Kimberly J. Woolsey
Sacramento
Summary
To use my knowledge and skills too make a contribution in my workplace. To learn as much as I can from the people I work with so that I may enrich my knowledge and increase my skills.
Professional financial specialist with robust experience in managing accounts and financial records. Demonstrates strong ability to collaborate within teams and adapt to changing business needs while consistently achieving results. Skilled in accounts payable/receivable, financial reporting, and reconciliation. Known for reliability, efficiency, and strategic problem-solving in financial operations.
Overview
29
29
years of professional experience
Work History
CS Norcal/RedHammer Building Services
04.2024 - 10.2024
- I worked on the books for 2 companies.
- I did all the accounts payable and receivable.
- I also did the collection follow ups on invoices not paid.
- I processed payroll.
- I also did cost analysis breakdowns for the invoicing so that everything was correctly allocated.
- I also monitored the insurance certificates for the company.
Finance Manager
Empower Yolo, Inc (Non-Profit)
09.2020 - 01.2024
- I fixed their QuickBooks that was in a mess when I got there.
- I process all the payroll using one point hcm and do all the human resources.
- I work extensively with QuickBooks desktop and Online.
- I worked on the conversion also.
- I do all the processing of payments and reconcile all databases to our QuickBooks.
- I manage the benefits for the company also do all the invoicing for the grants monthly and manage the grants also.
Office Manager
Paint Rite Pros
05.2020 - 09.2020
- I processed all the incoming payments for services via check, credit card or cash.
- I also did the scheduling of all the employees for jobs.
- I managed the office.
- I did all the financial reporting.
- I also reconciled the QuickBooks to the database program for scheduling.
Full charge Bookkeeper
5 Star Accounting
10.2019 - 03.2020
- I worked as a bookkeeper and payroll specialist for this CPA.
- I did multiple payrolls for our clients.
- I also processed the closing of the books monthly.
- I did multiple accounts that I kept the books on for accounts payable and accounts receivable.
Full Charge Bookkeeper/Payroll Clerk
Sacramento Area Electrical JATC Sacramento (Non Profit)
07.2008 - 09.2019
- The first year of this I worked through accountemps before I was hired permanently.
- I worked on all accounting functions in the union electrical apprenticeship program.
- I process all of the reports for the monthly trust meetings.
- I do all the accounts receivable and accounts payables.
- I do all the payroll and process all the state and federal payroll returns.
- I have extensive knowledge of QuickBooks accounting software.
- I organized their annual graduation ceremony.
- I process in all new students and getting them registered with the state and federal apprenticeship programs.
- I work with the liaison at the local community college to register our students and get their college credits for their classes they take with the school.
- I process all the Veterans Administration paperwork for the students.
- I also have extensive knowledge of the TradeSchool software that is used for apprenticeship and union training schools.
- I work as a team member on developing the set of procedures and processes for this facility.
- I assist the CPA and office manager in the annual audit.
- I work with electrical contractors to aid them in getting apprentices for their jobs.
- I also work with the administration of our apprentices in our program.
- I administrate the grant paperwork for grant funding for the school.
Full Charge Bookkeeper
Conway Ranch
03.2008 - 07.2008
- I worked processing the books for a ranch.
- I did all the ordering of supplies and production of all financial reports for the owners.
- I did allotments to the different land grants that the company had.
- The incoming money had to be allotted to the appropriate land.
- They owned over 30,000 acres of land.
- Some was regulated by the county which I processed the paperwork to keep all the allotments up to date and filed.
- I paid all the incoming bills and processed all the outgoing payments.
- I aided the manager in the administration of all the ranch.
- I did all this through accountemps as on a temporary assignment basis.
Full Charge Bookkeeper
Tri-State Livestock Credit Corporation
10.2004 - 03.2008
- Company Overview: This was a livestock lending company that made loans to Ranchers.
- The first year of this I worked through accountemps before I was hired on permanent.
- I worked on all the accounting functions of the loan office.
- My job was to process all the incoming drafts and checks.
- These were how the borrowers borrowed money.
- I also processed incoming checks and made the electronic deposit online with the bank.
- I cut all the accounts payable checks and paid all the bills.
- I fulfilled all the accounting functions such as closing the books each month and making all the general ledger entries.
- I also mastered the Down to Earth accounting software and had extensive training on how it worked.
- I helped organize and move the office from one location to the other including coordinating all the packing of computers and such.
- I also did some audit and forensic accounting when I got there to straighten out their books.
- This was a livestock lending company that made loans to Ranchers.
Accounts Payable Clerk
Natomas Unified School District/ Accountemps
06.2004 - 10.2004
- I paid the bills for the school district.
- Purchase order numbers were issued for things that were to be bought for the then new High School.
- Any of the purchases that were made for anything come across my desk to be paid.
- I helped set up a new way of saving files for them in their computers.
- We then routed the paid bills to the different departments to be sent out.
- We also received all the payments coming in and we sorted the mail that the courier had brought.
Tax preparing aid
H & R Block/ Accountemps
12.2003 - 05.2004
- I aided in the online preparation of personal tax returns for both federal and state.
- I answered questions on the taxes as they pertained to each tax payer.
- I helped with complicated returns and completed many to be reviewed and okayed by a licensed tax preparer.
- This was the start of H & R Block’s online filing system and they were trying to work out the bugs while they were perfecting it.
- I worked till the end of the tax season.
Tax Program Technician
Franchise Tax Board
01.2003 - 02.2003
- Lead person in Section where I trained incoming seasonal personnel and Tax Program Assistants.
- I supervised 30 to 60 persons on the floor, assigned their duties daily, oversaw their work and answered work related questions.
