Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Juan Castro

Union Grove,WI

Summary

MBA student looking for employment within finance and accounting. Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements and business correspondence.

Overview

7
7
years of professional experience

Work History

Accounting Associate

Wiss, Janney, Elstner Associates, Inc
09.2023 - Current
  • Maintained clean and organized files by keeping accounts payable records up-to-date log into CRM
  • Streamlined accounting processes for increased efficiency and reduced errors in financial reporting.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Completed payroll functions to facilitate accurate and prompt staff payments.
  • Enhanced financial accuracy by consistently reconciling accounts and resolving discrepancies.

Account Director

Catalyst Exhibits
09.2022 - 06.2023
  • Gather and verify invoices prior to forwarding to clients
  • Perform daily duties in CRM and Quickbooks to record invoices
  • Maintain accounts receivable records to document aging is up to date, credits and collections are applied
  • Built and maintained rapport with client by delivering exceptional customer service via phone and email
  • Meet and maintain department goals while multitasking in a fast-paced environment.
  • Reconcile and report differences or issues found in financial records.

Store Manager

Spectrum Communications
09.2020 - 06.2022
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Mitigated business risks by working closely with staff members and assessing performance.
  • Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Raised property accuracy and accountability by creating new automated tracking method.

Store Manager

Sprint
09.2017 - 09.2020
  • Assisted with hiring, training and mentoring new staff members.
  • Approved regular payroll submissions for employees.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
  • Developed and implemented successful staff incentive programs to motivate employees.
  • Managed purchasing, sales, marketing and customer account operations efficiently.

Education

MBA - Accounting

University of Wisconsin - Parkside
Kenosha, WI
12.2024

Bachelor of Science - Business Management

University of Wisconsin - Parkside
Kenosha, WI
12.2022

Skills

  • Invoice balancing
  • Statement preparation
  • Accounts receivable management
  • Record preparation
  • Spreadsheets and Journal Entries
  • Reviewing Account Records
  • Financial Management
  • Microsoft Office

Languages

Spanish
Native or Bilingual

Timeline

Accounting Associate

Wiss, Janney, Elstner Associates, Inc
09.2023 - Current

Account Director

Catalyst Exhibits
09.2022 - 06.2023

Store Manager

Spectrum Communications
09.2020 - 06.2022

Store Manager

Sprint
09.2017 - 09.2020

MBA - Accounting

University of Wisconsin - Parkside

Bachelor of Science - Business Management

University of Wisconsin - Parkside

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Juan Castro