Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Elizabeth Klein

Mount Prospect,IL

Summary

Detail-oriented Junior Accountant with experience at Keller Postman, skilled in bank reconciliation and expense tracking. Successfully maintained accurate financial records and fostered strong client relations. Proficient in NetSuite and Excel, I contributed to policy improvements while ensuring timely processing of invoices and enhancing vendor relationships.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Junior Accountant

Keller Postman
10.2022 - Current
  • Maintain daily credit card reconciliations for multiple companies on Ramp. This includes making sure all accounts and client data is accurate.
  • Process invoices in a timely maner to keep vendor relations in good standing.
  • Reconcile case and client data to increase accuracy.
  • Manage monthly case expense and time reports for court submission.
  • Contributed to company expense policy.
  • Review and give first round of approval for expense reimbursements giving attention to detail to make sure all expenses are within policy.
  • Create journal entries as needed for expenses, updating client data or updating data received in arrears from invoices.
  • Assist in creating expense reports for individual clients to prepare for and process their settlement payments.
  • Maintain a positive work environment for coworkers, vendors and clients.
  • Prepared and filed 1099s.

Accounts Payable Clerk

American Portfolio Mortgage Company
08.2021 - 10.2022
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Prepared vendor invoices and processed incoming payments.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
  • Maintained good working relationships with vendors and resolved disputes.
  • Managed monthly depreciation calculations as well as prepaid expenses and insurance.
  • Created deposits from client payments and the coordinating journal entries.
  • Maintained a positive and fun working environment.

Education

Associate of Science -

Oakton Community College
Des Plaines
05-2021

Bachelor of Arts - Theater Arts

University of Northern Colorado
Greeley, CO
05-2005

No Degree - Cosmetology

Pivot Point International Academy
Evanston, IL
05-2006

Skills

  • Bank reconciliation
  • Invoice preparation
  • Journal entries
  • Invoice processing
  • Proficient in NetSuite, Ramp, FloQast, and Excel
  • Client relations
  • Generally accepted accounting principles
  • Intercompany transactions
  • Expense tracking
  • Fixed asset management
  • Accounts payable
  • Bookkeeping and reconciliation

Certification

  • Licensed Cosmetologist - 2006-Present

Timeline

Junior Accountant

Keller Postman
10.2022 - Current

Accounts Payable Clerk

American Portfolio Mortgage Company
08.2021 - 10.2022

Associate of Science -

Oakton Community College

Bachelor of Arts - Theater Arts

University of Northern Colorado

No Degree - Cosmetology

Pivot Point International Academy