Perla N. Castillo
Laredo,TX
Summary
Dynamic accountant with a proven track record at Rite Management, enhancing financial processes and leading tax preparation efforts. Expert in bank reconciliation and tax laws, coupled with exceptional problem-solving abilities and customer service skills. Achieved significant improvements in cash flow management and customer satisfaction. Possessing detail-oriented and analytical mindset, adept at maintaining accuracy and integrity in financial records. Knowledge of financial reporting standards and proficiency in Excel, McLeod, and QuickBooks. Committed to delivering accurate financial insights to support informed decision-making.
Overview
7
7
years of professional experience
Work History
Accountant
Rite Management
04.2023 - Current
- Trained new employees on accounting principles and company procedures.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Monitored outstanding invoices and performed collections duties.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
Tax Preparer
VITA
12.2022 - Current
- Use all appropriate adjustments, deductions, and credit to keep clients' taxes to a minimum
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances
- Explain Federal and state taxes to individuals
Cashier
La Tiendita Del Sur
04.2021 - 08.2021
- Coordinating retail store operations
- Ensuring store schedules and objectives are met by employees
- Handle complaints from customers
- Give checks to merchants
- File paperwork and checks
- Handle Inventory
Cashier and Overnight Stocker
Tommy Hilfiger
03.2019 - 09.2019
- Manage transactions with customers using cash registers
- Scan goods and ensure pricing is accurate
- Collect payments whether in cash or credit
- Issue receipts, refunds, change or tickets
- Redeem stamps and coupons
- Cross-sell products and introduce new ones
- Resolve customer complaints, guide them and provide relevant information
- Greet customers when entering or leaving the store
Cashier
KFC
11.2018 - 03.2019
- Handle the restocking of shelves and/or inventory in the store outside operation hours
- Maintain the look of the store and the merchandise via proper stocking and attractive displays
- Oversee and manage inventory stock items outside work hours
- Disseminate tasks according to the store's procedures and guidelines
- Liaise with vendors and drivers and engage them with a positive attitude
Tennis Coach
Laredo Tennis Association
06.2017 - 07.2017
- Assisting students in developing and improving various tennis skills
- Assessing students' tennis skills to determine areas in need of improvement
- Coordinating and conducting individual and group tennis lessons
- Developing suitable training programs for students based on their age, objectives, and individual skillsets
- Providing a secure and productive learning environment for students
Education
Bachelors in Business Administration - Accounting
Texas A & M International University
Laredo, TX12.2021
Associates of Arts - General Studies
Laredo College
Laredo, TX08.2019
Skills
- Problem Solving Skills
- Flexibility
- Critical Thinking Skills
- Teamwork
- Attention to Detail
- Adaptability
- Active listening skills
- Customer service skills
- Leadership
- Accounting and bookkeeping
- Accounts Payable and Receivable
- Bank Reconciliation
- Bookkeeping
- Accounts Payable
Training
Certified in Basic and Advance Tax Preparer
Extracurricularachievements
- Volunteer in Laredo Tennis Association
- Volunteer in VITA, IRS Certification in Basic and Advance Level.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Accountant
Rite Management
04.2023 - Current
Tax Preparer
VITA
12.2022 - Current
Cashier
La Tiendita Del Sur
04.2021 - 08.2021
Cashier and Overnight Stocker
Tommy Hilfiger
03.2019 - 09.2019
Cashier
KFC
11.2018 - 03.2019
Tennis Coach
Laredo Tennis Association
06.2017 - 07.2017
Bachelors in Business Administration - Accounting
Texas A & M International University
Associates of Arts - General Studies
Laredo College
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