Detail-oriented professional with proven analytical and problem-solving skills. Frequently praised as adaptable by my peers, I can be relied upon to help your company achieve its goals. Conscientious and thorough Bookkeeping Assistant considered as a productive team player. Positive and courteous communicator offering calm telephone and email etiquette. Flexible professional trained in Quickbooks and Excel.
Overview
2
2
years of professional experience
Work History
Assistant Bookkeeper
Laurel Creek Business Solutions
03.2022 - 08.2024
Reconciled financial data to maintain accurate account balances and support compliance with established accounting practices.
Assisted bookkeepers in providing support documentation required for audits.
Created and maintained detailed, organized and timely records of transactions to support legal compliance.
Reduced errors in financial statements through meticulous review and verification of recorded transactions.
Reduced financial discrepancies through transaction monitoring and management.
Enhanced overall financial organization by maintaining a well-organized filing system for important documents.
Improved financial accuracy by maintaining organized records of all transactions and reconciliations.
Reviewed account discrepancies and proposed courses of action to minimize losses.
Researched financial information discrepancies and documentation to verify accuracy and adhere to established procedures prior to processing.
Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Front Office Assistant
West Coast Ear Nose and Throat
Answer 8 line telephone system and give information to patients, take messages, or transfer calls to appropriate individuals
Operate office equipment such as complex medical computer programs, fax machines, and copiers
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
Complete forms in accordance with company procedures
Schedule complicated appointments for patients
Interview patients to complete documents, case histories, or forms, such as intake or insurance forms
Receive and route messages or documents, such as laboratory results, to appropriate staff
Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records
Scan, file and maintain patient records
Optician - Dispensing and Laboratory
Apple Vally Eyewear
Prepare work orders and instructions for grinding lenses and fabricating eyeglasses
Evaluate prescriptions in conjunction with clients' visual requirements
Assist clients in selecting frames according to style and color, keeping in mind patient's optical needs
Maintain records of customer prescriptions, work orders, and payments
Recommend specific lenses, lens coatings, and frames to suit client needs
Instruct clients in how to wear and care for eyeglasses
Sell goods such as contact lenses, spectacles, sunglasses, and other goods related to eyes in general
Determine clients' current lens prescriptions, when necessary, using lensometers or lens analyzers and clients' eyeglasses
Perform administrative duties such as tracking inventory and sales, submitting patient insurance information, and performing simple bookkeeping