Use This TemplateProfessional Summary
Capable Accounting Assistant in managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes. Maintaining integrity of Financial reports submitted. Skilled in regulatory reporting accounting operations. Customer Service Advisor skilled in exceeding sales goals and company expectations by expanding client base and maintaining high standards of customer service. Expertise in balancing customer needs and company demands.
Employment history
Accounting Assistant, Bartell-Homenick. West Jospeh, Kansas
Jul. 2018 – Present
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Receive payments and post amounts paid to customer accounts.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
- Answer customer questions regarding problems with their accounts.
- Negotiate credit extensions when necessary.
- 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.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- 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.
- Prepare trial balances of books.
- Receive, record, and bank cash, checks, and vouchers.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Comply with federal, state, and company policies, procedures, and regulations.
- Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Compute deductions for income and social security taxes.
- Prepare and process payroll information.
- Reconcile or note and report discrepancies found in records.
- Compare computer printouts to manually maintained journals to determine if they match.
- Reconcile records of bank transactions.
- Prepare purchase orders and expense reports.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Perform general office duties such as filing, answering telephones, and handling routine correspondence.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Maintain inventory records.
- Modified a comprehensive financial reporting package to reflect growing organisational complexity.
- Maintained integrity of general ledger, including the chart of accounts.
- Generated financial statements and facilitated account closing procedures each month.
- Compiled general ledger entries on a short schedule with nearly 100% accuracy.
Sales Representative/Cashier Reliever, Steuber Inc. Boyleside, Utah
Mar. 2015 – Nov. 2015
- Formulate, direct and coordinate marketing activities and policies to promote products and services, working with advertising and promotion managers.
- Develop pricing strategies, balancing firm objectives and customer satisfaction.
- Compile lists describing product or service offerings.
- Negotiate contracts with vendors or distributors to manage product distribution, establishing distribution networks or developing distribution strategies.
- Use sales forecasting or strategic planning to ensure the sale and profitability of products, lines, or services, analyzing business developments and monitoring market trends.
- Coordinate or participate in promotional activities or trade shows, working with developers, advertisers, or production managers, to market products or services.
- Meeting and exceeding monthly sales quota.
- Obtaining deposits and balance of payment from clients.
- Prepares invoices for customers
- Cashier reliever.
- Prepares petty Cash.
- Balanced and prepares cash deposits.
Bookkeeper (Part-time), Emmerich, Ritchie and Cartwright. West Michelefort, Alaska
Jul. 2010 – Aug. 2010
- Prepares daily cash report every end of the day.
- Bank reconciliation.
- Control and monitor accounting documents.
- Prepares check for payables.
- Prepares petty cash reports.
- Prepares weekly and monthly financial reports.
Education
Murray College, Dooleystad, Missouri
Professional Education Course, Teaching, Jun. 2018
Koch Academy, New Stevieton, Wisconsin
Bachelor of Science, Accounting, Aug. 2013
Klocko College, D'Amorestad, Oklahoma
High School Diploma, Aug. 2007
Skills
Online Travel Applications (Expedia.com, Booking.com)
Hotel Softwares (Hotel Links, Hotel Logics)
Accounting Softwares (Quickbooks, Sales & Receivables Software)
Advanced Knowledge of Microsoft Excel
Professional Summary
Prudent Accounting Assistant with 7+ years of experience reporting and reconciling financial data. Skilled at QuickBooks Online use and working without direction to achieve streamlined operations. Possess a bachelor's degree in finance with a focus in accounting. Seeking to leverage accounting experience and ultimately become a CPA.
