Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
References
Languages
Software
Timeline
Generic

ELIZABETH PHAN

San Diego,CA

Summary

Quality-drive Accounts Payable Specialist with experience working with vendor accounts. Committed to on-time payments, maintaining detailed records and paying vendors on time. Detail-oriented worker with proven resourcefulness and reliability. Willingness to take on added responsibilities to meet team goals.

Overview

17
17
years of professional experience

Work History

Vendor Payable Specialist (Contract)

Alliant Insurance
10.2023 - Current
  • Aided audit preparation efforts by maintaining organized records and promptly addressing auditor inquiries.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
  • Increased accuracy in expense reporting by thoroughly reviewing submitted claims and verifying supporting documentation.
  • Reviewed employee expense reports against company policies, safeguarding corporate funds from misuse.
  • Demonstrated adaptability during peak workload periods while maintaining high-quality results and meeting tight deadlines.
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Entered figures using 10-key calculator to compute data quickly.
  • Obtained W-9 information from vendors to assist with 1099's.
  • Posted journal entries.

Accounting Associate

Bancroft Auto Sales
01.2023 - 10.2023
  • Skilled in managing accounts payable and receivable, ensuring accuracy and timeliness
  • Developed and maintained relationships with clients to resolve payment issues and ensure timely collections
  • Managed accounts payable processes, including invoice verification, payment processing, and vendor communication
  • Maintained high customer satisfaction ratings through effective staff management and resolution of customer concerns
  • Overseeing operations to achieve an increase in productivity
  • Successfully reduced expense through strategic cost-saving initiatives.

Salon Manager

Nail Design
04.2014 - 12.2022
  • Managed the cash flow of the salon
  • Increased staff productivity by providing ongoing training, motivation, and performance evaluations.
  • Enhanced customer satisfaction by implementing efficient salon operations and delivering exceptional service experiences.
  • Managed financial aspects of the salon, including budgeting, payroll processing, and inventory management.
  • Established a positive workplace culture that fostered teamwork, open communication, and professional growth among staff members.
  • Resolved customer concerns promptly and efficiently to maintain a strong reputation within the local community.

Liability Claims Adjuster

Wawanesa
10.2013 - 04.2014
  • Managed and investigated liability claims, resulting in timely resolutions and fair compensation for claimants
  • Conducted thorough interviews and investigations to determine liability and assess damages
  • Provided excellent customer service to build rapport with insured and claimants.
  • Reduced claims processing time by implementing efficient workflow strategies and prioritizing tasks.
  • Enhanced customer satisfaction by providing timely updates on claim status and addressing concerns promptly.

Bodily Injury Adjuster

Geico
03.2010 - 10.2013
  • Successfully managed a caseload of bodily injury claims, ensuring prompt and fair settlement for all parties involved
  • Utilized negotiation skills to achieve favorable settlements to reduce litigation expenses
  • Conducted thorough investigations, gathered information, and interviewed witnesses to determine liability and damages.
  • Streamlined claim investigations with thorough reviews of medical records, police reports, and witness statements.
  • Minimized litigation costs through effective case management and proactive settlement negotiations.

Accounting Clerk

Transdental
01.2007 - 01.2009
  • Accounts payable/receivable: Managed invoices, processed payments, and maintained accurate records
  • Strong communication skills: Demonstrated ability to effectively communicate with clients and colleagues
  • Multitasking: Proven adeptness in managing multiple tasks and prioritizing work effectively
  • Organizational skills: Efficiently maintained appointment calendars, schedules, and records for smooth operations
  • Proficient in negotiating payment plans and implementing effective collection strategies
  • Strong attention to detail and ability to maintain accurate records of collection efforts.
  • Enhanced financial reporting accuracy by conducting thorough account reconciliations and resolving discrepancies promptly.

Education

B.S., Accounting -

Western Governors University
San Diego, CA
06.2024

Associates of Art -

Seattle Central Community College
Seattle, WA
06.2016

Skills

  • Customer Service
  • Accounts Receivable
  • Customer Service
  • Expense Reports
  • Management
  • Invoice Processing
  • Conflict Resolution
  • Payment Processing

Accomplishments

  • Dean's List
  • National Society of Leadership

Personal Information

Title: Accounting Associate

References

  • Oscar Hernandez, Manager at Bancroft Auto Sales, San Diego, (619)469-8990
  • Scarlet Tran, Owner of Nail Design, Seattle, (619)519-0060
  • Charmaine Lucena, Human Services Specialist, Escondido, (858)4085368

Languages

Vietnamese
Native or Bilingual

Software

Excel

Applied Epic

Concur

Microsoft Office

Timeline

Vendor Payable Specialist (Contract)

Alliant Insurance
10.2023 - Current

Accounting Associate

Bancroft Auto Sales
01.2023 - 10.2023

Salon Manager

Nail Design
04.2014 - 12.2022

Liability Claims Adjuster

Wawanesa
10.2013 - 04.2014

Bodily Injury Adjuster

Geico
03.2010 - 10.2013

Accounting Clerk

Transdental
01.2007 - 01.2009

B.S., Accounting -

Western Governors University

Associates of Art -

Seattle Central Community College
ELIZABETH PHAN