Hi, I’m
Stephanie Grimes
Accounting Specialist
San Jose,CA
Summary
Dynamic professional with a proven track record at Interior Plant Design, adept in financial analysis & reporting and client relationship management. Excelled in optimizing processes, enhancing operational efficiency, and managing comprehensive accounting tasks. Skilled in QuickBooks and Excel, with a knack for boosting client satisfaction and financial health through strategic insights and effective communication.
Overview
4
years of professional experience
1
Certification
Work History
Interior Plant Design
Accounting Specialist
03.2022 - Current
Job overview
- Recording financial transactions
- Preparing financial statements (balance sheet, income statement, cash flow statement)
- Maintaining general ledger accounts
- Reconciling bank statements
- Processing invoices and payments
- Managing vendor accounts and payments
- Issuing invoices to customers
- Following up on outstanding payments
- Generating monthly, quarterly, and annual financial reports
- Analyzing financial data for trends and discrepancies
- Assisting in budgeting and forecasting
- Assisting in creating budgets and financial forecasts
- Monitoring company spending and financial health
- Providing recommendations for cost-saving strategies Using accounting software (QuickBooks, SAP, Oracle, etc.)
- Managing spreadsheets and financial modeling
- Ensuring data accuracy in accounting systems
Interior Plant Design
Holiday Sales Manger
11.2021 - Current
Job overview
- Managed corporate holiday décor sales for 100+ Bay Area companies, including Apple and Google.
- Developed pricing structures, client proposals, and scheduling for installations and removals.
- Created guideline manuals and workflow documentation to improve operational efficiency.
Interior Plant Design
Plant Water Technician
08.2021 - Current
Job overview
- Maintain corporate office plants, ensuring their health and aesthetics.
- Manage equipment and supply inventory for plant care services.
- Maintained control of equipment, supplies, and vehicles used in water services.
- Verified quality of completed work and inquired about further customer's needs to
continue jobs on a professional note.
KFC / A&W
Relief Manager
01.2018 - 08.2021
Job overview
- Managed cash handling procedures accurately, reducing discrepancies and safeguarding company assets.
- Spearheaded initiatives for continuous process improvements, resulting in more efficient operations across various departments.
- Coordinated special events within the store location to generate interest from customers while promoting brand awareness.
- Acted as a liaison between store management and staff, ensuring seamless communication of important information at all times.
Education
QuickBooks Online Certification
01-2023
San Jose City CollegeSan Jose, CA
No Degree from Accounting
Skills
- Accounting Software: QuickBooks Desktop (QBD), QuickBooks Online (QBO), Excel, Google Sheets, Word
- Financial Analysis & Reporting
- Accounts Receivable Management
- Paperwork processing
- Client relationship management
- Operations oversight
- Sales strategy development
- Shift management
- Process improvement
- Accounts Payable Management
- Budgeting & Forecasting
- Bank Reconciliations & General Ledger Maintenance
Accomplishments
- Reduced outstanding
- Improved invoice processing efficiency
- Managed vendor payments
- Streamlined QuickBooks data entry
- Automated financial reports
- Implemented a more organized filing system
Certification
Certified in QuickBooks Online & QuickBooks Desktop,
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Accounting Specialist
Interior Plant Design
03.2022 - Current
Holiday Sales Manger
Interior Plant Design
11.2021 - Current
Plant Water Technician
Interior Plant Design
08.2021 - Current
Relief Manager
KFC / A&W
01.2018 - 08.2021
QuickBooks Online Certification
San Jose City College
No Degree from Accounting
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