Accounting professional with knowledge in payroll processing, bank statement reconciliation, and financial reporting. Proven ability to manage multiple accounts and ensure timely reporting, payments and deadline commitments.
Overview
25
25
years of professional experience
Work History
Account Executive
Liberty Hill Bookkeeping and Tax Services
Liberty Hill, TX
02.2018 - 10.2025
Provided exceptional customer service, addressing client concerns promptly and effectively
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Managed accounts payable and receivable processes to ensure timely payments and accurate record-keeping.
Reconciled bank statements, credit card accounts and loans to insure accurate monthly financial statements
Prepared monthly financial statements and reports for each client to ensure they knew their financial standings throughout the year and could make informed business decisions
Managed payroll processing, ensuring employees were accurately compensated in a timely manner each pay period.
Filed all quarterly and annual payroll reports
Filed State Sales Tax Returns
Ensured timely vendor payments by effectively managing accounts payable and maintaining strong relationships with suppliers.
Oversaw accounts and financial reporting for over 30 clients.
Established QuickBooks accounting system to reflect accurate financial records.
Posted daily receipts and payments. Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Entered figures using 10-key calculator to compute data quickly.
Prepared and filed federal and state tax returns for individuals and small businesses.
Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
Assistant Branch Manager
Austin Telco Federal Credit Union
Cedar Park, TX
05.2009 - 07.2015
Supervised daily operations, ensuring compliance with credit union policies and procedures.
Trained New Staff on policies and procedures
Coordinated staff schedules
Assisted 90+ customers per day with account transactions and inquiries
Managed cash drawer, maintaining accurate records and balancing at the end of each shift.
Identified and resolved discrepancies in transactions, enhancing overall operational accuracy.
Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Sr Administrative Assistant
Austin Telco Federal Credit Union
Austin, TX
07.2000 - 05.2009
Streamlined office procedures
Facilitated successful events, including conferences and workshops, through meticulous planning, coordination, and execution of logistics.
Ensured smooth daily operations by maintaining office supplies inventory and anticipating needs to avoid stock shortages or delays in projects.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.