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Accounting Office

Location:
Newcastle, OK
Posted:
March 15, 2020

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Resume:

Patty A. Glenn

PO Box ***, Newcastle, OK *****

405-***-****

adcbcr@r.postjobfree.com

SUMMARY:

I am a motivated, personable business professional with a Bachelor’s Degree in Accounting. I possess the ability to quickly adapt and use inner office technology to complete tasks. I am diplomatic and tactful with professionals and non-professionals at all levels. I am accustomed to handling sensitive and confidential records. I have a demonstrated history of producing accurate, timely reports, and meeting stringent deadlines. I am flexible and versatile – able to maintain a sense of humor under pressure. I am poised and competent with a demonstrated history to easily thrive in fast paced environments. I have excellent team-building skills.

SKILLS:

Proficient in payroll

Accounting/Bookkeeping

Individual/Business Tax Returns

Critical Thinker

Organizational skills

Report Preparation

Written Correspondence

General Office Skills

Customer Service

Detail Oriented

Excel

Microsoft Word

Quickbooks

PROFESSIONAL HISTORY:

AMR TAX SERVICES INC

Tax Preparer

01/20/20202 - 03/15/2020

Temporary position: 40 hours per week

Owner: Adam Roberts

Address: 905 Straka Terrace, Oklahoma City, OK. 73139

Phone: 405-***-****

Email: adcbcr@r.postjobfree.com

Prepare client drop-off information.

Conduct client interviews.

Prepare confidential documents for computer input.

Monitor client account details.

Communicate with clients via phone, email or in person.

Resolve client issues within AMR Tax Service Inc policy.

Continue education in tax preparation.

Understand and apply IRS codes/laws to individual or business tax returns.

Collect payment for tax preparation fees.

Report any problems/issues to your supervisor.

Work with other staff/employees to facilitate progress for the client served.

Keep work environment in a clean and organized manner.

PROFESSIONAL HISTORY:

H&R BLOCK

Tax Preparer/Office Manager

01/15/2015 – 05/31/2017

Temporary position: 40 hours per week

Owner: Debbie Lorenz

Address: 903 W Dickinson, Ft Stockton, TX 79735

Work: 432-***-****

Cell: 432-***-****

Prepare client drop-off information for the Ft. Stockton Main Office.

Conduct client interviews.

Prepare confidential documents for computer input.

Monitor client account details.

Communicate with clients via phone, email or in person.

Resolve client issues within H&R Block policy.

Continue education in tax preparation.

Understand and apply IRS codes/laws to individual or business tax returns.

Collect payment for tax preparation fees.

Report any problems/issues to your supervisor.

Work with other staff/employees to facilitate progress for the client served.

Keep work environment in a clean and organized manner.

BNT WEED CONTROL AND SERVICES LLC

Office Manager

02/14/2012 – 07/22/2017

Full time position: 40 hours per week

Owners: Dennis and Patty Glenn

Address: 101 S. Brown Avenue, McCamey, TX. 79752

Phone: 405-***-****

Prepare confidential documents for computer input.

Compiles payroll data, and enters data or computes and posts wages and reconciles errors, maintain payroll records using computer or calculator: Compiles payroll data: such as, hours worked, sales or piecework, taxes, insurance, and union dues to be withheld, and employee identification number from time sheets and other records.

Prorate expenses to be debited or credited to each department for cost accounting records.

Prepare periodic reports of earnings, taxes, and deductions.

Keep records of leave pay and nontaxable wages.

Prepare and issue paychecks.

Use and Knowledge of QuickBooks Pro edition.

Prepare financial records throughout year and prepare for tax season.

PROFESSIONAL HISTORY:

CHICKASHA OPPORTUNITY CENTER INC

Habilitation Training Specialist

10/17/2001 – 7/13/2013

Full time position: 40 hours per week

Director: Thomas Hannon

Address: 1804 W. Iowa Avenue, Chickasha, OK. 73018

Phone: 405-***-****

Meet the needs of the service recipient.

Work on outcomes and action steps as outlined in the Individual Plan of Care.

Document progress on outcomes and action steps; as well as, any other daily activities.

Complete all paperwork required (calendars, progress notes, Incident Reports, etc.).

Turn in all paperwork on time.

Follow all safety precautions.

Follow all federal, state and local laws as well as all federal, state, local and company policies.

If assisting in financial affairs track expenditures in accordance with the plan of care and/or company policy or directive.

Keep all receipts and turn them in promptly.

If dispensing medications, complete all paperwork and follow all policies.

Ensure confidentiality.

Work with other staff and family members to facilitate progress for the individual served.

Keep a professional relationship with the service recipient and their families.

Do not accept gifts from service recipients.

Do not loan or receive a loan or engage in a business transaction with the individual served or the family.

Report any suspected abuse, neglect or exploitation immediately.

Keep work environment in a clean and organized manner.

Be prepared to change work sites or work with a different individual.

Do not complete tasks for which you have not been trained and training is needed.

Report any problems with training to your supervisor.

Report all non-routine problems or issues to the supervisor.

Always speak to the individual, the family, case management, other staff and any other person you come in contact with in a polite and professional manner.

