Peter Smith
Lindenhurst, New York *****
*************@*****.***
Objective: Accounting/ Bookkeeper A/P, A/R, CSR; Data Entry
Summary of Qualifications:
Accounting Associate, Bookkeeper for the two years. That entails basically an across the board accounting process. Secondly to deduce what steps were necessary regarding basic accounting. Thirdly what may be required for future adjustments.
Daily dealings with vendors and creditors.
Customer relations on many levels covering a broad array of circumstances.
• Two (2) years in the accounting field.
- Data Entry; health care industry, mortgage template information, inventory parts and pieces, Sku # (s)
Work History:
PPS Industries Garden City, NY Mortgage Consultant 1/2006- present.
Senior Mortgage Underwriter, Due diligence, Quality Control Manager. Review and approve loans. Self employed, LLC 1-4 person applications. Several years tax returns analysis. Up to $10 mm.
Enzo; Farmingdale, NY
Accounts Receivable and Accounts Payable; 9/2014 - 11/2016
Recording the financial transactions of a business in bookkeeping software, spreadsheets or databases. Preparing and sending invoices and receipts to debtors.
Reporting irregularities in data to management.
Cut remittance checks to customers, clients and vendors.
Accounting programs:
• MAS90, Peach tree, Quick-books, Sage
• Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures.
• Maintains subsidiary accounts by verifying, allocating, and posting transactions.
• Balances subsidiary accounts by reconciling entries.
• Maintains general ledger by transferring subsidiary account summaries.
• Balances general ledger by preparing a trial balance; reconciling entries.
• Maintains historical records by filing documents.
• Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
• Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.
Education: State University of New York at Old Westbury
Bachelor of Science Degree - Finance
Minor in Accounting
Computer skills: AS400, COBOL, DOS, EXCEL, LOTUS, MACROS, MS OFFICE, MS Suite, MS WORD, WINWORD, WINDOWS, & WORD PERFECT, UNIX, Tableau.