Accounting Assistant

Patricia Page Perdue P **************@*****.*** 208-***-****

Professional Summary:

● Accomplished professional with more than 17 years accounting experience ( See Previous Accounting Positions on Page 2)

● 3 yrs. Responsible for Accounts Receivables by credit cards at Sparks Nugget Inc.

Researched and responded to all credit card discrepancies

Digitally retrieved all credit card charges from 20 casino Points of Sale systems

Created departmental summary reports and balanced receipts accordingly

● Audited tax documents and corrected tax forms submitted digitally to process individual state income tax returns

● Earned Intuit QuickBooks 2014 User C ertification and a Certificate of Completion for Accounting Basics

● Microsoft Office Suite Skills: 83% on Excel 2013 + 2010/Outlook 2013/Word 2010

● Plus Completed Tutorials: Access and Intuit QuickBooks 2013 Wells Fargo Bank 6/2017 - 12/2017 Phone Banker

● Handled 40-50 inbound calls daily from Wells Fargo banking account holders

● Worked with customers to solve problems regarding demand deposit accounts, online access, payments, and other relevant debit card issues

● Dual screen computer navigation with five to six different systems including: Lexus Nexus, Chordiant, IRIS, TSYS, and credit card rating systems, etc. Sykes Enterprises, Inc. 8/2015 - 11/2016 Customer Service Agent

● Handled 40-50 inbound calls daily from Capital One credit card holders while consistently meeting all goals

● Always had Net Promoter Score of greater than 80 percent

● Principle Based Service empowered agents with latitude for one-call resolution Maximus, Inc. 9/2013 - 2/2015 General Clerk

● At the federal Affordable Care Act (ACA) Health Insurance Exchange

(w ww.health. gov) I interviewed callers for all personal-household and income information while maintaining HIPAA legal standards of confidentiality

● Screened for individuals who may be eligible for either Medicaid or Medicare, referring them to that governmental office

● Audited all data entries to complete caller's application which would determine the level of ACA benefits and the Advanced Premium Tax Credit the family qualified for, if any

● Educated the public on insurance basics and on how the different types of insurances worked

● Enrolled families into selected plans by entering data and transmitting to the insurance companies

Idaho State Tax Commission 2/2013-3/2013 Taxpayer Accounting Clerk Temporary Tax Drive

● Audited tax documents and corrected forms submitted digitally to process individual state income tax returns

● Researched a variety of sources to solve problems

● Explained, interpreted, and applied state tax laws and regulations

● Requested additional information by phone and mail from taxpayers or their representatives

● Independently monitored record sys.; entered/retrieved data using GenTax 6 West Ada School District 8/2006 - 12/2012 School Bus Driver

● 25% of my work time was used to create and upkeep an Excel macros spreadsheet which would print seating charts and student manifests for each route, at each school plus weekly and monthly Idaho state reports

● Collected data for 30 categories on each of the possible 500 students daily

● Actively utilized the Excel macros program to create five different customized reports for each of the possible seven bus-rides daily Impact Directories 9/2005 - 5/2006 Data Technician

● Audited telephone companies' white- and yellow-page databases for accuracy

● Transferred and deleted duplicate entries before publishing in Impact Directories

● Responsible for 21 deadlines per year

PREVIOUS ACCOUNTING POSITIONS:

Sparks Nugget Inc. 8/1999 - 12/2004 Account Clerk, Softcount Clerk

● Balanced cash to gaming-revenue printouts daily

● Responsible for Accounts Receivables by credit cards; researched and responded to all credit card discrepancies

● Digitally retrieved all credit card charges from 20 casino Points of Sale systems

● Created departmental summary reports and balanced receipts accordingly

● Electronically transmitted (EFT) all charges to banking system City of Reno, NV. Finance Dept., Business License - Sewer Use Fee Division 12/1987 - 7/1999 Accounting Assistant

● Completed Job Reclassification Analysis for the Finance Dept. Account Clerk resulting in pay and title upgrades to Accounting Assistant

● Created a new Sewer Use Fee procedures manual

● Answered all questions by phone and in-person for Business License and Sewer Use Fees

● Created and kept-up extensive database account files for Sewer Use Fees and Business License

● Interpreted, explained, and applied state, county, and municipal regulations and laws, while assisting the public with Business License applications for compliance

● Generated computerized sewer use fee billings, identified and corrected problems; quarterly for commercial usage and monthly for residential usage (on an annual basis)

EDUCATION:

Anaheim High School H igh School Diploma Anaheim, CA. Accounting California St. University Fullerton 3.0 GPA 1 2 units=1 sem. Accounting 101=B

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