Elizabeth Beltran
Corpus Christi,TX
Summary
Results-driven financial professional with a solid background in accounts payable and payroll management. Track record of enhancing operational efficiency and customer satisfaction, utilizing QuickBooks for accurate reporting. Strong interpersonal skills and ability to work independently while mastering new skills quickly. Focused on delivering exceptional service and ensuring compliance.
Overview
14
14
years of professional experience
Work History
Financial Assistant
First Baptist Church
Corpus Christi, TX
02.2024 - Current
- Balanced weekly contributions including cash, checks, and online donations.
- Created journal entries and entered data into Shelby Financial.
- Scanned checks for bank deposits and emailed contribution details to staff and Fiscal Committee.
- Mailed contribution statements to church members at year-end as requested.
- Maintained a file of memorial contributions and notified donors and recipients.
- Established and maintained a comprehensive filing system for financial matters across fiscal years.
- Verified miscellaneous income from church programs, entered journal entries into Shelby Financial, and prepared cash for deposit.
- Managed accounts payable for church and school, reconciling credit card statements and processing invoices.
Office Manager
Doucet Med Spa
Corpus Christi, TX
10.2021 - 02.2024
- Oversaw daily non-clinical operations in small medical practice, enhancing patient satisfaction and operational performance.
- Resolved patient complaints with sensitivity, significantly increasing customer retention rates.
- Managed supply inventory through effective ordering, vendor sourcing, and regular audits.
- Led hiring and training of Patient Concierge for front office efficiency.
- Calculated payroll, including timesheets and commissions, while processing corrections via QuickBooks.
- Recorded and classified revenue data to maintain comprehensive financial records for accounts payable and receivable.
- Assisted marketing initiatives by organizing events, promoting services, and distributing samples.
- Coached team members to achieve optimal levels of patient service.
Client Service Representative
Corpus Christi Financial Group
Corpus Christi, TX
10.2019 - 09.2021
- Converted paper files to electronic format during 12-month project.
- Requested missing documents and information from clients to ensure data accuracy.
- Performed data entry to maintain up-to-date records.
- Created new client files and organized existing ones for efficient retrieval.
- Sorted files alphabetically and prepared for shredding upon project completion.
- Answered phones and greeted clients to provide excellent customer service.
- Scheduled appointments, managed calendar updates, and distributed mail to relevant personnel.
- Assisted clients with transactions, tax calculations, and account management.
Payroll Clerk/Accounts Payable
Benson Pipeline Maintenance Inc
Alvin, TX
06.2011 - 08.2019
- Verified timekeeping records and resolved discrepancies with employees.
- Recorded payroll data in software, ensuring accuracy before issuing checks.
- Altered employee tax status and withholding information as required.
- Prepared manual checks for employee distribution and initiated direct deposits.
- Updated employee banking records to ensure accurate payment processing.
- Documented employee inquiries and concerns regarding payroll, relaying issues to HR manager.
- Maintained compliant payroll policies and procedures throughout processing.
- Managed accounts payable across separate entities, ensuring timely bill payments.
Education
High school diploma - GED
J. Frank Dobie
Houston, TXAssociate of Applied Science - Accounting And Finance
Del Mar College
Corpus Christi, TXSkills
- Accounts payable and receivable
- Payroll management
- Computer proficiency
- 10-key data entry
- Microsoft Word
- Excel expertise
- Outlook communication
- PowerPoint presentations
- QuickBooks accounting
- Meditech software
- Customer service excellence
- Cash handling skills
- Sales strategies
- Account management
- Office administration
- Account reconciliation
Timeline
Financial Assistant
First Baptist Church
02.2024 - Current
Office Manager
Doucet Med Spa
10.2021 - 02.2024
Client Service Representative
Corpus Christi Financial Group
10.2019 - 09.2021
Payroll Clerk/Accounts Payable
Benson Pipeline Maintenance Inc
06.2011 - 08.2019
High school diploma - GED
J. Frank Dobie
Associate of Applied Science - Accounting And Finance
Del Mar College
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