Office Manager Customer Service
Resume:
Karen Burris
Katy, TX *****
Email: ***********@*****.***
SUMMARY & SKILLS
An accounting professional offering 25 plus years of solid general accounting and bookkeeping skills; seeking a position with a dynamic and financially stable organization. Excellent interpersonal and communication skills, comfortable working with all levels of personnel and posses a strong customer service orientation. A self starter known for taking ownership of work, detail oriented, possessing a high work ethic, and meeting deadlines. Specific skills include: EXPERIENCE
XAG Group, LLC is a leading four-division company in Development, Investments, Development and Property Management. Richmond, TX 09-2022- Current
Director of Finance; HR and Payroll Administrator Manager
Process Payroll Semi-Monthly utilizing SurePayroll subsidiary of Paychex
Process AP and AR for 41 Companies. Monthly Closing: Financial Statements and Management Reporting. Utilizing QuickBooks Enterprise and Yardi software.
Prepare Quarterly Financials for Banks
Prepare Quarterly Investor distributions
Process AR for 16 Companies for all Customers Bi-Weekly
Account Reconciliation for All 41 Companies
Annual budget for accruals; Depreciation of assets; Monthly Financials; Annual JE adjustments
Prepare year-end tax documentation package for CPA to file Federal Taxes
Process filings for Franchise taxes yearly by deadline of May 15th
Employee salary advances; Coordinate with managers and process annual salary increases, and bonuses
Prepare Yr. end Ins. Benefit Census and administer all employee benefits – Health plans, dental, Vision (renewals, enrollments, and terminations).
Maintain employee manual (revise policies, generate new policies, as needed)
Manage all Commercial business policies (renewals and COI’s requests, as needed
Wire Transfers (Domestic) – quarterly, or as needed/requested
Annual RL-1 Summary of Source Deductions and Employer Contributions (Canada)
Manage receptionist, accounting assistant, and Real Estate agents. Assist all employees in all HR-related questions
Support and work along with the CFO and President of Company; Year-end gifts for clients/customers.
Active Notary
06/2016 – 09-2022
Douglas Guardian Services Corporation- Houston, TX Providing collateral control and Floor Planning inspection services to secured lenders throughout 52 states and Canada
Manager of Finance; HR and Payroll Administrator Manager
Process Payroll for 275 employees Semi-Monthly utilizing ADP for the US, and Ceridian for Canada
Process AP and AR., Monthly Closing: Financial Statements and Management Reporting. Utilizing QuickBooks Premier.
Process Billing for 135 Customers Bi-Weekly
Account Reconciliation
Annual budget for accruals; Depreciation of assets; Monthly Financials; Annual JE adjustments
Process Quarterly State and Canada Sales Taxes & Licenses and Permits for 52 states and 10 Provinces
Prepare year-end tax documentation package for CPAs in US and Canada Quarterly Income and Federal Taxes
Purchase company vehicles and register in the state where delivered
Comply with U.S. requirements for reporting foreign bank accounts each year; Renew bank LOC annually
Manage and Process 105 and CO-1016 Waivers– annually and review mid-year to determine if additional waivers are needed for Canada
Employee salary advances; Coordinate with managers and process annual salary increases, and bonuses
Prepare Yr. end Ins. Benefit Census and Administer all employee benefits – Health plans, dental, FSA, HSA, Life, AD&D, LTD (renewals, enrollments, and terminations); ACA filing – annually
Maintain employee manual (revise policies, generate new policies, as needed)
Manage all Commercial business policies (renewals and COI’s requests, as needed
Wire Transfers (CAD to the US) – quarterly, or as needed/requested
Annual RL-1 Summary of Source Deductions and Employer Contributions (Canada)
Enter annual SUI tax rates in ADP Workforce Now
Manage receptionist, accounting assistant, and collateral management coordinator. Assist all employees in all HR- related questions
Support and work along with the CFO; Coordinate off-site-meetings; Year-end gifts for clients/customers.
Manage 401K, 5500, and Annual audits
Active Notary
Tortuga Operating Company -Houston, TX
Regulatory and Division Order Analyst 01/2014 – 06/2016 Assistant to Owners
Insurance and Land Department Coordinator, Researching and keeping in compliance with the environmental data.
