Kimberly Yang
CliftonLarsonAllen LLP
Olivehurst,USA
1
Language
15
years of professional experience
Dynamic Office Coordinator with over 5 years of extensive experience in administrative and customer service roles, dedicated to optimizing operational efficiency and enhancing client satisfaction. Proven expertise in managing front office operations, coordinating communications, and maintaining client databases to ensure a seamless workflow and prompt responses to inquiries. Exceptional critical thinking and problem-solving abilities facilitate effective management of time-sensitive projects while adapting to diverse challenges. Recognized for building positive relationships and delivering outstanding service, contributing to a collaborative work environment. Strong communication skills and proficiency in Microsoft Office applications drive productivity through innovative solutions.
Work History
Office Coordinator Tax/Assurance
6 Years 6 Months- Front Office Administration: Answer phones, as needed (coordinate with other offices).
- Coordinate all mailing including UPS and certified and add charges to billing system by client.
- Coordinate office maintenance and maintain production room including all supplies & copier needs.
- Proactively manage database and workflow systems to ensure accurate maintenance of client data.
- Set up new clients in multiple software systems.
- Respond to client needs on behalf of tax and audit teams as needed to assist in time and workflow management.
- Participate in local, regional, and firm wide teams to serve our clients.
- Works well with time sensitive projects and adaptable to specific deadlines.
- Completes and manages workflow functions with the ability to expand with experience.
- Possesses strong technology skills with an ability to adapt to changes and new programs.
- Performed cash, AR, and other bank balance confirmations
- Utilized CRM software to track customers interactions and engagement
- Assembles and delivers financial statements and proposals
- Prepares/finalize engagement letters to delivers to clients.
- Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
- Executed month-end processing and account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals), ensuring accurate financial reporting and timely updates for stakeholders.
Scheduler/Office Clerk
4 Years 10 Months- Handles phone calls, greets visitors, and provides general office support.
- Manage complete data entry of all weight tickets, shipping reports (DR-6), invoices, check and payment onto Excel spreadsheet.
- Complete processing portion of Dr-6 by verifying cutoff dates. Accurately calculate refund value and put number on shipping report as well as calculating and posting corresponding redemption weight.
- Performed other clerical duties such as sorting and distributing mail, sending faxes, running bank errand, calculate employee wages, recorded and processed payroll in timely and accurate fashion and prepare checks for payments.
- Organized efficient service responses by directing visitors and callers to correct personnel.
- Checked order details against account information to minimize errors and unnecessary delays.
Cashier
8 Months- Helped customers complete purchases, locate items, and join reward programs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Built relationships with customers to encourage repeat business.
- Assisted customers with returns, refunds and resolving transaction issues.
- Operated cash register to record transactions accurately and efficiently.
Customer Services
3 Years 7 Months- Maintained customer satisfaction with quick and professional handling of product returns.
- Maintained awareness of surroundings and secured cash to minimize loss potential.
- Counted money in drawers at beginning and end of each shift.
- Meet customer service goals and exceeded customer expectations.
- Developed and managed relationships with customers to increase customer loyalty.
- Set up new sales displays each week with fresh merchandise.
- Performed cash, card and check transactions to complete customer purchases.
- Ability to stand for long periods, walk and lift heavy items.
- Help with sales, help customers, weighing with digital scales, collecting money from customers.
- Greeted customers entering store and responded promptly to customer needs.
Education
General
Medical Coding
Skills
Proficient in typing at 58 words per minute
Proficient in Microsoft Word
PowerPoint presentation design
Data analysis in Excel
Experienced in software utilization
Effective team contributor
Strong time management abilities
Effective team player
Leadership and Teamwork
Effective time management
Adaptable learner
Proficient in managing multiple tasks
Languages
Hmong
Native or Bilingual
Timeline
Office Coordinator Tax/Assurance
CliftonLarsonAllen LLP
02.2018 - 08.2024Read More
Scheduler/Office Clerk
Century Nationwide Inc, Recycling
04.2013 - 02.2018Read More
Cashier
Grocery Outlet
06.2012 - 02.2013Read More
Customer Services
Farmers' Market
06.2009 - 01.2013Read More
DeVry University
Medical Coding
Read More
East Union High School
General
Read More