Ka'Sheena Daniels
New Orleans,LA
Summary
Competent and detail-oriented Accounting Assistant well-versed in accounts payable and receivable management, financial forecasting, budgets and payroll. Talented in identifying and correcting errors for impeccable accuracy. Committed to achieving team objectives and driving company development. Proactive communicator with solid foundation of trustworthy and dependable performance. Supportive Accounting Assistant known for taking initiative to maintain best-in-class accounting services. Proven history of helping modernize offices while maintaining financial recordkeeping. Capable Accounting Assistant skillful in data collection and analysis with meticulous eye for detail. Known for strong general ledger accounting, account reconciliation and audit support. Expertise in job-related software.
Overview
12
12
years of professional experience
Work History
Inbound Call Center Representative
Odyssey Online
New Orleans, LA
03.2024 - 06.2024
- Identified and escalated priority issues as needed.
- Developed strong relationships with customers through effective communication skills.
- Performed call backs to customers as necessary for further assistance or clarification on inquiry topics.
- Collaborated with other departments within the organization when necessary.
- Provided accurate information about products or services to customers.
- Verified accuracy of data entered into system prior submitting order forms.
- Utilized computer technology to handle high volume of calls in a timely manner.
- Assisted other team members when needed during peak hours of business operations.
Specialist
Crescent Crown Distributing LLC.
New Orleans, LA
01.2023 - 03.2024
- Created training materials for new hires on the company's procedures and policies.
- Maintained accurate records of customer interactions and feedback.
- Developed and implemented specialized procedures for customer service operations.
- Coordinated with other departments to ensure efficient workflow processes.
- Conducted regular meetings with staff to review progress and address any concerns.
- Provided technical support for customers in resolving complex issues.
- Performed quality assurance testing on newly developed software applications.
- Provided technical support for users experiencing difficulties with software applications.
- Generated reports to track performance metrics of team members.
- Assisted in developing strategies to increase customer satisfaction levels.
Accounting Assistant
Steinmetz & Associates
New Orleans, LA
12.2022 - 01.2023
- Prepared and processed payrolls.
- Accessed financial information to answer questions and gather details about specific accounts.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Compiled current budget data from estimated revenues, expenses and prior budgets.
- Reconciled company credit cards, expense accounts and other expenses and financial records.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Matched orders with invoices and recorded required information.
- Performed bookkeeping and accounting consulting services.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Received and recorded cash, checks and transfers.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Performed financial calculations for amounts due, interest charges and balances.
Finance Assistant
Brooks Restaurant
New Orleans, LA
06.2022 - 12.2022
- Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Assessed data and information to check entries, calculations and billing codes for accuracy.
- Coded invoices and other records to maintain organized and accurate records.
- Provided financial reporting, forecasting and modeling to support management decision-making.
- Reconciled computer reports with manually maintained ledgers.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Greeted customers, answered account questions and resolved complaints.
- Assisted managers with additional duties during employee absences.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Performed financial calculations for amounts due, interest charges and balances.
- Established key relationships with peers throughout company to improve workflows and reduce communication bottlenecks.
- Calculated income and social security tax deductions.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Prepared weekly payroll for team of salaried and hourly employees.
Accounts Payable Clerk
Sewerage & Water Board of New Orleans
New Orleans, LA
01.2021 - 12.2022
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Performed financial calculations for amounts due, interest charges and balances.
- Compiled current budget data from estimated revenues, expenses and prior budgets.
- Took advantage of discount opportunities by paying vendors within payment terms.
- Reconciled or entered report discrepancies found in financial records.
- Compiled, coded and submitted weekly invoices to accounting for payment.
- Reconciled monthly statements and transactions to keep records accurate and current.
- Calculated income and social security tax deductions.
- Matched orders with invoices and recorded required information.
- Received and recorded cash, checks and transfers.
- Worked with purchasing group to resolve purchase order matching issues.
- Prepared and updated vendor files, tax documents and insurance information.
- Interfaced and responded to inquiries to correct accounts payable discrepancies.
- Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
- Performed bookkeeping and accounting consulting services.
Night Auditor
The Whitney Hotel
New Orleans, LA
01.2021 - 12.2022
- Assessed data and information to check entries, calculations and billing codes for accuracy.
- Audited and balanced cash and credit transactions daily and reset register for next day's operations.
- Maintained cleanliness of bathrooms, lobby and front desk.
- Managed late check-ins and provided information on hotel amenities, including dining establishments, spa hours and room service.
- Checked auditing discrepancies by reconciling cash drop and credit card transactions.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Assisted guests in locating amenities such as casino, gift shop, restaurants, fitness center, pool and spa.
- Completed nightly updates to hotel rates and individual room charges.
- Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.
- Assessed checklist on daily basis and planned shift accordingly.
- Attended mandatory meetings for hotel staff and brought issues to attention of upper management.
- Handled night audit paperwork, verification of daily room occupancy and hotel revenue reviews.
- Prepared weekly payroll for team of salaried and hourly employees.
- Maintained well-stocked and presentable complementary food and beverage station.
- Documented wake-up requests and set up automatic calls in system.
Administrator
The HRI Group/ HRI Management
New Orleans, LA
09.2021 - 09.2022
- Improved office organization by developing filing system and customer database protocols.
- Set specific goals for projects to measure progress and evaluate end results.
- Worked closely with human resources to support employee management and organizational planning.
- Monitored operations and reviewed records and metrics to understand company performance.
- Monitored payroll, credit card purchases and invoicing to prevent financial errors.
- Researched and developed administrative policies, procedures and guidelines to facilitate operations.
- Wrote and submitted reports on industry trends, prompting managers to develop business plans.
- Analyzed key performance indicators to identify effective strategies.
- Tracked project schedules and encouraged teams to complete tasks on time while staying on budget.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Audited company's legal documents to verify compliant policies and procedures.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
Data Entry Operator
IV Waste
New Orleans, LA
05.2021 - 05.2022
- Exercised discretion in executing specific protocols based on data type and project scope, applying company policies and industry experience to create complete, useful records.
- Created reports and audited charts to maintain concise records.
- Proofread and edited documents to correct errors.
- Maintained data entry requirements by following data program techniques and procedures.
- Adjusted settings for format, page layout and line spacing.
- Developed efficient filing system to accelerate paperwork processing.
- Revised standard operating procedures to reflect current practices.
- Transcribed phone messages and managed email communications for staff members.
- Compiled, sorted and verified electronic data against hard copies to support quality control efforts.
- Compiled data from source documents prior to data entry.
- Copied virtual files or databases to secondary location for preservation in case of equipment failure or catastrophe.
- Conducted quality checks to verify accuracy, integrity and completeness after entry.
- Used data input interface to transcribe information from physical source documents into databases.
Leasing Consultant
St Joseph Apartments
New Orleans, LA
01.2021 - 12.2021
- Escalated critical issues to property manager to deliver immediate resolution.
- Promoted property to businesses in local area through marketing collateral, phone calls and email messages.
- Coordinated maintenance and repair requests and contacted contractors for bid proposals.
- Used conflict resolution skills to quickly resolve issues among residents.
- Contacted and followed up with tenants on renewal notices.
- Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
- Detailed application requirements and answered questions from prospective tenants.
- Maintained high customer approval rating through dynamic service, exemplary support and interpersonal communication.
- Implemented online advertising and other marketing initiatives to generate interest from individuals and businesses.
- Conducted background checks on applicants.
- Received rent payments and tracked transactions in accounting software.
- Encouraged prospective tenants to fill out applications after property tours.
- Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.
Customer Service Executive
PosiGen
New Orleans, LA
08.2020 - 05.2021
- Handled customer billing errors by researching issues in system and asking detailed questions.
- Evaluated trends in customer service issues to analyze complaints and identify opportunities for improvement.
- Organized structure of customer service department to optimize coverage for expected demands and enhance response efficiency.
- Upsold additional products and services enhancing value of previous customer purchases and driving revenue growth.
