Lori Smith
Ceres,CA
Summary
Detail-oriented accounting technician with over 15 years of experience in financial record management, accounts receivable, and compliance. Proven expertise in processing invoices, preparing financial reports, and conducting audits, supported by a strong leadership background in managing accounts and training new employees. Proficient in Microsoft Office and various accounting software, demonstrating a steadfast commitment to accuracy and attention to detail. Eager to leverage extensive experience to contribute effectively within a dynamic financial environment while fostering team collaboration and achieving organizational financial goals.
Overview
7
7
years of professional experience
Work History
Caregiver
IHSS Turlock, CA
01.2024 - Current
- Personal Care: Assisted clients with Activities of Daily Living (ADLs), including bathing, grooming, dressing, and hygiene, while maintaining their dignity and comfort.
- Health Monitoring: Monitored and documented vital signs and changes in physical or mental health status, reporting observations to healthcare professionals for timely interventions.
- Medication Management: Administered prescribed medications or provided reminders to ensure strict adherence to health plans and dosage schedules.
- Mobility Support: Utilized safe transfer techniques and mobility aids (e.g., walkers, wheelchairs) to assist clients with ambulation and prevent falls.
- Meal & Nutrition: Prepared nutritious, specialized meals tailored to specific dietary needs (e.g., diabetic or low sodium) to support overall wellness.
- Household Management: Maintained a clean and safe living environment by performing domestic tasks such as laundry, light housekeeping, and grocery shopping.
- Transportation: Provided reliable transportation and accompaniment to medical appointments and community activities, ensuring client safety during transit.
- In home support Service
Accounting Technician
Stanislaus County
11.2023 - 05.2024
- Maintaining accurate and up-to-date financial records.
- Processing and reconciling invoices and payments.
- Managing accounts receivable and accounts payable.
- Preparing financial reports and statements.
- Assisting with budget preparation and monitoring.
- Reconciling bank statements and managing general ledger accounts.
- Handling payroll processing and related documentation.
- Conducting audits and ensuring compliance with financial regulations.
- Assisting with tax filings and other regulatory submissions.
Accounts Receivable Specialist
Meyenberg Goat Milk
03.2023 - 05.2023
- Input payments into accounting software.
- Process credit notes, adjustments and debits.
- Research audits, shortages and damaged product deductions.
- Request backup documents for various deductions.
Legal Assistant
Gianelli Nielsen
04.2022 - 10.2022
- Maintain current client and/or non-client files and records, following established firm policies and procedures.
- Reserve conference rooms for business meetings; attend client signing meetings.
- Schedule appointments and maintain calendars.
- Make necessary photocopies and scan copies of documents.
Accounts Receivable Clerk
Bronco Wine Company
11.2018 - 08.2021
- Monitoring daily communications and answering any queries.
- Preparing statutory accounts.
- Ensuring payments, amounts and records are correct. Working with spreadsheets, sales and purchase ledgers and journals.
- Recording and filing cash transactions.
- Controlling credit and chasing debt. Invoice processing and filing.
- Bank reconciliation.
- Updating and maintaining procedural documentation.
Education
Chapman University
Great Lakes, IL01-1995
High School Diploma -
Beyer High School
Modesto, CA06-1991
Skills
- Microsoft Excel
- Accounts receivable
- Accurate payment posting
- Aging reports analysis
- Payment posting
- Data inputting
Interests
Gardning, Painting, Art, Literature
Military Service
- Branch – United States Navy
- Hospital corpsman, E-4
- 1992-1196
Timeline
Caregiver
IHSS Turlock, CA
01.2024 - Current
Accounting Technician
Stanislaus County
11.2023 - 05.2024
Accounts Receivable Specialist
Meyenberg Goat Milk
03.2023 - 05.2023
Legal Assistant
Gianelli Nielsen
04.2022 - 10.2022
Accounts Receivable Clerk
Bronco Wine Company
11.2018 - 08.2021
Chapman University
High School Diploma -
Beyer High School