLC. – Orlando, FL/Remote 07/2019 – 11/2021, 06/2022-Present BOOKKEEPER

• Reconcile invoices against parts/items received within Inventory System (Fishbowl) and push to Quickbooks.

• Work in conjunction with other departments and vendors to successfully resolve/complete issues.

• Enter invoices for non-inventoried items within Quickbooks, and create journal entries as needed.

• Reconcile multiple accounts and communicate with outside Accountant for month end close process.

• Prepare report of bills to be paid on a weekly basis, and upon approval, pay vendors.

• Transitioned company from paper invoices to electronic record-keeping. Leading Edge Provider, Inc - Oviedo, FL/Remote (Part-Time, 3-10 hours/week) 2014-2020, 02/2022-Present ALOHA PROGRAMMER (INDEPENDENT CONTRACTOR)

• Program Point of Sale System and Accounting Software for external clients.

• Created form in Excel for store managers to request changes, resulting in more timely and accurate updates. BOOKKEEPER (INDEPENDENT CONTRACTOR) 2003 - 2014

• Maintained payables and receivables in QuickBooks. Florida Rental Equipment - Orlando, FL/Remote (Part-Time, 7-10 hours/week) 05/2022-12/2023

• BOOKKEEPER

Redeeming Life Outreach Ministries – Sanford, FL 11/2021-03/2022 EXECUTIVE ASSISTANT

• Enter donations received into DonorSnap.

• Write and send thank you letters to donors.

• Set up display and work booth to educate people on the maternity home.

• Admin tasks (check PO Box, make deposits at bank, book flights, answer phone calls, research) Thrivent Financial – Casselberry, FL 2018 – 2020

OFFICE MANAGER (INDEPENDENT CONTRACTOR)

• Manage the daily operations of the office.

• Maintain Microsoft Outlook Calendars for Financial consultants.

• Enter and ensure accuracy of data and client interactions within SalesForce.

• Assist clients in scheduling appointments, answer general questions, and complete life insurance and annuity paperwork.

• Work in conjunction with other departments to successfully resolve/complete issues. Speak Easy Solutions – Oviedo, FL 2014 – 2018

PAYROLL SPECIALIST/CREDENTIALING (INDEPENDENT CONTRACTOR)

• Took a company from pen and paper applications, to a fully automated system in Excel to credential 300+ therapists. Saved company 20+ hours/week from prior manual process.

• Analyzed and reported data with company owner for financial improvement.

• Created an interim payroll processing system in Excel while the company transitioned between two systems (ClinicSource and TheraPlan).

• Processed Bi-Monthly payroll for 65+ employees.

Jennifer Loughlin

James D. Loughlin Memorial Foundation - Crete, IL 2006 - 2016 SECRETARY/TREASURER (VOLUNTEER)

• Maintained Foundation payables and receivables in QuickBooks.

• Planned and organized golf outings as major annual fundraising events.

• Created annual newsletters with pictures from golf outing, providing status of Foundation, recognizing Sponsors, and those families and/or individuals we were able to assist each year. Was able to provide $100,000+ to families in need. PricewaterhouseCoopers - Chicago, IL 2000 - 2003

OUTSOURCING MANAGER

• Managed workload and team of two employees.

• Designed and programmed Excel spreadsheets according to client specific plan documents.

• Developed client reports to track status of work in Excel.

• Calculated participant pension benefits and generated pension retirement packages.

• Interacted with Trust company to place participants into payment status.

• Assisted with special projects and worked overload from other teams.

• Interviewed and assisted in the selection process of new hires for various positions. CLIENT ANALYTIC CENTER / DATA ANALYSIS 1998 - 2000

• Updated and reconciled data for processing actuarial valuations of defined benefit plans.

• Generated reports and edit checks on data to ensure accuracy in internal system.

• Trained new hires on the concepts and programming logic of in-house database system.

• Preparation of requests for pension and FAS 106 census data. Education

B.S., Mathematics - Purdue University, Hammond, IN

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