Karen Roberson
San Antonio,TX
Summary
Results-driven Accounting Assistant with a proven track record of streamlining payment processes and generating efficient reports at Thomas J. Henry Law. Proficient in QuickBooks and Microsoft Excel, with a keen eye for detail in payroll and expense reporting. Demonstrated expertise in managing extensive data accurately and adapting to various accounting requirements.
Overview
4
4
years of professional experience
Work History
Accounting Assistant
Thomas J. Henry Law, PLLC
San Antonio, Texas
03.2022 - Current
- Monitored and batch printed Equitrac and expense reports, streamlining internal processes.
- Managed over 1,600 Equitrac and 2,000 expense-related emails monthly for timely and accurate reporting.
- Generated and distributed PDF reports to attorneys and paralegals.
- Utilized QuickBooks for trust and operating account reporting.
- Processed recovery checks and input data in Excel.
- Scanned and filed client documents and financial breakdowns.
- Printed, organized, and matched short and long financial forms.
- Prepared commission payroll checks and communicated missing documentation to attorneys.
- Prepared, verified, and mailed disbursement checks.
- Uploaded ISO ClaimSearch reports for internal recordkeeping.
Education
Bachelor of Science (B.S.) - Accountancy
Norfolk State University
Norfolk, Virginia05.2015
Associate in Applied Science (A.A.S.) - Business Administration
Tidewater Community College
Norfolk, Virginia05.2004
Skills
- Proficient in QuickBooks
- Payment Processing
- Experienced in Excel, Word, PowerPoint, and Outlook
- Bill payment management
- Preparation of expense reports
- Strong attention to detail
- Reliable team member
- Professional demeanor
- Efficiently organized
- Accounts Payable
- Accounts receivable processing
- Data entry proficiency
- Accounts payable
Timeline
Accounting Assistant
Thomas J. Henry Law, PLLC
03.2022 - Current
Bachelor of Science (B.S.) - Accountancy
Norfolk State University
Associate in Applied Science (A.A.S.) - Business Administration
Tidewater Community College