Kelly Bowman is a skilled professional, working in Cbiz main office of which is in 618. on the position of Analyst since 2018. Kelly Bowman has earned professional experience in more than five positions at various companies. Kelly Bowman went to the University of Dayton and received education from 2000 to 2005. This professional has such professional qualifications as Series 7 and Financial Industry Regulatory Authority (Finra). Cleveland, Ohio is the area, where this person was known to settle. Kelly's email address and phone number are accessed through this website on demand.
Name variants:
Kelley Bowman,
Kellie Bowman,
Kelli Bowman
Last updated May 31, 2024
Contact Information
Workplace
Colleagues
Work History
Accounting Paraprofessional
1111 Superior Ave SUITE 700, Cleveland, OH 44114
As Accounting Paraprofessional for one of Cleveland’s largest full service CPA firms, I handle and empower Bookkeeping, Payroll, and Taxes. I manage year end close, accounts payable, and acc...
Jun 2017 — Aug 2018
Operational Specialist and Project Manager
4700 Rockside Rd SUITE 310, Independence, OH 44131
For Murtech Consulting, a staffing solution company, I oversaw all biweekly payrolls for 500+ employees. I handled commission calculations, client onboarding, tax registrations and follow-up...
Jun 2014 — May 2017
Registered Financial Assistant and Client Relationship Coordinator
25825 Science Park Dr, Beachwood, OH 44122
Prepared all documents and process
Developed spreadsheets for analysis
Managed the office and advisor calendars
Billing, expense reports, and budgeting
Maintain and update website as ne...
Mar 2013 — Jan 2014
Executive Assistant and Financial Paraplanner
Served as a financial assistant to 4 advisors
Office management
Prepared and processed all paperwork
Statistical analysis
Feb 2009 — Mar 2013
Education
2000 — 2005
Occupations
Analyst
Paraprofessional
Accountant
Certified Public Accountant
Accounts Payable
Accounts Payable Specialist
Accounts Receivable
Analysts
Support Worker
Accounting Bookkeeper
Bookkeeper
Skills
Customer Service
Sales
Team Building
Marketing
Microsoft Excel
Powerpoint
Series 7
Financial Services
Financial Analysis
Investments
Strategic Planning
Microsoft Word
Finance
Securities
Strategy
Account Management
Microsoft Powerpoint
Investment Properties
Financial Advisory
Crm
Outlook
Business Analysis
Customer Satisfaction
Business
Microsoft Office
Accounting
Leadership
Budgeting
Payroll
Financial Statements
Microsoft Access
Management
General Ledger
Financial Planning
Generally Accepted Accounting Principles
Accounts Payable
Quickbooks
Project Management