Customer Service Accounting
Resume:
Jose Felipe Massa
Long Beach, CA 90814
Email: *******@*****.***
SUMMARY:
To be consider for the Accounting Assistant/Bookkeeper position and to offering my experiences, skills and attributes:
Knowledge of accounting principles and bookkeeping services.
Experienced in maintain financial records and confidentiality.
Ability to reconcile monthly statements and bank accounts.
Strong organization and effective communication skills (written and oral).
Excellent interpersonal skills and ability to get along with others in a team environment.
Analytical and critical thinker; good judgment and decision making.
Ability to prioritize, multitask and manage time effectively.
Strong human resources background and customer service; able to train, coach, and motivate personnel.
Good management skills and a diverse individual.
Excellent knowledge in computer software, including Microsoft Word, Microsoft Excel, Microsoft PowerPoint, QuickBooks, ADP and Adobe.
Bilingual -Spanish.
Work Experience
Self Employed
Business Owner
8046 Elnora Court, Sacramento, CA 95829
09/2012 - 07/2019
Developed and built of business from start up in order to generate 5 figure sales annually, established a 250 account customers base on local state and government entities.
Hired trained, and supervised more than 25 maintenance workers by providing guidance, personal training, safety guidelines, and customer interactions.
Maintained labor hours per job to analyze and monitor production.
Maintained appropriate inventory of cleaning supplies and equipment for over $100K by ensuring each cleaning equipment is maintained and inspected for accurate job performance, customer satisfaction and to avoid job delays.
Oversaw and supervised the job performance of workers and obtained recognition for the achievements in safety, customer service and labor hours, obtaining a savings to the company of about $15k annually in cost.
Oversaw Federal and State contract bids and gather all needed information in order to complied with their needs.
Ability to resolved customer complaints and issues in a fast and more reliable way.
Produced 40% of all new business by referrals from older customers based on job satisfaction and job performance.
Complied with OSHA standards minimizing accidents of defective equipment or lack of training from employees.
Maintained record of SDS cleaning chemicals and trained employees how to use each product.
Maintained an open communication with vendors, new clients and representatives from State and local agencies in order to provide specific needs.
Provided administrative support in processing invoices, data analysis, job performance reports utilizing Microsoft Word and Power Point presentations in training and other instructions.
Employment Development Department
Accountant Specialist I
2752 Kilgore Road, Rancho Cordova, CA 95670
12/2015 – 09/2017
Supervisor: Linh Tran 916-***-****
Performed routine audits in processing and identifying related unemployment benefits payments.
Planned and conducted research by performing analysis from data identifying fraud to the State of California by individuals collecting unnecessary unemployment benefits.
Provided advise to supervisors and managers regarding findings, conclusions and recommendations to investigate possible fraud and collection of funds.
Identified deficiencies, violations and non compliance’s from unemployment benefits members by identifying identity theft causing to the department a loss debt of almost $200K monthly.
Used spreadsheets and word processing programs to facilitate the gathering and analysis of individuals information.
Provided administrative leadership by developing efficiency-enhancing workflow/process improvements that made it possible to accommodate increasing responsibilities necessitated by staff reductions.
Decreased expenditures 15% by implementing inventory controls and standardizing ordering procedures.
Responsible for organizing company’s functions, employees meetings and holiday events including Christmas and Thanksgiving holidays.
Participated as a member of a team in the accomplishment of complex audits by exchanging knowledge and information from other members of a team.
Collaborated with supervisors and managers in establishing positive and accurate audit goals.
Director of Operations 10/12 - 09/15
Stay Safe Supply, Inc.
5450 Florin Perkins Road, Sacramento, CA 95826
Supervisor: Mark Zimmerman, 916-***-****
Responsible for the day to day accounting operations of the overall company which includes A/P and A/R, financial reports, development and maintenance of accounting records, forecasting, budgeting, and financial accuracy.
Analyzed existing and proposed systems, procedures, work flow, production processes, work performance, facilities, and layout of supply support equipment.
Assessed service quality relative to the operations and procedures for receiving, inventory, transportation and shipping operations, packaging and stock readiness programs, storage and warehouse operations.
Analyzed, resolved and researched accounting issues.
Prepared, monitored and maintained assigned budget for the organization by balancing labor hour costs, production and other financial issues.
Prepared monthly and bi-annual expenditure reports and informed upper management of any discrepancies and made recommendations to resolve issues.
Internal Revenue Service, Individual Taxpayer Advisor Specialist (Bilingual Spanish)
880 Front St, San Diego, CA 92101
03/2006 - 07/2012
Supervisor: Paola Roth 619-***-****
Provided assistance to over 500 people per year with limited or no knowledge of the English language in resolving tax account situations, notice issues and other tax related manners.
Maintained tax publications, forms and small business applications updated and ensuring they are available to the public at the accuracy rate of 95% weekly.
Assisted and facilitated tax collection issues regarding previous tax returns and appropriate payment collection to the government, maintaining accounts at the rate of 80%.
Examined tax returns with customers whose principle source of income are from salary wages, dividends and investments.
