Detail-oriented Bookkeeper with expertise in accounting and customer relations. Proven ability to manage financial processes and enhance client satisfaction through superior service.
Work History
Bookkeeper
2 Years 10 Months
Candlewood Property Mgmt | 01.2023 - 11.2025
Managed accounts payable and receivable processes, ensuring timely payments and accurate record-keeping.
Reconciled bank statements weekly to maintain financial accuracy and identify discrepancies.
Maintained and processed invoices, deposits, and money logs.
Utilized accounting software to track expenses, generate financial reports, and support budget planning.
Implemented improved filing systems for invoices and receipts, enhancing retrieval efficiency for audits.
Licensed Agent Assistant
3 Years 10 Months
Rural Mutual Insurance | 02.2018 - 12.2021
Developed customized insurance solutions to meet client needs and enhance satisfaction.
Conducted thorough policy reviews, ensuring compliance with regulations and maximizing coverage options.
Provided expert guidance on claims processes, facilitating timely resolutions for clients.
Established strong rapport with both new and existing clients, fostering long-term relationships built on trust and reliable service.
Ensured compliance with all state regulations and licensing requirements, maintaining a clean record throughout tenure as a Licensed Agent.
Assistant Teacher
3 Years 9 Months
Preschool Childcare Center | 05.2014 - 02.2018
Supported classroom activities, fostering a nurturing and engaging learning environment for young children.
Assisted lead teachers in implementing lesson plans, ensuring alignment with educational standards and developmental goals.
Encouraged social interaction among students, promoting teamwork and communication skills through group activities.
Monitored student progress, providing feedback to parents and staff to enhance learning outcomes.
Coordinated with parents on child development milestones, strengthening home-school connections for better support.
Teller
7 Months
Wells Fargo | 01.2013 - 08.2013
Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
Assisted customers in account inquiries, providing timely and effective solutions to enhance satisfaction.
Managed cash drawer, maintaining balanced accounts while minimizing discrepancies through diligent oversight.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.