Whitney Byrne

Whitney Byrne

Office Manager @Clearpath Financial Group

Kansas City, MO, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2022 — Present

Office Manager @Clearpath Financial Group

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Taylor Group, LLC is an accounting firm that partners with local businesses to provide premier service in the preparation of tax returns, compiling financial statements, and offer accounting and tax consulting- Handles accounts receivable and payable, including invoicing, processing payments, and managing account ledgers. Ensure accurate financial reporting and assist in budget preparation- Maintain comprehensive and accurate corporate filing systems for all receipts, invoices, and other important documents- Prepare regular reports on expenses and office budgets, and provide management with feedback on financial health, improvements, and ongoing issues- Ensure security, integrity and confidentiality of data- Manage relationships with vendors and suppliers, negotiate contracts to optimize costs, and ensure timely supply of office materials- Handle client inquiries, resolve issues, and maintain professional relationships- Participate actively in the planning and execution of company events- Oversee day-to-day office activities, ensure compliance with policies and procedures, and maintain an organized office environment- Payroll processing- Tax return processing

EDUCATION

2010

University of Missouri-Kansas City

BBA

SKILLS

Microsoft ExcelCustomer ServicePropertyMicrosoft OfficeCasualty InsuranceTime ManagementLiabilityCommunication SkillsUnderwritingPropertyNegotiationWorkers CompensationClaimCommercial InsuranceInsuranceLeadershipGeneral Insurance

ABOUT WHITNEY BYRNE

I build the operational backbone that allows firms to grow. With over two decades…

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Whitney Byrne — Office Manager at Clearpath Financial Group in Kansas City, MO, US | Unifers