James Louie
Self-employed
Richmond,Texas
1
Language
1
Certification
22
years of professional experience
Detail-oriented QuickBooks Online-certified professional skilled in financial account management and reporting. Experienced in sales and customer relations, leveraging strong organizational skills from elderly care. Equipped with hands-on training in business setup and expense monitoring, ready to contribute value in an entry-level Bookkeeping or AP/AR role.
Work History
Caregiver
9 Years 7 Months- Supported individuals with daily tasks, including overall well-being, health status changes, vital checks, errands, transportation, housekeeping, hygiene assistance, and specialized care.
Wine Sale Merchandiser
1 Year- Managed distribution to companies as liaison between Pioneer Wine and clients.
- Developing and setting plan-o-grams, price setting, building displays; coordinating all merchandising programs and increased sales.
Merchandise Team Leader
6 Years- (MTL) Collaborated with vendors to secure advantageous terms and conditions for product procurement, driving cost savings for the business.
- Merchandising, marketing, training of associates, assign daily task, inventory control, budged payroll, and supervising.
Merchandise Manager/Sales Associate Specialist
6 Years- (APA) Managed the recovery of unpaid merchandise and acted as a theft deterrent through physical presence.
- Provide oversight of the Store CCTV and EAS systems, responding and testing of all equipment and alarms.
- Positions included Merchandise Team Lead, Sales Associate in Home Furnishing, Men's Apparel and women's shoes.
- Responsibilities included but not limited to achieving Merchandise Departmental sales and earnings, budgets and supporting total store operations.
- Duties also include motivating teams to promote sales, Training store personnel, Personalized Customer Service, overseeing funds and Merchandise into and out of store.
Education
Bachelor of Science - Economics
Skills
Customer service
Data entry accuracy
Invoice processing
Payment processing
Budgeting and expense monitoring
Bank reconciliation
Budget management
QuickBooks proficiency
Certification
- QuickBooks - Just the Basics, Packt, 2026
- Introduction to QuickBooks Online & Setting Up Your Business, Packt, 2026
- Managing Financial Accounts, Products, and Services, Packt, 2026
- Banking and Reporting in QuickBooks Online, Packt, 2026
- QuickBooks - Business Accounting, Packt, 2026
LANGUAGES
English
Timeline
Caregiver
Self-employed
01.2017 - CurrentRead More
Wine Sale Merchandiser
Pioneer Wine Company
01.2017 - 01.2018Read More
Merchandise Team Leader
Academy Sports + Outdoors
01.2011 - 01.2017Read More
Merchandise Manager/Sales Associate Specialist
Macy's Department Store
01.2005 - 01.2011Read More
University of Houston
Bachelor of Science from Economics
Read More