Josie Lopez
Denver City,TX
Summary
Detail-driven accounting professional experienced in examining and analyzing accounting records, financial statements and financial reports to assess accuracy and compliance with generally accepted accounting principles and standards. Proven to analyze accounting processes, identify deficiencies and formulate and implement corrective action plans to achieve compliance and mitigate risk.
Overview
5
5
years of professional experience
Work History
Staff Accountant
Friday Health Plans
Denver , CO
02.2021 - Current
- Collected and arranged financial information and entered details into EAS/ Citrix financial management system.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements and month-end accruals.
- Assisted BKD with year-end financial audits.
- Created journal entry schedules to improve efficiency, support and documentation of accounting processes.
- Implemented Fixed Assets software Bloombergs
Accounts Receivable Specialist
Friday Health Plans Inc.
Alamosa , CO
08.2019 - 02.2021
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Prepared billing statements and invoices for customer purchases.
- Conduct monthly cash reconciliation.
- Review terminated accounts for A/R adjustments as needed.
- Assist members with making payments and billing issues.
- NMI Reconciliation expert
Teller
San Luis Valley Federal Bank
Alamosa , CO
08.2018 - 08.2020
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Education
Bachelor of Science - Accounting
Adams State University
Alamosa, CO05.2020
Skills
- Cheerful
- Ethics-focused
- Self-Motivated
- Interpersonal Communication
- Analytical and Critical Thinking
- Organization and Time Management
- Flexible and Adaptable
- Microsoft Excel Advanced
- EAS Software Proficiency
Complementary Courses
- Learners To Leaders Leadership Course (FHP)
- Advanced Accounting
- Intermediate Accounting
- Individual Income Taxation
- Entity Taxation
- Cost Accounting
Timeline
Staff Accountant
Friday Health Plans
02.2021 - Current
Accounts Receivable Specialist
Friday Health Plans Inc.
08.2019 - 02.2021
Teller
San Luis Valley Federal Bank
08.2018 - 08.2020
Bachelor of Science - Accounting
Adams State University
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