All other tasks assigned by the Program Coordinator or the Executive Director.

LEADER COMMUNICATIONS INC

Lead COCI Payroll Specialist

09/08/2002 – 03/18/2005

Full time position: 40 hours per week

Supervisor: Darice Cooke

Address: 6421 S. Air Depot; ste A, Oklahoma City, OK. 73135

Phone: 405-***-****

Compiles payroll data, and enters data or computes and posts wages, and reconciles errors, to maintain payroll records, using computer or calculator: Compiles payroll data, such as hours worked, sales or piecework, taxes, insurance, and union dues to be withheld, and employee identification number, from time sheets and other records.

Prepares computer input forms, enters data into computer files, or computes wages and deductions, using calculator, and posts to payroll records.

Reviews wages computed and corrects errors to ensure accuracy of payroll.

PROFESSIONAL HISTORY CONT:

Records changes affecting net wages, such as exemptions, insurance coverage, and loan payments for each employee to update master payroll records.

Record data concerning transfer of employees between departments.

Prorate expenses to be debited or credited to each department for cost accounting records.

Prepare periodic reports of earnings, taxes, and deductions.

Keep records of leave pay and nontaxable wages.

Prepare and issue paychecks.

Knowledge and use of CUPPS/IPPS Payroll Software.

FRED JONES FORD-LINCOLN MERCURY

Accounts Payable Clerk

09/06/1988 – 09/26/1991

Supervisor: Janet Gifford

GM: Ralph Reynolds

Address: N/A

Phone: N/A

Status: Company closed store in 1995

Accounts Payable Duties:

Review invoices and check requests.

Sort and match invoices and check requests.

Set invoices up for payment.

Processes check requests.

Prepare and process accounts payable checks, wire transfers, and ACH payments.

Reconciliation of payments.

Prepare analysis of accounts.

Monitor accounts to ensure payments are up to date.

Resolve invoice discrepancies and vendor file maintenance.

Correspond with vendors and respond to inquiries.

Produce monthly reports and assist in month end closing.

Accounts Receivables Duties:

Maintain up-to-date billing system.

Follow up, collection and allocation of payments.

Carry out billing, collection and reporting activities according to specific deadlines.

Reconciliation of accounts.

Monitoring customer account details for non-payments, delayed payments and other irregularities.

Maintain accounts receivable customer files.

Follow established procedures for processing receipts, cash etc.

Prepare bank deposits and investigate and resolve customer queries.

Process adjustments. Organizing a recovery system and initiate collection efforts.

Communicating with customers via phone, email, mail or personally.

Receptionist Duties:

Operate telephone switchboard to answer, screen, and forward calls, providing information, taking messages and scheduling appointments. Receive payment and record receipts for services.

Perform administrative support tasks such as proofreading, transcribing handwritten information, and operating calculators or computers to work with pay records, invoices, balance sheets and other documents.

Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations. Hear and resolve complaints from customers and public. File and maintain records.

EDUCATION HISTORY:

UNIVERSITY OF SCIENCE AND ARTS

01/04/1999 - 04/19/2002

Address: 1727 W. Alabama, Chickasha, Oklahoma 73018

Summer/Fall 2000: USAO Honor Roll

Spring/Fall 2001: Regents Honor Roll

Spring 2002: Regents Honor Roll

GPA: 3.78/4.0

Graduated: Cum Laude

Bachelor of Science Degree in Accounting

(124 hours-4 year degree)

35 PLUS HOURS IN COURSE WORK ACCOUNTING:

General Accounting Principles I

General Accounting Principles II

Intermediate Accounting I

Intermediate Accounting II

Income Tax Accounting I

Income Tax Accounting II

Cost Accounting

Government Accounting

Auditing

Microeconomics

Macroeconomics

Business Law I and II

Business Management

Business Administration

Business Communication

DIBBLE HIGH SCHOOL

Address: Dibble, Oklahoma 73031

Diploma: General Education High School Diploma

GPA: 3.89/4.0

Superintendents Honor Roll

General Education courses

Math

Algebra I and II

Business/Accounting

English

History

Basketball

PROFESSIONAL REFERENCES:

Roxanne Zardo

CPA

AMR Tax Services Inc

Address: 905 Straka Terrace, OKC, OK. 73139

Phone: 405-***-****

Debbie Lorenz

Franchise Owner: H&R Block

Address: 903 W Dickinson, Ft Stockton, TX 79735

Work: 432-***-****

Cell: 432-***-****

Thomas Hannon

Director: Chickasha Opportunity Center Inc

Address: PO Box 685 Chickasha, Oklahoma 73018.

Work: 405-***-****

PERSONAL REFERENCES:

Bronda Willoughby

Office Clerk

Oklahoma Cancer Research Center

Address: 8112 Erryn Lane, OKC, OK 73135

Cell: 405-***-****

Tasha Lorenzo

Clinical Director

Tulsa Community College

Address: 16423 S 98th, Bixby, OK. 74008

Cell: 580-***-****

Curtis Knapp

BNSF Maintenance

BNSF Railways

Address: 1108 N Carr, Newcastle, OK 73065

Cell: 405-***-****



Contact this candidate