Morgan McDermott
******************@*****.***
Clearwater, FL 33755
Accounting Specialist / Bookkeeper
Summary
Goal oriented employee polished in identifying and implementing process improvements, including administrative work flow coordination and procedure documentation. Accounts Payable and Payroll. Offering key strengths in time management and communications across all levels of personnel, management and clientele.
Authorized to work in the US for any employer
Skills
Ability to operate multiple office machines - 10 years
Microsoft Word, Excel, PowerPoint - 4 years
QuickBooks - 4 years
Ability to work in a group or independently - 25 years
Permitting - 3 years
Outlook - 4 years
Accounts payable - 5 years
Accounts Receivable - 8 years
Payroll - 2 years
Google Docs, slides, sheets
Zoom remote technology - 3 years
Windows - 15 years
Computer skills - 30 years
Supervising experience - 2 years
Clerical - 25 years
Microsoft Outlook
CRM software
Excellent written and verbal communication skills - 25 years
Office management - 5 years
Analysis skills - 5 years
Education
Certification in Accounts Payable February 2024 to February 2024
Certification in Bookkeeping
IAP Career College – Remote May 2023 to May 2023
Associate in Computer Programming
New England Institute of Technology - East Greenwich, RI September 1983 to May 1986
Work experience
Accounting Specialist / Technical Support Representative II
Intuit Inc., Tucson, AZ, Remote June 2024 to July 2024
Collaborated closely with Sales, supporting teams, external partners, and accountants to ensure successful implementation of QuickBooks Online.
Execute custom implementation plans for the accounts to embrace QuickBooks Online for their firm and for their small business clients.
Manage the seamless conversions of small business clients into QuickBooks Online while delivering an awesome first-use experience for clients and accountants.
Clearly executed recommendations, plans, and progress with customers. Prioritized workload and identified process improvements while executing within timelines. Developed and maintained expertise of Intuit’s products and solutions, with emphasis on the QuickBooks Online ecosystem.
Professional interactions with internal and external partners.
Office Assistant
KAM Roofing Services - Clearwater, FL September 2023 to December 2023
Answering the multi-line phone, scheduling appointments, pulling permits in multiple municipalities, Obtaining the correct property appraisal reports to complete the NOC, assisting the office manager with a variety of other duties, Submitting referrals, filing, using a variety of software.
Accounts Administrative Assistant
Home Safety Solutions - Oldsmar, FL June 2023 to August 2023
A temporary assignment to help the permit department catch up on backlogged Notice of Commencements using Simplifile software, updated and maintained records using HubSpot and SharePoint software, obtained permits in Hillsborough, Pinellas, Pasco counties and Clearwater municipality. Created Compliance letters and Window/Door replacement forms for Pinellas county permit requirements, Created and notarized NOC’s, NOT’s, scheduled inspections,
Assisted CEO with Accounts payable, matching Sales orders with invoices in Quickbooks online software.
Accounting Specialist /Bookkeeper
Sunshine Roofing of the West Coast, LLC - Saint Petersburg, FL November 2020 to April 2023
Created and maintained impeccable office organization and process flow to support efficiency, professionalism, and performance objectives. Oversee day-to-day office operations, including receiving and organizing receipts, bills, payments, and organizing correspondence, answering and forwarding calls and creating business letters and records. Developed by scheduling protocol for employees. Reduced financial discrepancies by accurately managing accounting
documentation while maintaining case cost and billing processes. Implemented in house payroll with QuickBooks Online payroll.
Tax Preparer
H&R Block - Clearwater, FL January 2019 to February 2021