Heather Morgan

Heather Morgan Email and Phone Number

Co-Owner and CFO @ Series 5 Technology Inc.
Raeford, NC, US
Heather Morgan's Location
Raeford, North Carolina, United States, United States
Heather Morgan's Contact Details

Heather Morgan work email

Heather Morgan personal email

n/a

Heather Morgan phone numbers

About Heather Morgan

Highly organized, customer service oriented individual with 10 years in administration and accounting/bookkeeping. Experienced in accounts payable and receivable, sales and use and payroll taxes, and retail management. Detailed experience in office administration, product management, small business finance, and inventory management. Exceptional interpersonal skills with developed verbal and written communication abilities. Dynamic worker in both independent and team settings. Self-motivated with attention to detail, creativity, and success performing in deadline-driven environments. Adept at learning quickly and implementing new knowledge. Experienced in client and vendor relations. Excels working in a remote environment.Proficient in several versions of QuickBooks including QuickBooks Online, Intuit Online Payroll, and Microsoft Office 2010-2019 and 365. Detailed experience with computer hardware, mild networking, several different operating systems, software, and applications.

Heather Morgan's Current Company Details
Series 5 Technology Inc.

Series 5 Technology Inc.

View
Co-Owner and CFO
Raeford, NC, US
Employees:
2
Heather Morgan Work Experience Details
  • Series 5 Technology Inc.
    Co-Owner And Cfo
    Series 5 Technology Inc.
    Raeford, Nc, Us
  • Series 5 Technology Inc.
    Co-Owner/Cfo
    Series 5 Technology Inc. Jan 2014 - Present
    Raeford, North Carolina
    Co-own a web design and technology company with spouse. Established incorporation and finance structure, and currently maintain finances, payroll, taxes, accounts payable and receivable. Also assists in quality assurance for various projects including print design, digital media, and web design.
  • Cactus Creek Gourmet Coffee Roasters
    Administrative Assistant Bookkeeper
    Cactus Creek Gourmet Coffee Roasters Jun 2013 - Aug 2019
    Aberdeen, North Carolina
    Providing exceptional customer service in continuing to establish and maintain relationships with vendors and clients to achieve optimal customer and vendor satisfaction. Maintaining accounts, finances, and software for seamless business operation.Bookkeeping responsibilities including: Processing payroll, filing monthly and quarterly Payroll and Sales and Use taxes, reconciling and managing business accounts, managing daily sales and cash management ledgers, entering purchase receipts, customer account management, managing inventory, and file management, both print and digital. Handling accounts payable and receivable to include: reviewing all purchase orders and entering bills and invoices, issuing and processing vendor payments, paying utilities and other bills, and reviewing and processing customer payments. Performing general IT services by maintaining the office computers performance, updating software, maintaining network health, backing up data, as well as editing and maintaining the company website. Responsible for any advertising media such as designing, preparing, and sending copies of logos or ads for print.
  • Sykes Construction Co.
    Administrative Assistant
    Sykes Construction Co. May 2015 - Jul 2016
    Pinebluff, North Carolina
    Managed accounts payable and accounts receivable for a small construction and property management company. Accounts payable and receivable duties included: creating or reviewing all purchase orders and entering bills and invoices, issuing and processing vendor payments, paying utilities and other bills, and reviewing and processing client and tenant payments. Also, performed other administrative duties such as tenant contract revision and creation, filing, etc. as required.
  • Family Chiropractic Center
    Chiropractic Assistant
    Family Chiropractic Center Mar 2011 - Jun 2013
    Raeford, North Carolina
    Provided exceptional customer service both in person and over the phone while successfully performing scheduling and administrative responsibilities. Managed patient intake and check-out while helping direct coworkers while maintaining optimal patient flow. Established and maintained relationships with patients to create a positive atmosphere to promote trust and healing. Addressed any patient concerns and questions regarding treatment, insurance coverage, and payment options. Detailed training and experience in patient services including: Assisting patients with intake forms and any other necessary paperwork, setting up appointments, scheduling treatment plans, helping process insurance and personal information, managing patient check-out for appointments and any chiropractic wellness products. Administrative responsibilities including: opening and closing the clinic, answering calls and managing messages, scheduling appointments, patient account creation and management, filling out charts and entering patient charges, receiving patient payments, making deposits, file management, both print and digital, inventory and ordering of chiropractic supplements and wellness products, preparing new charts and patient information packets and brochures, managing incoming and outgoing records requests, etc.
  • Cactus Creek Gourmet Coffee Roasters
    Admin Assistant/Barista
    Cactus Creek Gourmet Coffee Roasters Oct 2007 - Mar 2011
    Provided exceptional customer service in both retail and wholesale venues, while successfully performing administrative responsibilities. Established and maintained relationships with vendors and clients to achieve optimal customer satisfaction. Detailed training and experience in service for retail customers including: sales, receiving and filling orders, and making specialty coffee drinks.Administrative responsibilities including: receiving wholesale orders, client account management, invoicing, entering purchase receipts, receiving payments, and file management, both print and digital. Quickly learned and implemented company guidelines regarding inventory control, marketing, compliance, safety, and training. Performed general IT services by maintaining the office computers performance, updating software, backing up data, as well as editing and maintaining the company website.
  • Hobby Lobby
    Department Manager
    Hobby Lobby Aug 2006 - Oct 2007
    Fayetteville, North Carolina Area
    Successfully managed a retail department with an inventory of over 8,000 products. Provided exceptional customer service by offering detailed product knowledge and experience in other areas of the store. Implemented creative solutions for the display of products, merchandising resets for optimal sales and product placement, as well as ordering of products and merchandise using the company’s inventory management system. Trained in customer service, cash handling, and department management.management.

Heather Morgan Skills

Appointment Scheduling Customer Service Data Entry Filing Hipaa Icd 9 Inventory Management Medical Records Microsoft Excel Microsoft Office Microsoft Word Office Administration Office Management Outlook Payroll Phone Etiquette Powerpoint Quickbooks Receptionist Duties Teamwork Telephone Skills Time Management Vital Signs Multi Line Phone Clerical Skills Cashiering Accounts Payable Administrative Assistants

Heather Morgan Education Details

Frequently Asked Questions about Heather Morgan

What company does Heather Morgan work for?

Heather Morgan works for Series 5 Technology Inc.

What is Heather Morgan's role at the current company?

Heather Morgan's current role is Co-Owner and CFO.

What is Heather Morgan's email address?

Heather Morgan's email address is he****@****ogy.com

What is Heather Morgan's direct phone number?

Heather Morgan's direct phone number is +191042*****

What schools did Heather Morgan attend?

Heather Morgan attended Fayetteville Technical Community College.

What skills is Heather Morgan known for?

Heather Morgan has skills like Appointment Scheduling, Customer Service, Data Entry, Filing, Hipaa, Icd 9, Inventory Management, Medical Records, Microsoft Excel, Microsoft Office, Microsoft Word, Office Administration.

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