Sheila R. Ponder
Tumwater,WA
Summary
Finance professional equipped to deliver accurate financial records and support business operations. Known for collaborating effectively with teams and consistently meeting deadlines. Adept at utilizing accounting software and Excel, with keen eye for detail and commitment to accuracy.
Overview
15
15
years of professional experience
Work History
Accounting Clerk
Olympia Federal Savings
10.2022 - Current
- Balancing the Association Bank Checks and Money Orders
- Reconciling the Association's Federal Reserve Bank (FRB) clearing account and suspense accounts daily
- Performing other reconciliations and balancing
- Assisting in month-end accrual prepaid and recon's and balancing/reporting
- Completing Association investment transactions, which includes journalized purchases and sales, principal and interest payments, and file maintenance
- Restitution checks, Garnishment checks, Rent checks
- Employee reimbursements, Stop Payments-Bank checks
- Reconcile credit cards and make payment to company credit card
- Prepare Daily Journal Voucher
- Maintained accounting records utilizing in-house and client systems.
- Input high volume of monthly invoices with consistent accuracy.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Reduced financial discrepancies, effectively reconciling vendor accounts and organizing information into accounting software.
- Compiling working knowledge of accounts payable, 1099's and W9's
- Managed and responded to correspondence and inquiries from customers and vendors.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Collaborated with other accounting clerks to maintain a cohesive and supportive work environment, fostering knowledge sharing and continuous improvement efforts.
- Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
Tax Specialist
H & R Block Tax Services
01.2020 - 04.2025
- Prepared, reviewed, and filed tax returns for over 60 individual clients
- Analyzed financial documents to ensure accuracy of information reported on tax forms
- Researched and interpreted complex tax regulations in order to advise clients on the most advantageous methods of filing their taxes
- Identified over 15 deductions or credits that could reduce the amount of taxes owed by a client
- Provided guidance to clients regarding changes in federal, state, and local laws that may affect them financially
- Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses
- Interacted with IRS personnel to resolve discrepancies between taxpayer records and IRS requirements
- Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions
- Stayed up to date on regulatory requirements from IRS, state authorities and international tax collection agencies
- Gathered and paired customer deduction documents with payments to provide backup documentation on deductions
Accounts Receivable/Collection Specialist
Keystone Automotive/LKQ
05.2016 - 07.2022
- Followed up on any unresolved customer disputes or complaints that arose during the course of business operations
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems
- Spoke with customers to learn reasons for overdue payments and to review terms of credit contract
- Maintained proof of the tax certificate for customers that are tax exempt
- Initiated collection proceeding against accounts past due over 90 days and submitted accounts to collection and process small balance write offs
- Minimized bad debt write-offs through diligent monitoring of high-risk accounts and implementation of effective collection strategies.
Customer Billing Specialist
Ricoh Americas Corporation
09.2013 - 11.2015
- Created/modified over 200 individual, third-party leasing contracts by obtaining order agreements, purchased orders, D & A, and bill of ladings
- Collaborated with the A/R department, sales team, and management on collection issues
- Ensured all associated supporting documents provided pricing, entitlements, terms of contracts, signature, and purchase order numbers
- Generated monthly invoices for customers and tracked overdue payments
- Processed over 100 credits and re-billed invoices, as well as adjusted small balances write offs and concessions, process adjustments and refunds
Accounts Payable Clerk/Office Administrator
SoCo Contracting Company
12.2011 - 07.2012
- Processed over 100+ invoices and payments weekly in accordance with company policies, as far as discounts/payment terms
- Reconciled/coded 10 credit card accounts successfully, as well as investigated and resolved discrepancies by 25% with subcontractors
- Processed employee's reimbursement expense reports and verified sub audit reports with pay applications
- Managed complete payroll processing cycle for over 100 employees/subcontractors in compliance with federal and state laws
- Managed office duties, ordered materials, organized workspaces, answered emails, and made phone calls
- Monitored customer accounts for delinquencies and developed plans to reduce bad debt write-offs
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Prepared vendor invoices and processed incoming payments.
Education
Certification - Taxation
H & R Block
Atlanta, GA01.2019
Associate of Arts - Banking And Finance
Georgia Piedmont Technical College
Clarkston, GA01.2013
Associate of Arts - Accounting
Georgia Piedmont Technical College
Clarkston, GA01.2011
Skills
- Detailed financial entry recording
- Invoicing management
- Client relations expertise
- Compliance management
- Invoice accuracy assessment
- Professional communication
- Accurate account balancing
- Month-end reporting
- Data Analysis
- Microsoft Office proficiency
- Payment reconciliation systems
- GL reconciliation
- Bank Reconciliation
- Expense Reports
- Journal entries
- Monthly reporting
- Financial month-end closing
- Accounts payable oversight
- Tax filing expertise
- Transaction management
- Financial management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceHealthcare benefitsPaid sick leave401k matchWork from home optionPaid time offFlexible work hoursCareer advancementCompany CultureStock Options / Equity / Profit SharingPersonal development programsTeam Building / Company RetreatsLanguages
English
Full Professional
Software
Fiserv
Prologue
MoneyGram
Federal Reserve Banking
WireXchange
Docusign
Oracle
Interests
To leverage my skills and experience
Growth
Learning
Timeline
Accounting Clerk
Olympia Federal Savings
10.2022 - Current
Tax Specialist
H & R Block Tax Services
01.2020 - 04.2025
Accounts Receivable/Collection Specialist
Keystone Automotive/LKQ
05.2016 - 07.2022
Customer Billing Specialist
Ricoh Americas Corporation
09.2013 - 11.2015
Accounts Payable Clerk/Office Administrator
SoCo Contracting Company
12.2011 - 07.2012
Associate of Arts - Banking And Finance
Georgia Piedmont Technical College
Associate of Arts - Accounting
Georgia Piedmont Technical College
Certification - Taxation
H & R Block
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