Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
Work History
Accounting Assistant
Arctic Bear Plumbing, Heating & Air, LLC
Vestal, New York
01.2022 - Current
Facilitate daily operations by managing AP, AR, banking reconciliations and cash reports
Contact customers utilizing email, mail and phone, regarding past due invoices, returned checks and declined credit card payments
Update and post weekly reports showing the technicians’ weekly and year-to-date commissions
Prepare cash deposits and remote check deposits as needed
Reconcile payments to accounting software
Reconcile monthly bank statements to accounting software.
Client Services Manager/Tax Preparer
Tax Matters, LLC
Sugarcreek, Ohio
01.2015 - 01.2022
Establish rapport with clients to build working relationships and increase retention
Prepare individual tax returns utilizing the information provided by the clients and inputting it into tax preparation software
Communicate with IRS agents assisting clients to resolve IRS issues
Coordinate and train receptionists to cover phones, greet clients, and schedule appointments
Collect 1099 information, input it into data base and electronically file completed forms with the IRS.
Office Administrator
INCA Presswood Pallets, LTD
Dover, Ohio
01.2014 - 01.2019
Answered the phones
Greeted customers, vendors, and contractors
Input payroll information into accounting database
Input invoice information into accounts payable database and process payments
Scheduled shipments with assigned carriers
Communicated inventory availability and shortages with sales staff.
Customer Coordinator
Camco Manufacturing, Inc.
Athens, Pennsylvania
01.2012 - 01.2014
Coordinated machining schedules with production supervisors
Provided quotes for future sales to customers
Submitted quotes for materials used in machined components
Developed and maintained excel documents from Oracle database to open customer orders based on future demand
Fulfilled customer orders generated from purchase orders.
Production Coordinator
Masco Cabinetry
Sayre, Pennsylvania
01.2014
Scheduled open orders and created shop/floor demand
Worked with line leaders and supervisors to resolve all past due orders
Requisitioned material for re-orders and established sequential delivery to departments according to job order priorities and material availability
Utilized the RS6000 system to update and maintain open orders and re-orders for the shop floor.
Education
Bachelor’s Degree - Business Management
Keystone College
01.2013
Associates Degree - Business Administration
Keystone College
01.2007
Skills
Sage Intacct
Quickbooks Desktop
Microsoft Office 365
QuickBooks Online, 2020
Timeline
Accounting Assistant
Arctic Bear Plumbing, Heating & Air, LLC
01.2022 - Current
Client Services Manager/Tax Preparer
Tax Matters, LLC
01.2015 - 01.2022
Office Administrator
INCA Presswood Pallets, LTD
01.2014 - 01.2019
Production Coordinator
Masco Cabinetry
01.2014
Customer Coordinator
Camco Manufacturing, Inc.
01.2012 - 01.2014
Bachelor’s Degree - Business Management
Keystone College
Associates Degree - Business Administration
Keystone College
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