Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Julian Hurtado

San Bernardino,CA

Summary

I'd like you to please accept this letter of interest for the Accountant position. As an Accountant Assistant at Diamond Professionals, I have acquired the ability to analyze data from all sorts of accounting software to solve any accounting errors that can occur. I am a resourceful person and I have become an independent person. I am currently in the process of receiving my Master's degree in accountancy. I possess a bachelor's degree in accounting and am quite knowledgeable in QuickBooks accounting software, accounts payable, accounts receivable, and payment processing. I have a well-built adaptability skill, and I am detail-oriented. I learned how to maneuver quickly through new accounting software. My current job position as an accountant assistant has given me a strong foundation of accounting principles, such as accounts payable, accounts receivable, payroll, and data entry.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Accountant Assistant

Diamond Professional Services
Rialto, CA
12.2020 - Current
  • Create and analyze financial documents such as bills, invoices, pay orders, payable, receivables and purchase orders in any or all formats requested for all three services offered that are insurance, tax income and auto registration
  • Identify discrepancies in spreadsheets, and accounts, and tracking them to the sources, and correct them.
  • Adhere to the company's culture and ethics.
  • Adhere to teamwork, team communication and team follow up.
  • Process reimbursement forms.
  • Create and update expense reports.
  • Coordinate and manage payments and billing details of external service providers, contractors, and vendors.
  • Verify payment deposits made through the company account and ensure they coordinate with the bank.
  • Create daily reports for management and team members.
  • Processing accounts and incoming payments.
  • Perform day to day financial transactions.
  • Verifying receipts and assuring all documentation is attained.
  • Create and maintain records in QuickBooks.
  • Greet and answer phone calls.
  • Understand expense accounts and cost centers.
  • Calculate and process weekly commission and hourly payroll on QuickBooks.
  • Follow up with any questions employees may have regarding payroll.
  • Ensure timely payments are made and reduce payment discrepancies.
  • Prepare and file individual income tax returns for state and federal.
  • Stay up to date with new tax laws and regulations.
  • Provide accurate tax projections and advice to clients.

Cashier

Jiffy Lube
San Bernardino
02.2019 - 11.2020
  • Receive payments by cash, or credit cards
  • Assist customers by providing information and resolving any disagreement they could have
  • Greet customers entering the establishment
  • Answer customers' questions and provide information on procedures or policies
  • Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans
  • Stock shelves and hang new promotions on stands
  • Supervise others and provide on the job training
  • Keep records of customers interactions or transactions recording details of inquiries, complaints or comments
  • Determine charges for services requested, collect deposits or payments or arrange for billing
  • Follow checklists to ensure all important parts are examined, including belts, hoses, steering system, spark plugs or other troublesome areas
  • Perform routine and schedule maintenance services such as oil changes, lubrications, and tune ups
  • Maintain cleanliness of the work area
  • Close the store for the end of the day.

Caretaker

Families Choice Home Care
Upland
01.2019 - 03.2019
  • Check the patient's pulse, temperature, and respiration
  • Provide patients with moving in and out of bed, baths, wheelchair, or automobiles and with dressing and grooming
  • Prepare and maintain records of client progress and services performed, reporting changes in client condition to manage.

Education

Masters in Accountancy -

Cal State University San Bernardino
San Bernardino, CA
10-2025

Bachelors in Accounting -

Cal State University San Bernardino
San Bernardino, CA
05-2023

Associate in Accounting -

San Bernardino Valley College
San Bernardino, CA
06-2020

Associate in Business Administration -

San Bernardino Valley College
San Bernardino, CA
06.2020

Associate in Social and Behavioral Sciences -

San Bernardino Valley College
San Bernardino, CA
06.2020

Skills

  • Microsoft Office - 3 years
  • Quickbooks - 3 years
  • Tax Experience -2 years
  • Sales - 1 year
  • Proseries Intuit-2 years
  • Payroll - 1 year
  • Time management
  • Multitasking
  • Resilience
  • Motivation
  • Teamwork
  • Willingness to Learn
  • Data entry
  • Adaptable
  • Bilingual/Spanish
  • Positive attitude
  • Detailed Oriented
  • Customer service focus
  • Organizational
  • Team Leadership
  • Ability to working in fast pace

References

  • Laura Tavira, Former CEO of Diamond Professional Services, (909) 782-8206
  • Ana Tavira, Past HR Director, (909) 255-3852
  • David Sandoval, Past Store Manager, JiffyLube, (951) 818-8117
  • Jose Lopez, Past Store Manger, JiffyLube, (951) 218-9057

Certification

  • CTEC Tax Preparer License
  • PTIN Tax Preparer License

Timeline

Accountant Assistant

Diamond Professional Services
12.2020 - Current

Cashier

Jiffy Lube
02.2019 - 11.2020

Caretaker

Families Choice Home Care
01.2019 - 03.2019

Masters in Accountancy -

Cal State University San Bernardino

Bachelors in Accounting -

Cal State University San Bernardino

Associate in Accounting -

San Bernardino Valley College

Associate in Business Administration -

San Bernardino Valley College

Associate in Social and Behavioral Sciences -

San Bernardino Valley College

Similar Profiles

CREATE PROFILE
Julian Hurtado