Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kayla Potts

Marion,OH

Summary

Offering strong foundation in analytical thinking and attention to detail, eager to develop and grow within financial environment. Contributes quickly by grasping key concepts and applying problem-solving abilities to tasks. Ready to use and develop data entry and financial reconciliation skills in Sales Audit Clerk role.

Experienced with sales audit procedures and financial record-keeping. Utilizes data analysis and auditing techniques to support operational compliance. Track record of effective communication and teamwork to enhance audit accuracy and efficiency.

Overview

10
10
years of professional experience

Work History

Sales Audit

American Freight
09.2023 - Current
  • Cash audit for over 300 stores, customer refunds, sales tax payable, prepaid sales tax, sales tax exemption research, adjusting journal entries, monthly reconciliations, account clean-ups
  • Performed comprehensive sales audits to detect errors or inconsistencies, thereby maintaining the integrity of financial data.
  • Developed expertise in various accounting software programs to enhance productivity during the sales auditing process.
  • Collaborated closely with other departments, enhancing overall operational effectiveness within the organization.
  • Demonstrated strong analytical abilities by identifying trends or patterns within large sets of complex data.
  • Increased sales audit efficiency by streamlining processes and implementing automated tools.

Accounts Payable

American Freight
03.2023 - 09.2023
  • Assigned large accounts of up to 10 vendors, including GE and Whirlpool. Maintained close contact with stores and vendors about inventory discrepancies and ensured timely invoice processing for payment.
  • Adjusting journal entries, processing vendor invoices with over 30 lines for payment, researching discrepancies, working closely with allocation and inventory control departments
  • Streamlined the accounts payable process, reducing processing time and increasing vendor satisfaction.
  • Contributed to financial audits by preparing comprehensive accounts payable reports and documentation.
  • Streamlined invoice processing, reducing errors and improving accounts payable efficiency.

Accounts Receivable Clerk

Marion Goodwill Industries
03.2015 - 10.2018
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Reported daily sales and cash deposits of 9 locations.
  • Assisted with improving POS backend software to create more diverse reports.

Education

Associate of Applied Science - Cybersecurity

Marion Technical College
Marion, OH
03.2021

Associate of Arts - Accounting

Marion Technical College
Marion, OH
05.2015

Skills

  • Advanced Microsoft Excel
  • Microsoft Office
  • Bookkeeping
  • QuickBooks
  • Data Analysis
  • Data Privacy
  • Adaptability
  • Communications
  • Problem Solving
  • Key performance indicators
  • D365 Accounting
  • Operations Tracking
  • Invoicing and Billing
  • Spreadsheet management

Timeline

Sales Audit

American Freight
09.2023 - Current

Accounts Payable

American Freight
03.2023 - 09.2023

Accounts Receivable Clerk

Marion Goodwill Industries
03.2015 - 10.2018

Associate of Applied Science - Cybersecurity

Marion Technical College

Associate of Arts - Accounting

Marion Technical College
Kayla Potts