Accounting Assistant Customer Service
Resume:
Charla D Morin
***** ********* **., ****, ** ****0
**********@*****.***
Detail-oriented, experienced and highly motivated employee seeking the position of an Accounting Assistant. Has strong expertise in contract negotiation, financial reporting, accounting, billing and collections systems. Maintain utmost accuracy processing, account transactions, and other financial records.
Great Texas Pecan Candy Co., Katy, Texas April 2024-Present Clerk
Key Responsibilities
● Packaging candy
● Customer service
● Cash register
Angie Evans CPA, PLLC, Houston, Texas October 2022 - November 2023 Accounting Assistant
Key Responsibilities
● Help maintain accuracy for customer accounts by implementing new auditing processes ● Maintain bookkeeping records and accounting system files, reconciling transactions with the general ledger with compliance with company policy
● Review accounts to pinpoint discrepancies
● Update existing records with new data, ensuring that databases were up to date and accurate
● Maintain confidentiality of customer data
● Complete monthly reconciliation of bank statements
● Prepare annual tax reports for individual clients Brian Jarvis CPA, PLLC, Katy, Texas April 2022 – October 2022 Accounting Assistant
Key Responsibilities
● Handle urgent data entry request, ensuring a turnaround time of under 24 hours for high-priority tasks
● Process customer payments, review customer accounts and credit records, identified and resolved issues
● Maintain and monitor customer financial records daily
● Responsible for reconciling incoming client bank statements
● Ensure confidentiality of client information
● Assist in preparing tax returns for individual clients Massey Services, Stafford, Texas June 2016 – April 2022 Office Manager
Key Responsibilities
● Review and reconcile financial statements at month-end and year-end close
● Post daily work orders for upcoming service calls
● Handle customer service disputes by communicating with customers and investigating issues with field management
● Manage database of 100+ clients, ensuring prompt processing of accounts receivable and accounts payable
● Collect payments, record transactions, prepared statements, made deposits daily Noble Drilling, Sugarland, Texas May 2010 – October 2015 Learning and Development Coordinator
Key Responsibilities
● Provide administrative assistant to employees, arranged, scheduled and coordinated all logistics
● Review and reconcile monthly expense reports including credit card statements ● Organize, obtain, produce and maintain learning materials
● Compile and analyze data for inclusion in reports, presentations and other communications
● Microsoft Office 365
● QuickBooks
● In-depth knowledge of accounting principles, practices and policies
● Financial management
● Project/Office management
● Data entry
● File maintenance
● Organizational
● Communication
Contact this candidate