De-Anna Larzik

***B Witten Circle, Havelock, NC *8532

Cell: 252-***-****

Email: adyrl8@r.postjobfree.com

KEY SKILLS

Office Skills

Telephone Front Office Customer Service SOP Collections Payroll Accounts Payable & Receivables Bookkeeping Confidential Records Management Complaint Handling Data Entry Cash Handling

Computer Skills

Microsoft Office Quest Quick Books Typing 75 WPM Keystrokes 4500 KPM Turbo Tax Citrix Adobe Zoom

PROFESSIONAL EXPERIENCE

Foundever / Liberty Mutual

CSR 2023 – Present

nCustomer Service

nEntering FNOL auto accident insurance claims into Citrix System

nAnswering Status Call auto accident insurance claims using Citrix & Navigator

nUpdating auto accident insurance claims using Citrix & Navigator with updated information

nTransferring calls to appropriate Claims Rep or Departments

Baker Tilly / Turbo Tax

Tax Expert I 2023 – Present

nAssisting Taxpayers who are completing their returns at home with finishing their tax returns to the point of filing them accurately with the IRS and all states that have taxes.

nReviewing the entries, a Taxpayer has made on their tax return through the software for accuracy.

nHelping Taxpayers to understand the tax laws and how they navigate through them.

AMA Consulting Group, LLC

Eligibility Specialist I 2022 – 2023

n

nEducate participants on program requirements and obligations.

nConduct participant briefings as needed.

nConduct eligibility and intake activities for program applicants & participants.

nConduct routine recertifications within required time frames as needed.

nDetermine client subsidy as needed Prepare/Execute client contracts as required by the program.

nResolve concerns.

nProcess all transactions within the programs required business systems and procedures.

nMaintain accurate and complete applicant/participant files.

nRespond to and resolve any quality control findings associated with work completed.

nProvide excellent customer service to participants, co-workers, clients, and vendors.

Atlantic Glass & Mirror, Morehead City, NC

Office Administration 2018 – 2022

nGreet customers to determine the nature and purpose of visit. Open communication with customers to foster positive relations and provide updates on issues. Interacted with customers by phone, email, or in-person to provide information. Provided reception relief.

nResponsible for delegating tasks to office assistant and ensuring she completed all daily duties. Met with estimators to go overestimates they had taken to ensure they were getting all customer request taken care of. Kept spreadsheets and copies of all documents they had on hand.

nCoordinated communications, financial processing, registration, recordkeeping, and other administrative functions. Scanned and filed all company contracts. Handled petty cash and company credit cards.

nResponsible for department accounts payable. Maintained area to track purchase orders, packing slips, and invoices. Owner could effortlessly locate back-up which saved a great deal of time, thus increasing accurate and timely payments to vendors.

nManaged office supplies and equipment. Controlled central inventory area that eliminated excess, waste, and needless spending. Purchased materials for shop inventory and for open orders. Kept track of technicians PPO equipment ordered when necessary. Keep track of inventory for producing or filling jobs. Contacting vendors if there is any issues with materials received daily.

nProcess credit card, check and cash payments coming in from customers into True Software.

nAssist office personnel with learning or fixing a problem with software. Assist with issues with copier and credit card machine, Contacting the proper company for assistance with repairs or maintenance.

nProjects and report making requested by owners.

nFleet maintenance to make appointments for repairs as needed or inspections, processing renewal of registration on 13 company vehicles, keeping paperwork orderly filed by vehicle, distributing insurance and registration to driver.

nMade collection calls to clear up $750,000 of past due invoices from individuals and businesses within 3 months of starting with company. From that point on maintained outstanding invoices of around $50,000, mostly from commercial jobs which paid differently.

H&R Block, Beaufort, NC; Milton, PA; and Piney Green, NC

Senior Tax Specialist/Office Manager/Bookkeeper 2009 - 2017

nPrepare simple to complex tax returns for individuals and small businesses.

nInterview clients to obtain additional information on taxable income and deductible expenses and allowances.

nReview financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

nCompute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.

nManaging an office of 7 employees

Wood-Mode Inc., Kreamer, PA 2005-2008

Production Information Coordinator, 2006-2008

nOperated scanner to sort and release work orders to production floor.

nPerformed month end inventory.

nEnter information into Microsoft office spreadsheets and access database.

Data Entry Operator, 2005-2006

nAnswered multi-line telephone, screened and directed calls, and took messages.

nResearched inventory and production reports to see if they were accurately entered.

Studio Moulding, East Brunswick, NJ 2003-2004

Administrative Assistant, temporary position

nAnswered customer questions; resolved any issues quickly and to customer’s satisfaction.

nPulled all orders due for next day installation.

nEntered all order information into QuickBooks Pro

nInvoiced customers showing all cost breakdowns and balance due.

Trans Amazon Trucking, Keyport, NJ 2002-2003

Accountant

nPerformed all aspects of Accounts Receivable and Accounts Payable in QuickBooks

nAnalyzed settlements to match weekly log.

nPaid credit card bills and cell phone accounts.

nPerformed bank reconciliations weekly.

Watson Metal Products, Kenilworth, NJ 2000-2002

Accountant Representative

nPerformed all aspects of Accounts Receivable including processing incoming checks, commercial collections, background credit reports and tracking of commissions.

nCarried out accounts payable duties including matching receivers to invoices, checking any discrepancies in invoices, and notifying suppliers of discrepancies.

nEntered all data into computer using Mas-90 & Mas-200 for sales orders, sales billing, and inventory.

nPerformed bank reconciliations monthly.

nCompiled employee time, production, and payroll data from time sheets and other records

EDUCATION

Craven Community College, New Bern, NC

Associate in applied science in Accounting, Graduated May 13, 2017

LICENSES AND CERTIFICATIONS

Notary Public, North Carolina, Commission expires May 11, 2026.

Mastering Correction of Accounting Errors

Certificate of Completion from “The American Institute of Professional Bookkeepers”

October 30, 2014

Mastering Inventory

Certificate of Completion from “The American Institute of Professional Bookkeepers”

November 13, 2014

Mastering Internal Controls and Fraud Prevention

Certificate of Completion from “The American Institute of Professional Bookkeepers”

December 4, 2014

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