Seasoned financial leader with over five years of experience in accounting, financial planning and reporting. Demonstrated development and adapting complex financial reporting processes to achieve organizational profitability goals. Accomplished in improving financial operations by introducing effective internal controls, processes, and standards.
Overview
9
9
years of professional experience
Work History
Assistant Controller
dmDickason Personnel Services
El Paso, TX
09.2023 - Current
Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
Assisted in the preparation of quarterly and annual budgets.
Generated financial reports for management review including income statement, balance sheet, cash flow statement..
Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances..
Managed financial operations, month-end reporting, financial schedules and reconciliations.
Verified accuracy of employee hours worked, pay rate changes, deductions, bonuses, and other payroll data.
Prepared reports related to wages, taxes, garnishments, 401K contributions and benefits packages.
Staff Accountant
SBNG, CPA
El Paso, TX
05.2023 - 09.2023
Reconciled company bank statements and bookkeeping ledgers.
Reviewed and reconciled discrepancies in accounts and financial documentation.
Managed financial operations, month-end reporting, financial schedules and reconciliations.
Filed and remitted taxes for company and clients.
Processed payroll and reviewed employee liability balances in support of HR objectives.
Conducted financial analysis and research to advise senior management on forecasting decisions.
Performed in-depth analysis of business operations, trends and obligations to complete accurate projections.
Managed large amounts of financial data using balance sheets, profit and loss reports and online databases.
Accountant
Kalisch Steel
El Paso, TX
12.2022 - 05.2023
Examined financial statements and income statements to review company's financial performance.
Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities.
Reviewed financial information detailing assets, liabilities and capital and prepared balance sheets and profit and loss statements.
Maintained accurate invoice summaries and collection records to enhance monitoring of billing and cash inflows.
Analyzed monthly department budgeting and accounting reports to maintain expenditure controls.
Interacted with internal and external auditors to help complete audits and resolve issues.
Conducted financial analysis and research to advise senior management on forecasting decisions.
Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.
Reconciled monthly statements and transactions to keep records accurate and current.
Assisted with month-end and year-end closings to support accounting system accuracy.
Verified, classified, computed, posted and recorded accounts payable data and reconciled daily totals to confirm proper accounting.
Administration/Accounting
Lovett Law Firm
El Paso, TX
09.2022 - 12.2022
Directed customer communication to appropriate department personnel.
Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
Conducted accounts receivable duties by invoicing, researching chargebacks and analyzing discrepancies and reconciliations.
Prepared payroll documents and maintained databases for financial offices.
Entered timesheets to ensure accurate and timely payroll processing
Monitored budget development and reviewed employee expense reports, purchase orders and forecasting reports.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Processed financial documents, contracts, expense reports and invoices.
Used specialized accounting software to debit, credit and total accounts on computer spreadsheets and databases.
Universal Banker
PNC BANK
El Paso, TX
09.2020 - 09.2022
Input deposits and prepare documents for electronic funds transfers
Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs
Verified amounts and integrity of every check or funds transfer
Exceeded sales goals by promoting bank products and services in customer interactions
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions
Brought in more than $250,000 in credit card sales for 2022
Examined financial statements and income statements to review clients' financial wellness
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Retail Store Manager
Bare Escentuals Cosmetics
Augusta, GA
06.2018 - 12.2018
Managed daily operations by completing purchasing, inventory control, merchandising and product distribution tasks
Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies
Improved profitability by executing daily, weekly and monthly floor plan changes
Mentored employees in management of complicated sales, complex issues and difficult customers
Coached and mentored employees by offering constructive feedback and taking interest in long-term career growth
Raised profits by setting ambitious sales goals for employees, encouraging sales staff, prioritizing customer service and resolving customer issues.
Retail Stylist
Michael Kors
El Paso, TX
08.2015 - 08.2017
Capitalized on upselling opportunities for additional products and services to increase sales numbers
Stayed up-to-date on current and emerging trends to increase professional value and meet diverse client needs
Backed up reception desk by answering phones, scheduling appointments and processing payments
Drove and exceeded sales goals by providing personalized fashion experience based on customer needs
Leveraged company database to nurture client relationships and facilitate outreach.
Education
BBA - Accounting
Brenau University
12.2020
Skills
Account reconciliation expert
A/P and A/R
Customer relations
QuickBooks
Analyzing data
Financial processes understanding
Risk management policies
Investment management
Accounting and bookkeeping
Financial Auditing
Microsoft Office
Financial analysis and planning
Cost and budget analysis
Financial Statement Preparation
Accomplishments
Consistently maintained high customer satisfaction ratings
Developed relationships with an average of seven new clients a week and typically exceeded sales goals by 15%
Formally recognized for excellence achieved in financial analysis, budgeting and forecasting.