Josephina Duran
Rancho Cordova,CA
Summary
Dynamic finance professional with extensive experience at California Check Cashing Stores, excelling in accounts receivable management and payroll administration. Proven track record in enhancing compliance and internal controls while fostering strong relationships with clients. Adept at critical thinking and delivering exceptional customer service, driving operational efficiency and supporting organizational goals.
Finance professional with proven track record in managing comprehensive accounts and finance operations. Known for driving process improvements and ensuring compliance with financial regulations. Team-oriented and results-driven, recognized for adaptability and reliability in meeting organizational needs.
Overview
5
5
years of professional experience
Work History
Manager of Accounts and Finance
California Check Cashing Stores
03.2021 - 11.2022
- Handled accounts payable and receivable functions, ensuring timely payment processing and collection efforts.
- Processed payroll for employees and reported payroll taxes for organization.
- Developed annual and multi-year budgets to meet organizational needs.
- Processed vendor payments, invoices and account statements.
- Verify employment, banking accounts, and detect and prevent identity fraud and theft.
- Correspondence, Analysis, support, providing executional training and tools in a collaborative, team work environment.
- Established solid relationships with external partners including banks, auditors, vendors, and clients to support business objectives.
- Maintained up-to-date knowledge on industry best practices and applicable regulations to ensure compliance across all aspects of accounting and finance operations.
- Supported year-end audits by preparing physical and digital records for review.
- Strengthened internal controls, ensuring compliance with corporate policies and regulatory requirements.
- Reconciled balance sheets and income statements each month.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Customer Service Executive
AT&T Call Center
01.2018 - 05.2021
- Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Escalated critical customer issues to supervisor to payment validation on noticing, and enforcement activities.
- Boosted customer retention rates by providing exceptional service and building rapport with clients.
- Provides qualifications services that are easily accessible.
- Utilize cutting edge contact center technology and best practice methodologies.
- Managed high volume of inbound calls while maintaining a professional demeanor and ensuring timely resolution of issues.
- Assessed customer service trends and evaluated complaints to determine areas in need of enhancement.
- Resolved customer billing errors by researching issues in system, asking open-ended questions, and determining root causes of problems.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Increased efficiency and team productivity by promoting operational best practices.
- Exhibited high energy and professionalism when dealing with clients and staff.
Education
Certificate of Technical Studies - Medical Assistant
Brightwood College
Sacramento, CA12-2005
Skills
- Accounts receivable management
- Cash flow management
- ERP systems proficiency
- Payroll administration
- Tax compliance
- Internal controls
- Cost accounting
- payment validation on noticing and enforcement activities
- Customer service critical thinking, and technical skills
Timeline
Manager of Accounts and Finance
California Check Cashing Stores
03.2021 - 11.2022
Customer Service Executive
AT&T Call Center
01.2018 - 05.2021
Certificate of Technical Studies - Medical Assistant
Brightwood College
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