Open To Work
Beatriz Luna-Luna
Houston,TX
Work Preference
Summary
Proactive Accounting Assistant with expertise in QuickBooks and effective communication. Strong attention to detail and organizational skills contribute to successful invoicing and customer service. Aiming to leverage experience in enhancing financial operations and client interactions.
Overview
11
11
years of professional experience
Work History
Accounting Assistant
Reyes Blum PLLC
Houston, Texas
06.2019 - 12.2022
- Utilized accounting software to track transactions and generate reports for management.
- Communicated effectively with clients regarding billing inquiries and account discrepancies.
- Assisted with accounts receivable activities such as invoicing, collections, and deposits.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Answered questions from customers regarding their billing or payment status.
- Prepared daily cash flow statements for management review.
- Entered data into accounting software programs such as QuickBooks.
Secretary
L&R Produce
Houston, Texas
08.2018 - 06.2019
- Organized and maintained filing systems for efficient document retrieval.
- Performed data entry into computer systems; ensured accuracy of all entered information.
- Responded to customer inquiries via telephone took sales orders in a polite and professional manner.
- Processed invoices for payment; tracked payments received from vendors and clients.
- Go out and collect payments cash/checks. Report back to manager
Secretary / sales assistant
MG. Alimentos
Houston, Texas
01.2012 - 05.2018
- Coordinated communications by managing calls, responding to emails, and liaising with clients to ensure efficient information flow.
- Answered incoming phone calls, responded to inquiries, and transferred calls.
- Responded to customer inquiries via email or telephone in a polite and professional manner.
- Maintained filing systems for confidential documents; organized files for easy retrieval of information when requested.
- Provided administrative support to the Office Manager and other staff members.
- Arranged delivery times to enhance workflow efficiency and meet client expectations.
- Processed invoices for payment and tracked receipt of payments from vendors and clients to maintain accurate financial records.
Education
High School Diploma -
Sam Houston High School
Houston, TX05-2002
Skills
- Accounting software QuickBooks
- Invoicing procedures
- Payment processing
- Collections and invoice processing
- Invoicing and billing
- Data entry accuracy
- Microsoft Excel
- Customer relationship management
- Customer service
- Attention to detail
- Organizational skills
- Team collaboration
- Effective communication
- Verbal and written communication
Languages
Spanish
Native/ Bilingual
Timeline
Accounting Assistant
Reyes Blum PLLC
06.2019 - 12.2022
Secretary
L&R Produce
08.2018 - 06.2019
Secretary / sales assistant
MG. Alimentos
01.2012 - 05.2018
High School Diploma -
Sam Houston High School