Teresa Markray

Owner/Founder @Teresa Markray Finance & Office Management

United StatesSport Fan🔥 Startup FounderBusiness Owner📝 Influencer or Blogger👍 Sales & BizDev🗿 HR⚖️ Legal🐦 Design🧨 Consulting🏦 Finance🧮 Education🏐 Sports✨ Business OwnerCustomer Success ManagerAccountantFinancial PlannerParalegalTraining&Development SpecialistAdministrative Specialist🎓 StudentResearcherUndergraduate StudentCoachAthlete

Teresa Markray is a small business owner of a Finance and Office Management Firm. Her role involves overseeing the company's financial operations, managing budgets, financial planning, and ensuring the smooth running of the office. She is responsible for maintaining the financial health of the company, implementing financial policies, and ensuring compliance with legal regulations. She also handles administrative tasks, including managing schedules, organizing files, and improving office procedures and workflows. Her work is crucial to the company's financial stability and operational efficiency.

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Network Power<100 people

Roles

🗿100%

Geos

🇺🇸100%

United States

Work Background

Center For Mindful Self-CompassionFinance Manager

Mar. 2022 - May. 2024Austin, Texas, United States• Nonprofit financial management to include multi-state payroll administration for both the US and Canada, federal, state, and local taxes, and international contractors. Created a policy and procedures manual for the finance department. * Recorded cash receipts and deposits as needed to ensure that all items were deposited in a timely manner. • Reconciled six (6) payment platforms monthly to ensure that there were no discrepancies in the reports. • Handled multiple-state payroll to include California, Oregon, Washington, Idaho, Arizona, Maine, Texas, Louisiana, North Carolina, Colorado and Canadian payroll and taxes, resulting in all payments being handled in a timely manner and all taxes being paid to the proper tax authorities. • Conducted outreach to over 100 US and International contractors to ensure that all information is accurate, W-9 is current, and banking information is correct on our payment platforms (Bill.com and Wise Business), to ensure that all contractors are paid in a timely manner and all 1099 are accurate and sent out yearly. • Created policies and procedures manual to improve workflow in the finance department. • Created detailed reports and conducted complex data analysis using Excel spreadsheets, keeping the Finance Committee and Board aware of any discrepancies or issues.

IntuitBookkeeper

Mar. 2022 - Oct. 2022• Conducted a high-level demonstration of how QuickBooks Online works to new customers to help them better understand all the different features. • Assisted in troubleshooting client issues when they had issues with their account subscriptions and different apps. • Provided high quality customer support to clients when having categorization and banking transaction issues. • Supported the bookkeeping team when they had case overload by assisting in cleaning up their clients’ books helping the team to stay on track.

Guardian Insurance CompanyShort Term Disability Claims Case Manager

Jul. 2021 - Feb. 2022• Prepared intake packets to ensure that we had everything we needed to start the claim. • Verify employment status and the employee/employer plan to ensure that the claimant is covered. • Follow up with employer, employee or doctors' offices that are missing documentation or need further clarification to make decision. • Follow up on claim to ensure all missing documents have been received and ensure properly submitted paperwork to ensure accuracy. • Verify the length of time the claimant would receive payment and the amount due to claimant for each payment. • Submit the completed packet for manager approval and once the packet is completed. • Follow up on any claimant who may need more benefits or needs to be moved to the long-term disability case unit.

Wells & Wade MechanicalFull Charge Bookkeeper

Jun. 2014 - Jun. 2021Washington, United States• Prepared new hire paperwork, ensuring all proper paperwork is filled out and submitted to the correct agencies. • Prepared union reports monthly ensuring that all the proper paperwork was filled out accurately and sent to the union in a timely manner. • Filed intents and affidavits for projects ensuring that the proper prevailing wage rates were being recorded, reported and paid. • Recorded cash receipts and deposits daily to ensure that all items were deposited in a timely manner. • Reconciled bank account monthly ensuring that there are no discrepancies and that all receipts and payments were recorded and accurate. • Produced progress billings for clients monthly to reflect the amount due for the percentage of the completed project. • Ran payroll on a weekly basis to ensure all employees and owners were paid and filed the appropriate local, state and federal forms. • Answered multiple phone lines, took messages as needed, forwarded phone calls, basic troubleshooting and appointment setting. • Conducted outreach to contractors and clients to ensure that all information is accurate, created invoices for clients and paid invoices for contractors. • Prepared daily bank deposits, by counting cash and checks, preparing the deposit slip and depositing into the bank. • Kept track of office supplies and inventory and re-ordered supplies as needed.

Day Wireless SystemsOffice Manager

Mar. 2012 - Oct. 2013Wenatchee, Washington, United States• Answered multiple phone lines, directed calls, took messages, and set appointments for the clients and dispatch technicians. • Sorted and disbursed mail and packages to the appropriate staff or department, maintained a file system to ensure all records were kept in a safe place, archived old records, and handled confidential customer and employee information. • Completed inventory, kept track of office supplies and inventory and re-ordered supplies as needed.