Taylor Owen
Devine,TX
Summary
Dynamic accounting professional with extensive experience at Plains Horizon Equine Insurance, excelling in invoice processing and financial reconciliation. Proven track record in enhancing data accuracy and fostering vendor relationships. Adept at utilizing accounting software and delivering exceptional customer service, ensuring timely payments and streamlined operations.
Overview
7
7
years of professional experience
Work History
Accounting Clerk
Plains Horizon Equine Insurance
02.2024 - Current
- Assisted in processing invoices and expense reports for timely payments.
- Maintained accurate records of financial transactions using accounting software.
- Supported monthly reconciliation of bank statements to ensure accuracy.
- Collaborated with team members to streamline data entry processes.
- Maintained accounting records utilizing in-house and client systems.
- Input high volume of monthly invoices with consistent accuracy.
- Managed accounts payable and receivables and payroll.
- Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Assisted in annual budget preparation, ensuring accurate data entry and analysis for informed decisionmaking.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Presented audit findings to accounting manager after reviewing results and paperwork.
Accounts Payable Coordinator/CSR
MH Construction
02.2023 - 12.2024
- Processed vendor invoices accurately and in a timely manner.
- Managed payment schedules to ensure compliance with company policies.
- Reconciled accounts payable transactions, identifying discrepancies promptly.
- Maintained a high level of confidentiality when handling sensitive financial data, ensuring the utmost discretion and professionalism in all dealings with internal and external stakeholders.
- Maintained strong working relationships with suppliers, fostering a positive rapport that facilitated smooth communication channels during negotiations or issue resolution efforts.
- Completed month-end closings with journal entries and reconciling accounts.
- Facilitated timely payments by monitoring accounts payable aging reports and prioritizing high-risk items.
- Supported budget preparation, offering insights into historical spending patterns and potential savings.
- Reached out to vendors and customers to verify information and follow up on client issues.
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Conducted follow-up calls to ensure customer satisfaction post-interaction or resolution.
- Handled escalated complaints professionally, maintaining calm in high-pressure situations.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Participated in training programs to enhance product knowledge and customer service skills.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Managed timely and effective replacement of damaged or missing products.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Cross-trained and provided backup support for organizational leadership.
- Cross-trained and backed up other customer service managers.
- Resolved associate, tool and service delivery issues revealed by statistical reports.
Office Manager
Clc Landscapes
02.2021 - 02.2023
- Managed office operations, ensuring smooth workflow and effective communication across departments.
- Developed and implemented efficient administrative procedures to enhance productivity.
- Coordinated scheduling and logistics for meetings, optimizing time management for executives.
- Oversaw inventory management, maintaining accurate records of supplies and equipment.
- Trained and mentored new staff on office protocols and software systems.
- Fostered a positive workplace culture through team-building initiatives and employee engagement activities.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
- Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
Accounting Assistant
Island Creations
05.2019 - 01.2021
- Processed accounts payable and receivable transactions ensuring accuracy and timeliness.
- Assisted in month-end closing activities, reconciling financial statements to maintain integrity.
- Collaborated with team members to resolve discrepancies in financial records, promoting accuracy.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Reduced processing errors by implementing new system of double-checking entries.
- Matched purchase orders with invoices and recorded necessary information.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Education
High School Diploma -
NBHS
New Braunfels, TXSkills
Invoice processing
Timeline
Accounting Clerk
Plains Horizon Equine Insurance
02.2024 - Current
Accounts Payable Coordinator/CSR
MH Construction
02.2023 - 12.2024
Office Manager
Clc Landscapes
02.2021 - 02.2023
Accounting Assistant
Island Creations
05.2019 - 01.2021
High School Diploma -
NBHS