Ensured all personal information was not visible to others, maintained discretion and professionalism.
Resolved complaints from customers in a rapid fashion way and maintained a level of professionalism at all times.
Collected funds from taxpayers with their tax payments obligations and maintained personal information in discreet manner.
Ordered office supplies and maintained an inventory control saving about $750 monthly by controlling the usage of office supplies items.
Read and consulted with supervisors and managers regarding customer satisfaction and employees knowledge and performance with customers by reviewing customer surveys.
Received annual training with tax law issues in order to understand and complied with the new rules and regulations.
Communicated regularly with Managers and Supervisors to evaluate and discuss tax related scenarios.
Ability to use different office equipment such as copy machine, fax, scanners and usage of different types of computer programs such as Adobe, Microsoft and Outlook.
United States Marine Corps, Company Gunnery Sergeant
MCAS Miramar, San Diego, CA 92101
11/2000 - 10/2005
Developed and executed numerous sensitive and realistic training courses for nearly 1,500 Marines annually.
Rated as top level Staff Non Commissioned Officer over 10 peers on the last 3 annual performance reports.
Mentored over 350 Marines with their military job performance and resolved and monitored any personal manners.
Maintained over 100% accountability of all assigned equipment worth more than $15 million.
Validated and coordinated the ordering and delivery of ammunition, armorers, medical corpsmen, transportation and lodging to Marines in order to have their annual weapons qualification.
Monitored and oversaw the bi-annual physical fitness test (PFT) of junior Marines, and followed up the Marine Corps Standards by inputting their scores and recorded them into the database for appropriate scores.
Organized and directed Military functions such as retirements, change of command and other ceremonies.
Counseled over 150 Marines with their military job performance and follow up any discrepancies or issues. Recorded the information in their personal folder and maintained records of any disciplinary actions.
Usage of computer programs and other office equipment in order to create reports, memorandums to Marines and proficiency work sheets.
United States Marine Corps, Drill Instructor
MCRD San Diego, San Diego, CA 92101
07/1997 - 10/2000
Effectively counseled recruits on performance, team work, confidence, and self-discipline.
Instructed core values, general military subjects, basic individual skills, and small unit leadership to new recruits.
Served as an effective role model for recruits by maintaining high standards of professional and personal conduct.
Instructed over 1,200 recruits with the basic principles of operation, safety regulations, maintenance and troubleshoot of the M-16A2 rifle.
Produced over 650 trained Marines annually in accordance with the Standard of Operation Procedures (SOP).
Counseled and mentored young drill instructors with their daily performance, corrected any deficiencies and maintained appropriate documentation in their personal data folder.
Achieved 100% rifle qualification with a platoon average of 312 out of 350 points.
Monitored and inspected the welfare of each recruit and identified any personal problems.
United States Marine Corps, Logistics Specialist
MCB Camp Butler, Okinawa, Japan
01/1990 - 06/1997
Responsible for the day to day logistic operations of the overall company which includes the proper transportation and handling of equipment and gear for the value of over $15 million.
Analyzed existing and proposed systems, procedures, work flow, production processes, work performance, facilities, and layout of supply support equipment.
Assessed service quality relative to the operations and procedures for receiving, inventory, transportation and shipping operations, packaging and stock readiness programs, storage and warehouse operations for the amount of $150K monthly.
Analyzed, resolved and researched accounting issues.
Prepared, monitored and maintained assigned budget for the organization by balancing labor hour costs, production and other financial issues.
Prepared monthly and bi-annual expenditure reports and informed upper management of any discrepancies and made recommendations to resolve issues with the savings of over $200k annually.
United States Marine Corps, Logistics NCO Training Specialist
MCAs New River, NC
01/1983 - 06/199
Planned and organized property accountability and support to 3 different Wing Support Squadron.
Assisted hand receipt holders in the operation and maintenance of more than 20 property accounts by filing documentation required by Marine Corps regulations.
Provided guidance and assistance to Wing Support Squadron level supervisors and personnel ensuring 100 % property accountability.
Processed and maintain Financial Liability of Property Loss ensuring the squadrons are maintained proper property accountability.
Coordinated all logistical activities such as tactical maintenance, commercial transportation, and property accountability.
Ensured Marines has the adequate lodging and training areas in order to performed the schedule field training exercises.
Education
Claretiano High School Lima, Peru
High School or equivalent 12/1979
University of Phoenix San Diego, CA
Bachelor's Degree
University of Phoenix San Diego, CA
Master's Degree
Language Skills
Language Spoken Written Read
Spanish Advanced Advanced Advanced
References
1.Name: Emanuel Vargas Title: Hazmat Supervisor
Email: **********@*****.***
Phone: 951-***-****
2.Name: Melissa Taitano Title: Tax Compliance Analyst
Email: *******.*******@*******.***
Phone: 949-***-****
3.Name: Mary Murlock
Title: Individual Taxpayer Supervisor
Email: ********@***.***
Phone: 410-***-**** Indicates professional reference
Contact this candidate