- Distributed work, picked up and routed finished work.
- Processed time sheets, daily, and posted production statistics.
Tax Program Assistant
Franchise Tax Board
06.2002 - 12.2002
- I sort all the mail received by the Franchise Tax Board and route it to the appropriate areas, to be processed.
- All the mail is opened by our Unit and sent to the Extractions Unit so the money can be removed and forwarded to the bank as early as possible.
Tax Program Technician
Franchise Tax Board
01.2002 - 05.2002
- Lead person in Section where I trained incoming seasonal personnel and Tax Program Assistants.
- I supervised 30 to 60 persons on the floor, assigned their duties daily, oversaw their work and answered work related questions.
- Distributed work, picked up and routed finished work.
- Processed time sheets, daily, and posted production statistics.
Tax Program Assistant
Franchise Tax Board
11.2002 - 01.2002
- I sort all the mail received by the Franchise Tax Board and route it to the appropriate areas, to be processed.
- All the mail is opened by our Unit and sent to the Extractions Unit so the money can be removed and forwarded to the bank as early as possible.
Tax Program Assistant
Franchise Tax Board
11.2002 - 01.2002
- I sort all the mail received by the Franchise Tax Board and route it to the appropriate areas, to be processed.
- All the mail is opened by our Unit and sent to the Extractions Unit so the money can be removed and forwarded to the bank as early as possible.
Tax Program Assistant
Franchise Tax Board
08.1998 - 11.2000
- I coordinate and supervise, pickup schedules for seasonal employees to pickup and route out work.
- I assist my supervisor as her lead person, ordering supplies and completing paperwork.
- My duties were extracting and processing tax documents, perfecting returns and payment documents, post payments to documents and returns.
- I make necessary corrections on returns so they can be processed.
- My duties also include extracting wage garnishments, data entry, and routing documents.
- In addition I helped routing child support payments.
- I participate in the training of new hires and seasonal employees that are new to our section.
- I also processed the money that came with these documents and route all documents to their appropriate units.
Seasonal clerk
Franchise Tax Board
03.1996 - 08.1998
- My duties were extracting and processing tax documents, perfecting returns and payment documents, post payments to documents and returns.
- I also make necessary corrections on returns so they can be processed.
- My duties also included posting money, extracting wage garnishments, data entry, and routing documents.
- In addition I helped posting and routing child support payments.
- I was on loan to the State Employment Development Department for 4 months and I extracted and processed withholding Tax data.
- I used my 10-key skills to code checks for depositing in the bank and balanced checks with documents before they were deposited.
Education
Associate of Science Degree - Accounting
Yuba College
marysville, Ca12.1994
Skills
- Tradeschool union school software
- Union Manager software
- Microsoft Outlook
- One Point HCM
- Typing (50-55 words per minute)
- Clerical skills
- Data entry
- Basic report writing
- 10 key experience
- Loan accounting
- A/P accounting
- Participations
- Auditing
- Online banking functions
- Wiring funds
- ACH
- Office management
- Forensic accounting analysis
- Grant management
- Accounts receivable
- Quickbooks
- Accounting and bookkeeping
- Bookkeeping
- Account reconciliation
- Bank reconciliation
- Accounts payable processing
- Accounting software proficiency
- General ledger management
- Office administration
- Organizational skills
- Customer service
Timeline
CS Norcal/RedHammer Building Services
04.2024 - 10.2024
Finance Manager
Empower Yolo, Inc (Non-Profit)
09.2020 - 01.2024
Office Manager
Paint Rite Pros
05.2020 - 09.2020
Full charge Bookkeeper
5 Star Accounting
10.2019 - 03.2020
Full Charge Bookkeeper/Payroll Clerk
Sacramento Area Electrical JATC Sacramento (Non Profit)
07.2008 - 09.2019
Full Charge Bookkeeper
Conway Ranch
03.2008 - 07.2008
Full Charge Bookkeeper
Tri-State Livestock Credit Corporation
10.2004 - 03.2008
Accounts Payable Clerk
Natomas Unified School District/ Accountemps
06.2004 - 10.2004
Tax preparing aid
H & R Block/ Accountemps
12.2003 - 05.2004
Tax Program Technician
Franchise Tax Board
01.2003 - 02.2003
Tax Program Assistant
Franchise Tax Board
11.2002 - 01.2002
Tax Program Assistant
Franchise Tax Board
11.2002 - 01.2002
Tax Program Assistant
Franchise Tax Board
06.2002 - 12.2002
Tax Program Technician
Franchise Tax Board
01.2002 - 05.2002
Tax Program Assistant
Franchise Tax Board
08.1998 - 11.2000
Seasonal clerk
Franchise Tax Board
03.1996 - 08.1998
Associate of Science Degree - Accounting
Yuba College
Similar Profiles
Laci De LucaLaci De Luca
Payroll & Accounting Manager at 7 Cs Building MaintenancePayroll & Accounting Manager at 7 Cs Building Maintenance
Brodie HulmeBrodie Hulme
Court Custody Officer at Ventia CS&CS ServicesCourt Custody Officer at Ventia CS&CS Services
Viancy QuinteroViancy Quintero
Executive Assistant at NorCal Home Health ServicesExecutive Assistant at NorCal Home Health Services
ELYSE AVILAELYSE AVILA
Senior Office Assistant at Sacramento County Child Protective ServicesSenior Office Assistant at Sacramento County Child Protective Services
Nicole GarciaNicole Garcia
Detail Crew at Cordova Recreation and Park DistrictDetail Crew at Cordova Recreation and Park District