Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
LANGUAGES
Timeline
Generic

Haley Neel

Pinnacle

Summary

Finance professional with significant expertise in managing comprehensive bookkeeping responsibilities, including accounts payable and receivable. Recognized for reliability in maintaining accurate financial records and collaborating seamlessly with team members to meet organizational goals. Known for adaptability in dynamic environments and strong analytical skills.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Quickbooks Live Expert

Jda Tsg
Pinnacle, NC
12.2025 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Assisted customer with various questions questions on their accounts.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Demonstrated a strong knowledge of Quickbooks Online, bookkeeping and GAAP.
  • Worked well in a team setting, providing support and guidance.
  • Managed time efficiently in order to complete all tasks within deadlines.

Bookkeeper/Business Manager

CK Steel
Pinnacle, NC
11.2021 - Current
  • Completed all bookkeeping needs
  • Managed policies for workers comp and general liability
  • Completed all insurance audits
  • Weekly payroll
  • Managed QuickBooks account
  • Managed accounts payable and receivable processes to ensure timely payments and accurate financial records.
  • Reconciled bank statements with company financial reports to maintain balance accuracy.

Import Compliance Specialist

Renfro
Mount Airy, NC
11.2018 - 11.2019
  • Applied knowledge of regulations, tariffs and foreign law to keep operations in compliance
  • Ensured shipments of cargo carried the correct paperwork for entry to various countries
  • Received and relinquished ownership of cargo for shipments
  • Ensured the import of cargo to the correct ports
  • Received and typed up orders
  • Received, revised, and sent out invoices
  • Organized and filed orders

Payroll Manager and Secretary

King Signs - Pinnacle
Pinnacle, NC
07.2017 - 10.2018
  • Received and reviewed time records for a minimum of 5 employees
  • Performed weekly payroll
  • Assisted in several bookkeeping responsibilities
  • Prepared accounts for regular audits and assisted with the process
  • Create and turn in invoices for company payment
  • Pick up and deposit company checks
  • Assist in tax preparation and payments

Lead on Management Team

Goodwill Industries of Northwest NC Inc
King, NC
08.2014 - 06.2016
  • Maintain weekly, monthly and quarterly goals through data entry and proper formula function into spreadsheets
  • Ordered needed supplies and equipment
  • Count and match point of sales
  • Scheduled and assigned daily work and activities for cashiers, back dock associates and hangers
  • Responded to all customer inquiries thoroughly and professionally
  • Restocked inventory and reviewed cash operation data to verify proper replenishment

Customer Service Representative

Magnet America
King, NC
06.2016 - 07.2017
  • Scheduled inventory pickups and deliveries with vendors
  • Created work orders
  • Strengthened existing customer relationships through extensive communication and proven marketing strategies
  • Direct Response Retailing
  • Resolved customer concerns promptly to maintain satisfaction
  • Collected and processed payments

Education

No Degree - Accounting And Finance

Surry Community College
Dobson
12-2021

No Degree - Business Administration

Surry Community College
Dobson
12-2021

Skills

  • Bookkeeping
  • Accounts receivable
  • Accounting and bookkeeping
  • Quickbooks
  • Bank statement reconciliation
  • Invoice processing
  • Accounts payable
  • Payroll processing
  • Accounting
  • General ledger entries

Accomplishments

  • Improved Tax Preparation Increased tax preparation accuracy for five employees by 90% through streamlined processes.
  • Managed Payroll Effectively Executed weekly payroll for over 100 employees, maintaining 98% accuracy.
  • Minimized Audit Discrepancies Reduced insurance audit discrepancies by 75% through meticulous management.
  • Achieved Compliance Excellence Ensured 100% compliance with international regulations during imports at Renfro.

Certification

  • Quickbooks Certified Bookkeeper March 2025
  • Business Administration 2022
  • Accounting and finance 2022
  • Microsoft Certified 2011
  • Certified Proadvisor Quickbooks Certified ProAdvisor 2025

LANGUAGES

ENGLISH Advanced

Timeline

Quickbooks Live Expert

Jda Tsg
12.2025 - Current

Bookkeeper/Business Manager

CK Steel
11.2021 - Current

Import Compliance Specialist

Renfro
11.2018 - 11.2019

Payroll Manager and Secretary

King Signs - Pinnacle
07.2017 - 10.2018

Customer Service Representative

Magnet America
06.2016 - 07.2017

Lead on Management Team

Goodwill Industries of Northwest NC Inc
08.2014 - 06.2016

No Degree - Accounting And Finance

Surry Community College

No Degree - Business Administration

Surry Community College
Haley Neel