Experienced Bookkeeper and Office Manager
LORI WOOD
------------
------------
EDUCATION
UNIVERSITY OF CALIFORNIA, SAN DIEGO San Diego, CA
BA in Theater & BA in Dance
Graduated Magna Cum Laude
WORK EXPERIENCE
NEUROMETHOD TUTORING Campbell, CA (2018-Present)
Bookkeeper/Office Manager
• Maintain and audit financial records in Quickbooks for reconciliation.
• Create and maintain procedure manuals and company handbook.
• Invoicing and AP/AR management.
• Create and manage job postings.
CONNECTION CHIROPRACTIC AND MASSAGE San Francisco, CA (2017-2018)
Chief Operations Officer
• Manage payroll and submit payroll tax reports.
• Maintain and audit financial records for AP/AR and patient care packages.
• Responsible for all office procedures, subscriptions, insurance maintenance, supplies, and other functional requirements.
• Networking and marketing.
• Manage staff and trainings.
• Maintain schedules, scripts, and checklists.
RISING SUN PHYSICAL THERAPY San Francisco, CA (2015-2017)
Office Manager
• Create and maintain office procedures and training manual.
• Answer phones, book appointments, take copays.
• Verify insurance coverage and follow-up with EOBs.
• Track and document PT productivity and sales statistics.
BED BATH & BEYOND Dublin, CA (2015)
CS Associate/Bridal Consultant
• Create and manage registries.
• In charge of office functions, follow-¬up calls, and general customer service issues.
• Teach new hire product knowledge classes.
MICROSOFT Sunnyvale, CA (2014)
Data Entry Specialist
• Assist engineers and graphic designers with user-friendliness specifications.
• Daily business validation testing of various applications with pass or fail metrics to QA team.
• Enter bugs and enhancement requests to multiple development teams in Team Foundation Studio.
THEATREWORKS Redwood City, CA (2013-2014)
Box Office Representative
• Master Tessitura Ticketing System to sell, manage, and transfer tickets and packages.
• Manage phones, returned messages and corresponded with clients via email for ticketing and problem solving.
• Organize seasonal specials in Excel, ordered supplies via internet, and set-up and mailed holiday present packages.
DRAGON PRODUCTIONS THEATER Redwood City, CA (2012-2014)
Box Office Manager
• Create season, special events, prices and packages in Vendini Ticketing System.
• Craft new training procedures for volunteers, and ran front of house during performances, including selling tickets and subscriptions.
• Create new procedure manual and informational documents.
MPA San Francisco, CA (2010-2012)
Massage Therapist
INSPA Saratoga, CA (2007-2010)
Massage Therapist
METROPOLITAN PLANNING GROUP Sunnyvale, CA (2007-2008)
Office Manager
• Create all office procedures and bookkeeping processes for start-up.
• Manage all employee hires, payroll, bookkeeping, AP/AR, office equipment acquisitions and maintenance, supply purchases, data entry, and marketing.
• Assist with writing and proofing proposals for city planning contract work.
CITY OF FLAGSTAFF, POLICE DEPARTMENT Flagstaff, AZ (2002-2004)
Records Clerk/Dispatcher
• Execute data-entry of police reports and civilian contacts within police database.
• Assist officers and other criminal agencies with information retrieval.
• Retrieve criminal records from the ACJIS country wide criminal database.
COMPUTER SKILLS
•Microsoft Word •Excel •Power Point ?Outlook ?QuickBooks
LORI WOOD
------------
------------
EDUCATION
UNIVERSITY OF CALIFORNIA, SAN DIEGO San Diego, CA
BA in Theater & BA in Dance
Graduated Magna Cum Laude
WORK EXPERIENCE
NEUROMETHOD TUTORING Campbell, CA (2018-Present)
Bookkeeper/Office Manager
• Maintain and audit financial records in Quickbooks for reconciliation.
• Create and maintain procedure manuals and company handbook.
• Invoicing and AP/AR management.
• Create and manage job postings.
CONNECTION CHIROPRACTIC AND MASSAGE San Francisco, CA (2017-2018)
Chief Operations Officer
• Manage payroll and submit payroll tax reports.
• Maintain and audit financial records for AP/AR and patient care packages.
• Responsible for all office procedures, subscriptions, insurance maintenance, supplies, and other functional requirements.
• Networking and marketing.
• Manage staff and trainings.
• Maintain schedules, scripts, and checklists.
RISING SUN PHYSICAL THERAPY San Francisco, CA (2015-2017)
Office Manager
• Create and maintain office procedures and training manual.
• Answer phones, book appointments, take copays.
• Verify insurance coverage and follow-up with EOBs.
• Track and document PT productivity and sales statistics.
BED BATH & BEYOND Dublin, CA (2015)
CS Associate/Bridal Consultant
• Create and manage registries.
• In charge of office functions, follow-¬up calls, and general customer service issues.
• Teach new hire product knowledge classes.
MICROSOFT Sunnyvale, CA (2014)
Data Entry Specialist
• Assist engineers and graphic designers with user-friendliness specifications.
• Daily business validation testing of various applications with pass or fail metrics to QA team.
• Enter bugs and enhancement requests to multiple development teams in Team Foundation Studio.
THEATREWORKS Redwood City, CA (2013-2014)
Box Office Representative
• Master Tessitura Ticketing System to sell, manage, and transfer tickets and packages.
• Manage phones, returned messages and corresponded with clients via email for ticketing and problem solving.
• Organize seasonal specials in Excel, ordered supplies via internet, and set-up and mailed holiday present packages.
DRAGON PRODUCTIONS THEATER Redwood City, CA (2012-2014)
Box Office Manager
• Create season, special events, prices and packages in Vendini Ticketing System.
• Craft new training procedures for volunteers, and ran front of house during performances, including selling tickets and subscriptions.
• Create new procedure manual and informational documents.
MPA San Francisco, CA (2010-2012)
Massage Therapist
INSPA Saratoga, CA (2007-2010)
Massage Therapist
METROPOLITAN PLANNING GROUP Sunnyvale, CA (2007-2008)
Office Manager
• Create all office procedures and bookkeeping processes for start-up.
• Manage all employee hires, payroll, bookkeeping, AP/AR, office equipment acquisitions and maintenance, supply purchases, data entry, and marketing.
• Assist with writing and proofing proposals for city planning contract work.
CITY OF FLAGSTAFF, POLICE DEPARTMENT Flagstaff, AZ (2002-2004)
Records Clerk/Dispatcher
• Execute data-entry of police reports and civilian contacts within police database.
• Assist officers and other criminal agencies with information retrieval.
• Retrieve criminal records from the ACJIS country wide criminal database.
COMPUTER SKILLS
•Microsoft Word •Excel •Power Point ?Outlook ?QuickBooks