Accounts Payable Data Entry

Joseph (Joe) Lewis, Sr.

Sterling, IL ***** *********@*****.*** +1-815-***-****

Professional Summary

Detail-oriented and dedicated finance professional with experience in bookkeeping, financial management, and budgeting. Proven for several years managing financial records, preparing reports, and supporting operational processes in nonprofit and business environments. Skilled in managing day-to-day financial operations, implementing efficient processes, and providing leadership to all colleagues. Ready to apply my analytical mindset and organizational skills in an accounting role. Key Skills

- High Integrity, Discrete Confidence - Financial Reporting & Analysis

- Budgeting & Forecasting - Accounts Payable & Receivable

- QuickBooks & Excel - Financial Data Entry & Reconciliation

- General Ledger Management - Payroll Administration

- Tax Preparation Support - Bank Reconciliation

- Financial Software (Quickbooks) & CRM (HubSpot) - Attention to Detail & Accuracy

- Time Management & Organization

Professional Experience

Treasurer and Bookkeeper (Volunteer)

Local Church Sterling, IL

2003 - 2017

- Managed day-to-day financial operations, including preparing and reviewing financial statements, maintaining accurate records, and ensuring compliance with regulations.

- Oversaw budgeting and forecasting processes, helping allocate funds for church activities and outreach initiatives.

- Handled accounts payable and receivable, processed donations, and reconciled monthly bank statements.

- Prepared reports for internal stakeholders and assisted with annual audits to ensure financial transparency and accuracy.

Board of Directors Member and Treasurer (Volunteer) Sterling Christian School Sterling, IL

2009 - 2011

- Oversaw budgeting and forecasting processes, advised and guided allocation of funds for school use by department, activities, and other requirements.

- Prepared reports for internal stakeholders, Board of Directors meetings and assisted with any annual reports to ensure financial transparency and accuracy.

- Reviewed bookeeper reports to ensure accuracy and checks-and-balances. Professional Experience Continued - Most Recent

Marketing Manager

Sterling Systems & Controls, Inc. Sterling, IL

Over 6 Years in Role

- Developed annual marketing plans and budgets for resources, outbound and inbound marketing. Managed department budget and financial tracking for marketing campaigns, ensuring cost-effective allocation of resources.

- Worked with cross-functional teams to maintain accurate budget forecasts and cost-control processes for marketing programs.

- Utilized Excel for reporting and tracking marketing spend, ROI, and lead generation results. Prior Roles – Similar Financial Duties

Information available upon further request.

- Small business start-up and development.

- Departmental and business budgeting and cost management.

- Cross-functional product line management including P&L responsibility. Education

MBA in Management

Bryant University North Smithfield, RI

BS in Electrical Engineering Technology

Roger Williams University Bristol, RI

Publications

- Solids Level Measurement and Detection Handbook

Available at [Momentum Press] Amazon.com: Solids Level Measurement and Detection Handbook: 978**********: Lewis, Joe: Books

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