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Customer Service Executive Assistant

Location:
Rohnert Park, CA
Posted:
February 19, 2023

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Resume:

KATRINA GARRETT-JAENSCH

advf0c@r.postjobfree.com C: 707-***-**** Rohnert Park, CA 94928

Summary

Results driven business operations professional with years of experience and a proven ability to deliver revenue and profit gains, achieve cost savings and drive performance and productivity. Skills

● QuickBooks Professional

● QuickBooks Online

● Accounts Payable - High Volume

● Full Charge Bookkeeper

● Payroll for Multiple Companies

● Senior Human Resources

● Onboarding, Offboarding

● Hiring, Terminations

● Garnishment Tracking

● Benefit Enrollments /Negations

● Financial administration

● Profit and loss accountability

● MS Office Suite

● Accounts Receivable

● Business Operations

● Customer Service

● Operational Improvement

● Cost analysis and savings

● Budgets Analysis

● Inventory Management

Experience

RDMS LLC

Staff Accountant Manager

04/2021 – Current

● Oversee GL for 15 clients, and 30 locations.

● Manage and support a Staff of 10 AP, PR, GL.

● GL Mapping in polling software in relation to clients POS.

● Preforming Balance Sheet Audits & Reconciliations.

● Onboarding and implementations of New Clients.

● Implementations to new software.

● Review potential clients financial to advise changes.

● Review of P&L & Balance Sheets to make period end accruals, amortize Prepaids, recording adjusting journal entries.

● Preparing, auditing, and filing various tax forms.

● Communicate with clients and BOE and other agencies to answer accounting and other financial questions.

● Report creation based on client’s needs.

● Bank and Credit Card Reconciliations.

KJ Business Consulting, Self

Employed

Owner, Part-Time

09/2020 – 04/2021

● Business Consulting for private clients.

● Handle all aspects of accounting from Accounts Payable, Receivables, Sales, Bank Reconciliations.

● Review books for preparation to CPA.

● Shipping & Receiving Support.

● Operations Review & Consulting.

● Integrations from QuickBooks desktop to Online.

● Online Apparel Startup Company Consulting.

● Cannabis compliance in multistate entity.

Highway 1 Hospitality, LLC &

Nick's Cove Restaurant & Cottages

Senior Business Operations

Manager

08/2011 – 08/2020

● Handled all aspects of accounting from Accounts Payable, Receivables, Sales, Bank Reconciliations, General Ledger, and preparation for the CPA. Promoted to Accounting &

Operations Manager shortly thereafter and oversaw

management in all departments ensuring all procedures are followed.

● Created the entire accounting system from scratch and created cash handling procedures for the restaurant and hotel.

● Hospitality Operations Manage for over 15 entities and 100+ Properties.

● Manage two restaurants, two hotels, a nightclub and oversee an accounting staff of five, maintenance, IT and other personal projects for multiple other homes, and yachts.

● Strategized and executed business plan for customer operations business systems design, development and maintenance.

● Developed and implemented business plans for maintenance, development and design.

● Elevated resource allocation, accurately controlling expenses. J.M.S Mechanical Inc

Bookkeeper & Executive Assistant

01/2008 - 01/2011

● Full-Charge Bookkeeper

● Answered and responded to all business emails and phone calls.

● Prepared Job Books, Operation & Maintenance Manuals, and Submittals.

● Composed progress billings, followed up on payments, provided documentation required.

● Kept reception area clean and organized to offer positive first impression to every visitor.

● Facilitated communication through effective management of incoming correspondences, including phone calls, emails and letters.

● Collected and entered payment data into system, maintaining complete confidentiality and accuracy.

● Produced professional and error-free letters, presentations and spreadsheets.

● Managed and anticipated clerical needs of company employees, including copying, faxing and file management.

● Proofread and typed correspondence for business leaders. Cattlemen's Corporate Office

Bookkeeper & Payroll Specialist

01/2006 - 01/2008

● In charge of two Restaurants bookkeeping, including 100+ invoices weekly.

● Processed payroll for over 200 employees.

● Compiled a Menu Engineering Report to show cost

effectiveness/popularity of each item sold at all 10 Restaurants.

● Assisted CFO with Budgets, year-end reports, bank reconciliation, and other cost analysis reports.

● Processed over 500 checks weekly.

● Prepared trial balance weekly for each Restaurant.

● Completed end of month in 3 days rather than required 5 days.

● Wood Pontiac, Cadillac and Mazda.

● Achieved results in ambiguous environment with high level of accuracy and attention to detail.

● Created, updated and maintained detailed documents and spreadsheets by creating professional charts, pivots and filters. Wood Pontiac, Cadillac, Mazda

Assistant Finance Manager

01/2004 - 01/2006

● Prepared all new & used car DMV Paperwork.

● Finalized all car deal accounting for 300+ deals a month.

● Processed all the flooring audit paperwork for the bank.

● Reconciled over 5 years' worth of prior years' car incentives gaining the company back over $300,000 in lost revenue.

● Completed all car deal funding through multiple lenders and personal customers.

● Verified application data and account information against legal documentation to determine accuracy and integrity.

● Evaluated applications and assessment results to determine eligibility and acceptance.

● Improved operations by working with team members and customers to find workable solutions.

● Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.

● Provided excellent service and attention to customers when face-to-face or through phone conversations.

● Earned reputation for good attendance and hard work.

● Recognized by management for providing exceptional customer service.

● Improved customer satisfaction by finding creative solutions to problems.

References Available Upon Request



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