Organized Personal Assistant and Bookkeeper

SHARON SWANN

Clermont, FL 267-***-**** ********@*****.***

INSURANCE • CUSTOMER SERVICE • OFFICE ADMINISTRATION • BOOKKEEPING

PROFESSIONAL SUMMARY

Experienced professional with 36 years of progressive experience at United Parcel Service in operations, customer service, supervision, technology support, scheduling, training, and administration. Florida Life Insurance licensed with current bookkeeping experience and recent Office Manager experience supporting a Primerica Regional Vice President. Skilled in financial data entry, account reconciliation, Profit & Loss reporting, schedule management, research, document creation, customer support, Microsoft Office, problem solving, and managing multiple priorities. Highly organized, dependable, and professional with a strong record of leadership and operational responsibility.

CORE SKILLS

Life Insurance • Customer Service • Office Administration • Bookkeeping • Financial Data Entry • Account Reconciliation • Profit & Loss Reporting • Financial Reports • Schedule & Calendar Management • Research • Document Creation • Microsoft Office • Records Management • Problem Solving • Communication • Training • Operations Coordination • Data Analysis • Confidential Information

PROFESSIONAL EXPERIENCE

SWANN BOOKKEEPING SERVICES — Florida

Bookkeeper January 2026 – Present

• Perform day-to-day bookkeeping and financial data entry for a small-business client.

• Record and categorize financial transactions and maintain accurate financial records.

• Reconcile accounts and identify discrepancies to help ensure accurate reporting.

• Prepare Profit & Loss statements and financial reports.

• Organize financial documentation and communicate directly with the client regarding transactions and records.

PRIMERICA FINANCIAL SERVICES — Florida

Office Manager to Regional Vice President April 2026 – August 2026

• Managed office scheduling, appointments, calendars, and administrative priorities.

• Performed data entry and maintained accurate business and client records.

• Conducted research and gathered information to support business activities.

• Created professional documents, reports, correspondence, and business materials.

• Provided administrative support to the Regional Vice President and coordinated day-to-day office needs.

UNITED PARCEL SERVICE (UPS) — Philadelphia, PA 1988–2024

Operations Improvement Supervisor 2018–2024

• Provided technology training and support to Package Dispatch Supervisors throughout the Chesapeake District.

• Supported software and technology implementation, troubleshooting, and data-flow problem resolution.

• Coordinated technology upgrades, operational changes, and process improvements.

• Analyzed operational data and identified opportunities to improve performance.

Dispatch Supervisor 2013–2018

• Developed and executed dispatch plans using Package Flow Technology systems.

• Managed address, street, and ZIP Code data to improve accuracy and system validation.

• Created contingency plans and coordinated execution of special operating days.

• Trained employees, monitored performance, and followed up on operational requirements.

On-Car Supervisor 2009–2013

• Supervised more than 40 service providers with responsibility for safety, service, and performance.

• Conducted service-quality audits, provided coaching, and reinforced service and safety standards.

• Processed timecards, payroll adjustments, investigations, and operational reports.

Preload Supervisor 2007–2009

• Managed daily operations and monitored service, performance, compliance, safety, and retention.

• Developed operational plans and responded to daily business and customer requirements.

TSG Specialist / Computer Technician / Driver / Area Supervisor 1989–2007

• Supervised computer technicians, provided technical instruction, and managed scheduling and reports.

• Installed, maintained, tested, and troubleshot computer and telecommunications equipment.

• Provided technical support, software installation, user training, equipment coordination, and inventory management.

• Supervised employees and operations while maintaining productivity, service, safety, and performance standards.

COMMUNITY LEADERSHIP

GFWC South Lake County Junior Woman’s Club — Clermont, FL

Fundraising Chair Member 2026–Present

• Lead fundraising initiatives supporting scholarships and community programs in Lake County.

• Plan fundraising events, sponsorship opportunities, volunteers, and community partnerships.

• Coordinate communications and work with businesses and community organizations to secure support.

LICENSE

Florida Life Insurance License — Obtained September 11, 2025

EDUCATION

B.A., Organizational Management — Cabrini College, Radnor, PA 2006

MCSE Training, Microsoft Windows NT Workstation & Server — New Horizons Computer Learning Center 2000

Computer Technical Support Certification — Chubb Institute, Springfield, PA 1996–1997

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