ANDREA WILSON
Greenwood,AR
Overview
22
22
years of professional experience
Work History
Head Bookkeeper
Lawson Accounting Group
Fort Smith, AR
01.2005 - Current
- Manage multiple clients.
- Manage multiple bookkeepers.
- Analyzed discrepancies between actual results and budget projections.
- Monitored cash flow and prepared cash flow forecasts for management use.
- Organized and tracked payments to vendors and clients using accounting software.
- Reconciled balance sheets with general ledger entries to ensure accuracy of information.
- Processed customer payments through various methods such as credit cards or online payment portals.
- Generated regular reports related to accounts payable and receivable activity for management review.
- Prepared monthly journal entries for various transactions such as payroll, inventory purchases.
- Provided support in preparing year-end financial statements according to generally accepted accounting principles.
- Evaluated current systems to identify areas of improvement and make recommendations accordingly.
- Collaborated with external auditors during annual audits to provide needed information in a timely manner.
- Created new procedures to improve the efficiency of bookkeeping processes.
- Resolved billing inquiries from customers promptly and courteously.
- Tracked fixed asset depreciation schedules to ensure accuracy in reporting.
- Ensured that all month-end closing tasks were completed accurately and within deadlines.
- Assisted in the preparation of tax returns by providing necessary documentation.
- Invoice processing
- General ledger management
- Financial reporting
- Audit support
- Cash flow management
- Quality control analysis
- Internal controls
- Account reconciliation
- Spreadsheets
- QuickBooks
- Tax filing
- Policy and procedure implementation
- Financial data analyzation
- Year-end closing
- Financial report production
- Month-end closing
- General ledger and accounting
- Payroll processing capability
- Financial statement preparation
- Teamwork and collaboration
- Customer service
- Teamwork
- Organization skills
- Multitasking
- Problem-solving
- Attention to detail
- Time management
- Multitasking Abilities
- Problem-solving abilities
- Organizational skills
- Excellent communication
- Adaptability and flexibility
- Reliability
- Provided accurate reports on financial performance for senior management team review.
- Managed accounts receivable and payable functions while ensuring compliance with established policies.
- Developed and maintained financial records, including accounts payable and receivable, invoices, bank statements, and budgets.
- Reviewed daily banking activities to ensure accurate recording of transactions in the accounting system.
- Performed general office duties, such as filing, answering telephones, and handling routine correspondence.
- Received, record and bank cash, checks, and vouchers.
- Reconciled records of bank transactions.
- Calculated, prepared and issue bills, invoices, account statements and other financial statements according to established procedures.
- Reconciled and noted and reported discrepancies found in records.
- Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending cash, checks and other forms of payment to banks.
- Matched order forms with invoices and recorded necessary information.
- Operated computers programmed with accounting software to record, store, and analyzed information.
- Prepared and processed payroll information.
- Debited, credited, and totaled accounts on computer spreadsheets and databases, using specialized accounting software.
- Classified, recorded and summarized numerical and financial data to compile and keep financial records, using journals, and ledgers and computers.
- Operated 10-key calculators, typewriters, and copy machines to perform calculations and produced documents.
- Performed financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Coded documents according to company procedures.
- Accessed computerized financial information to answer general questions and give details on specific accounts.
- Performed personal bookkeeping services.
- Compiled statistical, financial, accounting, and auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable and profits and losses.
- Complied with federal, state and company policies, procedures, and regulations.
- Compared computer printouts to manually maintained journals to determine if match.
- Transferred details from separate journals to general ledgers or data processing sheets.
- Submitted tax forms and returns, workers' compensation forms, pension contribution forms and other government documents.
- Effective communication
- Time management abilities
- Journal entries
- Self motivation
- Critical thinking
- Bill payment and recordkeeping
- Professionalism
- Team collaboration
- Active listening
- Decision-making
- Adaptability
- Cash management
- Customer relations
- Microsoft Excel
- Task prioritization
- Problem-solving aptitude
- Microsoft office
- Proactive and Self-motivated
- Financial records and reporting
- Team building
- Record reconciliation
- Precision and accuracy
- Bank statement reconciliation
- Analytical thinking
- Interpersonal skills
- Payroll management
- Continuous improvement
- Inventory control
- Handling confidential materials
- Goal setting
- Creative problem solving
- Written communication
- Financial recordkeeping
- Monitored status of loans and accounts to ensure that payments were up to date.
- Prepared trial balances of books.
- Computed deductions for income and social security taxes.
- Compiled budget data and documents, based on estimated revenues and expenses and previous budgets.
Timeline
Head Bookkeeper
Lawson Accounting Group
01.2005 - Current