Arcelia Finkelberg
Palm Harbor
Summary
Proven Bookkeeper and Bank Representative with a track record of enhancing financial processes at JBF Real Property Inc. Expert in QuickBooks and bank reconciliation, adept at improving cash flow and customer satisfaction. Demonstrated ability to streamline operations, achieving a significant increase in cross-selling success through exceptional service and financial guidance.
Offering strong attention to detail and genuine interest in finance, eager to learn and grow in professional environment. Delivers solid understanding of basic accounting procedures coupled with developing skills in data entry and financial analysis. Ready to use and develop organizational and analytical skills in [Desired Position] role.
Overview
16
16
years of professional experience
Work History
Bookkeeper
JBF Real Property Inc
36181 East Lake Rd Suite#255 Palm Harbor FL 34685
06.2011 - 11.2023
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
Bank Representative
Great Lakes Credit Union
2525 Green Bay Rd North Chicago, IL 60064
01.2008 - 05.2011
- Increased customer satisfaction by promptly addressing inquiries and resolving issues.
- Maintained compliance with bank policies, conducting thorough verification of client information.
- Conducted regular audits to ensure compliance with federal regulations and internal policies.
- Collaborated closely with other departments to streamline operations and improve interdepartmental communication.
- Educated customers on digital banking options available at the bank, promoting self-service features when applicable.
- Improved cross-selling success with comprehensive product knowledge and personalized recommendations.
- Supported team members in daily tasks, fostering a collaborative work environment.
- Strengthened relationships with clients through attentive listening and prompt issue resolution.
- Contributed to risk management efforts, diligently monitoring transactions for suspicious activity.
- Boosted overall branch sales, identifying customer needs and offering tailored solutions.
- Managed high-volume cash handling responsibilities while maintaining accuracy and security standards.
- Provided expert financial guidance to customers, helping them make informed decisions about banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted in training new hires on bank procedures, systems usage, regulatory requirements, ensuring seamless integration into the team environment.
- Balanced teller drawers and ATM cash.
Education
Associate of Arts -
College of Lake County
Grayslake, ILHigh School Diploma -
Warren High School
34090 Almond Rd Gurnee, IL 6003105-2003
Skills
- Bookkeeping
- Accounts receivable
- Accounting and bookkeeping
- Quickbooks
- Invoice processing
- Bank statement reconciliation
- Payroll processing
- Account reconciliation
Languages
Spanish
Native or Bilingual
Timeline
Bookkeeper
JBF Real Property Inc
06.2011 - 11.2023
Bank Representative
Great Lakes Credit Union
01.2008 - 05.2011
Associate of Arts -
College of Lake County
High School Diploma -
Warren High School