Julie Case
Clearwater,FL
Summary
Bookkeeper with expertise in financial data entry and record keeping, ensuring high accuracy and compliance with internal policies. Proven experience in both accounting and general office environments, contributing to streamlined financial operations. Strong technical skills enhance efficiency in managing financial records and reporting.
Overview
22
22
years of professional experience
Work History
Bookkeeper
Electro Technik Industries Inc.
Clearwater, USA
01.2022 - Current
- Managed accounts payables and receivables for eight companies, ensuring timely payments and accurate cash flow.
- Emailed invoices to customers and followed up on collections, improving collection rates through consistent communication.
- Reconciled daily deposits across all companies, verifying accuracy and ensuring financial integrity.
- Entered and coded invoices, ensuring data accuracy.
- Utilized Excel, Word, and Outlook for various administrative tasks.
Paralegal
John Marston P.A.
Key West, USA
12.2014 - 07.2019
- Drafted motions, discovery documents, responses, and notices, and created templates for complaints and answers to enhance litigation efficiency.
- Assisted attorneys with legal research and document preparation.
- Coordinated with judicial assistants to schedule hearings and motions, facilitating timely court proceedings.
- Managed client relationships by answering inquiries and scheduling appointments to ensure effective communication.
- All banking transactions, sales tax, payroll and related taxes and forms, Trust Account management and reconciliations in QuickBooks, Excel and Word.
Bookeeper
Margaritaville Store
Key West, USA
04.2004 - 02.2014
- Reconciled daily deposits to ensure accurate financial reporting.
- Managed general ledger applications for accounts payable and receivable.
- Reconciled monthly bank statements, ensuring accuracy and timely resolution of discrepancies.
- Prepared journal entries for prepaid accrual and depreciation accounts, maintaining accurate financial records.
- Filed and paid monthly sales tax returns, ensuring compliance with regulations and timely obligations.
- Performed data entry in Excel and Word to maintain up-to-date records.
Education
Bachelor of Science Degree - Accounting
Indiana University
05-1988
Skills
- Accounts receivable
- QuickBooks management
- Bank reconciliation
- Financial reporting
- Invoice coding
- Data entry
Timeline
Bookkeeper
Electro Technik Industries Inc.
01.2022 - Current
Paralegal
John Marston P.A.
12.2014 - 07.2019
Bookeeper
Margaritaville Store
04.2004 - 02.2014
Bachelor of Science Degree - Accounting
Indiana University