- Contacted supervisor immediately when issues required escalation to avoid lost revenue.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Consulted with customers regarding needs and addressed concerns.
- Applied product, industry and market knowledge to develop customized recommendations for individual customer needs.
- Increased customer buy-in of loyalty programs and facilitated smooth signups to support revenue development objectives.
- Processed customer account changes with proprietary software.
- Explained benefits and advantages of different product and service offerings to customers.
- Delivered continuous training to associates to maximize performance and customer relations skills.
- Trained and motivated team members to strengthen customer service strategies and boost satisfaction levels.
- Avoided payment errors by carefully implementing all credit and debit card data into system.
Receptionist Administrator
Cypress Manor
New Orleans, LA
10.2019 - 08.2020
- Discussed job performance problems with employees, identifying causes and issues to find solutions.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Supported office security by following safety procedures and controlling access via reception desk.
- Researched and prepared reports required by management or governmental agencies.
- Participated in subordinates' tasks to facilitate productivity or help overcome difficulties.
- Welcomed visitors and customers by greeting and answering or directing inquiries.
- Managed office cleaning and sanitizing to comply with infection control protocols.
- Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Reviewed employees' work to check adherence to quality standards and proper procedures.
- Organized files and spreadsheets to simplify staff access or retrieval.
- Delegated work to staff, setting priorities and goals.
- Analyzed financial activities of department to share budgetary input with managers.
Sales Executive
Paragon
Seattle, WA
08.2017 - 09.2019
- Listened to customer needs to identify and recommend best products and services.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Administered and described strategies for customer retention and account expansion to employees, developing solid long-term relationships.
- Greeted and assisted customers to foster positive experiences.
- Sourced new sales opportunities through inbound lead follow-up.
- Communicated regularly with territory and regional managers for daily support and strategic planning.
- Maintained well-stocked and organized sales floor with latest merchandise to drive sustained sales revenue.
- Replenished and arranged items to maintain appearance.
- Identified customer needs by asking questions and advising on best solutions.
- Contacted current and potential clients to promote products and services.
- Recognized security risks to properly handle situations.
- Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
- Maximized sales by keeping areas tidy, fully stocked and correctly priced.
Caregiver
Lovelace Medical Center
Los Angeles, CA
06.2018 - 07.2019
- Supported bathing, dressing and personal care needs.
- Drove clients to doctors' appointments and social outings.
- Maintained cleanliness of clients' environment by cleaning surfaces and washing clothes or dishes.
- Created safe and positive living situations for clients by communicating with family and other staff about concerns or challenges.
- Maintained clean and well-organized environment for client happiness and safety.
- Instructed family members on how to provide bedside care.
- Aided with mobility and independence for disabled individuals and continually monitored safety.
- Monitored health and well-being of clients and reported significant health changes.
- Assisted with meal planning to meet nutritional plans.
- Organized oral medications for clients following dosage and schedule requirements.
- Reported concerns to nurse supervisor to promote optimal care.
- Consulted with client care team to continually update care plans.
- Followed safe lifting and transferring techniques to transport residents.
- Helped patients during ROM exercises to maintain musculoskeletal functions and increase strength.
- Contacted medical providers on behalf of clients to follow up on appointments.
Data Entry Specialist
Express Professionals
New Orleans, LA
09.2016 - 06.2018
- Responded to daily inquiries and requests within mandated timeframe to meet deadlines.
- Monitored updates to company databases and corrected identified errors.
- Executed data verification to ensure expedient error detection.
- Reviewed and updated account information in company computer system.
- Scanned and stored files and records electronically to reduce paper files and secure data.
- Reviewed source documents to locate required data for entry.
- Processed confidential tax form information with care and precision.
- Reviewed database entries to verify regulatory compliance.
- Completed accurate and efficient data entry and database updates to support business operations.
- Sorted source documents and organized to be filed.
- Communicated with coworkers regarding deadlines and project milestones.
- Organized billing and invoice data, prepared accounts receivable and generated revenue reports to support audits.
