Meticulous Office Assistant with accounting, mathematical and software experience. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent, and focused professional.
Overview
20
20
years of professional experience
Work History
Office Assistant
T.C. Recycling, LLC
07.2022 - Current
Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Assisted with onboarding of new employees.
Coordinated and scheduled meetings and appointments.
Monitored and tracked budgets and expenses.
Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
Reviewed files, records and other documents to obtain information to respond to requests.
Created and maintained detailed records of all office activities.
Fostered operational efficiency and compliance with company policies through effective coordination of office activities.
Maintained good working relationships with vendors and resolved disputes.
Reviewed vendor invoices for appropriate documentation and validity prior to payment.
Prepared vendor invoices and processed incoming payments.
Evaluated financial records to detect errors and discrepancies.
Reached out to vendors and customers to verify information and follow up on client issues.
Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
Managed and responded to correspondence and inquiries from customers and vendors.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Generated invoices upon receipt of billing information and tracked collection progress.
Streamlined bookkeeping procedures to increase efficiency and productivity.
Presented audit findings to accounting manager after reviewing results and paperwork.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Tracked financial progress by creating quarterly and yearly balance sheets.
Inspected account books and recorded transactions.
Maintained account accuracy by reviewing and reconciling checks monthly.
Handled day-to-day accounting processes to drive financial accuracy.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Accounting Assistant
Synegy Accounting Solutions, Inc.
11.2021 - 07.2022
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Handled day-to-day accounting processes to drive financial accuracy.
Input financial data and produced reports using Quickbooks desktop and Quickbooks online.
Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Strengthened financial operations by conducting bank reconciliations and financial reporting.
Maintained account accuracy by reviewing and reconciling checks monthly.
Caregiver
Helping Hands In Home Care
02.2019 - 05.2022
I care for elderly people with medical conditions that make it difficult to perform everyday tasks
Oftentimes the care I provide to them allows them to remain at home instead of having to relocate to an assisted care facility
All of the patients I have cared for that have passed away did so in their own homes comfortably
Provided safe mobility support to help patients move around personal and public spaces.
Assisted patients with self-administered medications.
Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
Caregiver
Self Employed
01.2017 - 08.2018
Live in Caregiver for Hospice patient while attending SUU for Pre-nursing
I assisted her with her evening and night care as well as daily (CNA) duties over time
Job ended when she passed away on August 18
Bookkeeper
Synergy Accounting
01.2015 - 01.2017
FT Bookkeeper for local accountant
I assisted clients with invoicing, estimates, and banking
I reconciled each month's transactions for all of the clients as well as assisted with tax preparation
I created filing systems and maintained them as well as took care of the daily office duties and cleaning
Teller
Bank of America
02.2005 - 03.2006
I assisted customers with their deposits, withdrawals, and other questions regarding their account
I participated in presenting to other employees weekly reports about services offered
Occasionally I filled in for the vault teller and was responsible for balancing the vault in addition to my own cash drawer
Education
Pre-Nursing -
Southern Utah University
04.2025
diploma - undefined
South Panola High School
01.2001
Skills
Strong organizational skills
Proficient in multi-tasking
Financial record management
Administrative support skills
Telephone communication skills
Financial budget management
Mail handling
Bookkeeping
Event preparation
Digital file organization
Office administration
Organizing information
Deposit reconciliation expertise
Vendor management expertise
Record keeping
Execution of opening and closing tasks
Timeline
Office Assistant
T.C. Recycling, LLC
07.2022 - Current
Accounting Assistant
Synegy Accounting Solutions, Inc.
11.2021 - 07.2022
Caregiver
Helping Hands In Home Care
02.2019 - 05.2022
Caregiver
Self Employed
01.2017 - 08.2018
Bookkeeper
Synergy Accounting
01.2015 - 01.2017
Teller
Bank of America
02.2005 - 03.2006
diploma - undefined
South Panola High School
Pre-Nursing -
Southern Utah University
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