A results-oriented achiever who consistently Meets targets and drives success in fast-paced environments. Strong organizational capabilities make for a thorough team contributor, handling numerous projects simultaneously with accuracy. Effective at prioritizing tasks and meeting deadlines. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
6
6
years of professional experience
Work History
Accounting Supervisor
Lees Air Heating & Plumbing, Roofing
06.2023 - Current
Maintained cash flow by monitoring bank balances and cash requirements.
Disciplined and motivated accounting team to maximize performance.
Facilitated cross-functional communication between departments to ensure seamless integration of accounting processes.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Developed strategic plans for day-to-day financial operations.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Supported financial director with special projects and additional job duties.
Assisted in the successful implementation of a new ERP system, contributing expertise in data migration and process improvement.
Successfully managed multiple projects concurrently while maintaining strict deadlines and high-quality deliverables.
Handled day-to-day accounting processes to drive financial accuracy.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Managed and responded to correspondence and inquiries from customers and vendors.
Input financial data and produced reports using Sage Intacct, Quickbooks Online.
Senior Accounts Receivable Specialist
Lees Air Heating & Plumbing, Roofing
03.2022 - Current
Developed strong relationships with key contacts at major customers, fostering trust and leading to improved payments timeliness.
Improved cash flow by managing and processing accounts receivable transactions timely and accurately.
Reconciled discrepancies between invoices and customer payments efficiently, resolving any disputes promptly.
Coordinated efforts across departments such as Finance and Sales teams to address potential issues affecting account reconciliation and collection.
Implemented process improvements for more efficient invoice tracking and payment collection.
Supported month-end close activities by preparing accurate accounts receivable reports for finance department review.
Reduced uncollected revenue through diligent follow-ups with clients on overdue invoices.
Managed high-volume accounts to ensure timely collections and minimize outstanding balances.
Negotiated payment plans with delinquent clients, minimizing write-offs while maintaining customer relations.
Accounts Receivable/Accounts Payable Clerk
Haron Jaguar Land Rover Volvo
09.2020 - 03.2022
Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
Tracked invoices, receipts and deposit slips to generate monthly fiscal statements.
Submitted cash and check deposits and generated cash receipts to record money received.
Entered figures using 10-key calculator to compute data quickly.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
Investigated daily variances and corrected errors to resolve discrepancies.
Upheld high standards of professionalism by adhering to established accounting policies, procedures, and ethical guidelines throughout daily tasks.
Reduced late payments by maintaining strong relationships with clients and implementing effective follow-up procedures.
Improved financial accuracy by thoroughly reconciling accounts and identifying discrepancies on a monthly basis.
Expedited financial close process with diligent preparation of supporting documentation for month-end reconciliations.
Business Office Clerk
Fresno Lexus
02.2019 - 09.2020
Served as a liaison between different departments, effectively managing correspondence and communication to keep everyone informed on relevant updates.
Developed correspondence letters, memos, and emails.
Responded efficiently to incoming calls from clients or vendors while maintaining excellent customer service standards.
Maintained accurate financial records through diligent tracking of invoices, expenses, and payments.
Education
Bachelor of Science - Accounting And Business Management
San Jose State University
San Jose, CA
2025
Associate of Arts - Business Administration And Management
Fresno City College
07.2020
High School Diploma -
Clovis West High School
Fresno, CA
07.2013
Skills
Bank Reconciliation
Accounting Software Proficiency
Financial statement presentations
Fixed Asset Management
Intercompany Transactions
Teamwork and Collaboration
Accounts receivable management
Accrual Accounting
Problem-Solving
Bill Payment and Recordkeeping
Bank Statement Reconciliation
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Accounting Supervisor
Lees Air Heating & Plumbing, Roofing
06.2023 - Current
Senior Accounts Receivable Specialist
Lees Air Heating & Plumbing, Roofing
03.2022 - Current
Accounts Receivable/Accounts Payable Clerk
Haron Jaguar Land Rover Volvo
09.2020 - 03.2022
Business Office Clerk
Fresno Lexus
02.2019 - 09.2020
Bachelor of Science - Accounting And Business Management
San Jose State University
Associate of Arts - Business Administration And Management
Collections Analyst at Del-Air Heating, Air Conditioning, Plumbing and ElectricalCollections Analyst at Del-Air Heating, Air Conditioning, Plumbing and Electrical