Bertha Sandoval
Jurupa Valley,CA
Summary
Self-motivated Accountant with a strong work ethic and determination to complete tasks in a timely manner. Possesses extensive bookkeeping and clerical knowledge, resulting in accuracy and attention to detail. Capable of multitasking and working under pressure. Effective collaborator with excellent communication skills to foster collaboration with other departments, customers, vendors, and factors.
Overview
21
21
years of professional experience
Work History
Revenue Officer
IRS
09.2024 - 02.2025
- Increased revenue by implementing effective tax collection strategies and monitoring taxpayer compliance.
- Promoted transparency through clear reporting of findings during audits, enhancing understanding between taxpayers and the agency.
- Developed strong working relationships with taxpayers, fostering trust and encouraging voluntary compliance.
- Conducted thorough investigations to uncover hidden assets, increasing revenue collection success rates.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Conducts interviews with taxpayers
and their attorneys in different environments such as the business location, residence, or office-as part
of the investigative process of collecting delinquent tax returns.
Performs credit and financial analysis of the taxpayer's financial records to determine the taxpayer's
financial condition and ability to pay outstanding tax obligations and prevent future delinquencies.
Analyzes financial information and evaluates assets.
Searches public records, tax returns, and financial and credit information to locate distrainable assets.
Plans and takes appropriate enforcement actions to secure an assessment of past due returns, such as
summonsing tax records. Takes appropriate enforced collection action, such as levies, seizures, nominee
liens, judicial actions, or fraud investigation. Conducts trust fund recovery penalty investigations;
evaluates willfulness, responsibility, and authority; and recommends penalty assessments.
Accountant
Lesso America
10.2021 - 08.2024
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Month-end reconciliation, checks remote deposits
- Create debit memo and credit memo, sales rep commission statements, and bank reconciliation
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Reduced month-end closing time by optimizing reconciliation procedures and improving communication among team members.
- Trained new employees on accounting principles and company procedures.
- Interacted with customers to resolve billing disputes and respond to inquiries.
- Expedited payment collection by consistently following up on overdue accounts and sending payment reminders.
Accounting Specialist
PB Aristo
07.2011 - 03.2021
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Contacted customers to immediately find resolutions for escalated issues.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Responded to customer request for proof of delivery, payments receipts, and copies of invoices
- Made collection calls-follow up on past-due payments and skip invoices
- Factor Posting, communication, and reconciliation
- Worked closely with other departments to resolve complications and research solutions
- Invoicing, credit memo's, RA's, purchase orders
- 3rd party collection agency communication and submitting
- Generated monthly ledger report
- Daily management of posting orders for factor approval and house order approval
- Developed reports to detail aging and past due accounts for senior management
- Sent monthly statements monthly commission sales reports to sales team.
Billing Clerk
Daikon Logistics
04.2004 - 01.2011
- Prepared double-check invoices, mail and submit to factor for EDI schedules
- Processed billing, payroll preparation entry, and processing
- Issued settlements, claim filling, and processing
- Processes inbound/outbound calls with follow-up as needed
- Track/Assist delivery team, prepare and maintain reports/spreadsheets, data entry in Trak-r, process PO's
- Dispatch and scheduling routes for owner operators.
- Verified accuracy of billing data and corrected discrepancies.
- Interacted with customers to resolve billing disputes and respond to inquiries.
- Monitored outstanding invoices and performed collections duties.
Education
Business Administration Certificates -
Norco College
Norco, CA12.2023
Skills
- QuickBooks
- Month End Reconciliation
- SAP
- Customer Credit Check and Approval
- Journal Entries
- Ten-Key Touch
- Payroll
- ACH Payments
- Microsoft 365
- TaxSlayer Pro Software
- General Ledger Entries
- Accounts Payable and Receivable
References
Available upon request.
Languages
Spanish
Full Professional
Timeline
Revenue Officer
IRS
09.2024 - 02.2025
Accountant
Lesso America
10.2021 - 08.2024
Accounting Specialist
PB Aristo
07.2011 - 03.2021
Billing Clerk
Daikon Logistics
04.2004 - 01.2011
Business Administration Certificates -
Norco College
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