Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Assistant Accountant
Patterson & Duke, P.C.
01.2020 - Current
Improved financial accuracy by conducting thorough account reconciliations and adjusting journal entries.
Assisted with timely month-end closing procedures, resulting in accurate financial reporting.
Supported audit preparation efforts by compiling relevant documents and addressing auditor inquiries promptly.
Prepared accurate financial statements for management review, aiding in informed decision-making processes.
Facilitated smooth payroll processing by accurately entering employee data and verifying tax withholdings based on current regulations.
Assisted with monthly and quarterly income statements, balance sheets, and cash flow reports to inform decision-makers.
Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
Maintained and processed invoices, deposits, and money logs.
Recorded deposits, reconciled monthly bank accounts, and tracked expenses.
Insurance Agent
Colonial Life & Accidental Insurance
01.2017 - 01.2020
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Built strong relationships with clients through consistent communication and excellent customer service.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Mentored junior agents, sharing industry insights and best practices for success in the field.
Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Store Manager
D & R Kwik Stop
01.2012 - 01.2016
Increased store profitability by implementing cost-saving measures and efficient inventory management strategies.
Improved customer satisfaction through staff training in customer service and product knowledge.
Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
Optimized labor scheduling according to store needs while adhering to budget constraints, maximizing productivity without compromising service quality.
Maintained open lines of communication with corporate headquarters, sharing pertinent information about store performance and requesting support when needed.
Education
Bachelor of Science - Accounting
Auburn University-Montgomery
Montgomery, AL
05.2026
Skills
Invoicing and collections
Attention to Detail
Bank Reconciliation
Expense Tracking
GL accuracy
Data inputting
Month-end reports
Payment Processing
Work Prioritization
Financial Reporting
Tax Reports Preparation
Timeline
Assistant Accountant
Patterson & Duke, P.C.
01.2020 - Current
Insurance Agent
Colonial Life & Accidental Insurance
01.2017 - 01.2020
Store Manager
D & R Kwik Stop
01.2012 - 01.2016
Bachelor of Science - Accounting
Auburn University-Montgomery
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