Summary
Work History
Education
Skills
References
Non Technical Job Skills - Applied Interpersonal Knowledge
Technical Job Skills
Timeline
Generic

JULIANNE COCO

Lafayette

Summary

Detail-oriented Accounting Specialist and Administrative Executive experienced in managing business operations and financial transactions while creating comprehensive financial documents and procedures. Achieved efficiency improvements and cost savings through expertise in accounting principles, forensic audits, and payroll management. Merged insights from a background in Learning Behavior Specialism with business operations and public relations to enhance operational effectiveness.

Work History

Senior Administrative & Accounting Specialist

Strategic Asset Management Inc
New Iberia
2020 - 2025
  • Managed daily bookkeeping functions, ensuring accuracy in accounts receivable, accounts payable, banking reconciliation, and disbursements.
  • Performed monthly, quarterly and annual closing activities for assigned areas.
  • Assisted with the preparation of financial statements in accordance with generally accepted accounting principles.
  • Developed and documented business processes and accounting policies, enhancing internal controls and compliance.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Developed reports to support month-end close process including account reconciliations.
  • Reconciled bank statements to ensure accuracy of financial data.
  • Verified and posted account transactions to prepare checks and maintain accounting ledgers.
  • Assisted with the preparation of internal audits by providing requested documentation.
  • Assisted in budget preparation and forecasting, contributing to informed strategic planning.
  • Prepared weekly payroll for team of salaried and hourly employees.
  • Reviewed contracts for accuracy before submitting them for approval.
  • Maintained compliance with accounting regulations and company policies consistently.
  • Contributed to initiatives that aligned with business goals.
  • Ensured compliance with applicable laws, regulations, policies, procedures and standards.
  • Researched, documented, and resolved complex accounting inquiries from internal departments.

Executive Business Director

Learning Academy
Lafayette
2016 - 2020
  • Planned, budgeted and executed business development strategies to bring in new customers, enhance revenues, and optimize profits.
  • Developed and implemented operational strategies to improve efficiency and reduce costs.
  • Developed and implemented strategies to improve operational efficiency and performance.
  • Implemented process improvements to streamline administrative workflows and reduce delays.
  • Researched new technologies, products, and services to identify opportunities for business growth.
  • Led cross-functional teams in executing special projects related to curriculum development.
  • Oversaw budget allocations for various educational initiatives and resources.
  • Position: Secretary/Treasurer, Financial Manager, HUD Executive

Office Manager/ Sales and Marketing Manager

Horace Mann Insurance
Youngsville
2012 - 2016
  • Oversaw office operations, including HR, payroll, accounting, sales, marketing, and public relations.
  • Managed daily office operations for a leading insurance provider.
  • Coordinated schedules and appointments for executives and team members.
  • Developed office policies to improve efficiency and workflow.
  • Assisted in onboarding new employees and training initiatives.
  • Communicated with clients regarding inquiries and policy updates.
  • Monitored invoices and payments for accuracy in accounts receivable and payable.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Organized office layout and systems to enhance operational efficiency and maintain professionalism.
  • Supervised staff members, organized schedules and delegated tasks.
  • Managed office budget to handle inventory, postage and vendor services.
  • Created spreadsheets in Excel to track data such as vacation requests, sick days .

Owner-Manager-Facilitator Teacher/learning Specialist

TRUE SUCCESS Learning & Behavior Center
NI
1998 - 2012
  • Managed financial, administrative, leadership, and operational aspects as creator-owner and facilitator.
  • Managed daily operations of the learning and behavior center.
  • Developed individualized learning plans for students with diverse needs.
  • Coordinated staff training sessions to enhance teaching techniques.
  • Oversaw budget planning and resource allocation, ensuring alignment with center objectives.
  • Facilitated communication between parents, teachers, and staff members.
  • Maintained compliance with local, state, and federal regulations.
  • Oversaw budgeting and financial management.
  • Developed strategic plans to increase profitability and efficiency.
  • Oversaw project execution, phase progress, workmanship, and team performance to drive on-time completion of deliverables.
  • Developed policies and procedures for the organization.
  • Led startup and creation of operational procedures and workflow planning.
  • Analyzed market trends to identify new business opportunities.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Structured HR consulting services to support clients during organizational developments and changes.
  • Coordinated daily operations of educational programs and behavioral services.
  • Developed training materials to strengthen staff expertise in behavior management.
  • Oversaw client assessments to tailor individualized learning plans effectively.

