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Customer Service Accounting

United States
October 21, 2016

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**** ***** **., ******, ** ***** ~ 707-***-**** ~


Global Down Syndrome Foundation, Denver, CO August 2016 - Present

Senior Accountant

Utilized fundamental accounting skills including financial reconciliations, fixed asset capitalization and depreciation, general ledger accounting, trial balance adjusting entries, and balance sheet corrections

Recognized the value of volunteer services and in-kind transactions

Proper revenue recognition - made sure promised grant money was recorded even though it wasn’t physically received yet

Made sure all assets were classified correctly - unrestricted, temporarily restricted, and permanently restricted

Made sure all revenue and expenses were recorded in the correct period

RGP LLP CPA’s & Consultants, Walnut Creek, CA Mar 2014 - May 2016

Staff Accountant

Experienced three tax seasons preparing complex individual, fiduciary, sole proprietorship, corporate, and exempt organization returns in a mid-sized public accounting firm

Conducted financial, compliance, and operational audits resulting in improved controls and operating efficiencies

Preparation and review of both corporate and nonprofit financial statements; preparation and reviews of 990 tax returns

Audited several nonprofits, including fundraiser auditing, and meeting minutes, reviewed contracts for endowments

Reviewed BOD meeting minutes and grant letters - proper grant allocation, classification, and timing of recognition

Developed proficient skills in MS Excel, Engagement, and Pro Systems

THE RAWBAR, Chico, CA Jan 2011 - Feb 2014


Excelled in a fast paced team environment requiring the prioritization of multiple concurrent tasks

Developed an understanding of the restaurant business processes and internal functions

Utilized point of sale operating systems to place orders and organize monetary transactions

BIG BROTHERS BIG SISTERS, Butte County, Chico, CA Aug 2010 - Dec 2010

Match Support Specialist

Managed communication and intake of new volunteer applicants from point of inquiry to interview

Provided timely and high quality customer service, sharing critical information that helped potential participants engage with the agency and understand the program requirements and expectations

Ensured that each individual’s questions or concerns were surfaced and addressed, while collecting necessary information for program enrollment

THE PRIVATE INDUSTRY COUNCIL, Butte County, Oroville, CA Jun 2010 - Aug 2010

Case Manager II

Supervised 10 youth employees in a retail setting

Utilized integrity and attention to detail in order to meet clientele needs

Trained employees the important aspects of customer service



Bachelor of Science in Business Administration - Accounting, 2013

Bachelor of Arts - Psychology, 2008

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