Mary Ortiz
Greenwood,MO
Summary
Accomplished Senior Accountant and Executive Assistant with a proven track record at Butler Manufacturing, adept in financial reporting and fostering professional relationships. Streamlined balance sheet processes and enhanced financial statement accuracy. Skilled in general ledger accounting and effective communication, ensuring compliance and efficiency in high-stakes environments. Experienced in ADP Payroll, Excel and Word, Accounts Payable and Receivables.
Overview
25
25
years of professional experience
Work History
Senior Accountant
Butler Manufacturing
01.1998 - 01.2001
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Updated general ledger with latest entries.
- Completed year-end closing processes with controllers and external auditors.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.
- Provided journal entries and performed accounting on accrual basis.
- Prepared working papers, reports and supporting documentation for audit findings.
Excutive Assistant to the CEO
Butler Manufacturing
04.1990 - 01.1998
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Coordinated travel arrangements for staff, ensuring cost-effective and timely accommodations and transportation.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
- Managed scheduling for executive team, balancing complex calendars to ensure optimal use of time.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Performed research to collect and record industry data.
Executive Administrative Assistant
Trans World Airlines
06.1976 - 04.1990
- Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
- Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high-priority responsibilities without distraction.
- Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
- Managed inventory levels for office supplies, reducing waste while guaranteeing availability when needed.
Education
Some College (No Degree) - Accounting
Rockhurst
Kansas City, MOCertificate - KC Chamber of Commerce Entreprenurial Training
UMKC
Kansas City, MO05.1998
Skills
- General ledger accounting
- Financial reporting
- Financial statement review
- Bank reconciliation
- Tax preparation
- Generally accepted accounting principles
- Biweekly payroll
- Expense tracking
- General ledger management
Accomplishments
Following the closing of my division at Butler Manufacturing, I was offered a position in Minnesota (where my division was relocating), however elected early retirement. I have gone on to successfully run two small businesses.
Timeline
Senior Accountant
Butler Manufacturing
01.1998 - 01.2001
Excutive Assistant to the CEO
Butler Manufacturing
04.1990 - 01.1998
Executive Administrative Assistant
Trans World Airlines
06.1976 - 04.1990
Certificate - KC Chamber of Commerce Entreprenurial Training
UMKC
Some College (No Degree) - Accounting
Rockhurst
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