Customer Service Representative

KRISTEN CAHILL

New Britain, CT ***** 413-***-**** *****************@*****.***

PROFESSIONAL SUMMARY

Meticulous Full Charge Bookkeeper with advanced accounting, mathematical and QuickBooks expertise. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent, and focused professional. SKILLS

●Bookkeeping

●Accounts payable

●Accounts receivable

●Payroll and budgeting

●Credit and collections

●Intuit Quickbooks

●Customer service

●Database Administration

●Account Reconciliation

●GAAP

●Financial Reporting

●Policies

●Research

●Spreadsheets

●Human Resources

●Organizational skills

●Clear oral/written communication

●Excellent multi-tasking ability

●Expense Reporting and Tracking

WORK HISTORY

Accounting Specialist / Purchasing, 05/2023 to Present Yoke Tax - Remote

●Recording and Categorizing day to day transactions

●New Client Onboarding

●Payroll

●Monthly Reconcilliation

●Financial Reporting

Accounting Specialist / Purchasing, 09/2022 to 02/2023 Metal Finishing Technologies – Bristol, CT

●Research potential vendors

●Compare and Evaluate Vendor Quotes

●Prepare Purchase Orders

●Place inventory orders and ensure timely delivery

●Inventory Management

●Accounts Payable

●3-Way Invoice matching

●Enter vendor invoices into system

●Account Reconciliation

●Accounts Receivable

●Prepare financial reports

●Receive inventory into database

●Control petty cash

Office Manager / Bookkeeper, 10/2016 to 9/2021

JH Metal Finishing LLC – New Britain, CT

●Coordinated office activities and operations to secure efficiency and compliance with company policies

●Reduced financial discrepancies by accurately managing accounting documentation in QuickBooks

●Drafted resources and manuals for employee reference

●Automated office operations for managing customer correspondence, payment scheduling, record tracking and data communications

●Managed company inventory and placed new supply orders

●Maintained impeccable office organization to support efficiency, professionalism and performance objectives

●Knowledge of Federal and State mandates to assess compliance across all areas of operation

●Solicited vendor quotes to determine optimal material purchase pricing

●Entered invoice data into QuickBooks and updated details including customer contact and billing information to keep files current

●Trained staff members in company policies, daily task execution and industry best practices

●Completed account reconciliation

●Completed month-end and year-end tasks and reporting

●Completed weekly payroll and payroll liability and deductions

●Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using Microsoft Word, Excel and Google Docs

●Created and finalized government contracts.

●Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.

●Prepared vendor invoices and processed incoming payments.

●Developed internal requirements which complied with NADCAP and ISO standards. Call Center Agent, 01/2016 to 01/2017

Working Solutions

●Documented customer inquiries and feedback in the company database

●Delivered fast, friendly and knowledgeable service for routine questions and service complaints

●Addressed customer problems by researching and resolving concerns through effective listening skills

●Pursued opportunities to advance customer relation skills and further enhance customer satisfaction in every interaction

●Accurately documented calls and caller information and made updates to data if needed

●Assessed customer account information to determine current issues and potential solutions

●Handled escalated customer service concerns to preserve revenue streams

●Maintained strong call control and quickly worked through scripts to address problems

●Met and exceeded call speed, accuracy, and volume benchmarks on a consistent basis

●Used electronic documentation, reference tools, and automated training to drive customer service ratings

●Corresponded with customers via phone, email, and chat feature Office Manager, 01/2005 to 04/2011

RP3 Canvas – New Britain, CT

●Oversaw day-to-day office operations including receiving and organizing correspondences, answering incoming calls, and creating business letters and records

●Reduced financial discrepancies by accurately managing accounting documentation in QuickBooks while maintaining case costs and billing processes

●Automated office operations for managing customer correspondences, payment scheduling, record tracking, and data communications

●Managed company inventory and placed new supply orders

●Entered invoice data into QuickBooks and updated details including customer contact and billing information to keep files current

●Maintained impeccable office organization to support efficiency, professionalism, and performance objectives

●Wrote professional business correspondences to maintain strong lines of communication

●Knowledge of Federal and State mandates to assess compliance across all areas of operation

●Managed company budget to handle all needs including inventory, vendor services, and operational costs

●Drafted resources and manuals for employee reference

●Solicited vendor quotes to determine optimal material purchase pricing

●Developed long-term budgets covering inventory, new equipment, maintenance, and operational costs

●Completed account reconciliation

●Completed month-end and year-end tasks and reporting

●Completed weekly payroll and payroll liability and deductions

●Handled all incoming business and client requests for information.

●Produced high-quality documents, spreadsheets, and presentations for internal and customer-facing needs using Microsoft Word and Excel.

●Tracked and recorded expenses and reconciled accounts to maintain accurate, current, and compliant financial records.

●Prepared vendor invoices and processed incoming payments. CERTIFICATIONS

● QUICKBOOKS PROADVISOR

● BILL.COM

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