Accounting Associate

832-***-**** ***********@*****.*** Houston, TX

Detail-oriented and methodical Accounting Associate with 2 years of bookkeeping knowledge, financial analysis skills, and QuickBooks proficiency. Diligent about keeping records current with accurate expense tracking and invoice processing. Highly organized, proactive, and responsible professional. EDUCATION

Richards

B.S. in Accounting, B.S. in Finance December 2018

April 2019 Present

RESPONSIBILITIES:

Manage weekly accounts payable and accounts receivable for priority clients by inputting invoices, submitting payments, and observing the aging of these accounts on QuickBooks Prepare monthly financial statements, such as the Income Statement and Balance Sheet, to advise the client how to better adhere to their finances

Administer client payroll, through QuickBooks, which involved access to direct deposit and employee W- 4s and W-9s

Provide training and supervision to junior associates ACCOMPLISHMENTS:

Developed a strong understanding and proficiency of the Foundation accounting software within one month, as well as taught employees how to utilize this program Refined the processes of servicing priority clients by creating spreadsheets on the Smartsheet program that reduced the learning curve of these clients by 25% May 2018 August 2018

RESPONSIBILITIES:

Reconciled weekly/monthly bank statements for clients, using the QuickBooks software ACCOMPLISHMENTS:

Increased correspondence with 50% of assigned clients, by contacting managers regarding gaining access to their bank accounts and invoices

Proposed an idea to the CEO concerning a shadowing opportunity for all the interns, which extended the internship program

June 2017 April 2018

Trained 60 incoming alumni callers by teaching them to use the JavaScript database and answering questions regarding their duties

Verified and updated 700+ alumni contact data, provided by callers, into a Blackbaud software program for ensured accuracy

Designed a semester-long interactive game to incentivize callers to generate alumni funding, which led to a weekly average of $1600 produced towards the university January 2017 April 2017

Generated $94 worth of alumni support, biweekly, towards campus improvement, student scholarships, and summer camps

Improved interpersonal communication skills by corresponding with 700+ alumni, which led to increased university relations with its graduates

s confidential information into a JavaScript database Accounts Payable, Accounts Receivable, Account Reconciliation, Journal Entries, Financial Analysis Technical: QuickBooks Online and Desktop, Foundation Software, The Business Edge Software, Oracle NetSuite, Microsoft Office (Excel, PowerPoint, Word)

Skills: Customer Service and Correspondence, Vendor Relationships, Management and Leadership Canadian Citizen; Eligible to work for full-time employment with sponsorship on an employment visa

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