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Data Entry Administrative Coordinator

Location:
Houston, TX
Posted:
March 19, 2023

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Resume:

CRYSTAL LYNN DELEON

Houston, TX

281-***-****

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

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

PROFESSIONAL SUMMARY

Reliable candidate ready to take on challenges in a position using problem-solving and task-prioritization skills to help the team succeed. Willing to take on any task to support team and help business succeed. Offers strong bookkeeping skills and expert office abilities.

Stays on top of demands in fast-paced environments effectively especially when in a virtual environment. Highly skilled technologically SKILLS

• Microsoft Excel • Invoice processing • Accounts receivable

• Data entry • Cost estimation • Recordkeeping

• Detail Oriented • QuickBooks

• Construction

Accounting

EXPERIENCE

Executive Administrative Coordinator

Full Time

INTUIT QUICKBOOKS/TURBO TAX - REMOTE

July 2021 - Current

Assisted with tax process by preparing records and statements.

Prepared monthly and annual tax reports for small business and individual clients (around 120 reports in tax season).

Analyzed tax law regulations to find potential

deductions and recognize any deficiencies.

Reviewed the company tax returns on a regular basis and prepared them for audits.

Maintained positive relationships with clients, handled daily phone calls and emails.

Run the company’s agenda of appointments and

ensured all payments are done on time.

Managed clients’ files and reports using the relevant software, including QuickBooks online, QuickBooks

desktop TurboTax and Salesforce.

Maintained notes regarding any work I completed in clients files for accountability and quality control.

Prepared Sales Tax Reports, W2’s, 1099’s, Payroll reports 941’s and 940’s.

Ensured confidentiality of client information.

Jan 2021 –

Feb.2023

Executive Administrative Coordinator

Full Time

Anywhere Mobile Mechanic Webster, TX

July 2021 –

Jan.2023

Assisted with tax process by preparing records and statements.

Oversaw day-to-day accounting needs, including processing payments and invoices.

Maintained vendor records and accounting histories, Financial Reports, as well as but not limited to, Sales reports.

Assisted the Owner directly in all business matters.

Daily office duties such as

o Answering phones, taking messages, booking appointments and meetings o Contacts, Payments, Payroll, Hiring, Data entry

o Updating pricing on website as well as marketing material creation o Prepared IRS tax forms as well as state sales tax payments and reporting of W2’s and 1099’s

Quarterly and Annual Reporting

o Onboarding and Offboarding employees

Bookkeeper

Part Time

TOTAL CENTS Houston, TX

August 2016 - July

2021

Assisted with tax process by preparing records and statements.

Resolved accounting discrepancies with critical thinking and thorough research.

Oversaw day-to-day accounting needs, including processing payments and invoices.

Maintained vendor records and accounting histories, tracking purchases, and proactively resolving issues.

Updated and maintained general ledger information.

Kept depository accounts current and accurate with timely reconciliations.

Used QuickBooks to organize accounting records and draft financial reports. Operations Manager

Part Time

IAS Houston, TX

November 2014 -

August 2016

• Protected organizational information with effective safety and security procedures for digital and physical files.

• Improved employee performance by coordinating workflow and implementing performance incentives.

• Completed advanced clerical tasks, including account reconciliation and document management.

• Kept business leaders informed about company profits, operations, and other metrics with regular reports.

• Oversaw financial, operational, and administrative business processes in nine- person office.

• Managed financial accounts in QuickBooks/Microsoft Excel and consistently stayed on top of tax liabilities and other payment requirements. Administration Management Coordinator

Full Time

TXP REPAIR AND REMODELING Houston, TX

January 2009 – March

2019

• Developed highly effective teams to support branch operations and cultivate customer satisfaction.

• Handled customer complaints about company operations, services and policies with knowledgeable and professional responses.

• Recruited, hired and evaluated qualified personnel resulting in top-notch operations and customer satisfaction.

• Reviewed financial reports each day and investigated variances with accounting staff to keep records accurate.

• Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.

• Reviewed and processed employee expense reports and vendor invoices for payment.

• Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.

• Organized and carried out efficient month-end, quarterly and year-end processes.

• Analyzed financial data derived from multiple reporting systems to develop recommendations for operational and performance improvements.

• Verified accurate recordkeeping processes, effectively reducing financial inconsistencies.

• Maintained and processed invoices, deposits and money logs. EDUCATION

Accounting (B.B.A.)

University of Houston, Houston, TX

May

2019



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