Felicia Martinez

• Gather and verify invoices for appropriate documentation prior to payment
• Maintain accounts receivable records to ensure aging is up to date
• Monitor and collect accounts receivable by contacting clients via telephone, email, and mail
• Responsible for scanning and uploading documents / distributing invoices
• Input financial data and produced reports using Sage 100
• Assist with month-end closing activities / assisting with audits
• Collaborate with other billing departments to resolve billing issues or disputes
• Negotiated payment arrangements with customers to establish timely receipt of payments
• Utilized Microsoft Excel and Oracle software to manage invoices and payments
• Received team player of the year award

California Tax Education Council (CTEC) Registered Tax Preparer

• Conducted face-to-face tax interviews with clients
• Generated business growth, increasing client retention, and offering additional products and services
• Prepared complete and accurate tax returns and provide IRS audit support
• Participated in marketing events to help build company revenue
• Verified forms to check for errors or miscalculations
• Consistently continuing education courses to stay up to date on changes in federal and state tax codes.

• Greeted clients in an inviting and friendly manner
• Matched clients with the best-suited tax professional for their needs
• Answered phone calls, scheduled clients, and confirmed appointments
• Maintained office cleanliness, filed documents, made copies, and faxed papers.

• Created a clean and organized environment by maintaining store standards
• Learned how to provide quality customer service
• Consistently met and surpassed sales per hour goals
• Operated cash register to process sales transactions
• Enthusiastically conversed with customers about purchase needs and available products.