Accounting Assistant Sales Associate
Resume:
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Amy Westfall
Melbourne, FL *****
**********@*****.***
Summary
Versatile Accounts Receivable Specialist adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls, and completing closings. Highly detail-oriented, proactive, and diligent. Skills
• Customer Service management
• Supervision
• Organizational skills
• Accounts Receivable/Collections
Management
• Time management
• Problem resolution
• Critical thinking
• Collections Specialist
Experience
March 2022 to
Present
August 2019 to
April 2021
Omega Garage Doors
West Melbourne, FL
Bookkeeper and Schedule Coordinator
• Maintain customer records, create daily sales invoices for installation and service jobs, record deposits and credit card transactions, apply payments to customer accounts using Sage software for two separate locations
• Submit bids and proposals for current and potential future customers
• Create and submit Commercial and Residential permit applications along with supporting documentation to the appropriate jurisdiction for processing
• Provide weekly inventory counts to management
• Complete monthly Sales and Use Tax Returns for two separate locations
• Monthly reconciliation of five different bank accounts
• Answer inbound calls and email communications from Customer to determine product and service needs.
• Obtain accurate order and scheduling information from Customers
• Create, update, and see that workers from Customer are processed and closed out in a timely manner
• Track, and communication the status of scheduled work orders in their entirely including product issues, updates and/or changes
Dr. Arthur Horn, M.D
Satellite Beach, FL
Office Assistant
• Greeted patients and visitors when entering the office. Assisted in checking in patients by taking office fee, scheduling next appointment and record patient’s payment in patient’s chart.
• Responsible for escorting patient to their exam room, pulling patient’s previous office notes up in exam room computer, taking patient’s vitals and having a conversation with the patient to determine if there are any changes in the patient’s health since previous visit that the doctor needs to be aware of. Also responsible for checking patient out at the end of their appointment by verifying their next appointment is correct, making copies of prescriptions given to patient and provide the patient with any further documentation or prescriptions samples requested by the doctor.
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• Assisted doctor when administrating shots to patients or when examining female patients.
• Support office needs including answering incoming phone calls, taking messages, monitor incoming, outgoing office emails, faxes, routing business correspondences both incoming and outgoing. Communicated and worked with Pharmaceutical Representatives and office vendors to meet both patient needs and office needs.
• File, retrieve and update patient records to support patients and business needs.
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October 2018 to
December 2018
January 2015 to
October 2018
Bath & Body Works
Melbourne, FL
Seasonal Sales Associate
• Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
• Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
• Provided customers with comprehensive assistance upon entering store through merchandise selection and completion of purchases. Westfall Family
Melbourne, FL
Stay at Home Mom
May 2013 to
August 2014
Ajilon Professional Staffing
Alpharetta, GA
Senior Accounting Consultant
• Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
• Worked closely with delinquent account holders to collect and reconcile accounts through approved channels.
• Results ending in 97% of outstanding un-applied cash receipts applied to companies past due accounts receivables
June 2006 to
March 2007
Cypress Care, Inc a Healthcare Solutions Company
Duluth, GA
Accounting Assistant
• Posted daily Lockbox deposits, manual deposits, and Electronic Fund Transfer payments to proper customer accounts.
• Researched and reviewed customer credit balances
• Prepared refund requests for duplicate and overpaid accounts to be approved by upper management.
2007 to August 2009
Cypress Care Inc, a Healthcare Solutions Company
Duluth, GA
Senior Accounting Assistant
Performed all duties above as Accounting Assistant in addition to the following...
• Daily and Monthly cash reconciliation processing from multiple financial institutions for three corporate companies.
• Prepared Georgia County Sales Tax Returns
• Prepared Vendor 1099-year end forms
• Assisted in Annual Company Audits
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September 2009 to
March 2012
Cypress Care, Inc. a Healthcare Solutions Company
Duluth, GA
Cash Application Supervisor
Performed all duties above as Senior Accounting Assistant in addition to the following...
• Investigated un-applied payments and misapplied payments to improve outstanding aging reports.
• Verified and approved refund requests both internally and externally
• Hired, trained, and supervised a staff of six employees to ensure appropriate internal controls and procedures were being met. Also preformed disciplinary procedures to staff when department and company policies and procedures were not being followed.
• Maintained current and accurate cash balances for all programs, departments and projects.
Education and Training
Kaplan College - Indianapolis
Online
Accounting Some College (No Degree)
Universal Accounting School
Online
Currently taking online classes to receive Bookkeeping Certification Software Experience
• Great Plains
• QuickBooks and QuickBooks Online
• JD Edwards
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