Customer Service Accounting Support

ONEYDA PEREZ

Arcadia CA ***** 650-***-**** *******@*****.***

•Administrative and Executive Support

•Sage

•Bilingual

•Organizational Ace

•QuickBooks

•Billing

•General Accounting Support

•Customer Service System (CSS)

•Microsoft Office Suites

•Bookkeeper

•Itron Enterprise Edition (IEE)

•Meter Data Management (MDM)

SKILLS AND ACCOMPLISHMENTS:

Computer Literate-Microsoft Word, Excel, PowerPoint, Outlook, Access, QuickBooks, Internet,

Company Specific Software,

Bilingual-Fluent in English and Spanish

Filing and Data Archiving- maintenance of filing systems and storage

Administrative Support-keyboarding 45wpm, excellent telephone skills, knowledge of office equipment

Accounting Support- account payables, excel worksheets, 10 key

Strong ethics, interpersonal skills, negotiation, communication and the ability to effectively handle stress and engage in continuous learning

Administrative Skills

•Organize and maintain the office filing system

•Trained over 20 part-time staff on accounting practices and filing system.

•Coordinated luncheons for over 10 reps and office staff once a month as part of monthly staff meetings.

•Back-up for secretary

•Served as liaison for sales representatives and customers by researching appointment availability, communicating information to clients, and scheduling appointments.

•Sorted and distributed daily mail

•Purchased office supplies and restocked lunch/break room based on staff needs and feedback.

•Act as the point of contact among executives, employees, clients and other external partners

•Manage information flow in a timely and accurate manner

•Manage executives’ calendars and set up meetings

•Manage travel and accommodation arrangements

•Oversee the performance of other clerical staff

•Act as an office manager by keeping up with office supply inventory

•Format information for internal and external communication – memos, emails, presentations, reports

•Take minutes during meetings

•Screen and direct phone calls and distribute correspondence

•Greet clients and visitors with a positive, helpful attitude.

•Assisting clients in finding their way around the office.

•Announcing clients as necessary.

•Helping maintain workplace security by issuing, checking, and collecting badges as necessary and maintaining visitor logs.

•Assisting with a variety of administrative tasks including copying, faxing, taking notes, and making travel plans.

•Preparing meeting and training rooms.

•Answering phones in a professional manner, and routing calls as necessary.

•Assisting colleagues with administrative tasks.

•Performing ad-hoc administrative duties.

•Answering, forwarding, and screening phone calls.

•Sorting and distributing mail.

•Hiring, managing, and developing the junior administrative team.

•Provide excellent customer service.

•Scheduling appointments

Customer Service Skills

•Handled customer inquiries about new products, price ranges, and inventory in-stock.

•Possessed exceptional ability to build productive relationships, resolve issues and win customer loyalty by developing one-one rapport with customers.

•Handled English and Spanish inbound and outbound calls

•Resolved customer issues on products and shipments by listening to client concerns, offering alternative shipping options, and explaining manufacturing details

•Maintaining a positive, empathetic, and professional attitude toward customers at all times.

•Responding promptly to customer inquiries.

•Communicating with customers through various channels.

•Acknowledging and resolving customer complaints.

•Knowing our products inside and out so that you can answer questions.

•Processing orders, forms, applications, and requests.

•Keeping records of customer interactions, transactions, comments, and complaints.

•Communicating and coordinating with colleagues as necessary.

•Providing feedback on the efficiency of the customer service process.

•Managing a team of junior customer service representatives.

•Ensure customer satisfaction and provide professional customer support.

•Handled customer inquiries about new products, price ranges, and inventory in-stock.

•Possessed exceptional ability to build productive relationships, resolve issues and win customer loyalty by developing one-one rapport with customers.

•Handled English and Spanish inbound and outbound calls

•Resolved customer issues on products and shipments by listening to client concerns, offering alternative shipping options, and explaining manufacturing details

Accounts Payable

•Entered data for 200+ incoming vendor bills weekly using software.

•Managed vendor accounts by tracking payments and answering inquiries.

•Verified accuracy of payments before entering into payment system.

•Reconciled and distributed payment to multiple vendors.

•Ensured compliance with monthly accounting deadlines.

• Handled and assisted in payment extensions (30-day, 60 day or 90 day) for those customers who could not pay full amount for purchases. Settling debt owed/ to avoid customer default on payments.

•Experience staying current with technology and innovation.

•Processed Check Requests and Accounts Payable Invoices as requested or required.

•Processed and coded invoices received from vendors or contractors in a timely and accurate way to receive any discounts offered for prompt payment.

•Verified independent contractor invoices with the Contracts and Compliance Department.

•Timely and accurately reconciled and replenished petty cash funds.

•Processed all mileage reimbursements in accordance with policy.

•Reviewed codes and processed all group employee benefits invoices.

• Processed utility invoices as necessary.

