Josselyn Baumgartner

Experience

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  Tri West Timeshare Resales

  Sept 1998 - Jan 2000

  Bookkeeper

  • Managed seven corporate accounts including checking, credit card, and trust accounts and cut banking fees by 90% in less than two years• Processed and deposited receivables and paid expenditures with greater than 99% accuracy during tenure

• 

  Culver Ice Arena

  Jan 1999 - Feb 2014

  Figure Skating Coach & Staff Instructor

  • Provided private figure skating instruction at all levels for free skating, figures, and moves in the field, choreographed performance routines, provided off-ice training, and supervised students in skating competitions and events

• 

  Build-A-Bear Workshop

  Nov 2001 - Jan 2007

  Sales Associate
• 

  Tri West Timeshare Resales

  Aug 2008 - Jan 2011

  Rental Department Assistant

  • Booked an average of 20 timeshare rentals per week with greater than 98% accuracy in two years

• 

  Self

  Sept 2008 - Jan 2013

  • Processed transactions, managed accounts, and ran financial reports for clients with a 100% turnaround deadline success rate • Specialized in creating websites and personal branding campaigns for clients across multiple distribution channels and consumer touchpoints including web, social media, print, and personal appearances

  • Bookkeeper

    Sept 2008 - Jan 2013

  • Web Marketing & Design

    Sept 2008 - Jan 2013
• 

  The Rinks Yorba Linda ICE

  Jan 2014 - Jul 2015

  Figure Skating Coach & Staff Instructor

  • Provided private figure skating instruction at all levels for free skating and moves in the field, choreographed performance routines, and supervised students in skating competitions, tests, and events• Taught group figure skating instruction at all levels and provided instruction at private skating events

• 

  Brand Central LLC

  Jan 2016 - Aug 2016

  MBA Summer Intern

  • Assisted Vice President by writing business communications, conducting and compiling field research, running reports, and updating Salesforce• Created brand decks to present to current and prospective clients• Worked extensively in Salesforce editing and updating accounts, contacts, and opportunities• Managed team of five college interns, including training as well as compiling, assigning, and monitoring projects and research• Assisted at Company booth at the 2016 Global Licensing Expo in Las Vegas, Nevada Minder weergeven

• 

  Pepperdine University

  Jan 2017 - Apr 2017

  Graziadio Business School Global Programs Intern

  • Researched and compiled partner university information, created dynamic information spreadsheets, and facilitated and managed data organization for revenue generation• Facilitated organizing and hosting pre-departure information sessions, including compiling information and giving information presentations• Expedited printed and electronic marketing materials, supported department’s social marketing campaign, and assisted with marketing events and department promotional activities• Conducted interviews and evaluations for prospective trimester abroad students Minder weergeven

• 

  Chipotle Mexican Grill

  Feb 2019 - Jun 2019

  Accounting Coordinator

  • Entered client information into Oracle for timely vendor payment and audited team members’ inputs for accuracy• Served as intermediary between the company and vendors, preventing power and phone shutoffs for restaurant locations• Assisted with new vendor set-up and payment, including procuring and filing accurate tax and banking paperwork• Obtained appropriate approvals to release high-dollar vendor payment holds, preventing mass shutoffs and missed deliveries

• 

  BMI Federal Credit Union

  Feb 2021 - now

  • Processes Accounts Payable (AP) and Accounts Receivable (AR) including quality checking and processing monthly invoices for all departments and branch locations and expensing to appropriate GLs• Balances monthly GL accounts• Accrues for month-end payable entries• Maintains all accounts payable reports, spreadsheets, and corporate accounts payable files• Processes incoming and outgoing wires• Quality checks and processes employee and Board Member expense reports and corporate card payments• Prepares and analyzes various accounting reports• Orders office supplies for all departments and branch locations• Performs daily and month-end accounting closing activities including balancing GLs, processing payment for company benefits and member loan insurance premiums• Prepares and submits annual Form 945 to the Internal Revenue Service (IRS)• Submits daily IRS tax payments for federal income tax withheld on Individual Retirement Account (IRA) distributions• Backs up the ACH Specialist in processing and posting ACH transactions and returns• Assists in department projects Minder weergeven • Assisted members with all regular banking transactions and followed up with promised actions and commitments • Held ownership of keeping safe deposit boxes up to date on payments, availability, and official required documents• Worked with other departments to maintain high standards of customer service when members required a range of services• Recognized accounts eligible for upgrades and assisted members in setting up and utilizing such upgrades• Served as a notary public for company’s members Minder weergeven

  • Staff Accountant

    Dec 2021 - now

  • Member Services Representative

    Feb 2021 - Dec 2021