Caitlyn Cunningham

Accounting Specialist/Purchaser

Provide full-cycle AP and month end close support through high volume invoice processing, bank and credit card reconciliations, cash and GL maintenance, inventory and accrual tracking, financial reporting in QuickBooks and Excel, and purchasing, audit, and insurance support.

• Full-Time
• Support month end close by recording bank activity, maintaining accurate cash records, and providing documentation for reconciliations and adjusting entries.
• Reconcile bank and credit card statements monthly, researching and resolving discrepancies in a timely manner.
• Process high volume vendor invoices and payment runs, ensuring accurate GL coding and proper accounting period recognition.
• Create and maintain vendor, customer, and project records, verifying data for accuracy and proper system setup.
• Compile and analyze financial data for cash flow, inventory activity, and monthly performance reporting using QuickBooks and Microsoft Excel.
• Track recurring expenses and maintain organized records for accruals and custom invoicing.
• Monitor and reconcile inventory balances in coordination with operations to support accurate financial reporting.
• Input journal entries for major and minor inventory adjustments.
• Process employee reimbursements, journal vouchers, and vendor statement reconciliations.
• Maintain accuracy and confidentiality when handling sensitive and legal related financial documentation.
• Develop and improve procedures for accounts payable, purchasing, and inventory control.

Accounting Specialist/Purchaser

• Create and manage purchase orders to maintain appropriate inventory levels.
• Maintain complete documentation of purchasing activity to support audit trail and cost analysis.
• Verify received goods against purchase orders and resolve quantity or pricing variances.
• Communicate with vendors and internal teams to confirm orders, delivery timelines, and pricing updates.

Accounting Specialist/Purchaser

• Coordinate and organize company insurance documentation and serve as a primary internal contact for related matters.
• Assist the controller with annual policy renewals, invoice review, and documentation tracking.

• Greeting guests, taking phone calls, directing clients, and processing transactions in a fast-paced environment where professional customer service matters. Taking and returning clients’ pets in a kind and meaningful manner.
• Full-Time
• Documented data and completed accurate updates to case records.
• Resolved customer service inquiries that required research and interactions with carriers or agents.
• Facilitated support groups to address specific needs such as grief, loss, and anger management.
• Maintained confidentiality of information regarding clients and company.
• Managed multiple tasks and met daily time-sensitive filing deadlines.
• Confirmed appointments, communicated with clients, and updated client records.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Maintained and purchased stock for business inventory.
• Handled cash transactions and maintained sales and payments records accurately.
• Operated multi-line telephone system to answer and direct high volume of calls.
• Organized, maintained and updated information in computer databases.

• Delivering professional customer service while fielding calls, answering visitor inquiries, sorting and delivering mail to associated employees and maintaining a welcoming environment.
• Full-Time
• Performed case analysis, data validation, and data entry based on contextual case updates in computer databases.
• Assisted with onboarding new clients and securing paperwork completion.
• Collected and distributed messages to team members and managers to support open communication and high customer service.
• Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments.
• Collected payments, processed transactions and updated relevant records.
• Helped office staff prepare reports and presentations for internal or client-related use.
• Tracked important information in Excel spreadsheets and ran reports or generated graphs using data.
• Maintained confidentiality of information regarding clients and company.
• Managed multiple tasks and met time-sensitive deadlines.