Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Sindi Lopez

Hempstead,NY

Overview

8
8
years of professional experience

Work History

Junior Accountant

Glass & Glass CPA P.C.
Melville, NY
08.2022 - Current
  • Answer phone calls, schedule appointments and staff meetings, greet clients
  • Scan, photocopy, file documents onto SmartVault
  • Communicate with clients in order to maintain strong working relationships, prepare and review financial statements and related transactions, and gather missing information
  • Preparation of individual and various entity tax returns, including partnerships, corporations, trusts, multi state returns, and extensions
  • Collaborate with senior accountants to perform month-end/year-end closing procedures, ensuring timely financial reporting
  • Prepare journal entries and entered into system using QBO and Zoho Books
  • Prepare bookkeeping and bank reconciliations on a monthly basis to identify potential discrepancies between company records and bank statements
  • Calculate estimated tax payments for clients through tax software

Eyeglass Technician

Hempstead Optical Inc.
Hempstead, NY
10.2018 - 03.2020
  • Assemble eyeglasses using lens cutting machinery
  • Increased customer satisfaction with prompt and knowledgeable support for various eyeglass issues including adjustments and repairs

Billing Manager

Hempstead Optical Inc.
Hempstead, NY
01.2017 - 03.2020
  • Plan and lead billing operations
  • Transfer billing data and claims to billing software
  • Initiate payment notices to relevant parties
  • Manage financial transactions and balance drawers

Sales Associate

Hempstead Optical Inc.
Hempstead, NY
08.2016 - 03.2020
  • Help customers select glasses that fit their preference and daily routines
  • Assist in monthly inventory count and prepared merchandise for sales floor by pricing or tagging
  • Handled cash transactions accurately, maintaining balanced registers at the end of each shift

Receptionist

Hempstead Optical Inc.
Hempstead, NY
08.2016 - 03.2020
  • Answer phone calls, greet patients, and schedule appointments
  • Check patients insurance eligibility, collect co-pay(s), maintain charts
  • Track office supplies and maintain office equipment
  • Photocopy, fax, scan, and file documents

Sales

King Ices of Long Island
Hempstead, NY
05.2017 - 10.2017
  • Maintained store cleanliness and appearance
  • Assisted in ice cream preparation and storage
  • Helped train new employees in equipment use
  • Collected money from customers transactions
  • Performed open and closing duties

Education

BBA - Accounting

Adelphi University
Garden City, NY
05.2022

Nassau Community College
Garden City, NY

Skills

  • Proficient in Microsoft Office (Word, Excel, PowerPoint) QuickBooks, Zoho Books, Google Docs, Google Slides
  • Social Media (Instagram, Facebook, Snapchat, X)
  • Spanish – Proficient

Accomplishments

  • Accounting and Tax Symposium, 11/2023
  • Accounting and Tax Symposium, 11/2022
  • National Society of Collegiate Scholars, 05/2019- 05/2022
  • Adelphi Scholar - Transfer Scholarship, 08/2018-05/2022
  • Business Departmental Award, 05/2017
  • Certificate of Achievement: Nassau County Comptroller Citation for Accounting, 05/2017

Timeline

Junior Accountant

Glass & Glass CPA P.C.
08.2022 - Current

Eyeglass Technician

Hempstead Optical Inc.
10.2018 - 03.2020

Sales

King Ices of Long Island
05.2017 - 10.2017

Billing Manager

Hempstead Optical Inc.
01.2017 - 03.2020

Sales Associate

Hempstead Optical Inc.
08.2016 - 03.2020

Receptionist

Hempstead Optical Inc.
08.2016 - 03.2020

BBA - Accounting

Adelphi University

Nassau Community College

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Sindi Lopez