Debra Schildt

• Built strong relationships with clients through consistent communication and excellent customer service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Maintained high standards of customer service by building relationships with clients.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.

• Delivered outstanding customer service to customers to maintain and extend relationships for future orders.

Established strong customer relationships through excellent communication and attentive service.

• Consulted with customers to assess needs and propose excellent service for their pets.

• Managed payroll, daily deposits, and cost controls.
• Supervised daily restaurant operations, ensuring smooth workflow and timely resolution of any issues that arose.
• Set employee schedules, delegated work, and monitored food quality and service performance.
• Maintained positive relationships with local community and government officials.

Period of time where I came back to my hometown and stayed with my parents helping them. My dad passed away in 2015 and then stayed to help my mom and made sure she would be ok after I left.

Controller/Liaison

*Prepare semi-monthly payroll for firm, also draws for partners and process payroll for partners.

*Prepare benefit reports for Cafeteria Plan 125 and 401K and upload to site, year end testing compliance for 401K and auditors.

*Prepare and do monthly journal entries for payroll accounts.

*Prepare cash flow report every morning for CFO.

*Reconciles G/L payroll for AP.

*Set up vendors in Accounts Payable for AP.

*Prepare Salary Budget for Annual Review.

*Review payables each month to see status of old bills.

*Review monthly stale checks and resolve issues.

*Review life insurance for employees monthly and send out payment.

*Back up for A/P and A/R when needed.

*Prepare billable hours report monthly.

*Prepare yearly 1099's of all related parties report for accountant.

*Work with Auditor relating to payroll and Insurance reports (Worker's Comp.)

Liaison:

*My role is to facilitate the exchange of information and to ensure that all procedures and protocol are being followed, consistently throughout the firm. To communicate to either our staff or partners in the satellite offices any questions that remain unanswered, or follow-up to the resolution of these matters to ensure that all issues have been resolved by the individual who was originally tasked with the issue or has a question which must be answered.

*SF Office - works with Partner in trouble shooting anything that is not received from account, checking emails and making sure items are getting done.

*WA office - working with Partner's secretary to ensure everything is working properly. Checking emails and responding when needed.

*OR office - working with Partner's secretary to ensure everything is working properly. Checking emails and responding when needed.

AZ office - helping employees when asked and monitoring emails to make sure everything is being accurately done.

*IT dept - Attend weekly meetings, work with IT dept. to make sure new employees are setup up correctly for Elite and Payroll.

• Managed accurate and timely processing of over 500 invoices per month.
• Reduced payment discrepancies with thorough invoice review, analysis, and reconciliation efforts.
• Reviewed monthly expense reports for accuracy, identifying opportunities for cost savings and efficiencies.

• Interacted with customers by phone, email, or in-person to provide information.
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained electronic and paper filing systems for easy retrieval of information.
• Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
• Processed Payroll using Quickbooks Pro
• Supervised and ran outside jobs.

• Interacted with customers by phone, email, or in-person to provide information.
• Developed and maintained payroll using Quickbooks Pro.
• In charge of accounts payable and receivables for entire company over 500,000 per month.
• Incorporated all taxes (weekly payroll taxes, monthly state, quarterly taxes along with W3's and W2's.
• Facilitated Security Clearance for employees engaged with government contracts.
• Supervising in field operations for government contracts.
• Maintained owners personal finances along with reconciliation to the CPA.