Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Accomplishments
Certification
Work Availability
Timeline
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Elizabeth Delgado

Elizabeth Delgado

Spring,TX

Summary

Detail-oriented accounting clerk with strengths in financial reporting, invoice processing, and bank reconciliation. Proven ability to maintain accurate financial records and support executive operations, contributing to streamlined accounting processes.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Accounting Clerk

Farmers Insurance Agency
The Woodlands, Texas
09.2023 - Current
  • Processed daily transactions and maintained accurate financial records.
  • Reconciled bank statements to ensure accuracy in financial reporting.
  • Prepared invoices and communicated with producers
  • Collaborated with team members to streamline accounting processes effectively.
  • Maintained filing systems for financial documents and confidential information.
  • Processed invoices, payments, and statements in a timely manner.
  • Maintained up-to-date accounts receivable records and coordinated monthly billing activities.
  • Supported clerical and administrative needs of senior department staff.
  • Updated accounting ledger and journals with updated transaction information.
  • Prepared bank deposits by compiling data
  • Verified accuracy of vendor invoices against purchase orders before entering into system for payment processing.
  • Performed daily general ledger entries to record financial transactions accurately.
  • Reconciled expenses and financial records.
  • Assisted with month-end and year-end close processes, preparing necessary journal entries.
  • Prepared and issued customer invoices, monitored receivables, and managed collections process.
  • Matched orders with invoices and recorded required information.
  • Reconciled computer reports with manually maintained ledgers.

Executive Assistant

Independence Marketing Group
Spring, Texas
07.2022 - 06.2023
  • Managed executive calendars, scheduling meetings and coordinating travel arrangements.
  • Communicated with clients and vendors to facilitate smooth operations.
  • Coordinated office supplies procurement, ensuring stock availability at all times.
  • Supported event planning by organizing logistics for company functions and meetings.
  • Handled incoming correspondence, prioritizing messages for timely response by executives.
  • Performed data entry tasks into various software programs including MS Excel spreadsheets.
  • Answered telephone calls from customers or clients providing assistance where necessary.
  • Scheduled appointments for executives with external parties such as vendors or suppliers.
  • Greeted visitors warmly upon arrival at the office.

Education

Associate of Arts - Business Administration

Alvin Community College
Alvin, TX
05-2015

Skills

  • Financial reporting
  • Invoice processing
  • Bank reconciliation
  • Accounts receivable
  • General ledger maintenance
  • Data entry
  • Administrative support
  • Attention to detail
  • Team collaboration
  • Invoicing and collections
  • Payment processing
  • Account reconciliation
  • Month-end closing
  • Microsoft, excel, word, powerpoint

Affiliations

  • I love being out doors hiking, walking, cycling, fishing and gardening.

Languages

Spanish
Native/ Bilingual

Accomplishments

  • I homeschool my two kids I have taught them how to read and write.
  • I study and practice permaculture in my garden

Certification

  • I am a licensed insurance agent P&C and Life
  • CPR Certified
  • Phlebotomy Certified
  • Organic Gardener Certified

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Accounting Clerk

Farmers Insurance Agency
09.2023 - Current

Executive Assistant

Independence Marketing Group
07.2022 - 06.2023

Associate of Arts - Business Administration

Alvin Community College

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