Jianna Cates
Vancouver,WA
Summary
Detail-oriented Bookkeeping Assistant at KME Services with expertise in Quickbooks and account reconciliation. Proven track record in generating accurate financial reports and resolving discrepancies, enhancing audit readiness. Strong customer relations skills complemented by a commitment to efficiency, ensuring high-quality support and satisfaction in fast-paced environments.
Overview
14
14
years of professional experience
Work History
Bookkeeping Assistant
KME Services
10.2023 - Current
- Achieved an increase of productivity by assuming bookkeeping of 35% of clients with accuracy and efficiency.
- Landed a new client through referral by performing strong skills in time management and responsiveness.
- Input financial data and produced reports using Quickbooks Online for current, accurate accounts.
- Reconciled banking, credit card and line of credit accounts for multiple companies, investigating, and resolving discrepancies to keep accounts audit-ready.
- Corrected discrepancies in financial records for balanced books.
- Generated financial reports and summaries for management review.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Customer Service Associate/Office Administrator
Mountain View Ice Arena
11.2011 - 09.2018
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction, offering excellent support and tailored recommendations to address needs.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Maintained monthly bank reconciliations through Quickbooks Desktop.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Assisted in generation and distribution of weekly schedule for 20 employees.
Education
Associate of Arts -
Clark College
VancouverPartial - Business Marketing
Washington State University
VancouverSkills
- Data entry proficiency
- General ledger maintenance
- Tax preparation
- Account reconciliation
- Month-end closing
- Quickbooks
- Payroll processing
- Payroll liability and deductions
- Customer relations
- Microsoft office expertise
Timeline
Bookkeeping Assistant
KME Services
10.2023 - Current
Customer Service Associate/Office Administrator
Mountain View Ice Arena
11.2011 - 09.2018
Associate of Arts -
Clark College
Partial - Business Marketing
Washington State University