KAITLIN COX
Summary
Dependable professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in accounting, communication, customer service, with an eye for identifying and correcting errors. Trained in business communication and conflict management. Dedicated with strong work ethic and resourceful nature.
Overview
9
9
years of professional experience
Work History
Client Finance Coordinator
C Squared Social
07.2023 - Current
- Created and verified invoices.
- Resolved various escalated billing charges.
- Met monthly with account managers to discuss financial information according to current client needs.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Documented accurate data on customer relationships to maintain strong ties and customer satisfaction.
- Built relationships with clients and community to promote long term business growth.
Accounting Clerk
Larry H Miller Dodge
03.2021 - 07.2023
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Maintained compliance with company standards and legal requirements.
- Reviewed figures, postings and documents for correct entry, completeness and accuracy.
- Reviewed general ledger entries and assessed accuracy.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Investigated and resolved internal accounting variances to keep records current.
Finance and Insurance Assistant
Larry H Miller Dodge
09.2020 - 03.2021
- Checked documentation for accuracy and validity on updated systems.
- Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
- Verified client information by analyzing existing evidence on file.
- Coordinated with contracting department to resolve payer issues.
Dealership Specialist I
Lithia Motors
06.2019 - 08.2020
- Assessed accuracy, completeness and integrity of corporate financial records.
- Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
- Submit funding paperwork to banks for new vehicle purchases.
- Check all vehicle purchase paperwork to ensure all the proper forms are there and signed to stay in compliance with manufacturer and company standards and federal/state laws.
- Make certain that all numbers are accurate and posting all retail and lease vehicle purchases.
- Followed all company policies and procedures to deliver quality work.
Server
Chicago Connection
03.2019 - 09.2019
- Created orders, documented special requirements and discussed needs with kitchen personnel to provide customers with desired food and minimize complaints.
- Maintained table settings by removing courses, replacing utensils and refilling beverages promptly and courteously.
- Collected credit card, cash and gift certificate payments from customers and made proper change for cash transactions.
Laborer
Sierra Pacific Industries
05.2018 - 08.2018
- Worked with speed and accuracy to consistently meet production standards.
- Determined materials needed for daily shift and loaded vehicles with equipment and supplies.
Hostess
Italian Cottage Restaurants
04.2016 - 10.2016
- Maintained highly loyal clientele by delivering unparalleled service at every stage of restaurant dining experience.
- Watched dining area staff to evaluate server loads and calculate accurate wait times.
Housekeeper
Canyon Oaks Country Club
07.2015 - 03.2016
- Established and maintained clean and comfortable environments in country club clubhouse buildings by vacuuming, cleaning windows and dusting.
Education
Bachelor of Science - Interdisciplinary Studies
Boise State University
Boise, ID05.2024
Associate of Science - Natural Sciences; Social Sciences
College of The Siskiyous
Weed, CA2018
High School Diploma -
Corning Union High School
Corning, CA2015
Skills
- Account balancing reconciliation
- Technologically savvy
- 10-key proficiency
- Documentation and reporting
- Dealership regulations
- Excel spreadsheets
- Employee training and development
- Commission Calculation
- Account and Ledger Reconciliations
- General Ledger Maintenance
- G Suite Proficiency and Certifications
- Conflict & Crisis Management
Accomplishments
Deans List: Spring 2017
Deans List: Fall 2017
Certification
Microsoft: Word, Excel, PowerPoint
G Suite
Timeline
Client Finance Coordinator
C Squared Social
07.2023 - Current
Accounting Clerk
Larry H Miller Dodge
03.2021 - 07.2023
Finance and Insurance Assistant
Larry H Miller Dodge
09.2020 - 03.2021
Dealership Specialist I
Lithia Motors
06.2019 - 08.2020
Server
Chicago Connection
03.2019 - 09.2019
Laborer
Sierra Pacific Industries
05.2018 - 08.2018
Hostess
Italian Cottage Restaurants
04.2016 - 10.2016
Housekeeper
Canyon Oaks Country Club
07.2015 - 03.2016
Bachelor of Science - Interdisciplinary Studies
Boise State University
Associate of Science - Natural Sciences; Social Sciences
College of The Siskiyous
High School Diploma -
Corning Union High School
Microsoft: Word, Excel, PowerPoint
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