Remote Bookkeeper with Financial Operations Expertise

Sally Beyer

Sarasota, FL

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

Motivated associate with a strong work ethic, professionalism, and loyalty. Experienced in business development, operations, financial reporting, and management. Adaptable to both independent and team settings. Skilled in Microsoft Word, Excel, PowerPoint, and Salesforce, with a commitment to integrity and discretion.

November 2021-April 2026

DoubleCheck Solutions: National Training Manager/Project Support Specialist.

Created training resources such as PowerPoint presentations, FAQs, and Word documents, and established best practices. Managed the Lemonade LXP training database independently. Conducted engaging online training sessions for clients via Teams and Zoom. Led onboarding meetings and provided summaries to important internal and external stakeholders. Entered data and generated reports using Salesforce. Completed diverse research projects to support this financial technology company with flexibility as needed.

January 2017-November 2021

Trustco Bank: Branch Manager Mantee and Sarasota Counties.

I led branch teams to deliver outstanding customer service while maintaining strict compliance with all procedures and policies. I managed three branch locations, each of which earned top shop awards under my supervision. My duties included originating residential mortgages, auto loans, and personal loans, as well as ensuring facility standards for safety, security, and a welcoming atmosphere. I reviewed financial reports to track the branch’s performance and coached staff on product knowledge. Both deposits and loan production grew, and I maintained strong communication with senior management. Additionally, I represented the bank at events and contributed to community initiatives.

Prior work history:

March 2008-June 2016: Vice President Business Banking

Contact this candidate