Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication skills, capability to prioritize and organize tasks, and in-depth understanding of industry concepts.
Overview
10
10
years of professional experience
Work History
Accountant Assistant
David Wolf Cpa
Espanola, NM
01.2021 - Current
Prepared and mailed account statements to vendors and kept meticulous correspondence documentation.
Complied with established policies and performed bank reconciliations, accounts payable/receivable, invoicing, billing, and profit and loss statements clients.
Reconciled balance sheet figures in Quickbooks and sought assistance to reduce errors.
Reconciled company accounts for credit cards, employee expenses and commissions.
Drafted agendas, recorded minutes and created documents for meetings.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Established QuickBooks accounting system to reflect accurate financial records.
Reviewed and processed client electronic payments and check deposits.
Completed payroll for employees and maintained detailed records of procedures.
Secretary Intern
Santa Fe County Senior Services
Santa Fe, NM
06.2018 - 07.2018
Scheduled daily transportation for the elderly of Santa Fe County
Tracked daily transportation log utilizing excel
Provided administrative support to the office that included answering phones, making copies, filing, and unloading elderly meals
Organized envelopes, postage and mail correspondence for staff and management, maintaining postage meter and coordinating with delivery and courier services.
Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
Assistant Manager
Mountain View Woodworks, Inc
Truchas, NM
06.2015 - 08.2017
Confirmed appointments, communicated with clients and updated client records.
Monitored office supplies by checking inventory and placing orders.
Collected room deposits, fees and payments.
Kept accounts in balance and ran daily reports to verify totals.
Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
Education
Pursing Bachelor Degree - Business Administration And Management
University of New Mexico
Los Alamos, NM
Highschool Diploma - General Education
Pojoaque Valley Highschool
Pojoaque, NM
05.2019
Skills
Confidentiality and Data Protection
Appointment Coordination
Schedule Management
Research and Analytical Skills
Verbal and Written Communication
Payroll Administration
Fast Learner
Critical Thinking
Highly Efficient and Productive
Customer Service
Timeline
Accountant Assistant
David Wolf Cpa
01.2021 - Current
Secretary Intern
Santa Fe County Senior Services
06.2018 - 07.2018
Assistant Manager
Mountain View Woodworks, Inc
06.2015 - 08.2017
Pursing Bachelor Degree - Business Administration And Management
University of New Mexico
Highschool Diploma - General Education
Pojoaque Valley Highschool
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