Remote Bookkeeping Specialist (QuickBooks Certified)

Elizabeth Abhold

Yukon, OK 405-***-**** **********@*****.***

PROFESSIONAL SUMMARY

Detail-oriented financial professional with 12 years of banking and financial services experience supporting clients, maintaining accurate financial records, balancing transactions, ensuring regulatory compliance, and managing branch operations. Intuit QuickBooks Level 1 Certified with extensive experience in cash reconciliation, audits, financial documentation, cash vault management, and operational accuracy.

ACCOUNTING & BOOKKEEPING HIGHLIGHTS

12 years of banking and financial operations experience Cash balancing and account reconciliation

Monthly audits and compliance reviews

Cash vault management and cash controls

Financial documentation and recordkeeping

QuickBooks Level 1 Certified

Training, coaching, and team leadership

CORE COMPETENCIES

QuickBooks • Cash Balancing • Account Reconciliation • Financial Documentation • Cash Vault Management • Auditing • Regulatory Compliance • Data Entry & Accuracy • Customer Service • Team Leadership • Training & Coaching • Financial Operations PROFESSIONAL EXPERIENCE

Wealth Management Banking Specialist

Merrill Lynch / Bank of America Private Bank Spokane, WA September 2020 – September 2022 Managed banking relationships for high-net-worth clients while maintaining accuracy and confidentiality.

Opened and serviced deposit accounts, credit products, and lending applications. Reviewed financial documentation and ensured compliance with banking policies and regulations. Worked closely with financial advisors to support client financial goals and account needs. Maintained detailed records and documentation with a high degree of accuracy. Assistant Manager

Bank of America Spokane, WA September 2016 – September 2020 Oversaw daily branch operations and ensured compliance with company policies and procedures. Balanced cash drawers and verified transaction accuracy. Completed monthly branch certifications and operational reviews. Managed cash operations, balancing procedures, and transaction accuracy. Supervised, trained, and coached employees.

Assistant Manager

Mountain West Bank May 2012 – September 2016

Assisted in opening a brand-new branch location and establishing operational procedures. Trained and coached employees on banking procedures and customer service. Performed monthly audits and operational reviews.

Managed teller line operations and daily cash balancing activities. Maintained responsibility for cash vault management and security procedures. Oversaw cash drawer management and resolved discrepancies. Teller

Banner Bank April 2010 – May 2012

Provided exceptional customer service while processing financial transactions. Balanced cash drawers daily with a high degree of accuracy and attention to detail. Assisted customers with account inquiries and banking services. Maintained compliance with banking policies and security standards. EDUCATION

High School Diploma Deer Park High School, Deer Park, WA CERTIFICATIONS

• Intuit QuickBooks Level 1 Certified (2026) • NMLS

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