Samantha Agyire
Agyire Bookkeeping
Huntingtown,MD
1
Certification
2027
years of professional experience
Staff Accountant with extensive bookkeeping and member-services background, delivering precise reconciliations, financial reporting, and account management to support clean audits. Strengthens cash flow visibility and client trust through clear explanations and organized reporting workflows. Aims to apply analytical accounting and process discipline to improve month-end close efficiency.
Work History
BOOKKEEPER
- Maintained accurate client financial records and reconciled accounts and bank statements to ensure compliance with company procedures
- Prepared concise financial reports, journal entries, and explained account activity, invoices, and recordkeeping to clients
- Processed and verified client transaction data for month-end close procedures to support timely financial reporting
- Clarified financial processes and required paperwork for clients, providing one-on-one support for inquiries, including tax filing assistance
- Organized and maintained reference materials and recurring reporting workflows for easy retrieval, supporting organization and audit readiness
Educator
6 Months- Delivered daily standards-aligned lessons, enhancing student engagement and tracking progress through organized data entry
- Prepared lesson plans and reports aligned with guidelines, supporting accurate recordkeeping and documentation
- Coached students one-on-one, tailoring instruction to individual needs and fostering collaboration skills applicable in client and team settings
- Maintained inclusive classroom environment and collaborated with staff, strengthening teamwork and research skills to support diverse student needs
Member Service Specialist
6 Months- Processed member transaction requests with accuracy and efficiency, ensuring timely customer payments and precise data entry
- Opened membership accounts for shares, IRAs, SSI, and estate certificates via phone and mail, ensuring accurate account reconciliation
- Renewed or canceled certificates at maturity per member requests, ensuring compliance and facilitating month-end close
- Renewed or canceled certificates at maturity per member requests, maintaining compliance and supporting month-end close
- Interviewed members for loans, communicated decisions, and compiled underwriting documents, ensuring accuracy in financial reporting
Member Service Representative
6 Months- Processed member and business transactions by phone, mail, and in person, supporting accurate data entry and cash application
- Processed member and business transactions via phone, mail, and in person, ensuring accuracy in data entry and cash application
- Identified and translated client needs into actionable solutions with team members into tactical solutions with team members, demonstrating strong organization and teamwork
- Provided detailed information to customers about company initiatives and promotions about company initiatives and promotions to build brand awareness
- Issued cashier’s checks and money orders accurately and efficiently, ensuring proper documentation for account reconciliation
- Cultivated customer relationships, fostering trust in financial processes
Client Service Representative for Bank of America
3 Months- Processed orders and coordinated with departments to resolve inquiries, ensuring accurate data entry and effective support for account reconciliation
- Identified client needs and proposed suitable solutions, supporting organizational goals
- Resolved routine client issues by researching and reporting results, showcasing strong problem-solving capabilities
- Maintained deep knowledge of company offerings and provided team leadership in customer communication
- Processed orders and coordinated with departments to resolve inquiries, ensuring accurate data entry and supporting account reconciliation
- Managed assigned accounts; analyzed for adequacy and coverage to enhance accuracy of financial reporting
Licensed Insurance Agent
5 Months- Supported leadership team with organization and data entry, enhancing operational efficiency
- Delivered policy and plan documents to clients, supporting compliance and documentation requirements
- Facilitated client and company communications, ensuring accurate documentation and timely follow-up
- Tracked client status, flagged concerns, and pursued upsell opportunities, supporting accurate reporting
- Maintained client and company communications, ensuring clear documentation and follow-up
- Monitored client status, identified concerns, and pursued upsell opportunities, contributing to informed decision-making
- Attended team meetings and executed action items, contributing to collaborative organizational goals
Documentation Imaging Specialist
3 Years 3 Months- Processed patient information and performed quality assessments in EMR, ensuring accuracy in data entry and organization for effective patient care
- Maintained medical records, including quality assurance, conversions and tracking, supporting audit readiness
- Applied security and confidentiality standards to protected health information, maintaining integrity in documentation
- Maintained medical records with quality assurance, conversions, and tracking to ensure compliance and support audit readiness
- Retrieved and discussed medical records with physicians, lawyers, and insurers, facilitating informed decision-making through effective communication
- Filed documents in an organized manner to support efficient retrieval., mail distribution, bookkeeping and monitored equipment, supporting organizational efficiency
Office Assistant
2 Years 7 Months- Managed admissions calendar and scheduled parent/student visits to ensure timely processing, demonstrating strong organization and data entry skills
- Coordinated communications with prospective students and families, ensuring timely admissions follow-up and enhancing client service and documentation
- Organized and executed admission events, increasing campus engagement at open houses and tours, emphasizing planning and reporting
- Tracked and reconciled team expenses, maintaining accurate financial records and facilitating seamless account reconciliation and budgeting
- Opened and distributed incoming mail to accelerate response times to prospective student inquiries, demonstrating efficiency and organization
- Sorted and delivered incoming mail to relevant departments for efficient processing of student inquiries. to accelerate response times to prospective student inquiries, demonstrating efficiency and organization
- Assisted senior recruiting staff at career fairs and recruiting events to support outreach efforts, highlighting teamwork and communication
Education
Master of Science - Accounting
MBA - Master Business Administration
Bachelor of Science - Allied Health Administration
Associate of Science - Health Information Technology
Skills
Accounting Software
General Ledger
Month-End Close
Journal Entries
Account Reconciliation
Cash Application
Cash Flow Management
Budgeting
Basic Financial Analysis
Financial Reporting
Data Analysis
Risk Assessment
Critical Thinking
Certification
- QuickBooks Certification
- Certified ProAdvisor 1 & 2
Timeline
Educator
Prince George's County Public Schools
08.2024 - 02.2025Read More
Member Service Specialist
Slypoint Federal Credit Union
08.2022 - 02.2023Read More
Member Service Representative
Geico Federal Credit Union
09.2019 - 03.2020Read More
Client Service Representative for Bank of America
Teletech Careers
04.2018 - 07.2018Read More
Licensed Insurance Agent
American Income Life Insurance Company
07.2017 - 12.2017Read More
Documentation Imaging Specialist
Fairmont Regional Medical Center
04.2014 - 07.2017Read More
Office Assistant
Fairmont State University
09.2011 - 04.2014Read More
Pierpont Community & Technical College
Associate of Science from Health Information Technology
Read More
Fairmont State University
Bachelor of Science from Allied Health Administration
Read More
BOOKKEEPER
Agyire Bookkeeping
02 - CurrentRead More
Grand Canyon University
Master of Science from Accounting
Read More
Grand Canyon University
MBA from Master Business Administration
Read More