Kathleen Dutra Email and Phone Number

* Proficiently handled all aspects of bookkeeping operations, including payroll, bank reconciliation, invoice generation, managing accounts receivable, and accounts payable, using QuickBooks accounting software.*Monitored status of loans and credit card accounts to ensure that payments were up to date.*Executed HR duties, which encompassed new hire onboarding, updating employee information in the database, and safeguarding confidential personnel files.* Created and maintained filing systems to enhance record accuracy and optimized office procedures.* Developed a range of promotional materials to enhance brand visibility.* Elevated customer satisfaction through timely resolution of client concerns.* Demonstrated ability to calmly manage multiple tasks while remaining adaptable and flexible.

* Greeted customers and provided exceptional customer service while performing cashier duties, such as accepting payments, issuing receipts, and counting back change, using a point-of-sale system.* Processed returns, exchanges, and refunds in accordance with company policies.* Built and maintained relationships with peers and upper management to drive team success.* Trained new team members in cash register operation, stock procedures, and customer services.* Maintained knowledge of sales and promotions, return policies and security practices.

* Maintained high productivity and provided members with excellent customer service at the front end to drive sales.* Cross-trained in other departments (Food Court, Bakery, Clothing)* Operated the cash register in an efficient manner while maintaining security protocols.* Received and maintained cart supply for members.

* Managed the bookkeeping for multiple organizations, including daily banking downloads, payroll entry, credit card reconciliation, and expense allocation, ensuring accuracy in all entries and records.* Tracked and posted payments received from customers.* Prepared monthly, quarterly, and annual financial statements for clients.* Created efficient workflow processes to streamline accounting operations.* Delivered superior level of customer service to small business clients.

* Coordinated onsite private parties and events, tailoring each one to personal tastes and budgets while exceeding expectations.* Managed the schedule of the sales team that conducted demos for retail stores, ensuring adequate inventory prior to demos.* Engaged customers warmly and educated them on the wine offered, and distributed samples during demonstrations to encourage purchase by customers, boosting sales of items.* Developed menus and other marketing materials using desktop publishing tools, and collaborated with the marketing department for brochure, promotion, and advertising development.

* Responsible for overseeing office efficiencies and all administrative systems within.* Utilizing QuickBooks Enterprise software, managed invoicing and accounts receivables to customers, generated purchase orders, receiving functions, and accounts payables to vendors, while accurately reconciling multiple bank accounts.* Successfully negotiated a 5% cost reduction to help alleviate exorbitant shipping costs, while interfacing with local and global suppliers to ensure accurate and timely deliveries.* Answered phone calls, responded to emails, routed mail and coordinated courier services.* Implemented changes to filing systems for better efficiency.

* Developed and maintained a staff that provided hospitable, professional service while adhering to business policies.* Coordinated catering engagements and performed cashier duties as needed.* Accurately reconciled cash drawers and generated daily sales reports.* Calculated weekly time cards, and processed payroll. * Used strong interpersonal skills to establish positive relationships with guests, employees, and vendors.* Specialized in marketing, including the maintenance of the customer database of over 400 contacts, and creating and distributing a monthly newsletter.

* Assistant to owner/operator of high-end custom home building/remodeling business.* Handled all the accounting for the business using QuickBooks software.* Primary role in customer relations, included sales order processing and post-work walk through to ensure the job met client specifications and addressed any issues prior to completion.

* Assistant to Interior Designer including reception, sales order processing, inventory management and general clerical duties. * Trained other designers on accounting software for interior design business, and edited training material for accuracy and appeal. * Worked directly with software engineer to report and fix bugs in the software program.

* Administrative support for sales, development, and consulting groups.* Designed and produced visual aids for presentations and training classes.* Planned travel arrangements for the dept. and prepared expense reports.* Coordination of department events including parties, trade shows, new hire interviews and meetings.* Inventory control of software, documentation, and capital assets for the department.

* Supervisor of 2 direct reports. * Processed orders for sales, rental, and service contracts. * Managed and reconciled inventory and assets for the company. * Successfully coordinated office relocation to San Jose. * Received and dispatched incoming customer calls to sales and service engineers. * Generated proposals and quotes for sales staff. * Resolved accounts receivable issues with customers.