Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Monica Perez

Houston,TX

Summary

Detail-oriented Accounting Assistant offers 4 years of experience in accounting roles. I consider myself an active, organized and methodical person in pursuit of achievement. Enjoy outdoor activities like running and playing tennis.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Accounting Assistant

Polk CPA Firm PLLC
08.2020 - Current


  • Used accounting software to prepare weekly and monthly financial reports.
  • Prepared simple to moderate tax-related financial statement calculations and entries.
  • Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
  • Prepared tax returns and extensions for Individuals and Corporations.
  • Utilized Ultra Tax and CCH tax software to prepare returns and meet deadlines.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Prepared monthly bank reconciliations.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Completed tax forms in compliance with legal regulations.
  • Produced reports using Sap and Sage Software.

Cashier

Comcast Group LLC.
11.2019 - 03.2020


  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Managed inventory levels effectively, reducing stock shortages and minimizing wastage.

Collection and Accounting Assistant

Toyota Financial Services
05.2017 - 05.2018
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Used Oracle accounting software to prepare weekly and monthly financial reports.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.


Education

Bachelor's Degree in Business Administration -

Andres Bello Catholic University
Caracas, Venezuela
06.2018

Skills

  • Ultra Tax Software
  • Bookkeeping
  • MS Office
  • Quickbooks
  • Payroll Processing
  • Corporate and Individual Tax Preparation

Certification


  • Fundamentals of Accounting and Reporting
  • Assets in Accounting
  • Quickbooks online

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Accounting Assistant

Polk CPA Firm PLLC
08.2020 - Current

Cashier

Comcast Group LLC.
11.2019 - 03.2020

Collection and Accounting Assistant

Toyota Financial Services
05.2017 - 05.2018

Bachelor's Degree in Business Administration -

Andres Bello Catholic University

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Monica Perez