•Posted advancement requests to accounts receivable in the general ledger.

•Reconciled and coded credit cards issued to management staff

• Processed rent and other recurring payments to avoid late payment penalties.

•Matched checks in accordance with established schedule. Ensured that checks are mailed out or delivered

in accordance with the defined scheduled.

•Responded to inquiries from staff and vendors regarding invoices to be submitted for payment, missing

•documentation, issue resolution, and related matters.

•Processed all check requests and invoices as prescribed in the policy.

•Addressed and resolved vendor/payables issues as needed.

• Updated lease files and posts recurring lease invoices.

•Attended and participated in staff meetings to provide input towards program development and staff training.

•Reported to work on time and maintains reliable and regular attendance.

Communicated effectively in a competent and diverse consumer population and promotes favorable interaction with managers, co-workers and others.

Accounts Receivable and In-House Collections

Operate computers programmed with accounting software to record, store, and analyze information.

Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.

Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.

Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.

Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.

Comply with federal, state, and company policies, procedures, and regulations.

Compile statistical, financial, accounting or auditing reports for accounts payable and receivable, and profits and losses.

Code documents according to company procedures.

Reconcile or note and report discrepancies found in records.

Access computerized financial information to answer general questions as well as those related to specific accounts.

Match order forms with invoices, and record the necessary information.

Perform general office duties such as filing, answering telephones, and handling routine correspondence.

Perform personal bookkeeping services.

Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.

Calculate and prepare checks for utilities, taxes, and other payments.

Prepare and process payroll information.

Compare computer printouts to manually maintained journals to determine if they match.

Reconcile records of bank transactions.

Monitor status of loans and accounts to ensure that payments are up to date.

Billing

•Work with OPUS system to track billing

•Researched, analyzed and resolved billing and invoice problems.

•Coded and processed customer invoices using MAS billing system

•Prepared final invoices for mailing and performing clerical duties

•Checked and verified data input in the accounting system

•Used Billing.com to process bills in QuickBooks

•Demonstrated experience resolving utility billing exceptions and issues for customers with accuracy and in a timely manner.

•Demonstrated experience handling escalated customer issues that have a short deadline. Effective resource and task planning, decision making, results delivery, teamwork, and the ability to stay current with relevant technology and innovation. Tower work conducted in a team environment. 300 exceptions analyzed and completed weekly.

•Strong ethics, influence and negotiation, leadership, interpersonal skills, communication, and the ability to effectively manage stress and engage in continuous learning.

•Can prioritize multiple duties/projects, take ownership and follow through on all assignments.

•Work with CSS (Customer Service System) to collect daily exceptions

•Work with IEE (Itron Enterprise Edition Meter Data Management to collect daily exceptions

•Effective resource and task planning, decision making, results delivery, teamwork, and the ability to stay current with relevant technology and innovation.

•Strong attention to detail with excellent time management, prioritization, and follow through skills.

•Experience making recommendations to various levels of leadership.

•Effective resource and task planning.

Bookkeeper

•Reconcile monthly bank statements.

•Prepare checks from invoices, purchase orders and check requests.

•Input and fund bi-monthly payroll.

•Prepare bank deposits for armored car pick up.

•Prepare monthly, quarterly and yearly financial statements.

•Prepare annual Fiscal Year End report

•Attend Finance Committee meetings.

•Complete annual company self-review.

•Prepare three-year on-site consultation.

•Maintain and purge records according to guidelines.

•Prepare and mail special collections to Archdiocese.

•Experience carrying out all financial deadlines.

•Input weekly contributions into parish-soft database

•Register new parishioners into parish-soft database

•Assist with company volunteers

•Run monthly contribution reports for school families and forward to principal and school bookkeeper

•Analyzing and interpreting complex data and resolving various customer problems

•Building and interfacing with all levels of employees.

EMPLOYMENT HISTORY:

Accounting Clerk MD Hydraulics June 2024-May 2025

Accounts Payable Live Good, LLC June 2023-June 2024

Bookkeeper Socal Safe February 2023- April 2023

Accounts Receivable Architectural Window Shades November 2022- February 2023

Accounts Payable Specialist Pacific Clinics July 2022-October 2022

Usage and Billing Analyst Socal Edison September 2019-December 2021

Billing Clerk Waste Management April 2019-August 2019

Data Entry Insight Global September 2018-October 2018

Administrative Assistant Office Team April 2018-July 2018

Bookkeeper Accounting Principals March 2018-April 2018

Bookkeeper St. Veronica Church February 2016-January 2018

Front Desk La Cuesta Inn March 2015-January 2016

Patient Care Coordinator Conversio Health September 2014-January 2015

Office Assistant Diocese of Monterey January 2013-September 2014

Data Entry Hart Employment August 2011- October 2011

Accounts Pay//Rec Clerk Ajilon Finance December 2005-November 2010

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