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Skills

  • Automated billing using Adobe Creative Suite
  • Attention to detail in data validation
  • First Aid/CPR
  • Accuracy in payment processing
  • Supervision
  • Budgets
  • Budgeting
  • Invoice and payment processing
  • Ageing report generation
  • Customer service

Work Experiences

  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Processed $2 worth of 18 months payments with 15% accuracy.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • Assisted in month-end financial reporting, identifying and correcting discrepancies, contributing to a reduction in closing time by 20%.
  • Double-checked ledger postings for accuracy and account balances.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Processed payroll for 3 employees, including commissions, taxes, paid time off, and healthcare benefits each 6 months.
  • Achieved 69% on-time payments.

Summaries

  • In order to take on Junior Accounting Clerk with Lakeside Partners, I'm hoping to use my experience in financial data entry and record keeping.
  • Desire to apply client relations knowledge, project management and data analysis abilities in a new Junior Accounting Clerk position with a growing Customer Service company.
  • Goal-oriented Bookkeeper with incredible program abilities and a keen eye for detail.
  • Professional accountant with 17 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Expert in the use of Jira and ledger verification, as well as excellent customer service skills.
  • Accounting expert with 13 years of experience keeping financial records and reviewing account activity.
  • Asana is a skill that I've honed over the years.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.
  • Expert Accounts Payable Specialist with in-depth knowledge of performance reporting.
  • Accounting Clerk with strong math skills and a broad understanding of budget management and metric financial management.

Accomplishments

  • Achieved 100% compliance with regulatory and tax requirements for financial statements, contributing to a successful internal and external audit review.
  • Increased timely vendor payments by 71% by identifying and prioritizing high-priority invoices within the accounting system.
  • Researched and resolved payment discrepancies, reconciling an average of 16 invoices and credit memos per week to ensure ongoing vendor relationships and satisfaction.
  • Coordinated and completed data entry of financial transactions into the ERP system, ensuring zero errors across multiple reports for human resources.
  • Assisted in the completion of payroll for 12 employees, meticulously ensuring compliance with fiscal deadlines and avoidance of late processing fees.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Improved departmental performance by optimizing the workflow for preparing and verifying client invoices, reducing the process time by 56%.
  • Tracked and managed department budgets totaling $9, providing key financial insights for management and aiding in the early detection of budget overages.
  • Assisted with the preparation of quarterly financials which conformed to company and GAAP standards, contributing to accurate financial records for auditors and stakeholders.
  • Actively participated in the coordination and preparation of cash forecast reports, helping to project and maintain optimal liquidity for departmental needs across 12 accounts.

Affiliations

  • Freemason
  • Association for Computing Machinery
  • Association of Information Technology Professionals
  • Affiliate member of the Institute of Internal Auditors (IIA)
  • Institute of Management Accountants (IMA)
  • Accounting & Financial Women's Alliance (AFWA)
  • Toastmasters
  • American Institute of Certified Public Accountants (AICPA)
  • Participant in the Xero Accounting Certification Program
  • Volunteer experience with category as Treasurer, overseeing financial reporting

Certifications

  • Certified Professional Accountant designation from method
  • First Aid/CPR Certified
  • Professional Tax Preparer Certification (PTP)
  • Certified Financial Services Auditor (CFSA)
  • CompTIA A+ Technician
  • Salesforce
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)
  • Financial Reporting Professional Certification
  • Certified Accounts Receivable Specialist (CARS)

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