Versatile Live Chat & Customer Service Specialist

SUMMARY

A highly skilled Accounting professional with over 10 years of extensive training and experience in Accounting and bookkeeping. Possesses excellent organizational and communication skills and strong project management abilities.

PROFESSIONAL EXPERIENCE

Step Up on Second, Santa Monica, CA August 2022 – Present

Staff Accountant

-Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, or other financial activities within an organization

-Prepare monthly Bank Reconciliation for various properties

-Ensure all local and state taxes are timely filed and recorded

-Work with property management team to gather necessary documentation to maintain reports per tenant of income, security deposits and credits

-Review and understand property management contracts related to accounting matters

-Process accounts payable (receiving and entering payables)

-Gather and process 1099 information and reports

-Understand the enterprise level software specific to billing and cost gathering for properties

-Participates in educational opportunities

-Enter and maintain your own time sheets

-Other duties as assigned, including but not limited to assisting A/P and processing of payments and/or reporting

JTMedina Financial Consulting Services, Beverly Hills, CA January 2013 - Present

Financial Consultant

-Prepare asset, liability, and capital account entries by compiling and analyzing account information

-Document financial transactions by entering account information

-Recommend financial actions by analyzing accounting options

-Summarizes current financial status by collecting information

-Prepare balance sheet, profit and loss statement, and other reports as requested

-Substantiates financial transactions by auditing documents

-Maintains accounting controls by preparing and recommending policies and procedures

-Guides accounting clerical staff by coordinating activities and answering questions

-Reconciles financial discrepancies by collecting and analyzing account information

-Secure financial information by competing data backups

-Maintains financial security by following internal controls

-Prepares payments by verifying documentation, and requesting disbursements

-Answers accounting procedure questions by researching and interpreting accounting policy and regulations

EDUCATION

Bachelors Degree in Business Administration Philippine School of Business Administration 1986

SKILLS

Accounting, Asana Software, Collaboration, Communication, Contract Negotiation, CRM systems (Salesforce), Customer Service, Detail Oriented, Intact Software, Macintosh Operating Systems, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Microsoft Word, Negotiating, Project Accounting, Purchase Requisition, Quicken Software, Quickbooks Software, Strategic Planning, Time Management, Training Manual, Troubleshooting/Problem Solving, Yardi Software

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