Summary
Overview
Work History
Education
Skills
Activities
Timeline
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Diana Casas

Summary

Motivated Finance Assistant willing to work hard while implementing general ledger entries and maintaining data confidentiality. Proficient in Open Text and well-rounded in maintaining accounting documentation.

Overview

6
6
years of professional experience

Work History

Finance Associate

Sysco North Texas
05.2022 - 11.2023
  • Scanned signed invoices onto OpenText Software so that information was always readily available.
  • Sorted checks from customers and scanned them onto High Radius to be deposited.
  • On top of Finance associate responsibilities, I also worked the Will Call office to cover lunch and one Saturday a month. This included but is not limited to; greeting customers in a friendly manner, making sure their orders were in correct standing, getting their signature and making sure that their items were brought out in a timely manner via warehouse employee(s).
  • Created and verified invoices.
  • Gathered and collected all financial information for business and verified accuracy in system.
  • Evaluated office processes, making suggestions to improve efficiency.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Exhibited high energy and professionalism when dealing with clients and staff.

Home Health Care Attendant

Agape Home Healthcare
12.2019 - 06.2022
  • Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
  • Completed entries in log books, journals, and care plans to accurately document and report patient progress.
  • Offered support for client mental and emotional needs to enhance physical outcomes and overall happiness.
  • Followed nutritional plans to prepare optimal meals.
  • Developed rapport to create safe and trusting environment for care.
  • Coordinated daily medicine schedules and administration to help clients address symptoms and enhance quality of life.
  • Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
  • Traveled to clients' homes to complete healthcare services and promote continuity of care.
  • Assisted clients with living independently through skill-building and mentoring in areas such as housekeeping adaptations and preparation of healthy meals.
  • Helped clients with managed home care, ensuring efficacy of care by monitoring health status.

Sales Associate

Spirit Halloween Store
08.2018 - 11.2018
  • Enhanced customer satisfaction by greeting customers in a timely fashion, determining their needs, and building relationships
  • Created attractive merchandise displays with strategic product placement that pulled customers into the store and maximized purchases
  • Accomplished daily tasks such as cleaning out dressing rooms, ringing up customers, operating the cash register system and restocking the floor
  • Displayed general product knowledge of 200+ products in the store to effectively respond to customer questions and concerns
  • Recommended merchandise based on customer need, preference and budget
  • Multitasked in a fast paced, teamwork environment and worked independently with strong people skills.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.

Sales Associate

Casa View Thrift
06.2017 - 09.2017
  • Maintained a clean and organized environment to allow customers to shop comfortably
  • Conducted transactions after assisting customers find their products to ensure a seamless shopping experience
  • Assisted and recommended an average of 50 customers per day making sure their experience was satisfied for maximized sales.
  • Monitored customers for signs of security concerns and escalated issues to management.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Engaged in friendly conversation with customer to better uncover individual needs.

Education

Diploma -

Bryan Adams Leadership Academy
Dallas, TX
06.2018

Skills

  • Adaptability
  • Communication
  • Product Knowledge
  • Problem-Solving
  • Inventory Management
  • Multitasking
  • Financial Record Keeping
  • Operation Monitoring
  • Invoice Management
  • Financial Reporting

Activities

  • During my free time, I partake in my art, working with both wet and dry mediums.
  • I also try to read as many books as I can, including genres such as Horror, War History, Thriller, and Non-Fiction.


Timeline

Finance Associate

Sysco North Texas
05.2022 - 11.2023

Home Health Care Attendant

Agape Home Healthcare
12.2019 - 06.2022

Sales Associate

Spirit Halloween Store
08.2018 - 11.2018

Sales Associate

Casa View Thrift
06.2017 - 09.2017

Diploma -

Bryan Adams Leadership Academy

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Diana Casas