Well qualified with hands-on experience to utilize and driven to learn a position in a finance, tax, audit or business department.
Overview
21
21
years of professional experience
Work History
Administrative Assistant
RWC
01.2011 - 10.2023
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Streamlined the data entry process for new clients and tax documents, while maintaining exceptional attention to detail.
Maintained high levels of confidentiality when dealing with sensitive client information
Organized files both electronically and physically for ease of access and retrieval improving overall workflow.
Oversaw the Administrative team to ensure training in company policies, procedures, software applications, and office management thereby enhancing overall department support.
Flexibility, multitasking and stress management during peak seasons supporting the Tax and Audit departments.
Managed accounts payable and receivable activities, monitored incoming payments from clients and tracked collection progress, ensuring prompt application of funds against outstanding invoices.
Used QuickBooks to manage bookkeeping for clients.
Reconciled bank statements and credit card accounts for accuracy and completeness.
Accounts Payable/Receivable clerk
Commerce Capital Partners
01.2010 - 01.2011
Administrative Assistance
Entry Level Bookkeeper
The Academy for Massage
01.2009 - 01.2010
Human Resource-Payroll
Account Payable/Receivable
Academy of Careers & Technologies Charter High School
01.2003 - 01.2007
District Business Office
Human Resource Department
Education
Associate of Applied Science - Finance Management
San Antonio College
San Antonio, TX
12-2023
Certificate - Business Management
San Antonio College
San Antonio, TX
12-2023
High School Diploma -
South San High School
01.1997
Skills
Microsoft Office Suite
QuickBooks
CCH ProSystem Tax
CCH ProSystem Engagement
Microsoft Teams
Zoom
Sage Timeslips
References
References Upon Request
Timeline
Administrative Assistant
RWC
01.2011 - 10.2023
Accounts Payable/Receivable clerk
Commerce Capital Partners
01.2010 - 01.2011
Entry Level Bookkeeper
The Academy for Massage
01.2009 - 01.2010
Account Payable/Receivable
Academy of Careers & Technologies Charter High School
Administrative Assistant at The Salvation Army Southern Territory Atlanta TemAdministrative Assistant at The Salvation Army Southern Territory Atlanta Tem