Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
Generic

Brandi Mortensen

Valencia,CA

Summary

Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in Accounts Receivable, Accounts Payable, Payroll, Data Entry, Customer Service, Bank Reconciliation, General Ledger, Invoicing, Quarterly/Year End Closings, and Tax Preparation. A strong eye for identifying and correcting errors. Dedicated employee with a strong work ethic and resourceful nature. Strong team player, a great multi-tasker, highly motivated, great organizational skills.

Overview

8
8
years of professional experience

Work History

ACCOUNTING REPRESENTATIVE

EXPLORER INSURANCE
01.2003 - 07.2006
  • Testing new accounting programs, Calculating deposits, Delivering deposits, Formulating Excel spreadsheets, Operating check processing machine, Incoming calls, Customer service, Assisting supervisors
  • Participated in cross-functional projects aimed at improving overall organization efficiency within finance-related areas.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Gathered, evaluated and summarized account data in detailed financial reports.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Reduced time spent on invoicing tasks by creating automated templates and spreadsheets.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Contributed to implementation of new accounting system, streamlining operations and increasing productivity levels across departments.
  • Facilitated clear communication between finance teams and other departments, ensuring consistent understanding of relevant figures and processes.
  • Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
  • Transferred data and documents to facilitate system migration and software updates.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Ensured timely payments from clients with effective follow-up procedures and communication.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Input financial data and produced reports using in house software.
  • Maintained accurate and complete documentation to facilitate accounting and filing functions.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Answered vendor inquiries and followed up in quickly by phone and email.
  • Streamlined accounting processes for increased efficiency by implementing new software solutions.
  • Reconciled complex accounts with large volumes of transactions, maintaining accuracy while meeting strict deadlines for completion.
  • Provided exceptional customer service, resolving billing disputes quickly and professionally.
  • Entered figures using 10-key calculator to compute data quickly.
  • Analyzed financial discrepancies and provided solutions for accurate financial records.
  • Maintained excellent financial standings by working closely with management to process business transactions.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Gained strong leadership skills by managing projects from start to finish.
  • Learned and adapted quickly to new technology and software applications.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Worked well in team settings, providing support and guidance.
  • Participated in team projects, demonstrated ability to work collaboratively and effectively.
  • Excellent communication skills, both verbal and written.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Identified issues, analyzed information and provided solutions to problems.
  • Paid attention to detail while completing assignments.
  • Proven ability to learn quickly and adapt to new situations.
  • Provided professional services and support in dynamic work environments.
  • Developed strong organizational and communication skills through coursework and volunteer activities.

BOOKKEEPER

ROGERS INSURANCE
05.1999 - 09.2002
  • Entered figures using 10-key calculator to compute data quickly.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Input financial data and produced reports.
  • Matched purchase orders with invoices and recorded necessary information.
  • Collaborated with external auditors to facilitate annual audit process, providing necessary documentation as required.
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
  • Identified accounting errors when cross-referencing documents and database information.
  • Implemented a more efficient filing system for financial documents, improving accessibility and organization.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Reported financial data and updated financial records in ledgers and journals.
  • Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Supported year-end closing procedures by preparing adjusting journal entries as needed.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Provided support during audits by supplying requested documentation promptly and accurately.
  • Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
  • Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Posted daily receipts and payments in accordance with corporate protocols.
  • Passionate about learning and committed to continual improvement.
  • Strengthened communication skills through regular interactions with others.

Bookkeeper

METS
05.1998 - 05.1999
  • Developed and implemented procedures to improve accounting efficiency.
  • Provided support during audits by supplying requested documentation promptly and accurately.
  • Posted daily receipts and payments in accordance with corporate protocols.
  • Payroll, Accounts Receivable, Accounts Payable, Bank Reconciliation, Invoicing, and Data Entry.
  • Maintained excellent financial standings by working closely with the CPA to process business transactions.
  • Paid attention to detail while completing assignments.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Developed strong communication and organizational skills through working on group projects.
  • Demonstrated creativity and resourcefulness through development of innovative solutions.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.

Education

General Studies - Accounting

College of The Canyons
Valencia, CA

Accounting

University of Phoenix
Los Angeles, CA

Accounting

Liberty University
Lynchburg, VA

Medical Administration - Billing & Coding

Charter College - Lancaster
Lancaster, CA

Notary & Loan Signing

Notary.net
Online

Skills

  • Microsoft
  • PowerPoint
  • Outlook
  • Excel
  • Word
  • Accounts Payable
  • Accounts Receivable
  • Data Entry
  • Invoicing
  • Bank Reconciliation
  • Payroll
  • Turbo Tax
  • QuickBooks
  • Multitasking
  • Customer Service
  • 10 Key
  • Problem Solving
  • Team Player
  • Attention to Detail
  • Medical Coding & Billing
  • CMS-1500 & UB-04 Medical Forms
  • Medical Terminology
  • Great Work Ethic
  • Organizational Skills
  • Filing
  • Conflict Resolution
  • Floral Arrangements
  • Event Planning

Volunteer Experience

  • Turbo Tax, Tax Filling. 2004 - 2024
  • Girl Scouts of America, CA, Bookkeeping, and End Of Year Closings, Cookie Mom. 2012 - 2020
  • Planning Homeschool events such as Daddy Daughter Dances, Group Field Trips, Easter Events, ex.. 2010 - 2020
  • St. Josephs Pre School, Volunteer, 1999 - 2000

Timeline

ACCOUNTING REPRESENTATIVE

EXPLORER INSURANCE
01.2003 - 07.2006

BOOKKEEPER

ROGERS INSURANCE
05.1999 - 09.2002

Bookkeeper

METS
05.1998 - 05.1999

General Studies - Accounting

College of The Canyons

Accounting

University of Phoenix

Accounting

Liberty University

Medical Administration - Billing & Coding

Charter College - Lancaster

Notary & Loan Signing

Notary.net

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Brandi Mortensen