JOAQUIN CALMETT
Fort Lauderdale
Summary
Dedicated Accounting Clerk with over 3 years of experience managing bank reconciliations, vendor communications, and financial reporting in dynamic environments. Efficiently handled daily account reconciliations, utility payments, and credit card processing at Concept Companies Inc., ensuring compliance and accurate ledger maintenance. Supporting secure financial operations, seeking to enhance accounting operations in a collaborative team.
Overview
2
2
years of professional experience
Work History
Accounting Clerk
Concept Companies Inc
01.2024 - 02.2026
- Reconciled 10+ bank accounts daily, updating balances and addressing uncleared payments (EFT, ACH, checks, credit cards), achieving a 98% accuracy rate for register balance and ensuring timely financial reporting.
- Managed accounting inbox, resolving 40+ overhead-related vendor inquiries daily, updating records, and forwarding all other messages to relevant teams, reducing response times.
- Processed and monitored 30+ utility and insurance bills monthly, coordinating with Net Lease and CRE teams for account transitions, and maintained comprehensive weekly payment schedules to ensure 100% on-time payments.
- Reviewed and posted 3 company credit card accounts with 50+ monthly reports, correcting errors, verifying receipts, and posting batches in QuickBooks Online, supporting accurate GL closings with 99% compliance.
Tax Counselor
01.2025 - 01.2025
- Researched tax code changes and new IRS regulations to maintain up-to-date knowledge and incorporate all this into client counseling.
- Leveraged data analysis skills to review tax documents and identify deductions/credits for over 50 clients, ensuring proper ling and maximizing eligible refunds by an average of 15%.
- Developed and maintained detailed electronic records tracking 150+ client interactions, 500+ tax documents, and 100% ling outcomes for over 50 clients annually.
Education
Bachelor of Economics - Minor in Accounting
University of Florida
01.2023
Associate's Degree - undefined
Broward College
01.2020
Skills
- Fluent in Spanish
- Tableau
- Quickbooks Online
- ERP Systems
- CRM Systems
- Emburse Professional
- R Programming
- Microsoft Office 365
Timeline
Tax Counselor
01.2025 - 01.2025
Accounting Clerk
Concept Companies Inc
01.2024 - 02.2026
Associate's Degree - undefined
Broward College
Bachelor of Economics - Minor in Accounting
University of Florida