Lana B. Email and Phone Number

Worked with several different programs in this position: Traverse, iMIS, Office365, Windows 10, ASI software. Advanced user in Excel and Word. Good with Access, Powerpoint, Publisher. Position was ultimately absorbed by the Accountant with major changes to CRM software.Accts Payable, Vendor management, inventory, reporting, Accts Receivable.

▪️Managing & processing receipts, invoices, & payments▪️Answering phones, assisting customers, scheduling appointments

-Review all invoices for appropriate documentation and approval prior to payment-Expense reports -Fixed assets-Invoicing (outgoing and incoming) -Data recovery (digital); manual back-up procedure & management-E-Invoice processing-Bookkeeping-Sales & Use Tax Prep and Filing-Inventory-Account reconciliation

Answering phones, assisting Computer Techs, monetary duties and transactions, bank deposits, work orders, customer relations, balancing register, open/close store, etc.

-Assembling, compiling, and editing data and records-Preparing worksheets, and reports -Assisting in coordination of clerical work for the department -Planning the work flow of assigned clerical tasks -Processing a variety of documents requiring knowledge of relevant departmental policies and procedures and interaction with others-Creating time-sheets and other departmental forms-Head of timekeeping and payroll correspondence (performed timekeeping and payroll for 60+ employees)-Identifying and resolving clerical processing problems-Recommending new or revised procedures-Receives and directs calls and visitors-Operating general office equipment – computers, fax machine, copier/printer, scanners, internet, desktop calculators, etc.

Answering phones, assisting customers, monetary transactions, data entry, invoicing, correspondence with auto insurance adjusters, helping customers successfully file claims. Filing, record keeping, and assisting office manager as needed.