Experienced with financial reporting and general ledger management. Utilizes accounting software to streamline processes and ensure accurate financial records. Track record of collaborating with teams to meet deadlines and support month-end closing activities.
Overview
7
7
years of professional experience
Work History
Staff Accountant
LOVING
11.2023 - Current
Reviewed and created AP bills
Completed daily revenue reports
Posted and reconciled inventory
Posted and reclassified journal entries
Maintained and updated fixed assets
Reconciled balance sheet accounts
Worked with QuickBooks desktop and QuickBooks online
Staff Accountant
CoolToday/Plumbing Today/Energy Today
09.2020 - 11.2023
Collected and processed payments.
Processed financing.
Handled refunds and disputes.
Placed stop payments on checks.
Renewed maintenance plans.
Canceled membership subscriptions.
Processed bank deposits.
Transmitted Invoices and statements.
Worked with customers regarding past due balances.
Moved bad debt accounts into collection.
Completed AR reports
Managed AR meetings.
Tracked daily revenue against forecasted revenue.
Executed daily bank reconciliations on incoming deposits.
Completed balance sheet account reconciliations.
Mastered Service Titan and Sage Intacct.
Accounting Clerk
OurCare Health
02.2018 - 09.2020
Crafted spreadsheets and excel templates to streamline the invoicing process.
Transmitted invoices, handled collection and posting of payments.
Generated and analyzed weekly financial reports for all offices highlighting revenue, expenses and net profit.
Produced and maintained overtime reports, open balance reports, payroll income and tax data.
Handled and tracked patient insurance submissions, gathered required documentation, to maximize insurance reimbursements.
Education
Bachelor of Science - Accounting
Fairleigh Dickinson University
Madison
05-2017
Skills
Bank reconciliation
Monthly account / bank reconciliation
Accounts receivable
Monthly journal entries
Account reconciliation
Microsoft Excel proficiency
Accounts payable / invoice coding
Fixed asset management
Sales tax filing
Data analysis and research
Balance sheets
Intuit quickbooks
Affiliations
Tau Kappa Epsilon (TKE) - Treasurer and Fundraising Chair
Timeline
Staff Accountant
LOVING
11.2023 - Current
Staff Accountant
CoolToday/Plumbing Today/Energy Today
09.2020 - 11.2023
Accounting Clerk
OurCare Health
02.2018 - 09.2020
Bachelor of Science - Accounting
Fairleigh Dickinson University
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