Jeanne O'Connell
Bryn Mawr
Summary
Dynamic administrative professional with 25 years of expertise in Sage Accounting Software, adept at enhancing operational efficiency and ensuring compliance. At Anchors Aweigh, Inc., I streamlined bookkeeping processes, improved vendor management, and elevated customer satisfaction through effective communication and problem-solving skills. Proven track record in financial reporting and tax preparation.
Overview
26
26
years of professional experience
Work History
Administrative Bookkeeper/Office Manager/Customer Service Representative
Anchors Aweigh, Inc.
06.2017 - Current
- Managed accounts payable and receivable processes to ensure timely and accurate financial reporting.
- Implemented streamlined bookkeeping procedures to enhance operational efficiency and reduce processing time.
- Oversaw payroll processing, ensuring accuracy while maintaining confidentiality and compliance with labor regulations.
- Ensured compliance with tax regulations by preparing and submitting required documentation accurately and within deadlines.
- Assisted in the preparation of accurate financial reports, providing key insights for informed decision-making for management.
- Improved efficiency of accounts payable processes by regularly reviewing vendor invoices for accuracy before issuing payment approvals.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Managed daily office operations to ensure smooth workflow and efficiency.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Demonstrated adaptability by managing additional responsibilities during periods of staff shortages or peak workload.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Bookkeeper/Executive Assistant/Customer Service Representative
Brain Pad, Inc.
01.2000 - 04.2017
- Managed accounts payable and receivable processes to ensure timely and accurate financial reporting.
- Reconciled bank statements and general ledger accounts to maintain financial accuracy.
- Prepared monthly financial statements, enhancing clarity for management review.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Completed tax forms in compliance with legal regulations.
- Improved tax preparation efficiency, organized and reviewed all relevant financial documents.
- Handled day-to-day accounting processes to drive financial accuracy.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Worked with senior management to initiate new projects and assist in various processes.
- Responded to customer requests for products, services, and company information.
Education
3 Years Study in Accounting -
Villanova University
Villanova, PA2 Years Study in Accounting -
Cabrini College
Radnor, PASkills
- Proficient in Sage Accounting Software for 25 years
- Confidentiality
- Tax preparation
- Bank statement reconciliation
- Accounts receivable
- Accounts payable
- Exceptional organization
- Customer relations
- Financial recordkeeping
- Vendor management
- Multitasking Abilities
- Creative problem solving
Timeline
Administrative Bookkeeper/Office Manager/Customer Service Representative
Anchors Aweigh, Inc.
06.2017 - Current
Bookkeeper/Executive Assistant/Customer Service Representative
Brain Pad, Inc.
01.2000 - 04.2017
3 Years Study in Accounting -
Villanova University
2 Years Study in Accounting -
Cabrini College