Operations and Bookkeeping Specialist

ANGELA D MANN

Remotely from Fort Myers, FL -

Cellular 239-***-**** - **************@*****.***

PROFESSIONAL SUMMARY

Results driven Bookkeepeer Manager and delivery professional with expertise in financial operations, client relationship management, and high volume, time sensitive logistics. Skilled in managing full cycle accounting operations, including accounts payable, accounts receivable, payroll processing, and comprehensive financial reporting, while also coordinating efficient delivery routes and maintaining top performance metrics. Demonstrated ability to implement system improvements that enhance accuracy, reduce processing time, strengthen audit readiness, and improve service quality. Detail oriented professional with strong technical proficiency in Intuit QuickBooks, Microsoft Office suite, and mobile delivery platforms. Committed to delivering exceptional service through accurate financial stewardship, proactive communication, and strategic process improvement, supported by a 90% acceptance rate, 100% completion rate, and a 5/5 customer rating in on demand delivery work. CORE SKILLS

- Route planning and GPS navigation

- Medical and time sensitive deliveries

- Customer service and communication

- Time management and multi tasking

- Documentation and record keeping

- Safe driving and vehicle care

PROFESSIONAL EXPERIENCE

Delivery Driver – DoorDash (Independent Contractor) Fort Myers, FL (and surrounding areas)

March 2020 – Present

- Provide on demand food and package delivery while managing efficient routing, order staging, and timely customer communication.

- Maintain a 90% acceptance rate and 100% completion rate, reflecting reliability and commitment to fulfilling assigned deliveries.

- Hold a consistent 5/5 customer rating based on professionalism, courteous service, and problem solving during deliveries.

Bookkeeper / Accounting Specialist

AManns Bookkeeper • Ft Myers FL

01/15/2023 - Current

- Enhanced accounts receivable collection efficiency by developing systematic follow up procedures for outstanding invoices, improving client communication response time by 33% and accelerating cash flow impact.

- Executed monthly financial reconciliations with 100% accuracy by managing bank reconciliations, credit card statements, and general ledger accounts, ensuring all discrepancies were resolved and financial statements were audit ready within established timelines.

- Provided comprehensive tax preparation support by organizing financial documentation and supporting schedules for tax professionals, reducing tax preparation time by 25% through improved record organization and preliminary analysis.

- Delivered specialized accounting cleanup services, leading comprehensive account audits and corrections for clients with accounting inconsistencies, and producing detailed findings reports that increased client operational profitability by 15%.

- Processed payroll with 100% compliance using Intuit software, ensuring accurate tax withholdings, timely deposits, and all regulatory filing requirements were met without errors.

- Maintained strong client relationships as the primary accounting contact for multiple clients, providing monthly financial summaries and responding to accounting inquiries, which increased client retention and referral rate by 18%.

- Leveraged cloud based accounting solutions, including Intuit QuickBooks Online and Microsoft Office, to maintain secure digital records and enable remote service delivery with seamless client access.

Senior Finance Manager

ABOA, Inc Cape Coral, FL

January 2003 – November 2012

- Led financial training and team development by training new and existing staff members in comprehensive financial procedures and best practices, reducing new employee onboarding time by 30% while ensuring consistent accuracy standards across the team.

- Managed complete vendor and banking operations, executing vendor setup and payment administration, overseeing multiple bank accounts and credit card reconciliations, and maintaining 100% accuracy in all account management activities.

- Implemented a strategic risk management approach that protected company assets through proactive identification of financial vulnerabilities, development of internal controls, and establishment of monitoring procedures to prevent fraud and compliance issues.

- Analyzed performance with variance reporting by evaluating monthly financial statements against forecasts and preparing executive level variance analyses that identified trends and exceptions, providing actionable insights for strategic decision making.

- Developed community business relationships for growth by identifying and capitalizing on local business opportunities through executive networking and relationship building, resulting in an expanded client base and revenue growth.

- Represented clients before financial institutions, presenting comprehensive financial forecasts and documentation to lenders and funding sources, securing appropriate funding authorization and maintaining strong banking relationships.

- Worked in a hybrid remote environment (75% remote / 25% on site), managing finance operations with flexibility and demonstrating strong self management and communication skills across distributed teams.

