Experienced with financial management, budgeting, and forecasting. Utilizes analytical skills to optimize financial performance and mitigate risks. Track record of implementing financial strategies that enhance organizational stability.
Overview
20
20
years of professional experience
Work History
Treasurer
Military Spouses’ Association
06.2022 - 06.2023
Prepared and presented financial reports to inform board of directors.
Planned and managed annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
Drafted treasury reports to support management decision-making needs.
Collaborated with cross-functional teams to support strategic projects, contributing to overall organizational success.
Bookkeeper
Mike’s Bookkeeping
08.2015 - 05.2018
Maintained and processed invoices, deposits, and money logs.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Established Sage (Peachtree) accounting system to reflect accurate financial records.
Barista
Starbucks
01.2010 - 07.2014
Maintained a clean and organized workspace for optimal productivity and safety.
Promoted a welcoming atmosphere by greeting customers with a friendly demeanor and promptly addressing their needs.
Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
Contributed to a positive team environment through effective communication and collaboration with colleagues.
Bank Teller
Bank of America
10.2010 - 09.2012
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.