- Revised standard operating procedures to reflect current practices.
- Compiled data from source documents prior to data entry.
- Compiled, sorted and verified electronic data against hard copies to support quality control efforts.
Customer Service Specialist
PosiGenRestaurant Depot
New Orleans, LA
11.2014 - 09.2016
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Fielded customer complaints and queries, fast-tracking for problem resolution.
- Upheld quality control policies and procedures to increase customer satisfaction.
- Troubleshot shortages and overages to support quality control efforts.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Led team engagement to assist cross-functional departments and achieve goals.
- Relayed customer feedback to cross-functional teams to improve products and services.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Mentored new employees on procedures and policies to maximize team performance.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Cashier
Walmart
Marrero, LA
12.2013 - 11.2014
- Helped with purchases and signed customers up for rewards program.
- Tracked company inventories, moved excess stock and arranged products to improve sales.
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Verified customer age requirement for alcohol or tobacco purchases.
- Worked closely with front-end staff to assist customers.
- Scanned merchandise using point-of-sale system for accurate purchase totals.
- Answered customer questions and provided store information.
- Preserved appearance of store by arranging and replenishing displays and merchandise racks.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Trained new team members in cash register operation, stock procedures and customer services.
- Discounted purchases by scanning and redeeming coupons.
- Helped customers find specific products, answered questions and offered product advice.
- Processed refunds for worn, damaged and broken merchandise.
- Processed sales transactions to prevent long customer wait times.
Sales Representative
Forever 21
New Orleans, LA
01.2012 - 12.2013
- Maximized sales by keeping areas tidy, fully stocked and correctly priced.
- Reduced process lags by training employees on best practices and protocols.
- Used CRM database to track referral and appointment data.
- Identified customer needs by asking questions and advising on best solutions.
- Improved overall customer purchasing experiences to promote steady revenue.
- Provided every customer with comprehensive assistance upon entering store through merchandise selection and completion of purchases.
- Operated register, handled cash and processed credit card transactions.
- Answered product questions with up-to-date knowledge of sales and promotions.
- Recruited, hired and trained new hires to optimize profitability.
- Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
- Developed key customer relationships to increase sales.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Education
High School Diploma -
Renew Accelerated High School
06.2014
BBA -
Delgado Community College
Skills
- Verbal and Written Communication
- Account Evaluation
- Microsoft Excel
- Financial Reporting
- Invoicing and Billing
- Month-End Documentation
- QuickBooks
- Accounts Payable and Receivable
- General Ledger Entries
- Payroll Processing
- Reports Reconciliation
- Internal Controls and Audits
- Accounts Receivable
- Proactive and Self-Motivated
- Creative Problem Solving
Timeline
Inbound Call Center Representative
Odyssey Online
03.2024 - 06.2024
Specialist
Crescent Crown Distributing LLC.
01.2023 - 03.2024
Accounting Assistant
Steinmetz & Associates
12.2022 - 01.2023
Finance Assistant
Brooks Restaurant
06.2022 - 12.2022
Administrator
The HRI Group/ HRI Management
09.2021 - 09.2022
Data Entry Operator
IV Waste
05.2021 - 05.2022
Accounts Payable Clerk
Sewerage & Water Board of New Orleans
01.2021 - 12.2022
Night Auditor
The Whitney Hotel
01.2021 - 12.2022
Leasing Consultant
St Joseph Apartments
01.2021 - 12.2021
Customer Service Executive
PosiGen
08.2020 - 05.2021
Receptionist Administrator
Cypress Manor
10.2019 - 08.2020
Caregiver
Lovelace Medical Center
06.2018 - 07.2019
Sales Executive
Paragon
08.2017 - 09.2019
Data Entry Specialist
Express Professionals
09.2016 - 06.2018
Customer Service Specialist
PosiGenRestaurant Depot
11.2014 - 09.2016
Cashier
Walmart
12.2013 - 11.2014
Sales Representative
Forever 21
01.2012 - 12.2013
High School Diploma -
Renew Accelerated High School
BBA -
Delgado Community College