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Customer Service Financial Reporting

Location:
Jacksonville, FL
Posted:
October 14, 2024

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Resume:

Establish and manage QuickBooks for streamlined financial operations.

Efficiently process invoices and payments, ensuring timely client communication. Generate financial reports, delivering key insights to stakeholders. Administer payroll, maintaining accuracy and compliance. Enhance bookkeeping efficiency, driving improved client satisfaction. Implemented effective financial controls, optimizing cash flow management and ensuring accurate financial reporting for informed decision-making. Analyzed financial discrepancies and resolved complex issues, resulting in precise financial records and improved client fiscal transparency. Achieved timely payroll processing and accurate vendor payments, contributing to the business's operational continuity and financial stability. Optimize routes with GPS, cutting travel time by 12% and boosting efficiency. Resolve transport issues swiftly, enhancing service reliability and patient trust. Ensure timely patient transport, fostering trust through punctuality and professionalism. Execute safe medical transport, adhering to protocols and improving patient care standards.

Document transport logs meticulously, ensuring compliance and operational transparency.

Christina Spivey, LLC

Edward Waters Transportation

Freelance Bookkeeper May 2022 - February 2023

Medical Transportation Driver April 2018 - December 2019 Christina Spivey

Full Charge Bookkeeper with over 20 years of experience enhancing financial operations through strategic QuickBooks management and precise financial reporting. Demonstrates exceptional skills in customer service, communication, and organization, consistently improving client satisfaction and operational efficiency. Excels in implementing effective financial controls and resolving discrepancies, driving transparency and informed decision-making in diverse business environments.

904-***-****

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

9574 Carbondale Drive E.

Jacksonville, FL 32208

Associates of Business

Administration

Jones College

Oct 2004- January 2007

EDUCATION EXPERIENCE

Stacy Dobscha

Barber & Klein

Phone: 904-***-****

Edward Waters

Ed Water Transportation

Phone: 904-***-****

Suzie

Sushi Wok

Phone: 904-***-****

REFERENCES

SKILLS

Attention to detail

Organization

Customer Service

Excellent communication

Time management

QuickBooks

Excel

Solomon

Fundamental Knowledge

of GAAP

Healthy Start Coalition

Recovery Peer Support Specialist January 2023 - December 2023 Educate and support women with substance abuse disorders, fostering recovery and wellness.

Advocate for access to health and social resources, improving client outcomes. Maintain client service records using S.O.A.P. documentation, ensuring compliance. Exhibit personal recovery skills, serving as a role model and advocate for peers. Facilitated peer support sessions, fostering recovery and resilience, while enhancing communication skills and empathy.

Guided peers in recovery, cultivating a nurturing environment and promoting emotional well-being and personal growth.

Collaborated with healthcare professionals to deliver comprehensive support, improving patient outcomes and team cohesion.

Christina Spivey

Full Charge Bookkeeper

EXPERIENCE

Manage payroll and tax processes, ensuring timely compliance and accuracy. Prepare job proposals and estimates, enhancing project cost management. Generate financial reports, providing insights for strategic decisions. Implemented cost-saving measures and optimized resource allocation, leading to measurable improvements in financial performance.

Ensured meticulous attention to detail in financial reporting, maintaining compliance and accuracy in all bookkeeping activities.

Streamlined office operations, enhancing workflow efficiency and reducing overhead costs through effective resource management.

Bank reconciliation

Managed billing, collections, and payroll, ensuring timely processes and accurate financial records.

Coordinated with vendors and teams to ensure seamless project execution, fostering strong relationships and efficient resource utilization. Implemented automated reporting systems, drastically reducing manual errors and improving data reliability.

R & M Barber Masonry

·Office Manager/Bookkeeper Feburary 1994- March 2004 Managed billing, collections, and payroll, ensuring timely processes and accurate financial records.

Streamlined accounts payable, reducing payment delays and improving vendor relationships.

Oversaw escrow accounts, ensuring accurate interest calculations and timely reconciliations.

Prepared financial reports, providing insights for strategic decision-making and business growth.

Led HR functions, enhancing team efficiency through effective training and onboarding. Ensured precise reconciliation of financial records, maintaining high standards of accuracy and compliance in all bookkeeping tasks.

Provided comprehensive support in office management, fostering a well-organized workplace and enhancing team productivity.

Answered a multi-line phone system, providing excellent customer service and demonstrating proper phone etiquette.

Gartner, Brock, and Simon Esq.

Office Manager/ Full Charge Bookkeeper · March 2004- March 2007



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