Jatiah Regester
Marietta,GA
Summary
Detail-oriented bookkeeper with expertise in financial management and client relationship building. Proven ability to implement effective bookkeeping procedures and develop tailored financial solutions that enhance accuracy and client satisfaction.
Overview
15
15
years of professional experience
Work History
Bookkeeper
Finance 4 U LLC
Marietta, Georgia
10.2019 - Current
- Prepared and processed payroll for all employees accurately.
- Managed accounts payable and receivable processes efficiently.
- Reconciled bank statements with general ledger entries regularly.
- Maintained financial records using QuickBooks software effectively.
- Assisted in the preparation of monthly financial reports consistently.
- Collaborated with team members to resolve discrepancies promptly.
- Monitored cash flow and reported on financial status routinely.
- Developed and implemented bookkeeping procedures for improved accuracy.
- Conducted monthly bank reconciliations.
- Ensured accuracy in all accounting entries and records.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Generated invoices for clients and tracked payments received from customers.
- Performed month-end closing activities.
- Maintained and reconciled general ledger accounts.
Relationship Manager
Bank of America
Kennesaw, Georgia
09.2011 - 09.2019
- Managed client relationships through regular communication and personalized service.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed tailored financial solutions to meet individual client needs.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Assessed client financial goals and recommended appropriate products.
- Facilitated resolution of client inquiries and concerns efficiently.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Negotiated terms and conditions of client contracts to ensure mutual satisfaction.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed strategies to attract new customers while retaining existing ones.
- Collaborated with cross-functional teams to enhance service delivery.
- Conducted market research to identify new opportunities for clients.
- Led training sessions for junior relationship managers on client service best practices.
Education
BBA - Business Administration And Management
Kennesaw State University
Kennesaw, GA12-2011
Skills
- Payroll processing
- Accounts payable management
- QuickBooks management
- QuickBooks management
- Financial analysis
- Client relationship management
- Client relationship management
Affiliations
- VOLUNTEER OF THE AMERICAN RED CROSS
Timeline
Bookkeeper
Finance 4 U LLC
10.2019 - Current
Relationship Manager
Bank of America
09.2011 - 09.2019
BBA - Business Administration And Management
Kennesaw State University