Kara Shultz
Lake Elsinore
Summary
Detail-oriented professional with over 15 years of experience in office environments. Possessing a comprehensive understanding of office operations, customer service, and executive support. Demonstrated track record of effectively managing administrative tasks and providing high-quality service to clients and executives. Proven ability to streamline processes, increase efficiency, and maintain a high level of organization in fast-paced work settings. Strong communication skills and a commitment to delivering exceptional results in all aspects of office management.
Overview
13
13
years of professional experience
Work History
Vendor Manager
Custom Movers Services
05.2022 - 10.2024
- Handled all invoice disputes.
- Processed all COI’s and kept them up-to-date yearly for all vendors Nationwide.
- Assisted Tax Department in year-end preparation of reports and 1099’s.
- Processed all background checks for Nationwide vendors.
- W-9 tracking each quarter.
- Reconciled monthly credit card statement and ClearStar statements.
- Created and dispersed quarterly reports to other members of management.
- Handled all vendor rate negotiations.
- Oversaw claims department and counseled staff on all escalations between vendors and accounts.
- Prepared yearly reports for Owner and for sales team.
- Handled all vendor escalations.
- Assisted vendors with past due invoices / missing payments.
- Reconciled statements received from vendors.
- Assisted Coordination department with daily tasks.
- Located and brought on board all new vendors nationwide.
Accounting Specialist
City of Murrieta
11.2021 - 05.2022
- Processed weekly check runs for all vendors.
- Coded and entered invoices & water bills.
- Assisted Tax Department in year-end preparation of reports and 1099’s.
- Processed monthly sales tax through the EOB website.
- Completed journal entries to appropriately apply funds to the correct budgeting accounts.
- Reconciled monthly credit card statements.
- Processed travel expense forms and cash in advances.
- Monitored all departments invoices for accuracy.
- Assisted payroll department with AP payroll by-weekly.
- Prepared reports for Finance Supervisor and Director review.
- Prepared financial agenda regarding AP for council each month.
- Assisted vendors with past due invoices / missing payments.
- Reconciled statements received from vendors.
- Kept workspace clean and maintained a safe work environment.
- Participant of the “Happiness Committee” to plan and prepare for company / team building events.
Accounting & Administrative Specialist
Intersect Systems International
11.2011 - 06.2021
- Worked closely with company President to oversee and manage all accounting, customer service, and claims processing for our 3rd party client which includes but is not limited to the following:
- Processed new orders and entered information into tracking system accurately and timely.
- Ensured timely coordination and scheduling of onsite workers Nationwide.
- Reviewed, sorted, and matched invoices with Purchase Orders.
- Assisted Tax Department in year-end preparation of reports and 1099’s.
- Collected outstanding balances from clients on a regular basis.
- Defined, developed, and implemented strategies, plans and processes to meet organizational goals.
- Prepared invoices and recorded payments.
- Maintained accounts payable files, data entry and check payments.
- Reviewed financial reports / documents for errors and variances.
- Prepared monthly and quarterly revenue reports for management.
- Processed all third-party claims from receipt of notice to final resolution.
- Processed all incoming invoices from both domestic and international clients.
- Maintained confidentiality of sensitive firm and client information.
- Processed journal entries.
- Generated and dispatched work orders for (non and) emergency work.
- Remained calm and friendly in high volume, high stress, and deadline-oriented situations.
Education
GED -
Escondido High School
Escondido, CA01-2006
Skills
- Advanced working knowledge of Microsoft Office applications
- 10-key by touch
- Typing 55 wpm
- MAS
- OSAS
- QuickBase
- OnBase
- Financial Enterprise
- High level of accuracy
- Detail-Oriented
- Flexible
- Hardworking
- Organized
- Reliable
- Positive Attitude
- Respectful of Others
- Accountable
- Professional Appearance
- Extremely Fast Learner
- Effective Time Management
- Punctual
- Vendor evaluation
- Strategic negotiation
- Relationship management
- Documentation management
- International logistics
- Shipment coordinating
- Freight forwarding
- Claims review
- Accuracy and precision
- Claims
Timeline
Vendor Manager
Custom Movers Services
05.2022 - 10.2024
Accounting Specialist
City of Murrieta
11.2021 - 05.2022
Accounting & Administrative Specialist
Intersect Systems International
11.2011 - 06.2021
GED -
Escondido High School
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