Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Derek Roberts

Dallas,TX

Summary

Resourceful and results-driven bookkeeper with over three years of experience in invoicing, payment processing, and ledger reconciliation. Currently serving as an Expert Network T1 at Intuit, connecting clients with specialized expertise while demonstrating a strong commitment to customer service excellence. Proven ability to thrive in high-pressure environments, consistently achieving outstanding customer satisfaction and productivity scores. ProAdvisor certified in QuickBooks Online and QuickBooks Online Payroll, offering a solid foundation of technical skills to enhance financial operations.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Accountant Premium Support

Intuit
10.2024 - Current

Expert Network T1, Intuit Mid-October 2024 – Current

  • Achieved an overall TNPS score of 82.30 and an IR score of 96, demonstrating strong customer connection and issue resolution.
  • Maintained productivity with a 79 DCT score and successfully handled the demands of the role during the busy Peak Season.
  • Trended towards moving to the Premium Q within four months of starting, showcasing a capability to quickly adapt to feedback.
  • Received very positive customer feedback, consistently described as knowledgeable, friendly, and a pleasure to work with.
  • Successfully graduated from a comprehensive 7-week training program on five key products: QBO, QBDT, Payments, Time, and QBOA.

ADF – Assistant Bookkeeper

ADF Constructions
01.2016 - 11.2019
  • Produced and mailed invoices, payment reminders and financial notices
  • Generated and submitted invoices based upon established accounts receivable schedules and terms
  • Completed routine reconciliation
  • Collaborated closely with the bookkeeper to complete month-end closing procedures in timely manner.
  • Assisted in streamlining processes for increased efficiency with data entry tasks.
  • Input data into accounting system and maintained integrity of system information to alleviate potential breaches.
  • Matched purchase orders with invoices and recorded necessary information.

TDCJ - Corrections Officer

TDCJ
06.2009 - 01.2016
  • Supervised inmates during all activities and transfers to monitor compliance and implement corrective actions
  • Sanctioned regulatory compliance while managing visual inspections, work crew accountability, illegal substance checks and cell assessments
  • Mitigated risks and emergency response delays by monitoring weapon inventory controls.
  • Automated document flow by ensuring log books and medical files were maintained with 100% accuracy.

Education

High School Diploma -

Richland College

Willis High School
05.2007

Skills

  • Price Identification
  • Customer Contact
  • Customer Relations
  • Proactive and Self-Motivated
  • Data Analysis
  • Attention to Detail
  • Problem-Solving
  • Customer Service
  • Friendly, Positive Attitude
  • Teamwork and Collaboration

Certification

  • QuickBooks Online: ProAdvisor
  • QuickBooks Online: Payroll

Timeline

Accountant Premium Support

Intuit
10.2024 - Current

ADF – Assistant Bookkeeper

ADF Constructions
01.2016 - 11.2019

TDCJ - Corrections Officer

TDCJ
06.2009 - 01.2016

Willis High School

High School Diploma -

Richland College