Dynamic Staff Accountant with proven expertise at Loeffler Financial Group, excelling in financial reporting and account reconciliation. Recognized for exceptional customer service and teamwork, ensuring accuracy in payroll processing and audits. Adept at problem-solving and maintaining financial integrity, contributing to informed management decisions and streamlined operations. Notary Public.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Staff Accountant
Loeffler Financial Group
Lancaster, PA
10.2019 - 10.2026
Managed monthly reconciliations of bank statements and general ledger accounts.
Prepared accurate financial reports for management review and decision-making.
Coordinated audits by ensuring timely provision of required documentation and support.
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Handle payroll processing.
Notary Public
Receptionist as well.
Receptionist
Centerville Family Dental
Lancaster, PA
08.2008 - 08.2019
Greeted patients and visitors, ensuring a welcoming environment.
Managed appointment scheduling and maintained calendar accuracy.
Handled patient inquiries via phone and in-person, providing information on services.
Collected patient information and updated electronic health records efficiently.
Processed insurance claims, verifying coverage details for patients.
Maintained cleanliness and organization of reception area for optimal operations.
Assisted with administrative tasks, supporting office management functions effectively.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Kept reception area clean and neat to give visitors positive first impression.
Handled cash transactions and maintained sales and payments records accurately.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Sales Associate
Timberland Factory Store
Assisted customers with product selection and provided exceptional service to enhance shopping experience.
Maintained visual merchandising standards to promote brand identity and attract customer interest.
Processed sales transactions accurately using point-of-sale systems to ensure efficient checkout.
Collaborated with team members to achieve daily sales goals and improve store performance.
Sales Associate
Coach Factory Outlet
Lancaster, PA
08.2008 - 10.2009
Assisted customers in product selection and provided exceptional service to enhance shopping experience.
Maintained visual merchandising standards to showcase products effectively and attractively.
Processed transactions accurately using point-of-sale systems, ensuring efficient checkout experiences.
Collaborated with team members to achieve sales goals through effective communication and support.
Handled inventory management tasks, including restocking shelves and organizing backroom supplies.
Sales Associate
Banana Republic Factory Store
Lancaster, PA
08.2003 - 09.2008
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Managed returns, exchanges and refunds in accordance with store policy.
Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Prepared merchandise for sales floor by pricing or tagging.
Helped customers locate products and checked store system for merchandise at other sites.
Answered customer questions about sizing, accessories, and merchandise care.
Rotated stock and restocked shelves to maintain product availability and store appearance.
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.