Mandi Koons
Castle Rock
Summary
Analytical problem solver with over 8 years of experience in document management and client relationship management. Known for strong financial analysis and reporting skills, contributing to accurate data tracking and improved operational workflows.
Overview
18
18
years of professional experience
Work History
Document Controls
Turner Industries
Baton Rouge
03.2026 - Current
- Organized and updated essential documents to assist project controls manager.
- Collaborated with planners and material expeditor to ensure accurate input of materials and quotes.
- Monitored costs per unit while processing FCOs to ensure accurate financial tracking.
- Conducted P&ID entries, identifying missing or incomplete documents through plot plans.
- Developed and updated comprehensive work packages for project efficiency.
- Performed data entry across multiple databases to maintain up-to-date document revisions.
Office Manager
Leblanc Accounting and Tax servics
Vidor
12.2016 - 04.2025
- Managed daily office operations, ensuring streamlined workflows and optimal resource utilization.
- Coordinated client appointments and scheduling to optimize calendar efficiency.
- Supported accounting staff by preparing essential documents and executing data entry tasks.
- Performed data entry in Microsoft Excel and Access to ensure accuracy and accessibility of records.
- Addressed customer inquiries promptly while nurturing strong client relationships.
- Maintained organized filing systems for quick access to important documents.
- Monitored invoices and payments for precise tracking of accounts receivable and payable.
- Compiled data from multiple sources to support timely preparation of financial reports.
Ophthalmologist Assistant
Eye Centers of Southeast Texas
Beaumont
02.2012 - 11.2016
- Assisted ophthalmologists during patient examinations and intraocular surgeries.
- Managed patient records and scheduled appointments to optimize clinic workflow.
- Educated patients on eye care and delivered post-operative instructions to enhance recovery understanding.
- Prepared examination rooms with necessary supplies and equipment for procedures.
- Collaborated with medical staff to facilitate seamless patient flow and improve overall clinic efficiency.
- Processed referrals from primary care physicians to facilitate timely evaluations.
- Scheduled specialist appointments for further evaluations or treatments.
- Communicated clearly with patients regarding diagnoses and individualized treatment plans.
Accounts Payable and Receivable Clerk
Vidor Independent School District
Vidor
07.2008 - 12.2012
- Processed vendor invoices to ensure timely payments and accurate records.
- Maintained accurate financial records in accounting software systems to support timely reporting.
- Resolved payment inquiries and discrepancies through proactive vendor communication, enhancing relationships.
- Calculated weekly invoicing, posted payments, and followed up on aged receivables to ensure timely cash flow.
- Monitored outstanding invoices to facilitate prompt collections from stakeholders.
- Reconciled discrepancies between vendor statements and accounts payable ledger.
- Generated detailed accounts receivable status reports.
- Assisted in preparation of financial reports for school district budgeting.
Education
Licensed EMT -
Lamar Institute of Technology
Beaumont, TX05-2002
High School Diploma -
Vidor Hight School
Vidor, TX05-1999
Skills
- Document control
- Records administration
- Database management
- Excel proficiency
- Account reconciliation
- Financial analysis and reporting
- Analytical problem solving
- Client relationship management
- Office administration
- Attention to detail
- Team collaboration
- Effective communication
- Proactive self-motivation
Timeline
Document Controls
Turner Industries
03.2026 - Current
Office Manager
Leblanc Accounting and Tax servics
12.2016 - 04.2025
Ophthalmologist Assistant
Eye Centers of Southeast Texas
02.2012 - 11.2016
Accounts Payable and Receivable Clerk
Vidor Independent School District
07.2008 - 12.2012
Licensed EMT -
Lamar Institute of Technology
High School Diploma -
Vidor Hight School