Caleb Estrada
North Providence,RI
Summary
A result-driven professional with a strong background in finance, customer service, onboarding, and employee supervision.
Overview
5
5
years of professional experience
Work History
Bookkeeper/Office Support
Quinn & Company
55 S Brow St, East Providence, RI 02914
10.2024 - Current
- Maintained and processed invoices, deposits, and money logs.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- 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.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Generated detailed financial reports for management review, facilitating informed decisionmaking.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
Financial Coordinator/ Bookeeper
MTTI
1241 Fall River Ave, Seekonk MA 02771
01.2024 - 10.2024
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Explained payment plans and options to students.
- Contacted students to discuss payments and balances.
- Submitted invoices to vendor and scholarship companies.
SHIFT LEAD
Walgreens
1510 Smith Street
02.2024 - 08.2024
- Trained and onboarded new employees
- Provided guidance and coaching to store team associates
- Managed cash handling, distribution, and processing
- Oversaw store opening and closing procedures, including system start-up and paperwork
- Maintained inventory accountability and management
- Facilitated customer interactions between the front counter and the pharmacy.
TEMP BILLING COORDINATOR
Children Friend
621 Dexter St, Central Falls, RI 02863
07.2023 - 01.2024
- Ensure real-time accuracy of billing transactions
- Utilize Excel and MIP to monitor insurance payments
- Efficiently process insurance billings and handle rebilling
- Track and account for missing client information.
BOOKKEEPER / BUSINESS OFFICE SUPPORT
Quinn & Company
Centrals Falls, RI
07.2023 - 01.2024
- Maintained financial transactions by classifying and recording them
- Managed vendor invoices payable, including company credit card spending
- Prepared and recorded journal entries
- Utilized Excel and SAGE to track financials
- Processed vendor payments and printed checks.
Shift Lead
Walgreens
1510 Smith Street
05.2022 - 06.2023
- Completed store opening and closing procedures and balanced tills.
- Trained new employees and delegated daily tasks and responsibilities.
- Maintained a clean and organized work environment, ensuring safety standards were met consistently.
- Oversaw cash handling procedures, ensuring accuracy and proper documentation at all times.
AFTER SCHOOL PROGRAM TEACHER
Amazing Kids Academy
Johnston, RI
11.2021 - 04.2022
- Developed and implemented weekly curriculums
- Supervised and cared for children under our supervision
- Guided and assisted children with their educational needs
- Maintained daily logs of children's progress.
CUSTOMER SERVICE ASSOCIATE
Walgreens
1510 Smith Street
06.2020 - 09.2021
- Modeled and delivered outstanding customer experiences
- Conducted register sales and provided exceptional customer care during check-out services
- Handled cash transactions, distributed change, processed returns, refunds, and exchanges
- Maintained clean and well-stocked counters and shelves
- Assembled customer-submitted photo products.
Education
Bachelor Of Accounting - Accounting
Purdue University
West Lafayette, INHIGH SCHOOL DIPLOMA -
North Providence High School
North Providence, RI06.2022
Skills
- Bookkeeping
- Tax Compliance
- Revenue Recognition
- Bank Reconciliation
- Verbal and written communication
- Accounts Receivable
- Microsoft Excel
- Data Entry
- Accounts Payable
- Benefits Explanation
- Invoice Processing
- General Ledger
- Payment Collection
- General ledger accounting
- AP/AR invoicing
- Team Oversight
- Customer Service
- Time Management
- Problem-Solving
- Multitasking and Organization
- Attention to Detail
Timeline
Bookkeeper/Office Support
Quinn & Company
10.2024 - Current
SHIFT LEAD
Walgreens
02.2024 - 08.2024
Financial Coordinator/ Bookeeper
MTTI
01.2024 - 10.2024
TEMP BILLING COORDINATOR
Children Friend
07.2023 - 01.2024
BOOKKEEPER / BUSINESS OFFICE SUPPORT
Quinn & Company
07.2023 - 01.2024
Shift Lead
Walgreens
05.2022 - 06.2023
AFTER SCHOOL PROGRAM TEACHER
Amazing Kids Academy
11.2021 - 04.2022
CUSTOMER SERVICE ASSOCIATE
Walgreens
06.2020 - 09.2021
HIGH SCHOOL DIPLOMA -
North Providence High School
Bachelor Of Accounting - Accounting
Purdue University