Windy Kjeldgaard
Huachuca City
Summary
Professional with experience in financial management and administrative functions, prepared for this role. Adept at managing accounts, processing invoices, and maintaining financial records. Strong focus on team collaboration and achieving results, adaptable to changing needs. Reliable communicator with skills in data entry, bookkeeping, and Microsoft Office Suite.
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
20
20
years of professional experience
Work History
Account Assistant
Providence St Joseph's Care Center
01.2022 - Current
- Maintained open lines of communication with vendors, negotiating favorable payment terms when needed.
- Documented sales, customer interactions and concerns and generated update reports for senior management.
- Entered customer order details into system, accepted payments and updated accounts.
- Ensured proper record-keeping through meticulous data entry and filing practices, reducing information retrieval time significantly.
- Provided exceptional customer service by addressing client inquiries promptly and effectively, resulting in increased satisfaction rates and repeat business.
- Facilitated smooth internal audits by preparing supporting documents promptly upon request from auditors or management personnel.
- Collaborated with cross-functional teams to ensure accurate billing and prompt payment collection.
- Developed strong relationships with clients, leading to increased trust in our organization''s ability to manage their finances.
- Supported the timely completion of month-end closing activities, improving overall financial operations.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Matched purchase orders with invoices and recorded necessary information.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Customer service representative
Qualfon
11.2021 - 01.2022
- Promoting products and services
- Able to work under pressure
- Addressed all personal issues promptly and professionally
- Answering customer inquiries through chat and telephone
- Assessing needs of customers, accordingly suggesting products and services
- Attracting potential customers by answering questions about product and service
- Build and optimize the Customers order
- Built customer loyalty through courtesy and friendliness
Bookkeeper
Weissenfluh Trucking
10.2014 - 01.2022
- Maintained full compliance when executing and tracking bank reconciliations, A/P, billing
- Assessed data and information to check entries in checkbook and quick books
- Reconciled all bank and credit card accounts monthly
- Assessed yearly data for yearly taxes
Trucking administration Assistant
Spokane Produce
02.2020 - 04.2020
- Laid off due to covid19
- Verified truckers timesheets and submitted them twice a month to accounting department for payroll processing
- Monitored daily trucking mileage and located missing mileage
- Monitored daily fuel intake and outtake to be submitted monthly to accounting
- Verified Oregon, Montana and Washington and California mileage monthly and submitted Oregon monthly mileage taxes
Office Manager
Spokandy Chocolatier
04.2013 - 07.2019
- Multi line phones
- Take and enter orders
- Assist customers
- Sales call
- Maintain and update website
- Edit photos
- Enter Nutritional in nutracoster
- Design catalogs, packaging boxes, headers and labels in Adobe illustrator, in design and photo shop
- Keep track of ingredients for all products
- Ordered office supplies, wholesale and retail supplies
- Assisted the accountant monthly
- Assisted with errors on the printers, computers, bar tender and the time clock, visa machine
- A/P and A/R
- Called on late payments
- Research for new equipment for shipping and the office
Insurance Agent
Rainwater Insurance
10.2007 - 12.2009
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
- Analyzed customer needs and provided best options, upselling products and services
- Developed insurance cross-selling opportunities in partnership with 15 different insurance companies
- Provided quick turnaround time when customers called with questions, usually within 1-2 hours
- Delivered outstanding customer service and built rapport with clients
- Maintained pleasant and cordial attitude at all times, even when issues arose
Administrator
Specialty environmental
06.2005 - 08.2007
- Maintained vendor quotes to determine purchase pricing
- Managed office inventory and placed new supply orders
- Accurately collected financial paperwork and sending over to accounting yearly
- Technical savy
- Typed up bids for projects
- Assisted the project manager when needed
- Assisted with day-to-day office operations, receiving and organizing correspondence, answering and forwarding calls and creating business letters and records
- Maintained office needs including taking messages, scanning documents and routing business
- Assisted with invoices, customer orders and data into company database and updated details, including customer contacts and delivery dates to keep information current
- Computer technology
- Performed bi-weekly payroll/certified payroll, bi-weekly taxes
Education
Diploma -
Adult learning center
Skills
- Technology adept
- Quickbooks
- Microsoft office
- Adobe Illustrator, InDesign, Photoshop
- Accounting software proficiency
- Payroll processing
- Data entry
- Debt collection
- Account maintenance
- Accounts payable management
- Administrative support
- Attention to detail
- Data inputting
Medical
- Was a CNA for years
- Alzheimer's and Dementia certificate
Personal Information
Date of Birth: 05/26/77
Customer Service
Wholesale, retail and call center customer service
Timeline
Account Assistant
Providence St Joseph's Care Center
01.2022 - Current
Customer service representative
Qualfon
11.2021 - 01.2022
Trucking administration Assistant
Spokane Produce
02.2020 - 04.2020
Bookkeeper
Weissenfluh Trucking
10.2014 - 01.2022
Office Manager
Spokandy Chocolatier
04.2013 - 07.2019
Insurance Agent
Rainwater Insurance
10.2007 - 12.2009
Administrator
Specialty environmental
06.2005 - 08.2007
Diploma -
Adult learning center
Similar Profiles
Madeline MurphyMadeline Murphy
Nurse Technician at Providence St. Joseph's Care CenterNurse Technician at Providence St. Joseph's Care Center
Xinhe WeiXinhe Wei
Hematology/Oncology Nurse Practitioner at Providence St Joseph's Comprehensive Cancer CenterHematology/Oncology Nurse Practitioner at Providence St Joseph's Comprehensive Cancer Center
Rosario SalazarRosario Salazar
Interventional Radiology Nurse at Providence St Joseph's Medical CenterInterventional Radiology Nurse at Providence St Joseph's Medical Center
Reynaiyah KingReynaiyah King
Customer Service Representative at McDonald'sCustomer Service Representative at McDonald's
Desarey CarbajalDesarey Carbajal
Prep/ Dish at Copper Queen HotelPrep/ Dish at Copper Queen Hotel