Leann Cook
Sacramento Windustrial
Antelope
20
years of professional experience
Results-oriented Office Manager experienced in construction industry operations. Delivered effective administrative management and team collaboration through strong leadership and organizational skills. Committed to adapting to changing needs while enhancing productivity and communication across teams.
Work History
Office Manager/Bookkeeper
1 Year 4 Months- Developed proposals and job contracts to secure client agreements
- Created and issued invoices to clients
- Processed payments to ensure accurate financial records
- Organized and arranged job schedules for efficient workflow
- Advertising on Craigslist and social media platforms.
Office Manager - AR
3 Years 3 Months- Invoice customers daily, check packers against driver logs and order database to ensure accuracy before billing.
- Process customer payments made via check, credit card, ACH, cash, etc...daily bank deposits. Monthly receivables of $3 million.
- Audited customer accounts and collaborated with Project Managers and AP to resolve billing issues.
- Managed collections for customers 60 days past due, maintaining a reserve account under $50,000 by month end.
- Compiled financial reports to track and evaluate budgeting and spending.
- Managed filing of job liens and releases for project documentation.
- Create new customer accounts and set up job accounts for larger projects.
- Reviewed and submitted invoices to AP while coordinating with vendors to resolve billing discrepancies.
- Managed procurement of office supplies to support daily operations.
- Managed incoming call inquiries and routed them to the correct department.
- Provide administrative support to inside and outside salespeople, branch president, warehouse managers.
- Process all DMV paperwork and payments for fleet, including title transfers and CARB compliance.
Office Manager
1 Year- First point of contact for all new leads. Schedule in-home consultations. Provide education on flooring materials and assist customers in product selection.
- Developed product guides for team reference, enhancing product knowledge and customer engagement.
- Designed email templates for mass customer communications, streamlining follow-up processes.
- Placed orders for necessary job materials to ensure project readiness.
- Order job materials.
- Work with outside sales reps to bring in new products.
- Assist in product training for new hires.
- Participated in BNI networking events to expand professional connections and promote business offerings.
Sales Associate
2 Years 11 Months- Assist clients in selecting the right floor covering for their lifestyle and needs. Provide customer education on different flooring types, helping to finalize the decision and close the sale. Also work with designers and contractors directly as well as assisting their clients in finalizing project materials.
- Facilitated procurement of job materials to ensure project readiness. and negotiate pricing with vendors.
- Schedule installation with subcontractors, communicate with sub during the project to ensure installation will be completed on time and the sub has all required materials. Remain point of contact for the customer during the entire project.
- Issue change orders if needed after start of installation. Act as liaison between sub and customer to ensure complete understanding of change order and requirements to complete project.
- Order job materials and negotiate pricing with vendors.
- Managed Facebook page by creating and scheduling engaging posts daily and Instagram pages, postings done 2-3 times per day.
- Coordinated "Contractor's Night" to foster networking opportunities among industry professionals event. Attended Chamber of Commerce events.
- Oversaw showroom organization to create an inviting and efficient customer experience., reorganized displays, put away samples and general cleaning daily.
Resource Coordinator
4 Months- Recorded credit card receipts and reconciled monthly statements to ensure accurate financial tracking
- Managed creation and updates of customer accounts in QuickBooks Enterprise to maintain up-to-date client information
- Scheduled jobs with customers and updated job schedule on shared calendar.
- Coordinated repairs with crew leaders and managers to ensure timely service delivery and customer satisfaction
- Create and update customer accounts in QuickBooks Enterprise
- Enter credit card receipts and reconcile monthly credit card statements
Payroll Manager
4 Months- Managed accounts payable for 3 companies, ensuring accuracy and timely processing of transactions.
- Process payroll for multiple clients ranging from 10 to 100 employees per company, provide payroll reports to companies, audit employee files for required documentation, mail live checks and stubs via FedEx ensuring timely delivery for payroll dates – some companies had weekly payroll, some 1st and 15th, bi-weekly or once per month. Additionally, there were some that had reimbursements each pay period and others that reimbursed expenses only one pay period per month.
