Organized and dependable candidate with a proven track record of effectively managing multiple priorities while maintaining a positive attitude. Demonstrates a strong willingness to take on additional responsibilities to contribute to the achievement of team goals.
Overview
20
20
years of professional experience
Work History
Accounting Specialist
CENTURY 21 Scheetz
06.2022 - Current
Apply proper codes to invoices, files and receipts to keep records organized and easily searchable.
Report financial data and updated financial records in ledgers and journals.
Apply mathematical abilities to calculate and check figures in accounting systems.
Improve financial accuracy by performing detailed account reconciliations and resolving discrepancies.
Collect and arrange financial information and entered details into multiple financial management systems.
Handle month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
Contribute to hiring, training and development of accounting teams.
Conduct monthly reconciliations for all bank accounts to ensure financial integrity.
Decrease financial discrepancies, thoroughly investigating and resolving any variances in account balances.
Coached, trained, and delegated tasks to 4 team members to meet specific department goals.
Owner/Designer
2 ADoorAble Creations
06.2014 - 07.2022
Managed day-to-day business operations.
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
Consulted with customers to assess needs and propose optimal solutions.
Generated revenues yearly and effectively capitalized on industry growth.
Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
Maintained up-to-date administrative records to monitor operational conditions.
Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
Business Owner/Operator
Mrs. Nicole's Daycare Service
01.2013 - 11.2020
Maintained accurate accounting of tuition and operating reports.
Handled daily administrative tasks efficiently to minimize time away from children.
Added daily log information to permanent records outlining observations, meals and any medications administered for acute or chronic conditions.
Set and enforced rules to maintain children's safety and created welcoming, caring environments for all children.
Upheld sound financial principles to keep program operating within budget levels, maximizing resource utilization while minimizing costs.
Reviewed and evaluated new and current programs to determine success and compliance with state, local and federal regulations and recommended necessary modifications.
Oversaw safety requirements, inspection and certification procedures to facilitate annual licensing review.
Personal Banker II
BMO Harris Bank
04.2004 - 12.2012
Established and grew new client profiles, assisted customers with account maintenance and met and exceeded monthly sales revenue goals.
Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Expanded client base by promoting new financial products.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Stayed educated with all technicalities, legal regulations and standard operations practices employed by standard banks while dealing with customers.
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Education
High School Diploma -
Moon Valley High School
Phoenix, AZ
05.2002
Skills
Verbal and Written Communication
Finance and Accounting Oversight
Records Organization and Management
Advanced oral and written communication skills
Highly motivated
Bank Statement Reconciliation
Commission Calculation
Accounts Payable and Accounts Receivable
General Ledger Entries
Journal Entries
Attention to Detail
Timeline
Accounting Specialist
CENTURY 21 Scheetz
06.2022 - Current
Owner/Designer
2 ADoorAble Creations
06.2014 - 07.2022
Business Owner/Operator
Mrs. Nicole's Daycare Service
01.2013 - 11.2020
Personal Banker II
BMO Harris Bank
04.2004 - 12.2012
High School Diploma -
Moon Valley High School
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Robert VanHookRobert VanHook
Realtor at CENTURY 21 Scheetz, LLCRealtor at CENTURY 21 Scheetz, LLC