Manage and the preparation of federal and state regulatory reporting f o r 320 Wells in Texas and Louisiana to RRC and SONRIS
Processing Daily Oil & Gas Production of Producing Wells Request Processing Reports and Filing online Inactive and Active Wells to RRC and SORNIS
Process and update of ownership records for Royalty owners of Mineral, Oil & Gas Rights by preparing Division Orders to change ownership
Taking Corporate Minutes and filing with the Board members
Reviewing and collecting data to process Employee Benefits and Commercial Insurance policies (PKG, GL, UMB,
& Health).
Cost Accounting
Account Reconciliation
Human Resource
Filing & Research Property Taxes and Appraisals
Active Notary
James Coney Island – Houston, TX
Accounts Payable Manager 09/11 – 01/2014
Accounts payable post and process approx. 3000 a month
Enter Assets into Sage for Disposal and Depreciation of Equipment
Assist CPA at Year-End Closing
Request W9’s, Update all information in system to prepare all 1099’s & W2’s and mail to subcontractors or employees at year end
Compliance of all Insurance; Licensing & City Permits for 21 stores
Cost Accounting
Account and Bank reconciliations
Inventory control and job costs – Make sure that each items is job cost to appropriate for all 21 stores each month
Customer service –Make sure that all compliments and complaints are handled and or directed to the appropriate person
Proficient in Microsoft Word, Excel 7 & 10
Monthly Closing: Financial Statements and Management Reporting Corporate Executive Services
Bookkeeper/Administrative Assistant
Various Long Term Contract Positions 02/10 –0 9/11 Construction, Dental Office; Malpractice Law Firm; Real Estate; Oil & Gas Chemical Office; Recruiting Placement office
Payroll, Enter employees time and process payroll checks in QuickBooks Enterprise for 35-120 employees File Payroll deposits, 941 Quarterly Reporting, 940 Annual Reporting and TWC Reporting
Accounts payable, post and process invoices for customers In QuickBooks 400-2400
Account and Bank reconciliation
Request W9’s, Update all information in system to prepare all 1099’s & W2’s and mail to subcontractors or employees at year end
Assist CPA Year-End Closing
Compliance of all Insurance; Licensing & Permits
Vehicles – Kept track of all leased and purchased vehicles for registrations, insurance and inspections
Inventory control and job costs
Schedule Dental Appointments in Eaglesoft system program
Customer service- Helped Dental Patience with Insurance questions regarding EOB’s
Proficient in Microsoft Word 7 & 10; Excel; 10 Key by Touch Southwest Ins. Partners (Formerly Shel-Ray Underwriters, Inc.)- Houston, TX 11/92 – 02/10 Insurance Management Company specializing in high risk insurance throughout 35 states Accountant/Full Charge Bookkeeper
Accounts payable for 2 companies. Post and process approx. 400 a month in Peachtree
Corporate Minutes- Type up corporate minutes and distribute to each Officer for signature and have signed and registered each month
Daily Invoicing for all Premiums to Insured and/or Agents
Accounts receivable posting 500 checks for Insurance premiums in AIMS
Account and Bank reconciliations for multi companies
Reconciling of our reinsurance facultative accounts –which is reinsurance bought from other brokers
Prepare a summary of all Stocks and Bonds & US Treasury Notes purchased & Reconcile against statements
Analyze past due accounts, following up on collections, monthly and quarterly installments.
Request W9’s, update all information in system to prepare all 1099’s & W2’s and mail to subcontractors or employees at year end
Process and file surplus lines taxes, premium tax reporting for monthly, quarterly, and semi-annual reporting and assist with and annual filings for 35 states
Payroll, Enter employees time and process payroll checks for 35 employees File Payroll deposits, 941 Quarterly Reporting, 940 Annual Reporting and TWC Reporting
Escheat Reporting (Due Diligence)– Send out letters for outstanding checks and if no response they should be filed with state, I then process to the state prior to deadline
Commission - Prepare calculations & processed check for payment for agents and mailed out.
Collections -Followed up with all agents and insured’s for past due payments.
Proficient in Microsoft Word 7 & 10; Excel; Access; 10 Key by Touch
Monthly Closing: Financial Statements and Management Reporting EDUCATION
Certified Public Bookkeeper - CPB
National Association of Certified Public Bookkeepers – NACPB – Certification Liberty Tax Preparer Certification
- Continuing Education each year, current PTIN#
- Enrolled Agent Certification – In Progress
QuickBooks Certification
Notary Public -Active
Professional Medical Management Academy - Dallas, TX Certified Medical Office Manager Certification
Recommendations – Upon Request
Contact this candidate