Summary
Overview
Work History
Education
Skills
Timeline
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Monica Lyon

Summary

Accomplished professional with strong understanding of payroll procedures, tax regulations and benefits administration. Proficient in using Quickbooks payroll software programs with knack for quickly learning new systems. Highly organized, detail-oriented, and efficient at work.

Overview

11
11
years of professional experience

Work History

Accounting Assistant

Kampschmidt Payroll And Accounting Services
08.2020 - Current


  • Facilitated smooth financial audits by maintaining organized records and providing necessary documentation to auditors.
  • Improved cash flow management by closely monitoring accounts receivable, ensuring prompt collection of outstanding balances.
  • Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
  • Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
  • Completed payroll functions to facilitate accurate and prompt staff payments.
  • Ensured timely salary disbursements for employees, maintaining strict adherence to company policies and deadlines.
  • Handled complex payroll situations such as back-pay calculations, garnishments, and overtime payments with accuracy and professionalism.
  • Provided excellent customer service by addressing employee inquiries about their paychecks promptly and accurately.
  • Facilitated year-end reporting by preparing accurate W-2 forms for all employees within required deadlines.
  • Trained and mentored new payroll staff to apply best practices and follow department procedures.
  • Prepared and submitted payroll taxes and reports to regulatory agencies.

Financial Services Representative

California State University
04.2017 - 07.2020
  • Review financial documents for accuracy, completeness, validity, and adherence to standards
  • Regularly coordinate with Payroll Office regarding payroll release, questions with checks/DDAs, warrant holds, returning warrants to SCO, salary advances, garnishments and payroll A/Rs
  • Preparing and distributing monthly main faculty and staff payroll
  • Use Microsoft Office suite, financial systems such as PeopleSoft, Cashnet
  • Utilize other automated cashiering systems to assist in up-to-date records management of student financial accounting, university financial processes and student financial aid
  • Perform various cashiering-related functions including but not limited to clerical tasks, auditing, inventory and internal control functions as requested by Cashier Supervisor, Student Financial Services Director
  • Communicate established University policies and procedures to faculty, staff, students and the public.

Universal Banker

US Bank
05.2016 - 04.2017
  • Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities
  • Perform teller duties as required
  • Including reconciliation, customer service, reports and professionalism
  • Always ensure accuracy
  • Sell services or equipment, such as trusts, investments, or check processing services for consumer and small business customers
  • Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
  • Execute wire transfers of funds
  • Authorized by the US Bank to take mortgage loan applications, offer mortgage rates and loans, assist a customer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person
  • Refer customer to a loan/mortgage closer.

Personal Banker II

First International Bank And Trust
11.2014 - 05.2016
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.

Bank Teller

US Bank NA
06.2013 - 06.2014
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Cross-sold credit cards, loans and other bank products.
  • Trained new hires on customer service policies and procedures.
  • Monitored and verified suspicious activity on customer accounts.
  • Referred customers to other banking departments for specialized services.
  • Executed wire transfers, stop payments and account transfers.

Education

No Degree - Accounting And Business Management

Butte College
Oroville, CA

High School Diploma -

Willows High School
Willows, CA
06.2011

Skills

  • Budget management
  • Invoicing and Billing
  • Data Analysis
  • Data Entry
  • Customer Service
  • Account Reconciliation
  • Payroll Processing
  • Discrepancy Research
  • Quickbooks
  • Data Entry Accuracy
  • Teamwork and Collaboration

Timeline

Accounting Assistant

Kampschmidt Payroll And Accounting Services
08.2020 - Current

Financial Services Representative

California State University
04.2017 - 07.2020

Universal Banker

US Bank
05.2016 - 04.2017

Personal Banker II

First International Bank And Trust
11.2014 - 05.2016

Bank Teller

US Bank NA
06.2013 - 06.2014

No Degree - Accounting And Business Management

Butte College

High School Diploma -

Willows High School

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Monica Lyon