Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Reconciled and corrected issues with financial records.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Posted daily receipts and payments in accordance with corporate protocols.
Bookkeeper
Art's Of Optics
03.2023 - 11.2023
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Completed payroll for employees and maintained detailed records of procedures.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Reconciled and corrected issues with financial records.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Posted daily receipts and payments in accordance with corporate protocols.
Established QuickBooks accounting system to reflect accurate financial records.
Inventory Manager
Art's Of Optics
09.2022 - 02.2023
Created and updated regular inventory reports and records.
Maintained sufficient inventory levels to meet customer demands at all times.
Analyzed inventory data to identify and address stock discrepancies.
Participated in regular cycle counts to confirm accuracy of inventory records.
Recorded information, shortages, and discrepancies to keep records current and accurate.
Enhanced inventory accuracy by conducting regular audits and implementing efficient tracking systems.
Catering Server
Olga Catering
09.2022 - 12.2022
Assisted in event setup and teardown, ensuring smooth transition between functions.
Provided friendly, courteous service to create memorable moments for guests.
Presented food and beverages on buffet tables and drink stations in line with formality and specifications of each event.
Enhanced guest experience by providing exceptional service during catered events.
Worked with catering staff to establish timely preparation and delivery of food and beverage orders.
Private Banker
TBC Bank
07.2019 - 08.2022
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Delivered exceptional service that resulted in numerous referrals and increased overall business for bank.
Contributed to bank's growth strategy by participating in initiatives aimed at increasing market share among high-net-worth clients.
Increased loan portfolio size by underwriting credit requests in a timely manner, ensuring adherence to bank guidelines and policies.
Helped clients protect assets through variety of strategies.
Built strong referral networks with external partners such as attorneys or accountants to bring in new business opportunities.
Successfully managed a diverse client portfolio that included entrepreneurs, professionals, and high-net-worth families.
Financial Advisor
TBC Bank
07.2016 - 07.2019
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Senior Parts Advisor and Bodyshop Estimator at Ali & Sons Holdings by Ali and Sons Company LLCSenior Parts Advisor and Bodyshop Estimator at Ali & Sons Holdings by Ali and Sons Company LLC
Senior Parts Advisor and Bodyshop Estimator at Ali & Sons Holdings by Ali and Sons Company LLCSenior Parts Advisor and Bodyshop Estimator at Ali & Sons Holdings by Ali and Sons Company LLC