Employment history
Accounting Assistant, Roberts LLC. Pagacview, South Carolina
Sep. 2017 – Apr. 2019
- Reconciled all expenses and accounts, including bank and credit card accounts, for 14 companies that consisted of a total of 25 office locations
- Communicated with CFO and billing manager regarding discrepancies and devised plans to detect and minimize errors
- Processed and coded over 1,000 invoices and expenses monthly to maintain organized and accurate records
- Submitted and documented all payments to keep records current
- Used QuickBooks Online to track all income and expenses for the business
- Implemented new merchant services program to streamline credit card processing and decrease costs by over $12,000 annually
- Created and implemented process for customers to make payments online
- Assisted in the process of setting up new offices by contacting and submitted documentation to vendors as well as state and local governmental departments
- Collaborated internally with team members and employees across multiple departments to ensure consistent circulation and accounting data
Payment Poster, Sauer, Rohan and Auer. New Yong, Nevada
Mar. 2014 – Dec. 2016
- Handled over $1 million monthly in payments from insurance providers, including Medicare, and completed immediate processing
- Posted all electronic and manual payments and adjustments, ensuring that data was accurately posted
- Documented payment denials in appropriate billing system and updated account managers swiftly
- Supervised and oversaw large volumes of data with extreme accuracy each day
- Reconciled and reported deposit totals monthly and communicated with the accounting department to resolve discrepancies
- Switched software from Sage Intergy to Nextgen, facilitating process changes during the transition
- Trained new employees and met with them regularly to answer questions and ensure a clear understanding of payment posting processes
Education
Oberbrunner University, Carlenaburgh, Missouri
Accounting, Feb. 2019
South Schiller Institute, South Idellbury, Kansas
Bachelor of Science, Finance and Marketing, Jul. 2010
Skills
Microsoft Office
Expert
QuickBooks Online
Experienced
Effective time management
Expert
Process improvement
Experienced
Account reconciliation and balancing
Experienced
Report generation and statistics
Experienced
Accounting and bookkeeping
Experienced
Andrew Smith
Phone:
(000) 000-0000
Email:
[email protected]
Address:
287 Custer Street, Hopewell, PA 00000
Professional Summary
Senior Tax Accountant equipped with a graduate degree in finance, advanced certifications, and over 3 years of public accounting experience. Expert in tax accounting including 706 and 1041 returns and in-depth knowledge of Intuit Turbo Tax, Drake, and TaxAct software. Detail-oriented, dynamic professional in search of advancement opportunities within reputable, growth-oriented organizations.
Employment history
Sep. 2019 – Present
Lacichester, Arizona
Accounting Assistant, Skiles and Sons
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
- Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
- Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.
- Negotiate credit extensions when necessary.
Oct. 2014 – Apr. 2015
South Mayme, Minnesota
Accounting Associate, Bashirian, Bechtelar and Borer
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Receive payments and post amounts paid to customer accounts.
- Advise customers of necessary actions and strategies for debt repayment.
Education
May. 2015
Bachelor of Science: Accountancy
- Southern Torphy - Schuppeberg, North Carolina
Skills
Detail-oriented, efficient and organized professional with extensive experience in accounting systems.
Beginner
Excellent written and verbal communication skills.
Highly trustworthy, discreet and ethical.
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More Job Descriptions for accounting assistant Resumes
1
accounting assistant
- Review all invoices for appropriate documentation and approval prior to payment.
- Respond to all vendor inquiries.
- Reconcile vendor statements and correct discrepancies.
- Issue invoices to customers.
- Reconcile accounts in a timely manner.
- Prepare and Process payroll.
- Answering payroll questions.
2
accounting assistant
- Basically responsible on doing books (cash disbursement,ledger & journal),
- Bookkeeping
- Making monthly trial balance,
- Responsible on filing documents and monitoring files,
- Daily cash monitoring, disbursements and payables
- Doing monthly physical inventory of parts and equipment,
- Responsible on doing monthly bank reconciliation, balance sheet, cash flows and other month end activities.
3
accounting assistant
- Encoding sales summary
- Audit Sales reports and stock inventory
- Checking Payroll report
- Process reimbursement forms.
4
accounting assistant/ office manager
- Prepared and examined accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Operated computers programmed with accounting software to record, store, and analyze information.
- Established and maintained relationships with individual or business customers or provided assistance with problems these customers encountered.
- Recorded information about financial status of customers and status of collection efforts.
- Advised customers of necessary actions and strategies for debt repayment.
- Arranged for debt repayment or established repayment schedules, based on customers’ financial situations.
- Represented clients before taxing authorities and provided support during litigation involving financial issues.
5
accounting assistant
- Arrange for debt repayment or establish repayment schedules
- Perform various administrative functions for assigned accounts
- Collect and analyze data to detect deficient controls, duplicated effort, extravagance, or non-compliance with laws, regulations, and management policies.
- Prepare detailed reports on audit findings specifically on inventory.
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