Heather Fulkerson
Troy
Summary
Experienced bookkeeper with proven accuracy in financial management and regulatory compliance. Skilled in training staff and managing financial records using ABS accounting software and Excel.
Overview
20
20
years of professional experience
Work History
Bookkeeper/Administrative Assistant
IBEW Local No. 2
Fenton
08.2006 - Current
- Processed accounts payable and receivable transactions accurately.
- Maintained general ledger entries and bank reconciliations consistently.
- Prepared payroll for union members while ensuring compliance with regulations.
- Managed financial records using ABS accounting software and Excel effectively.
- Trained junior staff on bookkeeping practices and software usage, enhancing team competency and operational efficiency.
- Prepared financial reports that informed local union initiatives and supported strategic decision-making.
- Conducted monthly bank reconciliations.
- Ensured accuracy in all accounting entries and records.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Performed month-end closing activities.
- Resolved billing discrepancies with vendors or customers promptly.
- Maintained and reconciled general ledger accounts.
- Posted journal entries to the general ledger system accurately and timely.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
- Provided assistance in preparing tax returns annually.
- Managed payroll processing for staff members.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
- Ensured compliance with local, state, and federal government reporting requirements and tax filings.
- Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
- Collaborated with external auditors during annual audits of company finances.
- Managed sensitive financial information with strict confidentiality, ensuring trust and integrity in financial operations.
- Prepared and processed payroll.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Reconciled computer reports with manually maintained ledgers.
- Performed financial calculations for amounts due, interest charges and balances.
- Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
- Calculated income and social security tax deductions.
- Coordinated communication between members and administrative departments.
- Processed member applications and maintained accurate records in databases.
- Assisted with financial documentation and maintained budget tracking files.
- Provided training support to new administrative staff on office practices.
- Ensured compliance with union policies in all administrative activities.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled confidential documents in an organized fashion according to established protocol.
- Maintained office supplies inventory by checking stock to determine inventory level.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Composed letters, memos, reports, emails, and presentations for management staff.
- Answered questions from customers regarding products and services offered by the company.
- Managed database systems containing customer contact information.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Updated contact lists regularly when changes occur in employee status or contact information.
- Developed and maintained filing systems for confidential documents and records.
- Handled incoming calls and directed callers to appropriate department or employee.
Education
Certificate - Medical Coding & Billing
Sanford Brown College
Collinsville, VA06-2005
High School Diploma -
Triad High School
Troy, IL05-2000
References
Skills
- Accounts payable
- Payroll administration
- Bank reconciliation
- Financial reporting
- Tax compliance
- Accounting software
- Cash handling
Timeline
Bookkeeper/Administrative Assistant
IBEW Local No. 2
08.2006 - Current
Certificate - Medical Coding & Billing
Sanford Brown College
High School Diploma -
Triad High School
References