Kasra Katebi
Summary
Detail-oriented and analytical professional with experience in accounting, business operations, and customer service. Strong background in financial reporting, operational coordination, cost tracking support, and data analysis. Skilled in managing financial and operational data, improving processes, and supporting reporting and performance monitoring activities.
Overview
11
11
years of professional experience
Work History
Accountant
Chartered International LLP
Beverly Hills, CA
12.2024 - Current
- Maintain accurate financial records through daily transaction processing and accounting support
- Prepare financial reports and assist with bookkeeping and data entry functions
- Reconcile bank and credit card accounts to ensure accuracy and completeness of financial data
- Support tax preparation by organizing and maintaining financial documentation
- Assist with ongoing financial operations through consistent tracking and reporting of records
Business Operations Associate
B&K Consulting Firm
Beverly Hills, CA
06.2020 - 11.2024
- Supported daily business operations by coordinating administrative tasks, scheduling, and workflow activities
- Maintained financial and operational records, including invoices, expenses, and documentation
- Communicated with clients and vendors to support service delivery and resolve inquiries
- Identified and implemented process improvements to enhance operational efficiency
- Provided cross-functional support across operations, customer service, and financial tracking
- Tracked project timelines and supported reporting activities for deadlines and deliverables
- Assisted with data compilation and reporting for performance monitoring and decision support
Customer Sales Consultant
Nordstrom
Santa Monica, CA
06.2018 - 10.2018
- Provided customer service including returns, exchanges, and product recommendations
- Increased sales through upselling and cross-selling strategies
- Built customer relationships to encourage repeat business and loyalty
- Collaborated with team members to meet sales goals and service standards
- Supported store operations by maintaining organized inventory
Teller / Customer Service Representative
Wells Fargo
Beverly Hills, CA
03.2015 - 11.2016
- Processed financial transactions accurately and efficiently
- Assisted customers with account services and inquiries
- Resolved account discrepancies and supported fraud investigations
- Managed cash handling and branch cash orders
- Ensured compliance with banking policies and procedures
Education
Bachelor of Science - Business Management
Woodbury University
05-2020
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, Access)
- QuickBooks
- Adobe Acrobat
Areas of Expertise
- Cost Analysis
- Budget Monitoring
- Financial Reporting
- Variance Tracking
- Program Oversight
- Data Reporting
- Process Improvement
- Cross Collaboration
- Problem Solving
Timeline
Accountant
Chartered International LLP
12.2024 - Current
Business Operations Associate
B&K Consulting Firm
06.2020 - 11.2024
Customer Sales Consultant
Nordstrom
06.2018 - 10.2018
Teller / Customer Service Representative
Wells Fargo
03.2015 - 11.2016
Bachelor of Science - Business Management
Woodbury University