Open To Work
Alexis Wilkinson
San Dimas,CA
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSummary
Detail-oriented Accounting Professional with four years of experience in financial operations, focusing on accounts payable and receivable management. Enhanced financial reporting accuracy through effective bank reconciliations and internal controls, ensuring compliance and safeguarding assets. Experienced in QuickBooks and tax preparation, serving a diverse clientele while pursuing CPA certification.
Overview
2
2
Languages
11
11
years of professional experience
Work History
Junior Staff Accountant
Kho & Patel CPAs
San Dimas, CA
09.2024 - Current
- Managed full-cycle accounts payable and accounts receivable functions, including invoice processing and cash application.
- Executed monthly bank and credit card reconciliations, enhancing financial reporting accuracy for multiple client entities.
- Maintained general ledger integrity by preparing and posting accurate journal entries in QuickBooks.
- Monitored internal controls through positive pay uploads and conducted fraud reviews of banking transactions to safeguard financial assets.
- Monitored intercompany transactions across multiple entities for accuracy.
- Performed property accounting tasks, including recording rental income and managing tenant lease records within QuickBooks.
- Prepared individual and business tax returns, submitting completed workpapers for managerial review.
- Assisted tax return preparation by organizing client financial data and maintaining confidential documentation.
- Scheduled maintenance for multiple residential units to ensure timely repairs.
- Arranged lease agreements systematically to ensure regulatory compliance.
Accounting Clerk / Administrative Assistant
Michaels & Associates, Inc.
San Dimas, CA
01.2022 - 07.2024
- Processed and verified high-volume accounts payable invoices to ensure accuracy and timely vendor payments.
- Billed clients for services and posted incoming payments to maintain accurate general ledger records.
- Generated and prepared quarterly journal entries to ensure compliance and accuracy for multiple corporations.
- Organized client files and managed check registers, coding accounts to reflect monthly activities.
- Provided professional customer service to clients, resolving billing and account inquiries both in person and over the phone.
- Utilized Google Chrome, Microsoft Word, Microsoft Excel, Lacerte, Intuit, and EasyAcct accounting systems effectively.
Administrative Assistant
K&L Appliance Repair
Chino, CA
11.2017 - 09.2021
- Directed front-office operations including high-volume data entry, mail distribution, and logistical support for parts returns via major carriers (UPS, FedEx, USPS).
- Acted as a primary liaison between third-party warranty providers and clients, resolving scheduling conflicts and service inquiries via professional phone support.
- Managed billing and invoicing processes for third-party home warranty vendors, ensuring prompt and accurate payments for completed work orders.
- Coordinated pickup and delivery of replacement parts to technicians, facilitating timely repairs across multiple job sites.
- Oversaw procurement of parts from vendors, maintaining precise inventory tracking and reconciliation to support operational efficiency.
- Optimized technician productivity by coordinating complex service routes and diagnostic schedules.
Medical Billing
Martha Quintanilla – Phlebotomy
Covina, CA
04.2015 - 11.2017
- Processed medical billing claims to insurance providers, achieving accurate and timely submission.
- Prepared and issued medical invoices, tracking outstanding balances to facilitate prompt payments.
- Entered and maintained confidential patient information within vendor database systems.
- Coordinated patient scheduling and confirmed appointments for phlebotomy services, enhancing patient flow.
Education
BS - Business Administration – Emphasis in Accounting
05-2026
GPA: Dean’s List
AA - Liberal Arts and Sciences – Emphasis in Business
01-2023
AA - Liberal Arts and Sciences – Emphasis in Kinesiology and Wellness
01-2022
CPR Certified -
01-2021
Skills
- Accounts payable management
- Accounts receivable management
- Journal entries
- Recurring journal entries
- QuickBooks proficiency
- Bank reconciliation
- Financial reporting
- Tax preparation
- Intercompany transactions
- Internal controls
- Microsoft Excel proficiency
- Data analysis
- GAAP accounting
Languages
English
Full Professional
Spanish
Professional
Accomplishments
- Dean's List, Spring 2026
Timeline
Junior Staff Accountant - Kho & Patel CPAs
09.2024 - Current
Accounting Clerk / Administrative Assistant - Michaels & Associates, Inc.
01.2022 - 07.2024
Administrative Assistant - K&L Appliance Repair
11.2017 - 09.2021
Medical Billing - Martha Quintanilla – Phlebotomy
04.2015 - 11.2017
California State Polytechnic University - BS, Business Administration – Emphasis in Accounting
Mt. San Antonio College - AA, Liberal Arts and Sciences – Emphasis in Business
Mt. San Antonio College - AA, Liberal Arts and Sciences – Emphasis in Kinesiology and Wellness
American Red Cross via Mt. San Antonio College - CPR Certified,