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Dashboard Designer, Bookkeeping, Customer Service

Location:
Columbia, NJ
Posted:
May 13, 2025

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Resume:

Helen McLaughlin

***********@*****.***

973-***-****

Professional Summary: An efficient and meticulous Operations Assistant with experience in bookkeeping, administrative support, retail leadership and small business management. I understand the importance of dashboards, confidentiality, supporting team objectives and providing great customer service.

BOOKKEEPER / VIRTUAL OPERATIONS ASSISTANT FOR SENIORS & SMALL BUSINESSES, Remote, Part Time

Bookworks by Helen – June 2022 to Present

Dedicated to assisting small businesses interpreting and understanding their numbers by designing dashboards to effectively track and analyze their key performance metrics to gain valuable insights and achieve results.

Assist in bookkeeping cleanups to prepare taxes.

Assist with marketing events to promote sales such as designing email campaigns and creating swag bags for giveaways.

Personal office organization and bookkeeping for seniors.

Meticulous, accurate data entry skills, effective communication skills, strong work ethics, work independently or with a team.

Proficient in QuickBooks Online, Microsoft Office, Google Suite, Canva, Klipfolio

FRONT DESK RECEPTIONIST, Temporary for Tax Season

Maxson Tax Services – December 2024 to April 2025

Greet and welcome clients in a professional manner.

Manage incoming & outgoing phone calls and emails.

Assist with office management tasks, filing confidential information.

Scheduling appointments and managing calendars, handling inquiries and providing information about services.

Highly organized, excellent customer service, fast-paced environment.

HUMAN RESOURCES GENERALIST

The Villages Community Development District - April 2023 to February 2024

Performs administrative duties to support operations of the Human Resources office.

Accurate data management in HRIS for all aspects of employee information.

Manage incoming calls, onboarding management for 2500 employees, researches and resolves discrepancies, written communication, review payroll journal, maintains employee records, process reports.

Independent, detail-oriented, and punctual with project deadlines.

Run background checks, run I-9s, update trackers, prepare for new hire orientation.

Proficient in Microsoft Office, Paychex Flex, ADP, E-Verify, Sarma, Document Management

RECEIVING ASSISTANT – Temporary

CI-Group (a marketing company) – January 2022 to February 2023

Work with an impressive list of household name clients from the entertainment, finance, healthcare, and luxury brand industries.

Inspect and record incoming inventory - responsible for accurate inventory control, damages, secure storage, shortages.

Mindfulness, able to follow instructions, accurate data entry, juggle multiple projects, problem solve skills.

Collaborate with a team on large projects or independently, challenging environment, organizational skills.

Communicate frequently with customer service reps to ensure client’s orders and inventory are perfect.

Oversee Corporate Gifting, Holiday Gifting, Kits, Events, Logistics, Shipping, Receiving, Packing

Proficient in Powerhouse, Grafano, Google, Chat, Microsoft Office

SHIFT MANGER / LEAD - Temporary

ALDI – March 2020 to September 2021

Trained and mentored new team members to understand operations and sales targets.

Delegate tasks, oversee employee performance, work together to increase efficiency to maintain productivity targets.

Front End Management, proficiently operated register, balanced drawers and safe.

Customer service with a friendly attitude, knowledge of weekly sales.

Provided sales feedback to management to address concerns or suggestions.

Completed opening and closing procedures.

Unloaded merchandise from pallets and stocked shelves, rotated stock, organized warehouse, display AldiFinds.

Willing and able to jump in and assist with whatever must be done.

RETAIL MANAGER - Farm Start Up – Temporary

The Villages Grown – December 2018 to August 2019

Managed the startup of a retail division of a hydroponic farm

Handled all the banking, sales reports, scheduling staffing and coordinating the appearance of the mobile market

Hired, trained, managed, mentored staff to adhere to protocols, comply with food safety rules, cash register management and sales training

Assisted in designing the floor plan and designing the merchandise fixtures for displaying products in the retail store and mobile market

Assisted in developing our standard operating procedures

Involved with the negotiations of contracts with local artisans

Communicating and demonstrating our vision, mission, and unique food model to all residents.

OWNER/MANAGER

Mini Mac Farm – December 2007 to December 2018

Raised and sold our own beef, pork, eggs, produce, cut flowers at retail store and farmers markets.

Created a food hub by negotiating with vendors to purchase their natural and organic products to expand operation.

Managed day-to-day business operations - bookkeeping, purchasing, inventory, human resources, banking, payroll, social media, filling online orders.

To increase sales, created a line of prepared foods with dietary needs, added a food truck, started a weekly meat box service, hosted events and farm tours, merchandised farm store with holiday themes.



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