Office Manager Case

“A TO Z” OFFICE ADMINISTRATION AND FULL-CHARGE BOOKKEEPING

PROFESSIONAL SUMMARY

I am a detail-oriented bookkeeper with 15+ years of experience in financial management and reporting. Expertise in reconciling accounts, managing accounts payable & accounts receivable, and preparing financial statements. Adept at processing payroll, in several different systems, tracking city taxes for distribution, preparing monthly and quarterly taxes, and working within Excel spreadsheets. I have demonstrated being a hardworking professional, committed to accuracy and efficiency of financial operations. An excellent communicator and interpersonal skills, committed to providing reliable and efficient financial support.

Hired as a Full-Charge Bookkeeper for Wohlman & Toschi, Inc. in 2004 and began to work on insurance as well in 2005. Then the company was purchased by Propel Insurance at the end of 2007, where I needed to make a choice between Accounting & Insurance. I chose Insurance and have been missing the numbers ever since. Propel is attempting to re-organize the company and therefore needed to downsize, letting 75 people go. I have missed working with numbers and would now like to return to accounting.

WORK EXPERIENCE:

Account Specialist Propel Insurance, Seattle, WA 17 Years

Assisted Account Executives with coverage renewals, RFPs and new account set-up of employee benefits insurance for corporate accounts ranging from 25 to 150 employees.

Maintain monthly work-flow chart for managing preparation and analysis of experience and claim reporting to insurance carriers in-order to generate Taft Hartley Trust reports and Corporate Account Trust reports. Generated bid proposals and maintained record-keeping according to employee benefits legislative/compliance requirements.

Managed 75 accounts by tracking payment and managing billings for over 450+ clients and utilizing accounting software to increase client retention and ensure liquidity.

PROFESSIONAL EXPERIENCE

Wohlman & Toschi Inc., Seattle F/C Bookkeeper 3 Years

System Heating & A/C, Seattle F/C Bookkeeper/Office Man. 4 Years

Kathleen Mitchell Consult. Renton Indep. Contract Bookkeeper 6 Years

S.J. Barrett & Co, Inc. Bellevue F/C Bookkeeper/Office Man. 6 Years

NW Duty-Free Stores, Inc, Seattle Assistant Controller 3 Years

Advantage Heating & A/C, Selah F/C Bookkeeper/Office Man. 2 Years

NW Ship Suppliers, Inc. Seattle Full Charge Bookkeeper 4 Years

CORE COMPETENCIES AND SKILLS:

Accounting:

Sagitta, QuickBooks Pro, PeachTree, ADP Reporting, Microsoft Office, Word and Excel including linked spreadsheets.

Independent management of a high-volume of A/P, A/R, and P/O including inspection of incoming shipments, reconciling of all related paperwork against specialized contracts, tracking and collecting past-due accounts.

Union Benefits Reporting for Payroll, including Prevailing Wage computation, scheduling workflow, Tracking and reporting City taxes, State taxes both monthly & quarterly tax reporting.

Negotiated company service contracts for office equipment.

Insurance:

Licensed in Property & Casualty and Life & Disability

Managed all books of business for Fiduciary, Fidelity and Cyber coverages for Taft Hartley Trusts.

Maintained monthly sales and commission reports.

EDUCATION:

Accounting & Secretarial Certification Trend Business College Yakima, WA

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