GLORIA E. MARKHAM

Marietta, GA                           notablebr@gmail.com                                            (203) 710-9923


PROFILE
Prior small business owner and current independent contracting bookkeeper.

Managed successful startup of chiropractic/functional neurology clinic. Created financial reports for the CFO and Board of Directors. Ensured compliance with OSHA, HIPAA, and other tax and government regulations. Performed human resources responsibilities. 

History of increased responsibility at Yale University Law School. Experience training managerial and administrative staff, improving efficiency and morale. Accounting for $110M annual budget. Experience optimizing budgets.

SOFTWARE SKILLS

  • Microsoft Excel, Word, Access, PowerPoint

  • QuickBooks Online and Desktop

  • Sage 100 for Construction – Accounts Payable

  • Oracle: Brio, Data Warehouse, EMS

  • Adobe Pro, LiveCycle Designer, SharePoint 

  • SciQuest (Jaggaer), Concur

  • Basic accounting – cash and accrual

  • Teaching/Training

  • Tax compliance 

  • Payroll: Paychex, Square, ADP

  • Meeting facilitation, public speaking 

  • Proofreading

EXPERIENCE

Notable Business Resources, LLC / Independent Contractor – Bookkeeper           Jun 2018 - present 

Perform bookkeeping responsibilities using Quick Books Online, QuickBooks Desktop Premier, and Sage 100 for Construction: Assist with QB setup, review, and/or correction of existing entries. Provide training in QB Online and business consulting for micro businesses. Allocate, post, and reconcile transactions. Produce reports and financial statements. Bank reconciliations. Month-end and year-end close process. Budgeting. QB Payroll entries when outsourced. Tax Forms. Statistical forecasting reports in Excel. Accounts Payable in Sage 100 Contractor. Coordinate with external accountants. Assist with HR and tax compliance. Detail-oriented and accurate.  

Life University, Vital Life Midtown Clinic – Office Manager                       Aug 2016 – Apr 2017

From startup, contributed to the chiropractic and functional neurology clinic’s progression from no patient base to a busy, double-shift practice. 

  • Worked directly for the Executive Director / President of the university.

  • Created statistical and financial reports for the Executive Director, CFO, and university board

  • Collaborated with a team of 15 to create and establish procedures for patient care, scheduling, chart notes, and patient records 

  • Implemented CPT coding/insurance billing, fees, collections, accounting, and inventory practices

  • Performed HR responsibilities such as hiring chiropractic assistants, payroll, commissions, OSHA, and HIPAA 

  • Arranged travel and accommodations for doctors and patients

  • Submitted employee reimbursements 

  • Provided clerical support to the marketing team and proofread marketing materials

Yale Law School – Lead Financial Assistant V and Training Specialist                   Sep 2004 – Aug 2016

Promoted twice during twelve years in the Law School Finance Office. 

  • Worked directly for the Directors of Finance to conceptualize and implement a training program for new and current staff. As the first Law School training specialist, trained 22 employees in the first year of inception (10 managerial/professional employees and 12 administrative personnel). Earned a favorable rating of 96%. Also trained and supervised 18 bursars

  • Designed materials and provided training on financial policies, fellowships, accounting, purchasing, travel arranging, online tools, websites; provided software instruction on Oracle-based systems, BRIO database, SciQuest accounting transaction systems

  • Ensured compliance with financial policies and procedures for faculty, staff, and students 

  • Reviewed and prepared accounting transactions for sponsored project and grant accounts 

  • Tracked budgets; Reconciled, analyzed, and corrected monthly financial statements 

  • Prepared reports using Oracle, Brio, and Excel; Entered financial commitments

  • Monitored and reconciled funded accounts related to departments, faculty, and student organizations

  • Prepared journal entries (routine, correcting, allocating, accrual, and fiscal year-end) 

  • Reviewed or prepared employee reimbursements, check requests, and petty cash 

  • Reconciled purchasing cards

  • Oversaw purchasing up to $10K

  • Prepared deposits; Processed invoices and resolved unpaid issues

  • Managed the prize process with the Dean’s Office 

  • Processed all transactions for Fellows

  • Arranged domestic and international travel

  • Maintained Law School SharePoint webpages for Finance Department and Human Resources Department

CONSTRUCTION EXPERIENCE

Premier Pools and Spas – Scheduler, Rancho Cordova, CA       2002 – 2004

  • Scheduled four equipment crews and five cleanup crews in the construction of app. 100 new pools per month.

Poolmaster – Co-owner, DeLand, FL           1993 – 2004

  • Self-employed: Swimming pool maintenance, repair, construction, and retail store business. Bookkeeping, tax preparation, payroll, field training, inventory, scheduling, sales.

EDUCATION / TRAINING

Daytona State College, Daytona Beach, Florida 

A.A., May 2015, GPA: 4.0, President’s List

A.S. Cert./Computerized Accounting, May 2002.  GPA 4.0, President’s List

Courses: Accounting/Bookkeeping, Journalism, Web Programming, Medical Transcription 

Yale Learning Center courses including: sponsored projects and grants compliance, communication, software programs, proofreading, business writing, customer service, creating excellence, accounts payable, procurement, and prevention of sexual harassment for supervisors; 76 hours

Brigham Young University, Rexburg, Idaho and Provo, Utah 

Major:  Speech Pathology; 40 credit hours

AWARDS
Jane Levin Scholarship, Yale University Women’s Organization, first recipient, 2013