Heather Shepherd Email & Phone Number

Georgetown, Tx, Us

Hutto, Texas, Us

• Monitor all company bank, investment and credit accounts, and record and analyze transactions and balances daily• Update company budget daily with current bills and expenses• Oversee all AR/AP and assist management with spending decisions• Determine scheduling of large vendor payments based on cash flow • Maintain chart of accounts and monitor P&L daily to ensure proper categorization and classification• Prepare and submit monthly management reports, including P&L, Cash Flow, Balance Sheet, etc.• Enter monthly journal entries for interest, inventory, transfers, etc.• Audit and balance liability accounts • Attend monthly AR meeting and assist with collections as needed• Mange Administration Department employees and assist with daily operations as needed• Assist with insurance renewals, credit inquiries, and support upper management as needed

Georgetown, Tx, Us

Office Manager and Bookkeeper, specializing in billing and reporting for a professional association, providing innovative software to automotive recyclers.• Manage daily office operations. Specialize in billing and reporting.• Answer customer billing calls and provide a high level of customer service.• Audit company shipping charges weekly and rebill as needed.• Reconcile company bank accounts and company credit cards monthly.• Communicate with Sales and Development teams to add customer billing changes daily.• Create Monthly Invoices. Enter recurring charges and re-billable charges from third-party vendors.• AR: Run ACH/CC Autopay for monthly customer invoices. Deposit checks and record all AR receipts.• Send Monthly Statements & Contact Past Due Accounts• Review and record and all Vendor bills. Process payment for all company payables.• Audit customer usage for third-party vendor products. Determine vendor payments and rebills.• Review and pay all employee expense reports.• Assist with Human Resources changes and maintenance of employee files.• Manage company inventory. Maintain all customer, vendor, and contract files.

San Francisco, Ca, Us

Part-time, remote stylist

• Manage all daily office operations and employee tasks.• Manage crew assignments for repairs, full roof replacements and new construction installations.• Finalize job details. Determine job duration and schedule job dates with customer, supervisor, and crew.• Create job material lists, order materials, and schedule jobsite deliveries.• Manage business networking/advertising.• Schedule warranty calls, complete customer follow ups, and manage customer satisfaction.• Accounts payable/Accounts receivable.• Maintain company books and calculate job, monthly, and annual profits.• Average annual sales greater than $1,000,000.00.

• Worked with internal customers to determine financial programming and reporting needs.• Designed and developed solutions to automate everyday office tasks for the Audit staff.• Trained end users to use financial tools and provide ongoing support.• Designed, developed, and maintained departmental intranet site.

• Interfaced with various departments to gather and coordinate content for internal web site.• Coordinated and implemented web site updates on a weekly basis.• Wrote and maintained HTML, ASP and JavaScript code for company web sites.• Created and manipulated SQL Server databases for web site back-ends.

• Interacted with internal customers to define and document billing and reporting requirements.• Developed Java code for the billing and reporting portion of the Mercury Messaging System application.• Designed and developed front-end JavaScript code for the Mercury GUI.• Created and manipulated PostgreSQL databases for the Mercury back-end.

• Interpreted high-level design statements and converted to technical requirements/design statements.• Interfaced with various departments throughout the company via meetings and conference calls.• Maintained, updated and developed code for Sprint’s billing system and web application.• Performed testing, data analysis and error research and resolution.• Implemented/Supported code in production environment; acted as on-call point of contact for project issues.• Performed Software Quality Assurance and Risk Management activities for software projects.