ANNETTE WILLIAMS
Barrett Plumbing LLC
Charlotte,North Carolina
13
years of professional experience
Managed accounts payable, accounts receivable, and general ledger support through reconciliations, month-end activities, and account research to maintain financial record accuracy.
Work History
Bookkeeper
8 Months- Perform QuickBooks Online bookkeeping, account reconciliation, and financial record cleanup.
- Reconcile bank and credit card accounts and research discrepancies affecting account balances.
- Identify and correct duplicate payments, deposits, journal entries, and incorrectly recorded transactions.
- Set up and properly record customer payments and deposits in QuickBooks.
- Review historical transactions and clean up prior-period bookkeeping errors.
- Research unreconciled transactions and discrepancies to bring QuickBooks records into balance.
- Review and properly categorize business expenses, bank statement fees, and electronic payment transactions.
- Assist with sales tax setup and proper transaction classification.
- Review Profit & Loss and Balance Sheet reports for accuracy and identify items requiring correction.
- Communicate directly with the business owner regarding discrepancies, corrections, and bookkeeping issues.
AP/AR Accountant
1 Year 9 Months- Managed accounts payable and accounts receivable activities, including invoice review, payment processing, customer receipts, account research, and maintenance of accurate financial records.
- Provided responsive customer service to vendors and customers by answering invoice, billing, payment, and account status questions; researched discrepancies and followed issues through resolution.
- Reconciled bank and credit card activity, researched variances, and supported month-end close and general ledger accuracy.
- Coordinated with internal departments and outside contacts to obtain documentation, correct account issues, and maintained current vendor and customer records.
- Supported an ERP system transition from the AP side, helping validate information and maintain continuity of accounting processes.
Accounting Analyst II
1 Year- Performed accounting analysis and account research in a structured, deadline-driven environment requiring accuracy and consistent follow-through.
- Provided service to internal customers and business partners by researching accounting questions and data discrepancies, explaining findings clearly, and coordinating resolution.
- Reviewed detailed financial information and supporting documentation to ensure records were complete, accurate, and handled according to company procedures.
- Balanced multiple priorities while maintaining timely communication with stakeholders and protecting confidential financial information.
Pension Analyst / HR Assistant
1 Year 2 Months- Supported pension-related projects and maintained accurate employee and financial information while working with project management and internal partners.
- Provided courteous customer service to employees and participants by answering pension and HR questions, researching concerns, explaining requirements, and following up through resolution.
- Reviewed documentation and account information for completeness and accuracy and escalated complex matters when appropriate.
- Handled confidential information with discretion while coordinating with employees, internal departments, and other stakeholders.
Staff Accountant
4 Years 8 Months- Performed staff accounting responsibilities including account research, reconciliations, transaction review, and support for accurate financial records.
- Provided customer service to vendors and customers by responding to billing, invoice, payment, and account questions and researching discrepancies through resolution.
- Communicated with internal departments and outside contacts to obtain documentation, resolve outstanding items, and maintain accurate account information.
- Supported a benefits and payroll system conversion project, coordinating information and assisting with the transition while continuing regular accounting responsibilities.
Education
Bachelor of Science - Business Management
Certificate - Project Management
- BROKER
Skills
Accounts Payable & Accounts Receivable
Vendor & Customer Service
General Ledger Support
Bank & Credit Card Reconciliations
Invoice & Payment Research
Account Discrepancy Resolution
Month-End Close Support
Journal Entries
Revenue Recognition
Vendor Account Maintenance
Customer Account Support
Financial Reporting Support
Microsoft Excel
QuickBooks
ERP Systems
Personal Information
Title: Accounting & Customer Service
Timeline
Bookkeeper
Barrett Plumbing LLC
02.2026 - CurrentRead More
AP/AR Accountant
Solid Surface Care
04.2024 - 01.2026Read More
Accounting Analyst II
Duke Energy
10.2022 - 10.2023Read More
Pension Analyst / HR Assistant
Ingersoll Rand
11.2018 - 01.2020Read More
Staff Accountant
Queen City Audio Video/Appliance
02.2014 - 10.2018Read More
Bachelor of Science from Business Management
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Comnet
Certificate from Project Management
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Superior Real Estate School
from BROKER
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