Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

CARLOS A. RESTREPO

Clearwater,FL

Summary

Organized and Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Proficient in QuickBooks and Adobe software. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.

Supports the dynamic growth of the company and daily operations while gathering experience to further implement positive changes, which will benefit the overall development of it.

Overview

25
25
years of professional experience

Work History

Accounting Bookkeeper

Jacobs Ledger
09.2013 - Current
  • Payroll Processing
  • Maintained and processed invoices, deposits, and money logs.
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Reported financial data and updated financial records in ledgers and journals.
  • Reviewed and processed client electronic payments and check deposits.
  • Matched purchase orders with invoices and recorded necessary information.
  • Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
  • Reduced financial discrepancies through transaction monitoring and management.
  • Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records, and financial statements.
  • Oversaw accounts and financial reporting for over 15 clients.
  • Reviewed account discrepancies and proposed courses of action to minimize losses.
  • Contributed to development of office operations manual and improved accounting procedures by implementing accounting databases and software.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Reconciled and corrected issues with financial records.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Posted daily receipts and payments in accordance with corporate protocols.
  • Completed tax forms in compliance with legal regulations.
  • Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
  • Identified accounting errors when cross-referencing documents and database information.
  • Developed and implemented procedures to improve accounting efficiency.
  • Analyzed financial data to assist in budget creation and forecasting.
  • Used knowledge of local laws to comply with reporting requirements.

Senior Customer Service Representative

Citizens Property Insurance Corp
01.2009 - 01.2011
  • Resolved customer service issues using company processes and policies and provided updates to customers.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Informed customers of product, price and policy changes to educate on issues and resolve concerns.
  • Leveraged consistent, successful strategies to meet and exceed performance goals.
  • Handled customer inquiries and complaints with professionalism to restore satisfaction.
  • Proactively addressed customer concerns in order to prevent escalations and complaints.

Server

Cheese Cake Factory Bakery and Restaurant
01.2008 - 01.2009
  • To pay for 100% tuition (as full time student) and living expenses

Customer Service Officer/ Relationship Banker

RBC Financial Group
01.2006 - 01.2008
  • Performed Management level duties; cross-trained on two different positions: operations and sales platform to maximize capacity to cover any position throughout the region teams
  • Conducted and regulated banking center employees in operational and risk policies and procedures to ensure required company and government standards
  • Sold financial products & services Set sales & referral goals, planned activities, assess employees' performance, and take steps required to improve productivity
  • Generated and Submitted real estate, personal, and small business lending applications, and then closed approved loans.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer calls and emails to answer questions about products and services.
  • Updated account information to maintain customer records.

Sr. Customer Service Representative

Citigroup/ CitiFinancial
01.2005 - 01.2006
  • Sold loans and insurance products
  • Made recommendations of credit worthiness and solutions to difficult delinquent accounts
  • Performed administrative tasks (cash management, supply ordering and office expensing)
  • Served as acting branch manager when needed
  • Citigroup/ CitiCards.
  • Resolved customer service issues using company processes and policies and provided updates to customers.
  • Responded to customer calls and emails to answer questions about products and services.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Escalated issues to proper supervisors when standard processes were not effective.

Bilingual Customer Service and Sales Representative

Citi Financial/ Citi Cards
01.2004 - 01.2005
  • Processing customer service inbound calls in the bilingual team with professionalism and the highest standards for bankcards
  • Received company's highest sales award in 2004 last Sales Quarter
  • Mentored new hires in sales techniques and system-navigation coaching
  • Assisted Unit Manager on administrative duties as keying exceptions to correct team's adherence
  • Exceeded company sales goals by 135%.
  • Gained customer trust by providing knowledgeable and accurate information in both English and Spanish.
  • Assisted customers with Spanish-language inquiries in a timely and professional manner.

General Manager

Diana Jewelers Inc
01.2001 - 01.2004
  • Planned, developed, ran and controlled three (3) store company infrastructure.
  • Analyzed market trends and competitor activities to create competitive advantages.
  • Trained new employees on proper protocols and customer service standards.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Developed and implemented strategies to increase sales and profitability.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Implemented operational strategies and effectively built customer and employee loyalty.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Managed budget implementations, employee evaluations, and contract details.
  • Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.

Technician / Renovation

Sony-Namco Cyber-entertainment Corporation, XS Orlando
01.2000 - 01.2001
  • Designed, remodeled and decorated building spaces to accommodate electronic games and business applications for decoration purpose
  • Maintained building internal and external structures
  • Installed new electronic equipment needed to run the business.
  • Cleaned and disposed of debris to maintain safe and clean working environment.
  • Managed project timelines and resources to complete projects on schedule and budget.

Media Researcher

Nielsen Media Research
01.1999 - 01.2001
  • Conducted telephone surveys with target audience to collect qualitative and quantitative data (situational analysis using various tools to collect data in response to research objectives via telephone interviews)
  • Utilized collection methodologies and effective communication techniques to perform required contractual task(s) and requirements
  • Reported cable industry information, network and programming performance utilizing Nielsen data, or other forms of information available (i.e
  • Internet research).
  • Identified appropriate marketing channels and target customers for campaigns.
  • Created customized marketing materials to increase product awareness.

Education

BBA in Business Administration - Accounting

University of South Florida
Tampa, FL
2010

International Business And Management

Florida International University
Miami, FL
2006

Associate of Arts -

Valencia College
Orlando, FL
2004

Skills

  • Payroll Operations
  • Expertise on bookkeeping and accounting related processes of business
  • Positive, strong work ethic
  • Income Statements
  • Effective Project Completion
  • Proficiency Quick Books accounting Software (all versions)
  • Tax Statement Preparation
  • Proactive and Self-Motivated
  • Organizational Management
  • Monthly Reconciliations
  • General Ledger Updates
  • Financial Reporting
  • PeopleSoft Expertise
  • Cash Flow and Reconciliation
  • Project Management
  • Confidential Document Control
  • Profit and Loss Statements
  • Operational Efficiency
  • Business Development
  • Superior Attention to Detail
  • Accounting Operations Management
  • Accounts Payable and Receivable
  • Payroll Liability and Deductions
  • Account Reconciliation
  • Sheet Balancing
  • Accounting Systems and Software
  • Quarterly Reviews

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Accounting Bookkeeper

Jacobs Ledger
09.2013 - Current

Senior Customer Service Representative

Citizens Property Insurance Corp
01.2009 - 01.2011

Server

Cheese Cake Factory Bakery and Restaurant
01.2008 - 01.2009

Customer Service Officer/ Relationship Banker

RBC Financial Group
01.2006 - 01.2008

Sr. Customer Service Representative

Citigroup/ CitiFinancial
01.2005 - 01.2006

Bilingual Customer Service and Sales Representative

Citi Financial/ Citi Cards
01.2004 - 01.2005

General Manager

Diana Jewelers Inc
01.2001 - 01.2004

Technician / Renovation

Sony-Namco Cyber-entertainment Corporation, XS Orlando
01.2000 - 01.2001

Media Researcher

Nielsen Media Research
01.1999 - 01.2001

BBA in Business Administration - Accounting

University of South Florida

International Business And Management

Florida International University

Associate of Arts -

Valencia College

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