Anahi Santos-Estrada
Grand Rapids,MI
Summary
Results-driven Accounts Payable Specialist with a proven track record at Kent Companies Inc, adept at processing high volumes of invoices and enhancing vendor relations. Skilled in statement reconciliation and data entry, I excel in maintaining financial accuracy while training junior staff, fostering a collaborative environment that boosts overall efficiency.
Overview
7
7
years of professional experience
Work History
Accounts Payable Specialist
Kent Companies Inc
Grand Rapids, MI
03.2023 - Current
- Processed, on average, over 1,000 monthly invoices accurately and efficiently, ensuring timely payments to vendors.
- Assisted with data entry into accounts payable software, maintaining up-to-date financial records.
- Supported reconciliation of vendor statements to identify discrepancies and resolve issues promptly.
- Collaborated with team members to streamline invoice approval workflows and enhance efficiency.
- Reduced invoice processing time with accurate data entry and timely vendor communication.
- Trained junior staff members in accounts payable procedures, increasing overall department efficiency.
- Matched purchase orders with invoices and recorded necessary information.
Income Tax Preparer
Moneywise Income Tax
Wyoming, MI
01.2019 - 12.2022
- Prepared individual and small business income tax returns, ensuring compliance with federal and state regulations.
- Educated clients on updates to tax laws and their implications on personal finances.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
- Managed a diverse caseload of clients across various industries, adapting quickly to meet each individual''s unique needs.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Responded to inquiries from IRS and other tax authorities.
- Conducted thorough reviews of financial documents to identify potential deductions and credits.
- Utilized tax preparation software to streamline filing processes and enhance accuracy of submissions.
- Assisted clients in understanding tax obligations and provided strategies for efficient tax planning.
Insurance Agent
Gorilla Insurance
Wyoming, MI
01.2019 - 12.2022
- Developed and maintained strong client relationships to ensure exceptional service and retention.
- Analyzed client needs to provide tailored insurance solutions for diverse portfolios.
- Educated clients on policy options, benefits, and claims processes to enhance understanding.
- Conducted regular policy reviews to identify coverage gaps and recommend adjustments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Utilized CRM software to manage client relationships.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
Education
Course Completion - Property And Casualty Producer
Kaplan University
Davenport, IA10-2020
Skills
- Large dollar amount payment processing
- Entry verification
- Invoice processing
- Vendor relations
- Expense tracking
- Statement reconciliation
- High volume data entry
- 1099 preparation
- Month-end closing
- Microsoft office
- Data entry and 10-key
- Handling confidential materials
Languages
Spanish
Native or Bilingual
Timeline
Accounts Payable Specialist
Kent Companies Inc
03.2023 - Current
Income Tax Preparer
Moneywise Income Tax
01.2019 - 12.2022
Insurance Agent
Gorilla Insurance
01.2019 - 12.2022
Course Completion - Property And Casualty Producer
Kaplan University