Accounting support

NANCY JOSEPH

Summary: General accounting practices including bookkeeping, end of month closing, bank reconciliation, AP and AR.

Quick Books, Microsoft Dynamics Great Plains, Sage, North Star, Tyler Tech, all Microsoft based programs, Google Workspace, Service Now Case Management, Lawson. Experience in Account Management, project management, medical administration, critical thinking, decision-making, setting priorities and managing workflow. H & R Block December 2024 – April 2025

Front Desk working multiple offices, assist Tax Preparers. Robert Half Staffing and Nelson Connect Agency April 2022 – July 2024 Assignments, as assistant bookkeeper, accounting assistant, work Assisting Acct Manager and Controller with all day to day financial and accounting options including A/R, A/P, process credit card, cash transactions such as bank deposits and petty cash reconciliations; month end reconciliation and close along with other duties as needed.

Industries worked: Wineries, Trucking, Treatment Center, Municipality, and Hospital System Abbott Laboratory, Santa Rosa, CA April 2021 – April 2022 Accounting Department- Accounts Receivables support Daily assist client via phone, email to resolve account issues, prepare weekly client reports, monthly billing, credit card and check processing, document collection efforts and audit of accounts, month end procedures. Support Account team members in various projects. ABD Insurance & Financial Services, Petaluma, CA March 2020 – May 2020 Assistant Account Manager

USI Insurance Services, Sacramento, CA April 2016 – December 2019 Assistant Account Manager

Provide support to book of business representing client need and goals within the organization and to insurance carriers to ensure quality service through renewal process and renewal year. Designed benefit materials, build mobile app, assist with online enrollment systems. Merrill Lynch, Phoenix, AZ January 2016 – April 2016 Tax Services Representative (seasonal assignment)

Work in an inbound contact center serving Merrill Lynch clients, detail oriented along with navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries.

ADDITIONAL EXPERIENCE

Western Health Advantage Account Manager

Blue Shield of California Account Executive/Account Manager EDUCATION

Bachelor of Science (BS), Public Administration

Minnesota State University and University of Minnesota

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