LORI UNDERWOOD
Terra Bella,CA
Summary
Bookkeeping Assistant at Peltzer Farm Management, skilled in Quickbooks and accounts receivable management. Enhanced financial reporting accuracy and streamlined vendor communications, resulting in timely payments and improved customer relations. Proven ability to maintain organized records and support payroll processing, contributing to efficient bookkeeping operations.
Overview
6
6
years of professional experience
Work History
Bookkeeping Assistant
Peltzer Farm Management
08.2023 - Current
- Processed invoices and payments, ensuring accuracy and timely entry into accounting software.
- Processed invoices to ensure timely payments.
- Responded to inquiries regarding account status and payment discrepancies promptly.
- Coordinated communication between vendors and internal departments for effective resolution of issues.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
Data Entry Clerk
Barcellos Farms
05.2023 - 08.2023
- Entered and updated data accurately in company database systems.
- Verified and corrected discrepancies in data entries to ensure consistency.
- Completed data entry tasks with accuracy and efficiency.
Bookkeeping Assistant
Laux Management
03.2020 - 09.2022
- Assisted in maintaining financial records, contributing to bookkeeping operations.
- Maintained payroll information by calculating, collecting, and entering data.
- Updated employee files with new details such as changes in address or salary levels.
- Processed new hire paperwork and documents.
- Reconciled bank statements with internal records to verify account balances regularly.
- Supported preparation of monthly financial reports, enhancing data accuracy for management review.
Education
Graduate Certificate - Medical Secretary
Porterville Adult School
Fresno06-2010
High School Diploma -
Porterville High School
Porterville, CA06-1986
Skills
- Quickbooks
- Client billing
- Accounts receivable management
- Data inputting
- Accounts payable management
- Customer relations
- Payroll processing help
Timeline
Bookkeeping Assistant
Peltzer Farm Management
08.2023 - Current
Data Entry Clerk
Barcellos Farms
05.2023 - 08.2023
Bookkeeping Assistant
Laux Management
03.2020 - 09.2022
Graduate Certificate - Medical Secretary
Porterville Adult School
High School Diploma -
Porterville High School