Karen Plasencia
Fort Worth,TX
Summary
Detail-oriented financial professional with extensive experience in maintaining accurate financial records and reviewing complex financial activities. Expertise in spreadsheet creation, report preparation, and data analysis enhances operational efficiency.
Overview
14
14
years of professional experience
Work History
Accounting Specialist
MICA Steelworks
Haltom City, TX
07.2023 - Current
- Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
- Analyzed customer account information to identify discrepancies or trends in payment history.
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Reconciled daily cash receipts with bank deposits.
- Managed collections activity including contacting customers regarding past due balances and resolving billing disputes.
- Provided support on audits of accounts receivable by gathering requested information from internal systems.
- Conducted research on customer accounts as needed to answer inquiries or resolve issues related to payments received or owed.
- Prepared aging reports to identify past due accounts.
- Issued monthly statements to clients and followed up on outstanding payments.
- Reconciled bank statements against general ledgers ensuring that all deposits were properly recorded.
Cash Processor II
Colonial Savings F.A
Fort Worth, TX
01.2013 - 07.2023
- Reconciled daily cash variance reports, tracking overages and shortages through compilation of summary reports and comparing against past variances to isolate and address possible causes.
- Organized cash movements between offices and to or from banks.
- Answered customer phone calls periodically, personally addressing questions within scope of competence and forwarding calls to other departments or managers as appropriate.
- Investigated and solved account issues to maintain current and accurate money systems.
- Maintained general inventory levels and informed supervisor of shortages or trends of changing demand to assist with acquisition of new inventory without outage.
- Performed data import, scanning or manual keying processes to verify invoice accuracy.
- Researched and resolved unapplied cash items.
- Resolved most customer issues and escalated those requiring manager involvement to proper contacts.
- Processed cash receipts in various forms, including check, ACH and wire to proper customer accounts.
Mail Processing Clerk
Colonial Savings F.A
Fort Worth, TX
01.2011 - 12.2012
- Operated mail processing equipment and manually sorted mail.
- Loaded letters into automated processing equipment and maintained continuous flow when feeding letters to be sorted.
- Received, sorted and organized incoming letters and packages.
- Organized and monitored mail supplies and general office supplies for mailroom.
- Operated photocopier to print, collate and fold documents.
- Identified undeliverable mail and applied markups to return to sender.
- Stuffed envelopes for company mail-outs.
Education
High School Diploma -
Trimble Technical High School
Fort Worth, TX06.2011
Some College (No Degree) - Finance
The University of Texas At Arlington
Arlington, TXSkills
- Detail-Oriented Approach
- Customer Interaction
- Attention to Detail
- Financial Calculation and Analysis
- Bill Payment and Recordkeeping
- Data Entry Expertise
- Deposit Preparation
- Loan and Account Monitoring
- Experienced in Microsoft Office
- Proficient in Fiserv
- Analytical and Critical Thinking
- Financial Reconciliation
- Proficient in Spanish
- Data Analysis
- Invoice processing
- Statement preparation
Timeline
Accounting Specialist
MICA Steelworks
07.2023 - Current
Cash Processor II
Colonial Savings F.A
01.2013 - 07.2023
Mail Processing Clerk
Colonial Savings F.A
01.2011 - 12.2012
High School Diploma -
Trimble Technical High School
Some College (No Degree) - Finance
The University of Texas At Arlington
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