Romero McDaniel
Los Angeles,CA
Summary
Detail-oriented Accountant with 8 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures. Entered daily financial invoices, deposits, and data into Quickbooks and NetSuite system.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Cash Application Specialist
Compex Legal Services Inc.
07.2021 - 12.2023
- Improved cash application efficiency by implementing automated systems and processes.
- Reduced manual entry errors for increased accuracy in cash applications.
- Streamlined reconciliation processes, ultimately decreasing outstanding accounts receivable balances.
- Enhanced team productivity by providing training on best practices and new software tools.
- Assisted with month-end close procedures, including account reconciliations and variance analysis reporting.
- Promoted a positive work environment by collaborating with colleagues and sharing knowledge on best practices in cash application processes.
- Increased accuracy of invoice matching through regular system updates and data validation procedures.
- Filed reports and posted daily batches in system.
- Identified and communicated customer payment discrepancies and worked directly with collections team for research and resolution.
- Audited and corrected billing and posting documents for accuracy.
- Used data entry skills to accurately document and input statements.
- Maintained accurate records of customer payments.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Created improved filing system to maintain secure client data.
- Enhanced system efficiency by streamlining NetSuite processes and workflows.
- Reduced data input errors by implementing custom forms and fields for accurate information capture.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
Accountant Manager
Speed Plumbing 2000
06.2016 - 07.2021
- Enhanced data accuracy by implementing quality control measures and streamlining data entry processes.
- Boosted team productivity by providing comprehensive training and support to new data entry personnel.
- Completed data entry tasks with accuracy and efficiency.
- Organized, sorted, and checked input data against original documents.
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Established QuickBooks accounting system to reflect accurate financial records.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Streamlined financial reporting processes by implementing more efficient data entry and reconciliation procedures.
- Verified timekeeping records and handled any discrepancies with employees.
- Maintained payroll information by calculating, collecting, and entering data.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Prepared vendor invoices and processed incoming payments.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Responded to inbound inquiries regarding accounts and payments.
- Achieved higher accuracy in bank reconciliations through meticulous attention to detail and thorough review processes.
- Streamlined reconciliation procedures by identifying inefficiencies and implementing process improvements.
- Assisted with team responsibilities by cleaning, managing cash registers, and product merchandising.
- Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.
- Participated in brainstorming sessions to generate creative ideas for campaigns.
- Boosted brand awareness by developing and implementing effective social media marketing strategies.
- Increased online engagement through the creation of compelling content tailored to target audiences.
- Managed multiple social media accounts, ensuring consistent branding and messaging across all platforms.
- Communicated with drivers and personnel to coordinate timely delivery of goods and materials.
- Managed conflict resolutions with customers, drivers and other personnel to encourage professional relationships and promote respect.
- Processed invoices and payments for dispatched orders to provide proof of transaction.
- Ensured timely mail delivery by accurately processing incoming and outgoing mail, including packages and parcels.
- Enhanced team performance by implementing strategic training programs and monitoring progress.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Maintained and managed customer files and databases.
- Enhanced document readability by implementing consistent formatting and styles.
- Increased team productivity through efficient management of high-volume word processing tasks.
- Enhanced client satisfaction by delivering tailored Microsoft solutions for their specific business needs.
Education
Associate of Science in Accounting -
Harbor Occupational Center
San Pedro, CA06.2020
High School Diploma -
Gardena High School
Gardena, CA06.2017
Skills
- Organizational Skills
- Adaptability
- Attention to Detail
- Time Management
- Data Entry Accuracy
- Cash Management
- Records Research
- Customer Service
- Bookkeeping
- Marketing
- Content Creation
- Social Media Strategy
Certification
- Quickbooks Online Course, 06/2020
- I.B.M.I. Professional Career Skills, 06/2020
Timeline
Cash Application Specialist
Compex Legal Services Inc.
07.2021 - 12.2023
Accountant Manager
Speed Plumbing 2000
06.2016 - 07.2021
Associate of Science in Accounting -
Harbor Occupational Center
High School Diploma -
Gardena High School
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