Personal Life Manager and Care Supervisor

TKF Fort Myers, FL

February 2015 – December 2022

- Monitored and documented client health status, systematically tracking patient progress and health changes and communicating updates to interdisciplinary care teams to ensure coordinated, informed care delivery.

- Managed client financial wellness strategically by assessing individual financial situations and recommending cost saving strategies and benefit optimization plans, improving client financial security and extending benefit utilization by 20%.

- Developed rapport and therapeutic trust, building safe, supportive environments through compassionate communication and consistent care presence so clients felt secure, valued, and comfortable.

- Designed and implemented individualized activity programs based on client interests and capabilities, maintaining engagement and a positive atmosphere while supporting cognitive and emotional well being.

- Demonstrated creative problem solving and service excellence by developing innovative solutions to client needs beyond standard job responsibilities, consistently delivering exceptional experiences that increased client satisfaction.

- Hired and trained residential care staff, recruiting and onboarding additional team members, and establishing training protocols that ensured consistent service quality and professional standards.

- Communicated sensitively during difficult circumstances, delivering challenging information with dignity, empathy, and professional composure, and supporting clients through transitions with a compassionate approach.

Operations Executive / CEO

Accountable Title Services LLC Fort Myers, FL

February 2002 – August 2012

- Led comprehensive operational strategy and business direction, overseeing all business operations and implementing systems and procedures that enhanced efficiency and profitability across departments.

- Identified and resolved critical business problems by systematically analyzing operational challenges, root causes, and business impact, and implementing solutions that improved performance and prevented costly errors.

- Facilitated technology adoption and integration by evaluating and implementing new technology solutions, training staff on systems and processes, and managing transitions to ensure minimal business disruption.

- Managed and developed a high performing team of 15–16 direct reports through all phases of employment (hiring, onboarding, training, performance management), building a cohesive team aligned with organizational goals and culture.

- Provided operational leadership during crisis situations, demonstrating resilience and strategic thinking during natural disasters and adverse circumstances, coordinating emergency response and community outreach to support clients and maintain business continuity. SPECIAL PROJECTS & LEADERSHIP

- Led company representation at major regional real estate investment events, delivering public speaking presentations to audiences of 2,000+ attendees and managing investor relationship development.

- Met individually with prospective investors to provide customized information and analysis, evaluating investment situations and providing expert guidance.

- Managed post event online engagement, enforced policies, and coordinated speaker scheduling to enhance attendee experience and maximize ticket sales. Elk Springs Resort Development Project Gatlinburg, TN 2010 – 2012

- Directed raw land development into a 112 unit luxury log cabin resort including full amenities and infrastructure.

- Managed all phases from design conceptualization and site planning through construction execution and marketing launch.

- Implemented a phased development approach with incremental reinvestment of rental revenue, coordinated investor relations and banking partnerships, and oversaw on site management and marketing operations.

- Successfully delivered a premium vacation rental portfolio with strong occupancy rates and investor returns.

CORE COMPETENCIES

**Accounting & Financial Operations**

Accounts payable and receivable - Payroll processing - Bank and credit card reconciliations - Monthly financial closing - Tax preparation support - Financial statement compilation - General ledger management - Audit preparation and readiness - Financial analysis and reporting

**Compliance & Controls**

Internal controls implementation - Risk management - Regulatory compliance - Fraud prevention - Audit support - Documentation and record keeping - Confidentiality and security protocols

**Client & Stakeholder Management**

Client relationship development - Communication and problem solving - Zoom and Teams software for client engagement - Vendor management - Service excellence - Responsive communication

**Leadership & Operations**

Team development and training - Process improvement - Change management - Problem solving - Decision making - Strategic planning - Business operations

**Technical Proficiency**

Intuit QuickBooks (Desktop and Online) - Microsoft Office Suite (Word, Excel, Outlook) - Cloud based accounting systems - Bank reconciliation software - Digital financial records management

**Professional Attributes**

Detail oriented - Highly organized - Self motivated - Ethical - Reliable - Adaptable - Proactive - Client focused

EDUCATION & PROFESSIONAL DEVELOPMENT

Advanced business management and financial operations training through roles spanning 20+ years in financial leadership, operations management, and client focused service delivery. Proficient in modern accounting software, cloud based financial systems, and business management tools supporting remote capable, technology enabled service delivery. ADDITIONAL INFORMATION

- Clean driving record

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