Summary
Work History
Education
Skills
Timeline
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ANDREA EVERTSEN

ANDREA EVERTSEN

Phoenix

Summary

Professional financial specialist with robust experience in managing accounts and financial records. Demonstrates strong ability to collaborate within teams and adapt to changing business needs while consistently achieving results. Skilled in accounts payable/receivable, financial reporting, and reconciliation. Known for reliability, efficiency, and strategic problem-solving in financial operations.

Work History

Community Accountant

Planned Development Services
  • Processed and paid vendor invoices on a weekly basis
  • Prepared Financials for Community Managers and Board of Director members for monthly/quarterly meetings
  • Prepared notification letters for homeowners whose monthly/quarterly assessments were past due on the 15th and 30th of every month
  • Ensured yearly budgets were entered into TOPS Professional in a timely manner
  • Tasked with the on-boarding process for new HOA communities including, but not limited to, contacting vendors such as APS, SRP, COX, Century Link, and City of Phoenix to request address changes
  • Contacted vendors such as landscaping companies and requested 1099 tax forms and insurance including workman's compensation insurance documentation

Customer Service Rep/Admin Assistant

Captain's Supply
  • Assisted customers, over the phone or via email, in locating correct restaurant supplies and products for their restaurants and/or catering companies
  • Received a small pay increase within the first 90 days of employment
  • Tasked with adapting the process of billing the customer for products ordered
  • Filed customer invoices into the appropriate files
  • Received a significant increase in pay after the first year of employment
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Reviewed customer accounts for products not purchased within 6 months
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Tasked with photographing product and submitting it to third party company to update Captain's website
  • Tasked with the on-boarding new customers by reaching out via phone or email and requesting tax documentation from their place of business and credit applications

Bankruptcy Specialist

Santander Consumer USA
  • Worked on the Proof of Claim team assisting with redacting documents such as social security numbers
  • Spearheaded training initiatives for new team members, sharing industry insights and best practices to enhance productivity levels.
  • Oversaw a diverse caseload, managing competing deadlines and priorities with minimal supervision, ensuring timely and effective case resolutions.
  • Developed professional relationships with bankruptcy attorneys, trustees, other legal counsel and bankruptcy court personnel.
  • Collaborated with attorneys to ensure proper representation of clients during bankruptcy hearings and negotiations.
  • Maintained strict adherence to regulatory guidelines, ensuring full compliance with federal and state bankruptcy laws.
  • Increased case resolution efficiency by streamlining bankruptcy review processes and documentation management.

Accounting Analyst

Hilton Worldwide Management
  • Managed and processed all Purchase and Non-Purchase Order Invoices
  • Reconciled and balanced statements received from vendors
  • Responded to correspondence from vendors regarding past due invoices and assisted with payment arrangements to bring accounts current
  • Processed and deposited incoming funds from vendors, guests, and large corporate groups
  • Audited bank tills in the restaurants, bars, and pools
  • Managed beverage inventory within the bars, restaurants, pools, and in the ballroom on a monthly basis
  • Managed merchandise inventory within the Golf Pro Shop and at the Spa on a quarterly basis
  • Enhanced financial accuracy by conducting thorough analysis and reconciliation of accounts.
  • Maintained up-to-date knowledge of accounting regulations, industry standards, and best practices through continuous professional development activities.

Administrative Assistant

Epiq Global Systems
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
  • Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
  • Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.

Accounting Clerk

Russell A. Brown, Chapter 13 Trustee
  • Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
  • Maintained accounting records utilizing in-house and client systems.
  • Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
  • Provided exceptional customer service when addressing client inquiries related to payments, or account balances.
  • Collaborated with other accounting clerks to maintain a cohesive and supportive work environment, fostering knowledge sharing and continuous improvement efforts.
  • Supported audit preparations through meticulous documentation review and prompt response to auditor inquiries.
  • Enhanced financial reporting accuracy by conducting thorough account reconciliations and resolving discrepancies promptly.
  • Identified and resolved internal accounting variances, promoting data accuracy.
  • Demonstrated adaptability by learning new software tools and accounting practices, ensuring continued professional development and growth.
  • Improved cash flow management with diligent monitoring of incoming payments and timely collections followups.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.

Education

High School Diploma -

Shadow Mountain High School
Phoenix, AZ
05-1998

Skills

  • General ledger accounting
  • Microsoft Office Suite
  • Birchstreet & Crystal Reports
  • PeopleSoft & Sage
  • Bankruptcy Documentation
  • Attention to detail

Timeline

Community Accountant

Planned Development Services

Customer Service Rep/Admin Assistant

Captain's Supply

Bankruptcy Specialist

Santander Consumer USA

Accounting Analyst

Hilton Worldwide Management

Administrative Assistant

Epiq Global Systems

Accounting Clerk

Russell A. Brown, Chapter 13 Trustee

High School Diploma -

Shadow Mountain High School

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