A position in the accounting industry, with an emphasis on bookkeeping, payroll, tax preparation, and auditing. Ability Summary Experience in compiling and posting employee time and payroll data, posting data for profit and loss and balance sheets, and preparing tax returns Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Office Manager
Roberts Bookkeeping & Tax Service
Blackshear, GA
10.2017 - 08.2023
Payroll includes paying payroll taxes and filing quarterly reports, preparing tax returns for individuals and businesses including partnerships and incorporated companies, posting data on client ledger systems for P&L's and balance sheets
Maintained computer and physical filing systems.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Updated reports, managed accounts, and generated reports for company database.
Created, maintained and updated filing systems for paper and electronic documents.
Managed compliance to keep organization operating within legal and regulatory guidelines.
Leveraged data and analytics to make informed decisions and drive business improvements.
Assisted in organizing and overseeing assignments to drive operational excellence.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Customer Service Representative
United 1st Federal CU
Folkston, GA
06.2014 - 06.2017
As a customer service representative, opened/closed accounts, assisted with IRA's, and processed routine transactions accurately
Balanced bank daily
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Responded to customer requests for products, services, and company information.
Updated account information to maintain customer records.
Offered advice and assistance to customers, paying attention to special needs or wants.
Provided primary customer support to internal and external customers.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Participated in team meetings and training sessions to stay informed about product updates and changes.
Utilized customer service software to manage interactions and track customer satisfaction.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Handled customer inquiries and suggestions courteously and professionally.
Followed up with customers about resolved issues to maintain high standards of customer service.
Promoted available products and services to customers during service, account management, and order calls.
Investigated and resolved customer inquiries and complaints quickly.
Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
Cross-trained and provided backup support for organizational leadership.
Cross-trained and backed up other customer service managers.
Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions. Via
Reached out to customers after completed sales to suggest additional service or product purchases.
Developed and updated databases to handle customer data.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Maintained up-to-date knowledge of product and service changes.
Customer Service Consultant
Ebay Enterprise
Brunswick, GA
11.2013 - 06.2014
Answered phone calls and helped customers with ordering or problems with their orders.
Audited documentation to identify errors and documented findings for review and action.
Multitasked effectively to simultaneously handle website chat and telephone customers' needs.
Collaborated with sales and service departments to implement proactive changes based on customer feedback, leading to direct drop in customer complaints.
Documented customer calls in full to minimize confusion in future calls and facilitate complete resolutions to individual issues.
Gained in-depth understanding of company products, systems and policies to give customers expert support.
Troubleshot customer service issues with methodical approach, eliminating impossible quickly and focused on implementing relevant, actionable solutions.
Updated account information to maintain customer records.
Offered advice and assistance to customers, paying attention to special needs or wants.
Answered customer telephone calls promptly to avoid on-hold wait times.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Education
Associate of Arts - Accounting
Coastal Pines Technical College
Waycross, GA
08.2012
Skills
Account Reconciliation
Mail Handling
Banking Operations
Project Management
Information Protection
Policy and Procedure Modification
Accounts Payable and Receivable
Client Correspondence
Organizational Skills
Biweekly Payroll Processing
Microsoft Office
Financial Reporting
Calendar Management
Calculating Deductions
Office Management Software
File and Data Retrieval Systems
Office Supplies and Inventory
Performance Improvement
Administering Payroll
Financial Accounting
Excellent Multitasking Abilities
Billing and Invoicing
Handling Complaints
Customer Service Management
Sales Tax Filings
Deposit Collection
Email Correspondence
Account and Ledger Reconciliations
Monthly Closings
GL Reconciliation
P&L Responsibility
Profit and Loss Statements
Scheduling
Documentation
Languages
English
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.
John R. Wooden
Timeline
Office Manager
Roberts Bookkeeping & Tax Service
10.2017 - 08.2023
Customer Service Representative
United 1st Federal CU
06.2014 - 06.2017
Customer Service Consultant
Ebay Enterprise
11.2013 - 06.2014
Associate of Arts - Accounting
Coastal Pines Technical College
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