- Facilitated employee direct deposit setup to streamline payroll processing.
- Developed and maintained spreadsheets for payroll and benefit audits, streamlining data retrieval and reporting processes.
- Supported owner in executing various projects
Office Manager/Bookkeeper
1 Year 10 Months- Handle all bookkeeping tasks - A/P, A/R, month end, bank rec, credit card reconciliation, retrieve and apply payments from web sales, sales tax filing and payments for multiple states, quarterly filings, end of year tax preparation, financial reporting, weekly and monthly budget and forecasting, sales reporting, inventory reporting.
- Performed GL entries and reconciled GL accounts monthly for accurate financial reporting.
- Payroll processing for 2 companies (California and Oregon). Commissions pay for outside sales reps. State and Federal payroll tax payments made per pay period (California and Oregon)
- Prepared and filed year-end W9 and 1099 forms, compiling comprehensive year-end reports for tax filing; served as primary contact for tax accountant.
- Created monthly statements and performed collections to ensure timely payments.
- Executed bookkeeping functions for three distinct businesses, maintaining accurate financial records.
- Manage staff of 3 – 4 employees. Track PTO and sick time. Provide HR support. Create and post help wanted ads, conduct interviews both over the phone and in person.
- Revision of employee handbook bringing up to date and in accordance with current labor laws.
- Oversee all social media posting (Facebook & Instagram), sales promotions and customer communications. Create fliers in Constant Contact for wholesale & retail promotions. Select product and write copy for magazine ads (Cowboys & Indians and Sporting Classics)
- Work with factories in Mexico reviewing invoices for correct pricing, QC product prior to payment being issued, provide feedback to factories on items being returned. Process both ACH and wire transfers for factory payments.
Administrative Assistant
1 Year 1 Month- Processed AP invoices with accurate coding, pricing verification, and purchasing approval per Matrix standards.
- Reconciling of suspense accounts (124's) and recording all purchases to stay in budget, record and submit labor hours to ensure all job expenses have been captured and properly coded.
- Processed and submitted certified payroll to ensure compliance with labor regulations.
- Created POs and processed material orders for job and stock purchases, ensuring timely procurement.
- Scheduled service calls with outside vendors and customers, ensuring prompt response and completion of services.
- Obtain new vendors in accordance with company standards.
Invoicing Specialist
5 Years 7 Months- Processed billing for 80,000 customers, including credit card transactions and billing statements, ensuring accurate and timely delivery.
- Ran reports on outstanding balances, declined transactions, and expired cards; contacted customers to collect payments and update information.
- Worked directly with IT to improve billing system and troubleshoot complex billing issues
- Processed weekly Customer Service report – displayed customer count, churn, contacts, revenue, collections dollars obtained as well as owed.
- Published weekly customer newsletter - included researching produce for customer product knowledge as well as providing recipes for unique produce items
- Entered details of produce box contents for next delivery, specifying 20 different box types.
Customer Service Team Lead
5 Years 7 Months- Supervised up to 25 employees across tasks including e-mail processing, inbound/outbound calls, collections, and invoice processing to ensure operational efficiency.
- Assisted in creation and implementation of employee recognition and incentive program focusing on exemplary customer service as well as ensuring each agent received proper training on all CS skills and systems used
- Developed employee skills by providing coaching and additional training where needed.
- Created and implemented employee recognition and incentive program to enhance customer service and ensured agents received comprehensive training on all customer service skills and systems.
- Enhanced employee skills through targeted coaching and training sessions.
- Processed employee’s hours for payroll, tracked attendance as well as customer contacts and handle times per employee to track productivity
- Monitored customer churn and educated employees on strategies for 'saving the sale' to improve retention.
