SHELLEY TAIT
Denver
Summary
A dedicated professional with nonprofit accounts payable, bookkeeping, and strong executive assistant skills. Pursuing a Bachelor's in Accounting (expected December 2026), with ledger management and GAAP knowledge. Skilled in office admin, bookkeeping, A/P, A/R, payroll, and vendor/client relations. Experienced with Housing Stability grants and builds rapport through a friendly, straightforward approach. Committed to confidentiality and organizational values. Adaptable, growth-focused, ready for challenges and new opportunities.
Overview
33
33
years of professional experience
Work History
Accounts Payable Specialist I
Jewish Family Service of Colorado
12.2022 - Current
- Oversee the complete vendor lifecycle, including W9 collection, file management, payment processing, check distribution, and resolving discrepancies like sales tax exemptions.
- Process extensive vendor invoices for over 10 departments and update vendor records in Financial Edge NXT, ensuring accurate coding, tax compliance, approval workflows, timely payments, and resolution of billing issues.
- Coordinate grant-funded check requests for client remittance for housing stability and holocaust programs, ensuring accurate documentation and timely payment confirmations to managers and directors.
- Collaborate with the Facilities Manager and Compliance Manager to ensure accurate invoice coding, verify payment information, and obtain the most up-to-date contracts and leases for payment approval and record retention.
- Executed month-end closing procedures within deadlines by processing recurring invoices and accruing expenses.
- Communicated promptly and courteously with vendors, colleagues, and stakeholders.
Program Assistant
Jewish Family Service of Colorado
03.2010 - 12.2022
- Earned several promotions from part-time Administrative Assistant to full-time Program Assistant, providing administrative support for ten team members focused on Homeless Prevention.
- Oversaw QA for the Homeless Management Information System (HMIS) database for all Housing Stability government-funded grants.
- Organize, digitize, and maintain an accurate, detailed file management system in SharePoint.
- Manage the Bright Holidays - Adopt A Family gift program for over 10 years, linking 60-90 households with 70+ volunteers to adopt families during the holidays.
- Assist case managers in researching potential fraud, compiling assessor info, and creating a proof trail of property ownership, including calling and meeting landlords to gather required grant documentation.
- Oversee RTD’s Reduced-Fare program, gift card reporting, manage Facebook page, and update resources.
Executive Assistant I
Lifespark Cancer Resources
10.2007 - 11.2009
- Supported the Executive Director, Program Coordinator, and Board Members for a non-profit volunteer service organization.
- Managed day-to-day bookkeeping including Accounts Receivable, Accounts Payable, and Payroll.
- Updated and maintained the eTapestry and QuickBooks databases as well as created and compiled reports to comply with grants and policies.
- Performed background checks and reference checks on all volunteers.
- Coordinated and helped run all fundraising events.
- Corresponded daily with staff and volunteers by writing thank-you letters, communicating new developments with volunteers, and updating the Director and Board Members.
Executive Assistant I
1945 Management Co.
11.2005 - 12.2006
- Supported the president and management teams of four multi-million-dollar restaurants.
- Organized, qualified, and audited employee benefits.
- Collected monies due from employees and disbursed health insurance invoices.
- Assisted Controller with A/R, A/P, payroll discrepancies, auditing of daily deposits and restaurant comps.
- Resolved telephone, email, and individual questions/needs as well as responding to customer complaints and managing follow through with senior management.
- Managed day-to-day operations, including employee verifications, compiling daily reports, preparing donations to charities, organizing, and maintaining office files and records system.
Patient Care Technician I
Swedish Medical Center
03.2003 - 10.2005
- Supported physical therapy and neurology patients in an acute hospital setting by collecting and documenting vital signs, daily nutrition, glucometer readings, answering patient call lights, assisting with patient care activities, positioning, transfers, ambulation, and placement of therapy and medical equipment.
- Entered detailed data including documentation and record maintenance to ensure accuracy and patient confidentiality.
Executive Assistant/Bookkeeper
MEC Business Services./Digital Mobilcom Inc
02.1993 - 08.1998
- Successfully assumed increasing responsibilities with a growing venture capital firm funding projects nationwide.
- Managed all accounting for the central office, coordinated with over 30 sales professionals throughout the country, and prepared sales commission payments for 20 offices.
- Under the direction of a contracted CPA, processed and updated the General Ledger, A/P, A/R, budgets, financial reporting, purchasing, invoicing, and payroll.
- Collaborated closely with the president to resolve issues while directing employees and coordinating with sales teams.
- Assisted in creating the policies and procedures manual and ensured compliance with policies as needed.
- Completed correspondence, memos, and marketing follow-up while also organizing files and enhancing financial tracking and bookkeeping.
Education
B.S. - Accounting
Metropolitan State University of Denver
Denver, CO12-2026
Nursing R.N.
Community College of Denver
Denver, CO01-2005
Accounting
Regis University
Denver, CO01-1999
Skills
- MS Office: Excel, Word, PowerPoint, Teams, SharePoint
- Financial Edge NXT, QuickBooks, eTapestry CareLogic, HMIS, Adobe, and various AI tools
- Accounting principles, including GAAP Guidelines
- A/P, A/R, Invoicing, Payroll, GL Management
- Exceptional organizational skills and attentive to details
- Excellent interpersonal skills with the ability to collaborate and foster long-term relationships
- Reliable, self-starter who is resourceful and adaptable
- Works well independently and as part of a team
- Ability to learn and retain new processes quickly
- Maintains confidentiality regarding sensitive situations
Timeline
Accounts Payable Specialist I
Jewish Family Service of Colorado
12.2022 - Current
Program Assistant
Jewish Family Service of Colorado
03.2010 - 12.2022
Executive Assistant I
Lifespark Cancer Resources
10.2007 - 11.2009
Executive Assistant I
1945 Management Co.
11.2005 - 12.2006
Patient Care Technician I
Swedish Medical Center
03.2003 - 10.2005
Executive Assistant/Bookkeeper
MEC Business Services./Digital Mobilcom Inc
02.1993 - 08.1998
Nursing R.N.
Community College of Denver
Accounting
Regis University
B.S. - Accounting
Metropolitan State University of Denver