Summary
Overview
Work History
Education
Skills
Certification
Timeline
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James Weis

Roseville,CALIFORNIA

Summary

Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.

Overview

1
1
Certification

Work History

Accounts Payable/Receivable Specialist Intern

Troon North Golf Club
06.2024 - Current
  • Utilized Jonas Encore and other specialized accounting software to generate accurate financial statements for country clubs.
  • Collaborated directly with vendors, employing Excel and reconciliation techniques to ensure precise, up-to-date transactions reflected accurately in the general ledger.
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Gathered, evaluated and summarized account data in detailed financial reports.


Education

Bachelor of Science - Business Administration

California State University
Sacramento, CA
06.2025

Associate of Science - Economics

Sierra College
Rocklin, CA
06.2021

Skills

  • Excel
  • Microsoft Office
  • Bank Reconciliation
  • Tax Compliance
  • Payment Processing
  • Invoice Processing
  • Vendor management
  • Communication skills
  • Organizational skills
  • Adaptability to different software systems
  • Basic understanding of tax regulations
  • Ability to meet deadlines

Certification

McGraw Hill Level 4: Excel Black Belt

Lean Six Sigma Green Belt

Timeline

Accounts Payable/Receivable Specialist Intern

Troon North Golf Club
06.2024 - Current

Bachelor of Science - Business Administration

California State University

Associate of Science - Economics

Sierra College

McGraw Hill Level 4: Excel Black Belt

Lean Six Sigma Green Belt

James Weis