Accounting & Client Services Manager

Josie Swenson

Orem, UT ***** +1-801-***-**** **************@*****.***

Professional summary

Detail-oriented professional with experience in accounting management, client relations, and team leadership. Skilled in QuickBooks, account reconciliation, and data entry, with a background in managing employees and promoting customer satisfaction. Demonstrates strong organizational abilities through roles in finance, caregiving, and customer service environments.

Work authorization

Authorized to work in the US for any employer

Work experience

House Cleaning

self employeed Utah Valley, UT

May 2012 to Present

• Provided monthly basis cleaning services for clients, ensuring consistently high standards of cleanliness and customer satisfaction.

Accounting Manager

Advance Insurance & Benefits Orem, UT

February 2021 to June 2023

• Performed secretarial duties and managed company accounts, ensuring accurate record-keeping and efficient administrative operations.

Accounting Assistant

The tax trio Orem, UT

January 2020 to December 2020

• Handled clients’ monthly QuickBooks accounts, ensuring accurate data entry and account reconciliation.

• Balanced monthly accounts and maintained organized financial records to support efficient tax preparation.

• Managed filing and performed light cleaning to maintain a professional and orderly office environment. Caregiver

Utah State Developmental Center American Fork, UT November 2008 to June 2011

• Assisted individuals in learning and developing essential skills for daily living, promoting greater independence and quality of life.

Assistant Manager

Nothing But Tan Spanish Fork, UT

January 2004 to May 2006

• Managed employees and handled cash and sales transactions, ensuring accuracy and accountability in daily operations.

• Promoted products to customers, increasing sales and enhancing customer engagement.

• Maintained personable customer relationships to drive repeat business and positive client experiences.

• Performed light cleaning duties to uphold a clean and welcoming store environment. Data Entry Clerk

Qwest Corporation Salt Lake City, UT

January 1996 to May 2002

• Researched and processed financial transactions, ensuring accuracy and timely completion of records.

• Applied customer payments efficiently, contributing to accurate account reconciliation and customer satisfaction. Education

Some college

Snow College Ephraim, UT

August 1995 to January 1996

High school diploma or GED

Spanish Fork High School Spanish Fork, UT

August 1992 to May 1995

some college

Skills

Phone etiquette Filing Executive administrative support Accounting software Calendar management Front desk Process improvement Quality assurance Data Entry Analysis skills Human resources Mentoring Bank Reconciliation Account reconciliation Administrative experience Conflict management Microsoft Word Caregiving Teaching School experience Data collection Attention to detail Patient care Client onboarding Photography Appointment scheduling Payroll QuickBooks Interviewing Communication skills Cash handling 10 key typing Patient interaction Customer relationship management Computer skills Financial software Office experience Google Docs Typing Accounting Guest services Quality management Sales reporting Organizational skills Office management Bookkeeping Customer service Accounts Receivable Hotel experience Hospitality Inventory management

Certifications and licenses

Driver's License

March 2020 to March 2028

CPR Certification

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