Administrative Assistant Customer Service

CHRISTINA VIVOLA

EXPERTISE

● A/R and A/P

● Report generation

● Performance Optimization

● CRM and Dashboards

● Customer Retention

● Documentation and

reporting

● Financial accounting

● Billing/Invoicing

● Process development

● Office Administration

● Effective communication

● Invoicing/Expense Accounts

● Computer Skills

Microsoft Office Intermediate

Excel, Work PowerPoint,

Adobe, Outlook, CRM,

QuickBooks Freshbooks,, Zen

Desk, Net Suite, Google

Workspace, Xero, Sage, and

Peachtree, ERP Systems

PROFESSIONAL WORK HISTORY

Jackson Hewitt - Administrative Assistant Oct. 2024 - April 2025 - Houston, TX

● Sale products for tax purposes, input data and develop client relations.

● Document invoice specific issues and the related payment status on on-going basis.

● Communicate identified issues, actions items and any specific assistance news to all related parties

(customer service/sales order processing, sellers and marketing teams).

● Successfully post customer invoices, approvals, and payments.

● Effectively communicate and share Intacct knowledge within the team.

● Compile and analyze monthly banking reports to correct transactions, compare data to budgets, and prepare notes in tax software.

● Collect and track tax forms.

● Prepare tax returns for proper filing under strict deadlines.

● Audit records to address any clerical errors.

● Inform clients of tax savings opportunities.

● Evaluate client tax and financial information.

● Organize and update tax database.

Robert Half Staffing- Accounting Specialist Oct. 2023 - Oct. 2024 - Houston, TX

● Compile and analyze monthly financial reports to correct transactions, compare data to budgets, and prepare notes to the financial statements.

● Investigate and provide monthly analysis of financial performance, identifying trends and drivers of budget variances.

● Prepare and post supporting journal entries into the accounting software system, ensuring that revenue, expenses, adjustments and payments are balanced and reflected accurately in the general ledger.

● Performs the monthly reconciliation of balance sheet accounts, and preparation of supporting schedules and financial reports.

● Maintain fixed asset inventory, ensuring that additions, disposals, and transfers are properly recorded in the general ledger as needed.

● Provide assistance on special projects as required.

● Attend Department meetings as required.

Ceballos Business Management, LLC - Customer Service/Leasing Sept. 2017 - Oct. 2020 - Houston, TX

● Directly responsible for the development and management of business relationships with vendors, prospective clients and current tenants.

● Maintained records of general accounting including monthly rent payments; conducted account reconciliation to ensure accuracy of records.

● Successfully managed general administrative/accounting for 17 rental properties ensuring accuracy of all accounts. Recognized for outstanding performance in account management, vendor relations and compliance.

● Building a rapport with current tenants to give them personalized service.

● Keeping an eye on community facilities such as mailrooms, fitness centers and laundry rooms.

● Perform other duties as assigned by the supervisor. 2020 Financial Advisers - Financial Analyst Assistant Feb. 2015 – Oct. 2017 - Houston, TX

● Collaborated with clients and underwriters on term and whole life insurance policies, which resulted in reaching yearly new business goals.

● Compile and analyze monthly financial reports to correct transactions, compare data to budgets, and prepare notes to the financial statements.

● Track actual financial results and generate additional business opportunities quarterly reports, charts, and tables of financial information.

● Demonstrated strong analytical and financial skills sets calculating insurance premiums.

● Assist with year-end audit.

● Managed new business opportunities to expand the portfolio.

● Opened new accounts, processed orders for existing clients, and served as a liaison with client and company products/services.

Accomplishments:

● Played a key role in the management of financial portfolios and handled new accounts for IRA’s, and Life insurance for policies

Reynolds & Assoc., PLLC - Accounting Specialist June 2011 – Feb. 2015- Houston, TX

● Responsible for the monthly reconciliation of 401 k plans to the general ledger, ensuring that employee deductions are correct and that payments are made to benefit providers; corresponds with benefit representatives as needed to resolve issues.

● Responsible for monthly reconciliation of A/R and A/P accounts. .

● Analyze monthly AR aging report.

● Review payroll tax postings through payroll per pay period and prepare quarterly payroll tax reports in a timely manner and are responsible for reconciliation to the general ledger.

● Managed and prepare month end journal entries for: merchant revenue, credit cards, and sales tax.

● Act as backup support to other accounting functions when necessary. Accomplishments:

● Received a promotion to the Payroll Coordinator due to job strong performance. EDUCATION

Premier School of Business - Database Administrator 2022 - Houston, TX University of Houston - Bachelor of Science in Accounting 2009- 2011 - Clear Lake, TX

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