Excel
Caleb Medina
San Rafael,CA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Tax Associate
Medina & Company
10.2022 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
ATM Reconciliation Specialist
America First Credit Union
02.2020 - 10.2022
- Handled day-to-day ATM accounting processes to drive financial accuracy.
- Research and process disputes for outages involving ATMs.
- Entered figures using 10-key calculator to compute data quickly.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reviewed Invoices to send to vendors and mailed once accuracy was confirmed.
Bank Teller
America First Credit Union
02.2018 - 02.2020
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Reconciled cash drawer and resolved discrepancies.
- Removed mutilated currency from circulation.
- Identified sales opportunities and referred customers to branch partners in financial services.
Fast Food Worker
Arctic Circle
09.2016 - 06.2017
- Performed food preparation responsibilities to meet franchise standards for quantities, speed, and packaging.
- Restocked workstations with supplies and food display cases with fresh selections to decrease customer waiting during busy periods.
- Wiped counters and sanitized equipment to maintain clean food prep and dining areas.
- Followed food safety procedures outlined in company policies and health and sanitation regulations to prevent food borne illness.
- Greeted customers promptly and took orders to keep flow of traffic moving.
- Collaborated with team members to quickly fill large orders and serve large parties.
- Trained newly hired employees on routine tasks and customer service.
- Accurately operated cash register to process customer payments.
- Loaded dishwasher with china and thoroughly hand-washed dishes, pans and utensils to tidy up serving line.
- Prepared salads, soups and sandwiches for customers.
- Kept kitchen, counter and dining areas cleaned and sanitized.
- Filled out daily shift log to record amount of food prepared, used and leftover.
Education
No Degree - Accounting
Western Governors University
Salt Lake City, UT03-2026
No Degree - Accounting
Weber State University
Ogden, UTHigh School Diploma -
Layton High School
Layton, UT06-2017
Skills
- Accounting principles
- Tax research
- Bookkeeping
- Verbal/written communication
- Data inputting
- Organization skills
- High accuracy
- Account reconciliation
- Payroll processing
- QuickBooks proficiency
- Mathematical calculations
Software
Word
Outlook
Share Point
Knowledge of MAC Systems
Knowledge of Windows Systems
Certification
Certified in all "Office" software.
Golf, Fishing, and Online Gaming
I love to play golf and meet new people. It is fun getting to know strangers over friendly competition.
Fishing is more or less my quiet time, where is get to relax and have an easy going day.
Online Gaming is something that is fairly inexpensive and allows me to "hang out" with old friends that live out of state. I usually play slow paced tactical shooters that requires precise communication.
Interests
Hiking, Playing my violin, Taking motorcycle rides and exploring new areas, Reading
Timeline
Tax Associate
Medina & Company
10.2022 - Current
ATM Reconciliation Specialist
America First Credit Union
02.2020 - 10.2022
Bank Teller
America First Credit Union
02.2018 - 02.2020
Fast Food Worker
Arctic Circle
09.2016 - 06.2017
Certified in all "Office" software.
No Degree - Accounting
Western Governors University
No Degree - Accounting
Weber State University
High School Diploma -
Layton High School
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