Take inbound calls from US and internationally to support customers around the world with questions and problems they are having with a variety of devices. This requires listening carefully to the customer describe the problem and repeating it back to ensure I understand the issue. We use keywords or trigger questions to locate relevant resources to help with diagnosing and troubleshooting the issue. Sometimes it is quick and easy to answer questions and sometimes requires more detail and escalation to a senior advisor. We have the ability to set up appointments locally, or to set up replacements or repairs for customer. We can track repairs and update the customer, if needed. If we did not escalate the case then it must be set up with all relative information regarding the caller, device, issue, and whether we were able to troubleshoot the problem and resolve it. Customer can continue the same case for up to 30 days if the issue persists. A previous position with the same project involved chatting with customers regarding their technology needs. Answered questions about different devices, made recommendations to customers based on their specific needs, and put together orders for the customer that they could take to check out and purchase. I could assist in advising customer on the trade in value of an older device toward the purchase of a new device, and provide resources about the different devices for comparative analysis. We could find devices locally for customers in search of something specific. I was very good at meeting sales goals. Customers liked being able to talk about their needs and have a one-on-one conversation with someone who could answer their questions and make recommendations based on their needs. I could also assist with answering questions about accessories that were compatible with their device, how to upgrade, find replacement parts, set up repairs and check on their order. The chat program was discontinued at the end of 2021.

Prepare monthly transaction and balance reports. Distribute receipt books, receive and verify funds match, balance receipts with summary deposits in each receipt book, prepare bank deposits. Deposits posted daily in EPES accounting system. Check invoices/receipts from vendors and staff to verify accuracy before preparing check vouchers for check run. Maintain vendor files for Student Activity and MUNIS accounting systems. Prepare monthly reports, balance receipt books, and run year-end reports showing all transactions are correct and balanced for fiscal year closing of all Student Activity accounts. Ensure financial operations comply with district policies and procedures. Use MUNIS, the district ERP system, to prepare requisitions processed from district funding for school and staff supplies, furniture, and equipment. Designed Excel spreadsheet to track teacher spending for supplies paid from district funds using declining balance for teacher reports. Verify orders when received and ensure proper documentation is included before approving for payment. Initiate change orders to edit purchase orders and prepare journal vouchers to transfer funds as needed to ensure funding is adequate for payment amount. Designed Excel spreadsheets to track aftercare account balances to invoice parents for tuition payment. Responsible for Petty Cash management to include requesting funds, disbursement, monitor balance, and replenish as needed. Reconcile receipts from P-card (purchasing card) transactions to monthly statements and attach receipts to statements for review and approval to pay. Maintain inventory of all keys assigned to staff. Assistant school web page administrator. Prepare bi-weekly school newsletter. Prepare travel and expense reimbursement forms. Prepare field trip request forms, ensure trips are approved, and buses have been reserved. Two-time recipient of Diane Harlin Bookkeeper of the Year award for Bookkeeping Excellence.

Responsible for processing accounts payable for entire district to include data entry, check printing, and posting of transactions. Resolve billing issues to facilitate payment process. Coordinate district procurement of supplies and equipment, including bid documents, pre- bid conferences, and bid openings. Develop travel, expense, and procurement forms. Monitor staff compliance with district procurement procedures. Post activity account deposits for schools and prepare monthly and annual reports. Conduct year-end closing procedures for purchase orders and vendor files. Prepare and submit quarterly sales tax returns and 1099 documents for year-end. Instruct staff members in the use accounting software. We were developing a multi-tier approval system so schools could make requests for payment or to purchase which would then move to the next level for approval based on funding availability.

Answer and direct incoming phone calls. Check staff attendance in Frontline and secure sub when necessary. Post absences and monitor time in and out for missed punches in Kronos system. Prepare payroll. Reconcile absences and substitutes in Frontline.These responsibilities in addition to many of the ones listed above.