Customer Service Manager

Whitney Chevis

*** ********* ***** **, *** ****

Kingwood, TX 77339

832-***-**** cell

**********@*****.***

http://www.linkedin.com/pub/whitney-chevis/49/7a7/366

Qualifications Profile

Highly organized and detail orientated with track record of accurately efficiently supporting overall

accounting and office activities.

• Broad knowledge of accounting and auditing principles, A/P, A/R, payroll, general ledger

postings, invoicing, taxation issues, and regulatory compliance guidelines.

• Excellent in preparing and delivering monthly, quarterly, and annual Profit and Loss

statements, Balance Sheets and other reports.

• Proven ability to identify and implement improvements to streamline processes and increase

efficiency and productivity.

• Ability to analyze critically the accounting data to find out any discrepancies or misstatements

in the financial statements.

• Ability to develop and manage complex reconciliation processes among multiple systems.

• Proficient user of Microsoft Office (Word, Excel, PowerPoint, Access and Outlook).

Type 90 WPM.

• Strong technical skills, commendable Customer Service rapport and professional phone

etiquette.

• Goal oriented and ability to thrive in a fast paced organization.

• Ability to handle multiple tasks and work under pressure.

• Ability to communicate effectively and coordinate work with other staff members for day to

day activities.

Computer Skills

Microsoft Word TurboTax

Microsoft Excel Peachtree Premium Accounting

Microsoft Outlook Oracle Intuit Client Manager

Microsoft Access Intuit Customer Manager

QuickBooks (Online, PoS, and Pro/Premier) Basic Design/Web/Graphic Software and

Quicken social network/SEO marketing

Education

UNIVERSITY OF HOUSTON DOWNTOWN HOUSTON, TX

WORKING TOWARDS A BACHELOR’S DEGREE IN ACCOUNTING

CHAMPIONS SCHOOL OF REAL ESTATE HOUSTON, TX

OCTOBER 2008 – JANUARY 2009

REAL ESTATE PROGRAM

LOAN OFFICER LICENSING PROGRAM

Experience

October 2012 April 2013 CULBERTSON RESOURCES, INC

Executive Assistant/Office Manager/Executive Search Associate

Cold calling and vendor business development

Full Cycle bookkeeping and franchise tax preparation

Utilized QuickBooks Pro for all of the entities A/P and A/R needs

Bank reconciliation

Provided high level administrative support

Conducting research

Maintained records of financial transactions by establishing accounts

Posted transactions

Prepared statistical reports

Handled information requests

May 2012 September 2012 RIVERSIDE EQUITY GROUP

Office Manager/Bookkeeper (Contract)

Cold calling and other business development

Bookkeeping for 9 entities, including property and franchise tax preparation

Utilized QuickBooks for all of the entities A/P and A/R needs

Prepared Bank reconciliation Statement by matching the final balances of general ledger with that of

the bank statements to find out if any deposits, withdrawals, or checks clearance entries have not

been recorded either by bank or by self

Prepared and maintain various supporting documents bills, receipts, purchase orders, quotations,

invoices, bills payable and bank statements.

Updated and chase delegated tasks to ensure progress to deadlines

Standard Administrative duties

Excellent customer service

Relieved management of administrative detail, all projects

Filing, organizing and maintaining records

Marketing and social medial development and management

August 2011 March 2012 PRECISION 1ST TRANSPORTATION, LLC

Office Manager/ Dispatcher

Performed bookkeeping, purchasing, accounting and clerical/administrative functions

Overseen recordkeeping and handled privacy matters, ensuring that sensitive information was secure

and concealed.

Full Cycle Accounts Payable and Receivables including ledger maintenance

Processed Cash receipts, made bank deposits, reconcile bank account; assist with budget preparations

and set up/maintained petty cash box.

Assisted with the preparation of financial statements and reporting including the profit and loss

statement and balance sheet.

Prepared and distributed payroll.

Booked and dispatched daily freight loads as well as tracking real time status on loads.

Managed customer accounts while maintaining an above average customer relations.

Created and implemented filing, advertising, and new technology procedures.

October 2008 October 2009 THE HESTON GROUP

Administrative Assistant

General administrative duties, office organization and supply assessment.

Created and maintained projects, company forms and file management

Assisted various departments with administrative duties

Assisted accounting department with payroll, maintaining the ledger, accounts payable and receivable

Answered calls in a professional manner

Transcribed meetings and messages

Basic Human Resources responsibilities

References

Chase Foreman Former Co Worker at Culbertson Resources 713-***-****

Kavin Leonard Former Supervisor at Precision 1st Transportation 832-***-****

Robyn Suarez Former Co Worker/Manager at Heston LLC 504-***-****

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