JULIA MORENO
Forest,VA
Summary
Finance professional with significant expertise in managing comprehensive bookkeeping responsibilities, including accounts payable and receivable. Recognized for reliability in maintaining accurate financial records and collaborating seamlessly with team members to meet organizational goals. Known for adaptability in dynamic environments and strong analytical skills.
Overview
18
18
years of professional experience
Work History
QuickBooks ProAdvisor
Intuit Inc.
10.2021 - 08.2024
- Responsible for complex bookkeeping problems, such as financial statements errors, chart of accounts cleanup, sales tax issues, unsolved A/P and/or A/R, payroll issues, merchant services, and 3rd party interaction concerns/questions.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
Client Service Coordinator
H&R Block Resources, LLC
01.2018 - 01.2021
- Provided excellent customer service in a timely manner.
- Maintained high level of support for three Office Managers.
- Assisted a Team of 20+ Tax Professionals obtained their sales goals.
- Educated new clients about tax office products and services.
- Listened to client’s needs, concerns and followed up with resolutions.
- Reconciled cash receipts, credit cards, and electronic payments.
- Prepared online Bank Deposits, and reconciled discrepancies.
- Maintained daily Financial Reports for management.
- Promoted sales of new tax products and services on a regular basis.
Sales/Referral Associates
Coldwell Banker Residential and Keller Williams Realty
01.2007 - 01.2021
- Responsible for maintaining outstanding customer service
- Assisted clients with contracts of sales.
- Secured sales contracts earnest money deposits and followed company policies and procedures.
- Followed up with delinquent borrowers on behalf of lenders to discuss payments arrangements.
- Analyzed market reports to negotiate with Bank of America and other financial institutions.
- Refer potential buyers and sellers to local agents to facilitate their real estate needs.
- Member of Coldwell Banker Referral Group, 2011-2021.
Accounts Receivable Coordinator
Anthem United States of Clean Beauty
01.2019 - 01.2020
- Managed invoicing and payment operations using QuickBooks.
- Interacted daily with multiple departments to create accurate billing, sales orders, and credit and debit memos.
- Created account reconciliation reports to evaluate invoicing and shipping accuracy.
- Prepared weekly sales summary ledger reports for Human Resources.
- Performed analysis of loan ledgers for daily reporting to lenders.
- Completed bi-weekly payroll for 30 employees.
Administrative Assistant Bookkeeper
T&M Investments
01.2012 - 01.2013
- Created and personalized chart of accounts to allocate daily business transactions in QuickBooks for four business venture.
- Categorized Bank, Income, Expenses, and Equity accounts.
- Determined appropriate methods for processing invoices, and payments.
- Maintained Bank, Deposits, Journal Entries, Credit Cards reconciliations, and Payroll.
- Prepared Sales Ledgers and Financial Reports for management.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Education
B.S. - Business Administration
Kean University
Union, New Jersey09.1992
Skills
- Accounting and Bookkeeping
- Accounts Receivable
- Goal Oriented
- Experience with Fortune 500 Company
- QuickBooks Pro Advisor Certified
- Tax Office Products and Services
- Financial Statements
- Customer Service Excellence
Timeline
QuickBooks ProAdvisor
Intuit Inc.
10.2021 - 08.2024
Accounts Receivable Coordinator
Anthem United States of Clean Beauty
01.2019 - 01.2020
Client Service Coordinator
H&R Block Resources, LLC
01.2018 - 01.2021
Administrative Assistant Bookkeeper
T&M Investments
01.2012 - 01.2013
Sales/Referral Associates
Coldwell Banker Residential and Keller Williams Realty
01.2007 - 01.2021
B.S. - Business Administration
Kean University
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