Community Crisis Leader

United Way
New Iberia
1996 - 1998
  • Directed efforts to assist hurricane Rita and Katrina victims with their relocation and Section 8 housing needs.
  • Led community engagement initiatives, enhancing collaboration among local organizations to address community needs.
  • Developed strategic plans to address community needs and improve service delivery.
  • Coordinated fundraising campaigns, generating support for local projects and programs.
  • Facilitated workshops and training sessions, empowering community leaders and stakeholders with essential skills.
  • Maintained relationships with donors, ensuring ongoing support for community projects.
  • Implemented new operational procedures, increasing efficiency.
  • Acted as a liaison between upper management and staff, facilitating open communication.
  • Managed budget for department, ensuring all expenses stayed within allocated funds.

Education

Business Management/Accounting - Accounting/Finance & Business Administration

ULL Technical Campus College
New Iberia, LA
08-1991

Educational Psychology and Behavioral Management -

University of Lafayette
Lafayette, LA
12-1998

Skills

  • Double entry accounting
  • General ledger AR/AP management
  • Cost accounting
  • Tax preparation
  • Revenue tracking
  • Financial Reporting
  • Payroll/Tax/HR
  • Budget management and proficiency
  • GAAP adherence
  • Expense tracking and invoicing
  • File management
  • Attention to detail
  • Excellent Communication skills
  • Document preparation and editing
  • High-level multitasking
  • Detail-oriented approach
  • Meeting planning and execution (minutes)
  • Customer relationship management

References

References upon request

Non Technical Job Skills - Applied Interpersonal Knowledge

  • Attention To Detail
  • Excellent Communication Skills
  • Organization and Detail Oriented
  • Time Management and Efficient
  • Problem solving/Critical Thinking
  • Proactive and Independent
  • Integrity, Loyal, confidential
  • Adaptability, Creative, Inventive
  • Work and Home Life Balance

Technical Job Skills

  • Bookkeeping & General Ledger: Expertise in recording daily transactions, journal entries, and performing month-end and year-end closing procedures.
  • Accounts Payable/Receivable (AP/AR): Managing the full cycle of invoicing, processing vendor payments, tracking aging accounts, and initiating collection efforts.
  • Reconciliations: Identifying and resolving discrepancies between bank statements, credit card accounts, and internal ledgers.
  • Financial Reporting: Preparing and analyzing fundamental statements, including balance sheets, income statements (P&L), and cash flow reports.
  • Payroll Processing: Calculating wages, withholdings, and benefits, along with preparing and filing payroll tax returns (e.g., Form 1099 or W-2).
  • Regulatory Compliance & Tax: Understanding GAAP (Generally Accepted Accounting Principles) and staying current with federal, state, and local tax laws to minimize liabilities and ensure legal adherence.

Software & Technical 

  • Accounting Software
  • Advanced Spreadsheet Usage
  • Microsoft Excel and Google Sheets
  • ERP Systems and CRM's : SAP, Oracle, Sales Force, NetSuite, Sales Force
  • Data Analysis & Visualization systems
  • Office Suites: High proficiency in the Microsoft Office Suite and Google Applications (Word for correspondence, Outlook for calendar management, and PowerPoint for presentations, Gmail, shared drive, Google Sheets).
  • Document Management: Setting up and maintaining electronic filing systems, ensuring documents are properly archived for audits.
  • Communication Platforms: Managing virtual meeting software like Zoom, Microsoft Teams, or Google Meet for stakeholder and client engagement.
  • Business Writing: Crafting professional emails, memos, and formal reports with precision and clarity.

Timeline

Senior Administrative & Accounting Specialist

Strategic Asset Management Inc
2020 - 2025

Executive Business Director

Learning Academy
2016 - 2020

Office Manager/ Sales and Marketing Manager

Horace Mann Insurance
2012 - 2016

Owner-Manager-Facilitator Teacher/learning Specialist

TRUE SUCCESS Learning & Behavior Center
1998 - 2012

Community Crisis Leader

United Way
1996 - 1998

Business Management/Accounting - Accounting/Finance & Business Administration

ULL Technical Campus College

Educational Psychology and Behavioral Management -

University of Lafayette

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