Customer Service Trainer
5 Years 7 Months- Trained all new Customer Service agents, Supervisors, Team Leads and Support Staff on Customer Service skills, internal systems training which consisting of operating up to 7 systems simultaneously, education of organic and sustainable farming and safety training.
- Implemented innovative training styles to enhance engagement and foster enjoyable learning experiences for reps
- Facilitated interactive trainings for monthly staff meetings, coordinating topics based on expressed needs and concerns of reps
- Worked directly with Floor Supervisor and Team Leads to increase CSR’s knowledge of the farm, farming practices and develop CSR’s service skills to meet the commitment to deliver exemplary customer service.
- Developed and maintained customer service curriculum, guidebooks, quick-tip training guides, and process change quick guides
- Participated in weekly calibration with Floor Supervisor, Team Leads, Team Support – listening to recorded calls and reviewing CSR response to customer e-mails, discussed where improvement could be made. Followed up with individual employees for one-on-one coaching opportunities, provided feedback and documentation to Team Leads and Supervisor, update employee file with training topics and employee progress.
- Assisted with customer escalations and provided successful resolution
- Handled all complex billing inquiries and special billing projects
- Worked directly with Management to develop more extensive training program focused on driving efficiency in proper use of CRM, call handle times and customer experience educating customers to make use of online tools
- Researched competitors and educated staff on differences in service for sales purposes
- Assisted Floor Supervisor with interviews and new hire selection.
Assistant Manager
1 Year 1 Month- Processed weekly payroll, accounts receivable/payable, customer billing, and quarterly tax preparation to ensure accurate financial operations
- Processed job proposal and contracts working directly with the customer – included re-roof, repair and tear-off. Ordered materials and arranged delivery, pulled job permits from both City and County offices and coordinated required job inspections.
- Conducted detailed job costing for each project, analyzing materials, labor, and overhead expenses. – entailed materials cost, labor, overhead to show profit and loss
- Job costing for each job – entailed materials cost, labor, overhead to show profit and loss
- Provided customer education on selecting roof type (comp, tile, shake, metal, Duralast)
- Managed multi-line phone system, addressing customer inquiries and scheduling bids, repairs, and re-roofs to enhance customer service
- Answered multi-line phone, assisted customers with job related inquiries, scheduled bids, repairs, re-roofs
Education
High School Diploma
Skills
QuickBooks
Microsoft Excel
Microsoft Office
Receivables management
Payables management
Client invoicing
Team management
Collections management
Bookkeeping
General ledger reconciliation
Aged receivables report
Cash flow statement
Credit risk report
Budgeting
Administrative experience
Office management
Supervising experience
Schedule coordination
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Accounting software
Administrative support
Talent acquisition
Employee relations
Team leadership
Accounting
Administrative experience
Project management software
Construction administration
Restoration experience
Construction experience
Client relations
Management
Reconciliation report
Payment analysis
Personnel management
Schedule coordination
Personnel management
Timeline
Office Manager/Bookkeeper
Cook Construction
06.2025 - CurrentRead More
Office Manager - AR
Sacramento Windustrial
07.2023 - CurrentRead More
Office Manager
Floor Coverings International
07.2022 - 07.2023Read More
Sales Associate
Capital Flooring and Design
08.2019 - 07.2022Read More
Resource Coordinator
Brooks Painting
10.2018 - 02.2019Read More
Payroll Manager
PAC West Solutions
06.2018 - 10.2018Read More
Office Manager/Bookkeeper
Voyt Western Silver
09.2016 - 07.2018Read More
Administrative Assistant
Design Space Modular Buildings
08.2015 - 09.2016Read More
Invoicing Specialist
Farm Fresh to You
03.2009 - 10.2014Read More
Customer Service Team Lead
Farm Fresh to You
03.2009 - 10.2014Read More
Customer Service Trainer
Farm Fresh to You
03.2009 - 10.2014Read More
Assistant Manager
Rabaino Roofing
07.2006 - 08.2007Read More
Liberty Union High
High School Diploma
Read More