Debbie Balsitis
Menifee,CA
Summary
Seasoned Case Advocate successful at resolving conflicts, managing multiple simultaneous responsibilities with large case loads while building strong relationships with taxpayers and accounting firms. Recently retired from government service with excellent research, technical and problem-solving skills. Detail-oriented and able to learn new concepts quickly. Motivated professional offering accounting skills to enhance the value to any organization in need of great collaboration, interpersonal and multitasking abilities. and Meet tight deadlines.
Overview
33
33
years of professional experience
Work History
Case Advocate
Internal Revenue Service-Taxpayer Advocate Service
Laguna Niguel, CA
04.1991 - 11.2023
- Reconciled financial discrepancies by collecting and analyzing account information.
- Prepared bank deposits by compiling data from cashiers.
- Maintained up-to-date accounts receivable records and coordinated monthly billing activities.
- Processed invoices, payments, and statements in a timely manner.
- Resolved customer inquiries regarding bills and payments.
- Assisted with external audits conducted by accounting firms.
- Developed procedures to improve accuracy of financial data entry processes.
- Conducted periodic reviews of internal controls to ensure compliance with established policies and procedures.
- Verified accuracy of vendor invoices against purchase orders before entering into system for payment processing.
- Analyzed variances between budgeted expenses and actual expenses.
- Performed daily general ledger entries to record financial transactions accurately.
- Managed fixed asset register ensuring all additions, disposals, transfers are recorded correctly in the system.
- Tracked prepaid expenses ensuring they are amortized properly over their useful life span.
- Ensured accurate recording of payroll related transactions such as employee benefits deductions, vacation payouts.
- Reviewed banking activity regularly to identify any irregularities or unauthorized transactions.
- Processed both outgoing and incoming payments and invoices.
- Entered invoices into account software, updated accounts and identified aging balanced ready for collections activities.
- Kept records current and accurate with skilled reconciliations and variance resolutions.
- Updated accounting ledger and journals with updated transaction information.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Communicated with senior accounting staff about discrepancies and devised plans to reconcile financial issues.
- Analyzed documentation and standard financial statements for accuracy.
- Collaborated with senior staff to produce accurate, current and timely financial reports and supporting documentation.
- Managed accounts accurately through detailed revenue reporting.
- Established and maintained automated and manual accounting records, post receipts and turn-ins and performed dues-ins and dues-outs accounting.
- Helped company move to paperless system and save substantial printing costs.
- Constructed itemized bill listing for internal accounting and office-wide distribution.
- Collaborated with billing and account management departments to implement corporate collection policies in accordance with cross-functional objectives.
- Gathered data and uncovered fraud, embezzlement or liabilities during auditing procedures.
- Reduced processing bottlenecks through key workflow updates.
Cashier
Disneyland Resorts
Anaheim, CA
06.2007 - 02.2018
- Greeted customers and answered any questions they had about the store's products and services.
- Verified that customers were of legal age to purchase alcohol or tobacco products.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
- Issued receipts, refunds, credits or change due to customers.
- Stocked shelves with merchandise when needed.
- Answered customer inquiries regarding store policies and procedures.
- Processed returns and exchanges of merchandise in accordance with store policies.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Ensured compliance with all safety regulations within the store environment.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Organized promotional displays or arrange merchandise on counters or tables to promote sales.
- Reconciled transactions at end of shift using appropriate forms and reports to verify accuracy of transactions.
- Identified discrepancies between actual count and register balance; made corrections accordingly.
- Kept records of purchases; maintained orderly appearance of checkout area; restocked supplies as needed.
- Followed company security procedures for handling large sums of money.
- Performed other duties as assigned by management.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Accepted cash and credit card payments, issued receipts and provided change.
- Answered customer questions and provided store information.
- Collected payments and provided accurate change.
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Helped customers find specific products, answered questions and offered product advice.
- Worked closely with front-end staff to assist customers.
- Trained new team members in cash register operation, stock procedures and customer services.
- Scanned merchandise using point-of-sale system for accurate purchase totals.
- Discounted purchases by scanning and redeeming coupons.
- Directed trash removal and sanitation procedures to keep aisles and register area organized.
- Verified customer age requirement for alcohol or tobacco purchases.
- Processed refunds for worn, damaged and broken merchandise.
- Used suggestive selling techniques to promote add-on sales.
- Tracked company inventories, moved excess stock and arranged products to improve sales.
Education
Bachelor of Arts - Community Psychology
California State University, Long Beach
Long Beach, CA05.2006
Associate of Arts - Psychology
Orange Coast College
Costa Mesa, CA05.2002
Timeline
Cashier
Disneyland Resorts
06.2007 - 02.2018
Case Advocate
Internal Revenue Service-Taxpayer Advocate Service
04.1991 - 11.2023
Bachelor of Arts - Community Psychology
California State University, Long Beach
Associate of Arts - Psychology
Orange Coast College
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