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Charlene Jonelis

@charlenejonelis

Experienced bookkeeper with a strong background in financial management.

United States
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What I'm looking for

I am looking for remote work in a role that values efficiency and offers growth opportunities.

I am a dedicated bookkeeping professional with over 20 years of experience in various financial roles. My career has spanned from being a Controller at Confirmed Freight, LLC, where I significantly reduced payroll costs and streamlined tax documentation processes, to part-time bookkeeping positions that have honed my administrative and financial skills.

Throughout my career, I have developed a strong expertise in QuickBooks, payroll management, and real estate appraisal. My role as a Provisional Residential Real Estate Appraiser allowed me to expand our services into new territories, demonstrating my ability to grow business operations. I pride myself on my attention to detail and my commitment to improving efficiency in every role I undertake.

Experience

Work history, roles, and key accomplishments

GD

Bookkeeping Positions

Green & Daughters

May 1996 - Dec 2023 (27 years 7 months)

Performed various duties including receptionist and administrative work, full charge bookkeeping, marketing, advertising, tax preparation, and inventory reconciliation. Managed diverse responsibilities across multiple companies, ensuring efficient operation and financial accuracy.

ML

Bookkeeping Positions

MJR Construction of CT, LLC

Jan 2016 - May 2022 (6 years 4 months)

Performed various duties including receptionist and administrative work, full charge bookkeeping, marketing, advertising, tax preparation, and inventory reconciliation. Managed diverse responsibilities across multiple companies, ensuring efficient operation and financial accuracy.

CL

Controller

Confirmed Freight, LLC

Apr 2005 - Jun 2013 (8 years 2 months)

Verified and submitted ADP and Paychex payroll biweekly, and conducted cost/performance analysis for company 401K, medical, dental, FSA, and AFLAC plans. Reduced payroll costs by half and significantly cut tax and insurance expenses, while decreasing turnaround time on employee, contractor, and company tax documentation.

AC

Bookkeeper/Real Estate Appraiser

Austin McGuire Co.

Oct 2001 - Nov 2004 (3 years 1 month)

Performed residential real estate inspections and appraisals as a Provisional Residential Real Estate Appraiser covering lower Fairfield County. Opened a New York division covering upper Westchester County and established new customer relationships for services.

MA

Office Manager

Mitchel, Maxwell & Jackson Appraisals

Jan 1998 - Oct 2001 (3 years 9 months)

Managed AR and AP for the Greenwich Connecticut office and satellite offices in Waterbury and Seymour, handling appraisal tracking, billing, and filing. Reorganized the email system to streamline client communication and improved the filing system and supply closet for better efficiency.

Education

Degrees, certifications, and relevant coursework

JC

Johnson State College

Minor in Business Management & Major in Early Childhood Education, Business Management & Early Childhood Education

Pursued a comprehensive curriculum focusing on both business management principles and early childhood education methodologies. Gained foundational knowledge in administrative practices and educational development.

GC

Gibbs College

Executive Secretarial Certificate, Executive Secretarial Studies

Completed a program focused on executive secretarial skills, preparing for administrative and office management roles. Developed proficiency in various office procedures and organizational tasks.

AC

Appraisal & Real Estate School of Connecticut

Real Estate Appraisal License RSP.948, Real Estate Appraisal

Obtained a Real Estate Appraisal License, focusing on the principles and practices of property valuation. Acquired the necessary credentials to perform professional real estate appraisals.

Tech stack

Software and tools used professionally

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Charlene Jonelis - Bookkeeping Positions - Green & Daughters | Himalayas