Summary
Overview
Work History
Education
Skills
Languages
Timeline
BusinessAnalyst

Erika Rivera

La Habra,CA

Summary

Proven track record in enhancing financial accuracy and customer satisfaction at Expert Bookkeeping Services, leveraging expertise in QuickBooks and exceptional attention to detail. Skilled in bank reconciliation and client relations, consistently met tight deadlines, and improved reporting processes. Demonstrated integrity and confidentiality.

Overview

7
7
years of professional experience

Work History

Bookkeeping Assistant

Expert Bookkeeping Services
05.2023 - 06.2024
  • Reconciled bank statements and credit card accounts for accuracy and completeness.
  • Provided exceptional customer service when addressing client inquiries related to billing issues or account balances due diligently and professionally.
  • Assisted in timely invoicing for clients, ensuring prompt payments and positive cash flow.
  • Maintained inventory of office supplies and placed orders.
  • Supported month-end closing activities, such as reconciling bank statements and adjusting journal entries, for accurate financial reporting purposes.
  • Improved financial reporting accuracy with meticulous data entry and reconciliation tasks.
  • Ensured accurate recording of financial transactions by meticulously entering data into accounting systems.
  • Validated and recorded invoices and resolved discrepancies with vendors.
  • Input data into accounting system and maintained integrity of system information to alleviate potential breaches.
  • Generated financial reports and summaries for management review.
  • Collaborated closely with senior bookkeepers to complete complex tasks efficiently while meeting deadlines consistently.
  • Presented monthly, quarterly and annual statements to support financial planning.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Responded to inquiries from callers seeking information.
  • Answered central telephone system and directed calls accordingly.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Corresponded with clients through email, telephone, or postal mail.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
  • Handled sensitive information with discretion while maintaining strict confidentiality standards.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
  • Maintained confidentiality of information regarding clients and company.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
  • Maintained visitor log for entering and leaving facility for record purposes.
  • Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
  • Organized, maintained and updated information in computer databases.
  • Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
  • Operated multi-line telephone system to answer and direct high volume of calls.
  • Handled assignments independently with good judgement and critical thinking skills.
  • Collected and distributed messages to team members and managers to support open communication and high customer service.
  • Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Reconciled and corrected issues with financial records.
  • Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
  • Enter journal entries for sales, gift cards, rent, credit cards, payroll, and other restaurant related entries.

Restaurant Cashier

Taqueria Mexico
06.2017 - 06.2023
  • Collaborated with team members to ensure optimal efficiency during peak dining hours.
  • Managed cash drawer accurately, ensuring proper handling of currency and daily reconciliation procedures.
  • Handled high volume transactions calmly, maintaining composure under pressure and delivering excellent customer service.
  • Performed end-of-shift duties such as cleaning cashier stations, counting cash drawers, restocking supplies as needed.
  • Balanced multiple responsibilities simultaneously, prioritizing tasks according to immediate needs of the restaurant operation.
  • Enhanced guest experience with exceptional service and positive demeanor during checkout process.
  • Reduced wait times by quickly completing customer orders and coordinating with kitchen staff for timely food preparation.
  • Streamlined workflow by maintaining a clean, organized cashier station for smooth operations.
  • Acted as an ambassador for the restaurant brand, providing information about menu offerings and upcoming promotions when appropriate.
  • Contributed to the restaurant''s reputation for outstanding service by consistently exceeding guest expectations during their visit.
  • Increased repeat business through friendly interactions and prompt resolution of customer inquiries.
  • Improved customer satisfaction by providing efficient and accurate cash transactions.
  • Processed returns or exchanges efficiently while adhering to company policy, ensuring customer satisfaction at all times.
  • Maintained strict adherence to food safety regulations, promoting a clean and safe dining environment for guests.
  • Resolved potential conflicts between customers or staff members effectively, fostering a harmonious work environment.
  • Assisted in menu knowledge training for new employees, contributing to improved team performance.
  • Assisted management in identifying areas of improvement in cash handling procedures, implementing changes to reduce errors and increase efficiency.
  • Participated in regular employee meetings to share ideas on improving front-of-house processes and procedures.
  • Performed cash, card and check transactions to complete customer purchases.
  • Handled cash with high accuracy and took care to check bills for fraud.
  • Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
  • Operated cash register to record transactions accurately and efficiently.
  • Learned duties for various positions and provided backup at key times.
  • Worked with floor team and managers to meet wide range of customer needs.
  • Responded promptly to requests for assistance, spills and customer inquiries.
  • Processed refunds and exchanges in accordance with company policy.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Arrived to work in uniform and presentable in appearance to meet restaurant standards.
  • Greeted guests pleasantly and answered menu questions.
  • Prepared food orders, cooking on grill and operating fry station.
  • Used proper techniques to prepare food and ingredients.
  • Trained new employees by demonstrating tasks and coaching during daily activities.
  • Collaborated with kitchen staff to ensure timely delivery of food orders, resulting in increased efficiency and satisfied customers.
  • Assisted with in-store operations by disassembling delivery boxes, cleaning floors, and dishwashing.
  • Used slow periods to restock supplies, ice, trays, and delivery bags.
  • Cleaned and organized kitchen, dining and service areas.

Education

Associate of Arts - Business Administration

Fullerton College
Fullerton, CA
05.2023

Skills

  • Quickbooks
  • Bank Reconciliation
  • Customer Relations
  • Payroll Processing
  • Confidentiality and Integrity
  • Data inputting
  • Account Reconciliation
  • Confidential Document Control
  • Customer Service
  • Attention to Detail
  • Journal Entries
  • Microsoft Excel
  • Data Entry
  • File and database management
  • Reports Reconciliation
  • Time Management
  • Organization skills
  • Telephone skills
  • Customer/Client relations
  • Scheduling
  • File Management
  • Mail handling
  • Multi-line telephone operation
  • Calendar Management
  • Typing Speed
  • Basic accounting
  • Document Control
  • Business operations understanding
  • Problem-Solving
  • Microsoft Office
  • Team Collaboration
  • Intuit QuickBooks

Languages

Spanish
Native or Bilingual

Timeline

Bookkeeping Assistant

Expert Bookkeeping Services
05.2023 - 06.2024

Restaurant Cashier

Taqueria Mexico
06.2017 - 06.2023

Associate of Arts - Business Administration

Fullerton College

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Erika Rivera