Katherine Burch

Experience

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  Brookshire Brothers, Ltd

  Sept 1999 - Sept 2001

  Office Manager

  Preformed accounting work for the store including:Compiling complex reports (weekly, monthly, quarterly and yearly) analyzing inventory of products as well as distribution using Excel, Word, Internet,Quicken, Quick Books, ten key adding machine, copiers, fax machines, and other general office equipment. Both managed and supervised four office staff, and up to ten floor cashiers scheduling and prioritizing their job duties. Maintaining the records of hours worked, training and assigning duties to support staff. Communicated with the corporate office via email updating them on the daily reports of store performances. Maintained a complex record of all monies collected during the business day, balancing and auditing any records for discrepancies and making inquiries to account for said discrepancies. Worked with the store manager preparing reports estimating cost data and financial activities within the store. Checked and audited transactions on the floor in progress as well as at the end of the cashiers shift for accuracy and conformance with store regulations. I was responsible of handling all deposits made to the bank, balancing and auditing all entries to assure accuracy. Assisted and trained other supervisor staff in company policies. Was responsible for issuing letters of instruction for floor staff on an as needed basis. Occasionally recommended and implemented revisions to the stores operating procedures. Consulted with the store manager as well as corporate office regarding the stores financial matters including the profit/loss margin for our store. Show less

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  Awards & More

  Oct 2001 - Jan 2006

  General Manager

  duties as General Manager included preparing and maintaining numerous complex accounting reports including: auditing financial activity, and estimating profit margins for numerous corporate accounts. Once complete, my duty was to consolidate and interpret the data, and make the decision that would best suit the company within the regulations and policies for the benefit of the company; communicating this information with the owner and customer. Additional accounting duties: managing invoices, accounts receivables, credit invoices, and warehouse adjustments, auditing these complex reports in the automated accounting systems we utilized. On new accounts, I would research the financial data involved with the project, compile bids, Monitoring cost estimate and budget for fabrication jobs and track expenditures once the project began. I managed these requisitions through preparing project deadlines and, receiving material at job site when needed. The resources I utilized in this position included using Excel, Word, Internet, Corel Draw, Adobe Photoshop, Quick Books, Quicken, ten key adding machine, copiers, fax machines, and other office equipment. I also operated, maintained, and serviced industrial screen printing, embroidery and engraving machines with corresponding programs for operation. I was responsible for both managing, supervising and training four office staff, scheduling and prioritizing their job duties and extending counsel when needed. I maintained the records of hours worked, and weekly payment for all office staff (myself included), assuring compliance with State regulations of employee tax withholdings. Show less

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  Texas Department of Criminal Justice

  Jan 2006 - Apr 2013

  My work contains numerous aspects of accounting on a daily basis. My responsibilities include compiling complex reports that track allocated monies to multiple accounts. I continually audit the expenditures for accuracy, interpreting the found data and consolidating it for a clear explanation for said funds while in use as well as forecasting future expenditures. The sources of my information include accessing the agency accounting programs in place, namely, ADPICS, Lonestars and the Inventory Management Systems. Other resources I use on a daily basis include electronic communication, Microsoft Office Suite programs, multi-line telephones, fax, copier, and other general office equipment. Once the periodic status analyses of funds in our warehouse that I prepare are complete, I communicate the information with other staff, departments, and agency officials. Once the data has been analyzed, we organize, plan and execute the end results of the data compiled. I was responsible in using and tracking the department procurement card, training and assuring we are in compliance with agency standards. Numerous standard operating procedures that I have implemented within this warehouse have been adopted by the warehouses within this agency. When necessary I issue letters of instruction, but also utilize the contact log for positive reinforcements as well as offering counsel, support, and direction for my staff. I also review, evaluate, and provide technical assistance and training to staff assigning duties to perform accounting transactions. Show less My work involved compiling and tabulating complex financial data; checking documents for accuracy; handling and transporting documents, stock, and inventory; and maintaining files. I prepared, edited, and reconciled discrepancies. I reviewed and prepared complex financial reports, purchase orders, correspondences, summaries, requisitions, records, and other forms for accuracy and completeness. Once the above mentioned reports were completed, I communicated the information with my supervisors, other departments, and agency officials. Once the data has been analyzed, I assisted in organizing, and executing the end results of the data compiled. I performed technical assistance work in the flow of items produced, requisitioned, and acquired for distribution to agency warehouses. I modified forms and records; performed complex arithmetic computations; as well as perform data entry, retrieval, and data searches. I Answered inquiries regarding policies and procedures and communicated with vendors and staff on the purchasing process daily. I was responsible for using and tracking purchases make on the department procurement card training and following all agency regulations involved. I maintained and oversaw the maintenance of files and materials. I trained others in performing the above-mentioned tasks. The sources of my information included accessing the agency accounting programs in place, namely, ADPICS, Lonestars and the Inventory Management Systems. Other resources used on a daily basis included electronic communication, Microsoft Office Suite programs, multi-line telephones, fax, copier, and other general office equipment. Show less I assisted in maintaining the unit budget by maintaining a complex financial report of all expenses utilizing the agency accounting programs, namely ADPICS, IMS, Lonestars and the procurement card statements. I ordered items on requisitions and TCI purchase orders in ADPICS and did receiving report once the items were received. I also was responsible for making purchases on the procurement card for unit consumption, and was informed on the rules and guidelines for the procurement cards use, training others of the use when necessary. I received, issued, transferred, audited and corrected an inventory of 650 items which maintained the needs of the unit i.e., toilet paper, paper towels, office supplies, etc. I ordered on IMS from the prison store warehouse, soap warehouse, and uniform warehouse items needed for the unit. I oversaw and assisted in three fixed asset inventories a year of the unit. At that time there were over 3,000 fixed assets assigned to the Estelle unit. I assisted in maintaining labels on all fixed assets. I was responsible for taking all broken radios to the radio shop for repair and entering transfers of equipment into an armory report as well as the fixed asset report. I also maintained the safety paperwork for unit supply updating all MSDS sheets as required, as well as performed fire extinguisher inspections, PPE inspections, and inventories. I was the CDSO officer for unit supply, I issued chemicals, performed all safety and initial chemical training for both employees and offenders. I issued uniforms out to officers twice a week. I issued toilet paper twice a week to 2,000 offenders and issued supplies to indigent offenders daily. Show less Maintained the custody and safety of offenders. Started as a Correctional officer I and upon completion of the FTO program was promoted to category I Positions within weeks due to proof of work ethic. Maintained and operated the chemical room for shift duties, checking out chemicals to offenders assigned to janitorial duties. I Trained offenders and other officers on chemical room procedures and operations. I was in the Officer Mentor Program. Extensively trained in Central Control Picket operations, radio communications and contacting EAC for updates and reports on incidents. Preformed and conducted safety and fire drills for training purposes on the shift. Show less

  • Administrative Assistant IV

    Feb 2009 - Apr 2013

  • Clerk IV

    Mar 2008 - Jan 2009

  • Clerk II

    Jun 2007 - Feb 2008

  • Correction Officer III

    Jan 2006 - May 2007
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  Rollo Insurance Group

  Apr 2014 - Nov 2023

  Personal Lines Account Manager

  Servicing P&C, L&H policies for endorsements, payments and other related customer service for our insured. Selling new accounts and quoting policies.

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  Miller & Miller Insurance Agency

  Nov 2023 - now

  Personal Lines Manager