Katherine Norris Simms
Baltimore
Summary
Experienced business professional with 26 years of diverse accounting, administrative, and operations experience across various industries, including local government. Seeking opportunities to leverage business skills and volunteer experience. Currently pursuing a full-time role that offers professional challenges and utilizes interpersonal skills, effective time management, and problem-solving expertise.
Overview
27
27
years of professional experience
Work History
Accounting Assistant
Fred Burke CPA
02.2023 - Current
- Enter and reconcile bank transactions in QuickBooks
- Process journal entries in QuickBooks for monthly and yearly account closings
- Assist with preparation of financial statements
Accounting and Operations Specialist/Supervisor
Dynamic Infusion
01.2017 - Current
- Designed and executed a timesheet tracking and processing system, streamlining payroll operations.
- Developed and implemented a billing tracking system for over 400 patients.
- Coordinated staff scheduling of approximately 80 nurses
- Managed patient visit schedules in collaboration with nursing staff and customers, enhancing operational efficiency.
- Facilitated and tracked the progress of annual in-service training sessions for staff.
- Reconcile bank transactions in QuickBooks
- Implemented process improvements to streamline daily operations.
- Receive and enter customer payments into QuickBooks
- Track and manage customer collections
- Review nurse's timesheets for accuracy
- Assist nurses with any timesheet corrections
- Create payroll grid for multistate payroll submissions
- Assist with scheduling and answering phone calls as needed
- Contact point for patients and customers
- Ensure nursing notes are submitted in a timely manner
- Review nursing notes for accuracy
- Work with nurses to correct nursing notes as needed
- Enter patient and travel time for each visit into the Billing Spreadsheet
- Invoice all nursing visits in QuickBooks
- Supervise support staff involved in the above responsibilities
- Create, send and file statements to customers
- Oversaw billing status for all visits, maintaining accuracy and timeliness in invoicing.
- Resolved billing and customer payment issues to ensure timely account reconciliation.
- Interacted well with customers to build connections and nurture relationships.
Office and Programming Coordinator
Baltimore Montessori Public Charter School
09.2010 - 05.2018
- Prepare and send weekly e-update and daily communications to parents of approximately400 students and40 staff members
- Create and disseminate school publications and materials, such as announcements, emails, social media posts
- Serve as the high school choice liaison
- Manage central school calendar of classroom activities and trips
- Approve and coordinate school events, picture day, and trips
- Train and assist teachers with daily attendance systems
- Develop attendance tracking system and send quarterly attendance letters to families
- Monitor student attendance and communicate updates to Director
- Register, enroll, and schedule student in Student Information System
- Manage ticket sales, both online and in person for the school's annual Gala
- Manage morning office details such as late sign-ins, messages
- Respond to inquiries to provide information related to school operations
- Maintain communication with Operations Manager, Communications Director
- Manage photo day and other clerical needs related to the program
- Manage enrollment, location, payments, and program details for after school activities
- Manage enrollment and payments for summer camp
- Assist with records and database management
Bookkeeper
Baltimore Appliance Repair
03.2007 - 01.2010
- Manage all accounts receivable and accounts payable functions of the business using QuickBooks software
- Prepare customer invoices and process customer payments
- Write checks and perform monthly bank reconciliations
- Prepare all financial reports as well as taxes at year end
- Process employee payroll including tax related forms and disbursements
- Create and maintain vendor and employee accounts
Lead Program Control Analyst
Computer Sciences Corporation
09.2001 - 06.2005
- Prepare monthly financial status reports for internal and external customers
- Control the distribution of customer funds by fund cite
- Manage contract billing and accounting
- Supervise one employee
- Ensure accurate and timely processing of monthly customer invoices
- Work closely with Program Managers to ensure contracts were accurate and timely
- Develop and maintain spreadsheets for monthly contract deliverables and analysis of data
- Analyze and maintain contract financial data to ensure costs were accurate and on time
- Approve and prepare subcontractor and vendor invoices for payment
- Monitor and correct employee timesheets for accuracy
Program Control Analyst
Computer Sciences Corporation
07.1999 - 09.2001
- Manage contract billing and accounting
- Assist in preparing and monitoring RFP's
- Assist in pricing and monitoring contract modifications
- Work closely with Program Manager to ensure contracts were accurate and timely
- Develop and maintain spreadsheets for monthly contract deliverables and analysis of data
- Prepare reports for monthly Vice President presentations
- Analyze and maintain contract financial data
- Approve and prepare subcontractor and vendor invoices for payment
- Monitor and correct employee timesheets for accuracy
Accounting Clerk
Holmatro, Inc.
08.1997 - 07.1999
- Coordination of all accounts receivable and accounts payable functions
- Verify and approve all customer orders for processing
- Approve customer credit on all outgoing orders
- Maintain computerized inventory system for all outbound shipments
- Control the preparation of all customer invoices for accuracy and timely processing
- Manage all customer payments and credits
- Research and solve any customer account discrepancies
- Handled all delinquent account collections
- Maintain database of customer accounts
- Created and maintained in-house order tracking system
- Verify vendor invoice accuracy and receipt of inventory prior to payment
- Prepare approximately200 checks per month in accordance with vendor payment terms
- Answer vendor inquiries regarding payment status
- Daily interaction with customers and vendors
Education
Bachelor of the Arts - Business Management, English
Towson State University
01.1997
Skills
- HIPAA
- PHI
- QuickBooks
- MS Office
- Dropbox
- Google Suite
- Zoom
- Networking and relationship building
- Employee relations management
- Proven ability to successfully work independently
- Customer service and interpersonal skills
- Proficient in social media platforms
- Valuable oral and written communications skills
- Flexible, quick to learn and adapt
- Excellent at multi-tasking
- Detail oriented and organized
- Successful at collaboration
- HR policies and procedures
- Payroll processing
- Received SCI briefing, previously maintained TS clearance
Timeline
Accounting Assistant
Fred Burke CPA
02.2023 - Current
Accounting and Operations Specialist/Supervisor
Dynamic Infusion
01.2017 - Current
Office and Programming Coordinator
Baltimore Montessori Public Charter School
09.2010 - 05.2018
Bookkeeper
Baltimore Appliance Repair
03.2007 - 01.2010
Lead Program Control Analyst
Computer Sciences Corporation
09.2001 - 06.2005
Program Control Analyst
Computer Sciences Corporation
07.1999 - 09.2001
Accounting Clerk
Holmatro, Inc.
08.1997 - 07.1999
Bachelor of the Arts - Business Management, English
Towson State University
Similar Profiles
Brittany BurkeBrittany Burke
Owner at Brittany Burke - Brittany Burke INCOwner at Brittany Burke - Brittany Burke INC
Jeanenne GreenJeanenne Green
Office Manager / Accountant at Jordyn Hollon CPA, Formerly Alan Green CPAOffice Manager / Accountant at Jordyn Hollon CPA, Formerly Alan Green CPA
TAMMY VALENZUELATAMMY VALENZUELA
CPA Assistant at Carol S David, CPA/ Gary A Kreitz, CPACPA Assistant at Carol S David, CPA/ Gary A Kreitz, CPA