Director Of Bookkeeping Solutions
CurrentIn my role, I identified a critical need for enhanced support within our rapidly growing team and took the initiative to propose a Human Resources hybrid position to the Director role I was already in. This role focused on team development and client escalations resolutions, significantly enhancing operational efficiency and client satisfaction. I developed a comprehensive role description and successfully presented it to our company owner.Additionally, I crafted strategic plans to achieve business objectives, streamlined workflow processes and facilitated training and delegation for effective team collaboration. By conducting regular meetings with direct reports, I aligned their progress with company and personal goals. I also evaluated employee performance through periodic reviews & check-ins, providing constructive feedback and coaching. Furthermore, I built a strong team by onboarding qualified candidates and analyzed performance metrics to implement changes that optimize results and improve overall efficiency.• Led change management initiatives to foster culture of innovation.• Evaluated employee performance, conducted periodic performance reviews providingfeedback and coaching for improvement.• Helped team members tackle daily workloads with confidence through empowered trainingand motivational strategies.Account Manager; Senior Bookkeeping Account Manager• Demonstrated strong time management and organizational skills while managing multipleclients.• Handled accounts payable and receivable tasks, including invoice validation, expenseallocation, monthly reconciliations, year-end 1099 processing, and sales tax filing.• Handled client questions, concerns and escalations to meet contractual expectations &preserve client relationships.• Prepared timely financial reports using QBO, Microsoft Office, & Google Suite, analyzingtrends and identifying growth opportunities.• Collaborated within a virtual team environment while working independently.