Open To Work
Cherie Robinson-Crain
Fort Worth,TX
Work Preference
Summary
Capable Accounting Assistant skillful in data collection and analysis with meticulous eye for detail. Known for strong general ledger accounting, account reconciliation and audit support. Expertise in job-related software.
Detail-oriented Accounting Assistant bringing 12 years of experience in the tax preparation and client returns. Skilled in account management, expense reports and invoice reconciliation. Hard-working and proactive with solid foundation of trustworthy and dependable performance.
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
22
22
years of professional experience
Work History
Accounting Clerk
Moore Than Air
Bedford, TX
08.2010 - 10.2022
- Managed accounts accurately through detailed revenue reporting.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Compiled and reported on expense data to aid in budget planning.
- Entered invoices into account software, updated accounts and identified aging balanced ready for collections activities.
- Reconciled company credit cards, expense accounts and other expenses and financial records.
- Used Oracle NetSuite software to track accounting information, resulting in significant reduction in financial discrepancies.
- Collaborated with senior staff to produce accurate, current and timely financial reports and supporting documentation.
- Prepared weekly payroll for team of salaried and hourly employees.
- Supported clerical and administrative needs of senior department staff.
- Updated accounting ledger and journals with updated transaction information.
- Processed both outgoing and incoming payments and invoices.
- Kept records current and accurate with skilled reconciliations and variance resolutions.
- Analyzed documentation and standard financial statements for accuracy.
- Established and maintained automated and manual accounting records, post receipts and turn-ins and performed dues-ins and dues-outs accounting.
- Collaborated with billing and account management departments to implement corporate collection policies in accordance with cross-functional objectives.
- Resolved billing discrepancies by completing detailed research and analysis and documented client rebate discounts and reserve fund records.
- Assisted operators with handling calls and took over escalated concerns to deliver expert solutions.
CSD Lead
Stream Global Services Inc.
Richardson, TX
05.2008 - 12.2009
- Assisted operators with handling calls and took over escalated concerns to deliver expert solutions.
- Trained new employees on company customer service policies and service level standards.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Answered customers' questions and addressed complaints in-person or by phone to immediately rectify issues.
- Managed key account service, providing exceptional support to foster loyalty and retention.
- Worked with senior leadership to address and resolve disciplinary issues and boost overall team success.
- Coached, monitored and motivated new agents to boost performance and enhance job knowledge.
- Directed strategic and brand-appropriate marketing initiatives to improve product presentation and maximize sales.
- Processed customer account changes with proprietary software.
- Oversaw warranty counseling process to manage expense controls.
- Provided top quality control and eliminated downtime to maximize revenue.
- Collected deposits or payments and arranged for billing.
- Prepared and sold broad range of customized merchandise to individuals and commercial accounts.
- Prevented key account losses by researching discrepancies and correcting problems.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Referred unresolved customer grievances to designated departments for further investigation.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Increased customer satisfaction ratings 73% by effectively answering questions, suggesting effective solutions and resolving issues quickly.
- Promoted available products and services to customers during service, account management and order calls.
- Supported sales team members to drive growth and development.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Assistant Bookkeeper/Corporate Lead Administrative Receptionist
Larry Simpson L.L.C.
Frisco, TX
06.2000 - 05.2008
- Greeted customers, answered general questions and directed to appropriate locations.
- Maintained client accounts by obtaining, recording and updating personal and financial information.
- Sorted invoices for accounting department by date stamping and filing by vendor code.
- Transmitted information or documents to customers through email, mailings or facsimile machine.
- Scheduled appointments and maintained and updated appointment calendars.
- Composed and prepared routine correspondence, letters and reports with job-related software.
- Coordinated pick-up and delivery of express mail services.
- Monitored reception area to provide consistently safe, hazard-free environment for customers.
- Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
- Collated, bound and stored computer-generated reports.
- Maintained business office inventory and equipment by checking stock for needed supplies.
- Scheduled space or equipment for special programs, meetings and conferences.
- Operated telephone switchboard to answer, screen and forward calls to appropriate personnel.
- Protected clients' rights by maintaining confidentiality of personal and financial information.
- Supplied callers with office address and directions, employee email addresses and phone extensions.
- Greeted visitors entering establishment to determine nature and purpose of visit.
- Investigated and analyzed client complaints to identify and resolve issues.
Education
Associate of Applied Science - Accounting Technology And Bookkeeping
Ivy Tech Community College of Indiana
Indianapolis, IN12.1998
Skills
- Month-End Documentation
- Time Management
- Collections and Invoice Processing
- Precision and Accuracy
- Data Analysis
- Bill Payment and Recordkeeping
- Financial Recordkeeping
- Federal Regulation Compliance
- Creative Problem Solving
- Accounts Payable
- Financial Calculation and Analysis
- Proactive and Self-Motivated
- Customer Relations
- Account Auditing
- State Regulation Compliance
- Accounts Receivable
- Bank Statement Reconciliation
- General Ledger Accounting
- Payment Processing
- Attention to Detail
- Research and Due Diligence
- Regulatory Compliance
- Audit Support
- Payroll Operations
- Database Management
- Expense Tracking
- Expense Account Management
- Account Evaluation
- Report Preparation
- Team Collaboration
- Variance Resolutions
- AR and AP Expertise
Additional Information
- 12 years experience as a tax preparer to help clients to file their taxes and insure their accuracy of various tax forms.
- Prepare clients to be able to pay any needed fees and review financial records.
- Prepare and calculate individual and business tax returns and maximizing the clientś return.
- Communicating effectively by attentive listening and conveying answers to clients for successful interaction.
Timeline
Accounting Clerk
Moore Than Air
08.2010 - 10.2022
CSD Lead
Stream Global Services Inc.
05.2008 - 12.2009
Assistant Bookkeeper/Corporate Lead Administrative Receptionist
Larry Simpson L.L.C.
06.2000 - 05.2008
Associate of Applied Science - Accounting Technology And Bookkeeping
Ivy Tech Community College of Indiana