I am seeking a position where experience will be utilized. I'm Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
Work History
Account Clerk II
Madera County Auditor-Controller
05.2015 - 05.2022
Responsible for receiving, sorting, and organizing a variety of financial documents including bills, invoices, and payments from county wide departments
Review documents received for accuracy and completeness from various departments
Duties include maintaining, balancing, and reconciling a variety of ledgers, reports, journal entries, and fiscal records and statements
Posting, adjusting, balancing, and reconciling transactions to various ledgers and registers
Daily responsibilities include examining and correcting accounting transactions to ensure accuracy
Gather, sort, assemble, post, tabulate, process, balance, check, and file financial and statistical data used in the preparation of records and reports
Maintain financial records and process documents involving financial transactions
Input data into the computer systems and assist in generating financial and statistical reports
Assist staff by providing fiscal information, explaining procedures, and answering questions
Perform a variety of general clerical duties that include: answering phones, typing, maintaining files and records, processing and distributing mail, and ordering, maintaining, and distributing supplies; and operates modern equipment and computer software.
Account Technician I
Madera County Auditor Controller
06.2023 - Current
Managed accounts payable functions including invoice entry, check processing, and distributing payments.
Implemented a new accounts receivable system that increased cash flow by reducing average collection time.
Providing exceptional customer service when responding to vendor inquiries or resolving any payment-related concerns they may have had.
Conducted regular bank reconciliations to maintain accuracy in cash flow reporting and reduce potential fraud risks.
Optimized financial record-keeping by organizing digital filing systems for easy access and retrieval of information.
Improved client satisfaction through timely and accurate invoicing, strengthening relationships with key stakeholders.
Reduced financial discrepancies by conducting thorough account audits and rectifying errors promptly.
Maintained integrity of general ledger by regularly reviewing account balances and ensuring accuracy of posted transactions.
Enhanced department efficiency with ongoing training in accounting software, policies, and procedures for team members.
Collaborated closely with other departments to resolve billing issues, resulting in fewer customer disputes.
Checked documentation for accuracy and validity on updated systems.
Verified client information by analyzing existing evidence on file.
Posted payments to accounts and maintained records.
Modified, updated and processed existing policies.
Processing Accounts Pabable EFT and Warrants for the county
Posting Department of Social Services issuance
prepare TNS forms for treasury, AP warrants and AP EFT
AP vendor management
Vendor verification through the IRS
Review and approve contract
Review and approve AP claims compile and prepare payroll projected. Upload template.
Payment process for AP warrants
review and approve EFT applications
Bank Teller
CitiBank
06.2014 - 03.2015
Assist the branch achieve its sales and service goals (referrals)
Execute financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
Listen carefully to the client and assist with any client questions or problems
Execute effectively all service and referral routines to deepen client relationships
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
Assistant Branch Manager
QC Financial Services of California
07.2007 - 06.2014
Proactively educate customers in obtaining and utilizing short-term loans and check cashing
Deliver outstanding customer service by executing financial transactions in accordance with policies and procedures
Manage branch budget and business growth
Conduct Employee skills assessments, performance management, and feedback development
Resolve account service issues and respond to customer inquiries promptly and effectively
Provide loan products to customers, verify information presented by customers, processing of loan applications, cash-handling, and providing exceptional customer service.
Education
High School Diploma -
Madera High School, Madera, CA
01.2000
Skills
Client Communication
Purchase Order Management
Invoice Processing
Accounting Software Proficiency
Payroll Processing
Accounts receivable management
Payment Processing
Audit Support
Teamwork and Collaboration
Customer Service
Attention to Detail
Organizing and Prioritizing Work
Decision-Making
Claims Processing
Data Entry
Claims adjustment
Excellent administrative abilities
Appointment Scheduling
Policy Review
Paperwork Processing
Application Review
Accomplishments
Achieved Result through effectively helping with Task.
Achieved Result by completing Task with accuracy and efficiency.
Career Experience
Account Clerk II, Madera County Auditor-Controller, 09/2015, Present, Responsible for receiving, sorting, and organizing a variety of financial documents including bills, invoices, and payments from county wide departments., Review documents received for accuracy and completeness from various departments. Duties include maintaining, balancing, and reconciling a variety of ledgers, reports, journal entries, and fiscal records and statements., Posting, adjusting, balancing, and reconciling transactions to various ledgers and registers. Daily responsibilities include examining and correcting accounting transactions to ensure accuracy., Gather, sort, assemble, post, tabulate, process, balance, check, and file financial and statistical data used in the preparation of records and reports., Maintain financial records and process documents involving financial transactions., Input data into the computer systems and assist in generating financial and statistical reports., Assist staff by providing fiscal information, explaining procedures, and answering questions., Perform a variety of general clerical duties that include: answering phones, typing, maintaining files and records, processing and distributing mail, and ordering, maintaining, and distributing supplies; and operates modern equipment and computer software.
Bank Teller, CitiBank, 06/2014, 03/2015, Assist the branch achieve its sales and service goals (referrals)., Execute financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing., Listen carefully to the client and assist with any client questions or problems., Execute effectively all service and referral routines to deepen client relationships., Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
QC Financial Services of California - Assistant Branch Manager, July 2007- June 2014, 07/2007, 06/2014, Proactively educate customers in obtaining and utilizing short-term loans and check cashing., Deliver outstanding customer service by executing financial transactions in accordance with policies and procedures., Manage branch budget and business growth., Conduct Employee skills assessments, performance management, and feedback development., Resolve account service issues and respond to customer inquiries promptly and effectively., Provide loan products to customers, verify information presented by customers, processing of loan applications, cash-handling, and providing exceptional customer service.
Timeline
Account Technician I - Madera County Auditor Controller
06.2023 - Current
Account Clerk II - Madera County Auditor-Controller
05.2015 - 05.2022
Bank Teller - CitiBank
06.2014 - 03.2015
Assistant Branch Manager - QC Financial Services of California