Heather Williams
Concord, NC *****
*****************@*******.***
I am a goal-oriented and enthusiastic team player seeking a professional atmosphere to utilize my secretarial skills to their fullest potential.
Authorized to work in the US for any employer
Work Experience
Office Manager/Full Charge Bookkeeper
Capital Exteriors - Matthews, NC
March 2020 to Present
• Manage all operations, financials, collections, reporting and human resources including the processing of four payrolls each week.
• Maintain Quickbooks, CRM software and collection software daily.
• Daily bank deposits and account reconciliation
• Monthly customer statements
• 30-60-90 day letters
• Creation of all invoices and receipt of all payments
• Receptionist duties
• General clerical/correspondence
Office Manager/ Executive Assistant
Greg Biffle Incorporated
2018 to March 2020
• Managed all invoicing; reduced overdue invoice rate from 5% to .01% in six months
• Initiated purchase orders, received payments, and tracked vendor invoices to ensure recognition of revenue in a timely manner
• Maintained all systems including Quickbooks Online, Cash Manager, Outlook calendars and Paychex payroll processing software
• Responsible for full range of office management and personal assisting duties including AR/AP, bank reconciliations, inventory control, managing owner's daily calendar and schedule, answering phones, emails, etc.
Office Manager/Full Charge Bookkeeper
Wescott Structures Engineering
2017 to 2018
• Quickbooks Online/ 2018 Pro
• Bank reconciliations
• AR/AP
• Invoicing/billing
• Employee onboarding
• Payroll processing
• Monthly collections
• Marketing strategies
Data Manager/Enrollment Manager/Records
Cabarrus Charter Academy
2016 to 2017
• PowerSchool Operation
• Daily attendance
• Enrolling new students
• Withdrawals/cumulative file sending
• Monthly reporting to DPI
• Master Schedule building
• Report Card data
Director of Admissions Data
Catawba College
2015 to 2016
• Daily tracking of transcripts
• Entering application data
• Prospective data spreadsheet creation
• Assisting prospects with application procedures
• Editing computer generated information
• Mass mailings
• Cumulative file maintenance
• Compiling files for Registrar's office
Financial Services Representative
Suntrust Bank
2013 to 2015
• Cash handling
• Opening/closing consumer accounts
• Account inquiry
• Customer Service Relationship management
• Consumer loan servicing
• Account reconciliations
Education
Bachelor's in Business Administration
UNC Charlotte - Concord, NC
August 1997 to May 2003
Skills
• Quickbooks (5 years)
• Payroll (5 years)
• Outlook (10+ years)
• Marketing (5 years)
• Administrative Assistant (10+ years)
• Excel (5 years)
• Billing (5 years)
• Receptionist (10+ years)
• Filing (10+ years)
• MS Office (10+ years)
• Word (10+ years)
• Clerical (10+ years)
• Sales
• Inventory
• Data Entry (10+ years)
• Paychex
• Bank Reconciliation
• Accounts Payable
• General Ledger Accounting
• Account Reconciliation
• Accounts Receivable
• Office Management
• Benefits Administration
• Personal Assistant Experience
• Recruiting
• Time management
• Administrative experience
• Customer service
• Human Resources
• Journal Entries
• Bookkeeping
Certifications and Licenses
NC Notary Public
Assessments
Proofreading — Proficient
May 2019
Proofreading written texts.
Full results: Proficient
Customer Focus & Orientation — Expert
February 2020
Responding to customer situations with sensitivity. Full results: Expert
Conscientiousness — Expert
January 2020
Tendency to be well-organized, rule-abiding, and hard-working. Full results: Expert
Spreadsheets with Microsoft Excel — Highly Proficient January 2020
Excel knowledge including common tools, PivotTables, conditional & nested formulas, and custom visuals.
Full results: Highly Proficient
Filing & Organization — Proficient
October 2019
Arranging and managing information or materials using a set of rules. Full results: Proficient
Problem Solving — Highly Proficient
August 2019
Analyzing relevant information when solving problems. Full results: Highly Proficient
Management & Leadership Skills: Impact & Influence — Highly Proficient August 2019
Adapting leadership style to accomplish goals using rational or emotional appeal. Full results: Highly Proficient
Attention to Detail — Proficient
July 2019
Identifying differences in materials, following instructions, and detecting details among distracting information.
Full results: Proficient
Data Entry — Proficient
July 2019
Entering data quickly and accurately.
Full results: Proficient
Administrative Assistant — Highly Proficient
July 2019
Using basic scheduling, attention to detail, and organizational skills in an office setting. Full results: Highly Proficient
Basic Spreadsheet Proficiency with Microsoft Excel — Highly Proficient July 2019
Measures a candidate's knowledge of basic Microsoft Excel techniques, including sorting, formatting, and filtering of columns or rows.
Full results: Highly Proficient
Administrative Assistant/Recruiter — Proficient
July 2019
Managing the candidate sourcing and selection process Full results: Proficient
Organizational Skills — Proficient
July 2019
Arranging and managing information or materials using a set of rules. Full results: Proficient
Customer Focus & Orientation — Highly Proficient
March 2019
Measures a candidate's ability to respond to customer situations with sensitivity. Full results: Highly Proficient
Scheduling — Proficient
March 2020
Cross-referencing agendas and itineraries to avoid scheduling conflicts. Full results: Proficient
Attention to Detail — Expert
March 2020
Identifying differences in materials, following instructions, and detecting details among distracting information.
Full results: Expert
Customer Focus & Orientation — Proficient
May 2019
Measures a candidate's ability to respond to customer situations with sensitivity. Full results: Proficient
Filing & Organization — Proficient
October 2019
Arranging and managing information or materials using a set of rules. Full results: Proficient
Office Manager — Highly Proficient
July 2020
Scheduling and budgeting
Full results: Highly Proficient
Work Style: Conscientiousness — Expert
January 2020
Tendency to be well-organized, rule-abiding, and hard-working. Full results: Expert
Medical Receptionist Skills — Highly Proficient
July 2020
Managing physician schedules and maintaining accurate patient records Full results: Highly Proficient
Customer Service — Proficient
July 2020
Identifying and resolving common customer issues
Full results: Proficient
Administrative Support Professional Fit — Highly Proficient July 2020
Measures the traits that are important for successful administrative support professionals Full results: Highly Proficient
Sales Skills — Highly Proficient
July 2020
Influencing and negotiating with customers
Full results: Highly Proficient
Work Style: Reliability — Proficient
September 2020
Tendency to be dependable and come to work
Full results: Proficient
Attention to Detail — Expert
March 2020
Identifying differences in materials, following instructions, and detecting details among distracting information.
Full results: Expert
Spreadsheets with Microsoft Excel — Proficient
December 2020
Knowledge of various Microsoft Excel features, functions, and formulas Full results: Proficient
Office manager — Highly Proficient
July 2020
Scheduling and budgeting
Full results: Highly Proficient
Administrative support professional fit — Highly Proficient July 2020
Measures the traits that are important for successful administrative support professionals Full results: Highly Proficient
Customer focus & orientation — Highly Proficient
January 2021
Responding to customer situations with sensitivity Full results: Highly Proficient
Data entry: Accuracy — Highly Proficient
February 2021
Entering data quickly and accurately
Full results: Highly Proficient
Administrative assistant/receptionist — Proficient February 2021
Using basic scheduling and organizational skills in an office setting Full results: Proficient
Basic bookkeeping — Proficient
August 2021
Calculating and determining the accuracy of financial data Full results: Proficient
Work style: Conscientiousness — Expert
January 2020
Tendency to be well-organized, rule-abiding, and hard-working. Full results: Expert
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.