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Staff Accountant Customer Service

Location:
Sarasota, FL
Posted:
August 09, 2024

Contact this candidate

Resume:

Ruta Stecher

**** ******** **

Sarasota, FL

Cell: 619-***-****

Email:**********.****@*****.***

OBJECTIVE

Experienced Full Charge Bookkeeper is seeking an opportunity to showcase proficiency in accountancy, customer service and various computer applications providing an outstanding quality service.

WORK EXPERIENCE

Financial Secretary: January 2024 - Present

Employer: Lithuanian American Club, Inc

Duties

● Financial management and reporting

Staff accountant and HR Consultant: March 2017 - Present Employer: San Diego Reader

Duties

● Full charge bookkeeping

● Office Management

● Payroll and HR

Staff Accountant: April 2018 - January 2023

Employer: Apex Recovery LLC

Duties

● Full charge bookkeeping

● Office Management

Client Associate II: September 2016 – March 2017

Employer: TAG Accounting Services, Inc.

1227 Prospect Street Suite 200 La Jolla, CA 92037

Duties:

● Complex Journal Entries- Creating, adjusting and entering journal entries into client/internal accounting software.

● Transactional Accounting.

● Period Closing – Provided complete, accurate & timely period closing.

● Monthly Financial Statement Preparation

● Account Management.

● Advisor Communication-on basic financial statements with creation of supporting schedules.

● Maintain Electronic Files-Ensure accurate and organized filing system.

● Vendor Management.

● Year-end reporting.

● Maintenance of financial charts and graphs.

Treasurer: January 2017 – present

Employer: House of Lithuania

1549 El Prado, San Diego, CA 92101

Duties:

● Responsible for all non-profit financial activities. Bookkeeper: November 2013 - 2016

Employer: Practical Recovery, Inc.

2821 Lange Ave, San Diego, CA 92122

Duties:

● Responsible for Accounts Receivables and Accounts Payables

● Prepare journal entries for allocations, accruals and financial adjustments.

● Month end bank reconciliations

● File and maintain electronic accounting documents and receipts

● Ensure an accurate and timely monthly, quarterly and year end close.

● Preparation financial statements for tax season.

● Budget development, maintenance and analysis, monthly reports that compare budgeted costs to actual costs.

● Preparation and file 1099’s electronically or paper form

● Preparation monthly cash flow reports and detail analysis.

● Implementation and working experience with cloud-based software systems Concur and Expensify.

● Creation company’s accounting policies and procedures manual.

● Improvement of accounting workflow.

● Working closely with Controller from outsource company Coefficient Services. Treasurer: May 2016 – present

Employer: Bernardas Brazdzionis Lithuanian Saturday School Duties:

● Responsible for all non-profit financial activities. Bookkeeper: November 2013- 2014

Company: Tamperco

2526 Catamaran Way, Chula Vista, CA 91914

Duties:

● Responsible for Accounts Receivables and Accounts Payables

● Sales tax preparation and filing

● Bank reconciliations

● Financial statements preparation

Bookkeeper: November 2013- November 2014

Employer: Pexis Investigations

3659 India St, San Diego, CA 92103

Duties:

● Responsible for 20+ employees’ payroll and payroll taxes.

● Light HR duties (hiring, firing paperwork, worker’s compensation, etc.)

● Preparation of financial statements for tax season.

● Accounts Payables and Accounts Receivables.

● Preparation of various financial reports for the management. Bookkeeper/Admin. Assistant: November 2011 – October 2013 Employer: Southern California Tax & Estate Planning Forum 2470 Union Street San Diego, CA 92101

Duties:

● Office management: customer service, client/ vendor relations.

● Possess knowledge of various account types and accounting transactions. Able to independently carry out account verification and balance verification tasks.

● Monthly bank statement reconciliation.

● Processed credit card payments, tracks and managed company’s merchant account.

● Fully responsible for timesheets and payroll for four employees, prepared and filed payroll taxes.

● Prepared and files state and federal tax forms for independent contractors.

● Created various financial reports and was responsible for program budget development.

● Accounts Payable/Accounts Receivable.

● Tracked office inventory, created various spreadsheets in Excel.

● Computed, recorded, and proofread data and other information, such as records or reports.

● Maintained and updated filing, mailing, and database systems, using Microsoft software programs Excel and Access.

Front Desk Assistant: November 2010 – October 2011 . Employer: Community College of Vermont (CCV)

142 South Main Street, Saint Albans, VT 05478

Duties:

● Answered multi line phones and transferred to appropriate staff members.

● Took messages for staff members from students, instructors, and staff members from other colleges.

● Met and greeted students and visitors, answered their questions and inquiries, helped them to fill academic and financial paperwork.

● Scheduled appointments using Microsoft Outlook.

● Created and modified documents using Microsoft Office 2010 Word, Excel, and Power Point, and Microsoft Publisher.

● Performed general clerical duties to include: photocopying, scanning, faxing, mailing, and filing.

● Updated college blog and Media Signage Player based on Power Point. EDUCATION

Community College of Vermont

Associate in Science Degree-2011

Major: Accounting

Minor: Administrative Management

GPA: 3.90 of 4.00

Honors: Graduated Magna cum Laude

CERTIFICATIONS

Understanding Cost Accounting

February 2015, CPE 6

Advanced Microsoft Excel

March 2015, CPE 6

How to Read and Understand Financial Statements

June 2015, CPE 6

Managing Multiple Priorities, Projects and Deadlines December 2015, CPE 6

The Controllers Workshop

April 2016, CPE 6

Southwestern College of Chula Vista, California

Basic Federal and California Tax Law Certification-November 2012 45 Hours Federal & 15-Hours California Tax Law, Theory and Practice Intuit QuickBooks Training

Mastering QuickBooks Class-February 2013

Typing Speed Certification: 47WPM

AFFILIATIONS

American Institute of Professional Bookkeepers

2011-Present

Certificate of Membership

Member of QuickBooks Pro Advisor Program 2013

REFERENCES

Upon request

COMPUTER SKILLS

--QuickBooks

–Appfolio Property Management

–Wave

–Publisher

–Microsoft Office 365

–Adobe Pro



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