Teresa Moreno
Vista,CA
Summary
Proven professional with a track record of enhancing efficiency at Hughes Circuits Inc. by streamlining invoice processing and improving account reconciliation accuracy. Expert in QuickBooks and adept in maintaining high standards of customer service, consistently meeting tight deadlines. Demonstrates strong communication skills and attention to detail, significantly reducing financial discrepancies.
Overview
17
17
years of professional experience
Work History
Accounting Assistant
Hughes Circuits Inc.
San Marcos, CA
12.2022 - Current
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Facilitated smooth financial audits by maintaining organized records and providing necessary documentation to auditors.
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Matched purchase orders with invoices and recorded necessary information.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Handled day-to-day accounting processes to drive financial accuracy.
- Maintained account accuracy by reviewing and reconciling checks monthly.
Administrative Assistant
Full Circle Management
Oceanside
04.2019 - 12.2022
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Assisted coworkers and staff members with special tasks on daily basis.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Managed filing system, entered data and completed other clerical tasks.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Front Office Representative
Hollander Dental
Carlsbad, CA
11.2013 - 04.2019
- Ensured accuracy in billing procedures, preventing discrepancies between guest charges and invoiced amounts.
- Answered multi-line phone system and forwarded calls to appropriate individuals.
- Processed payments and informed individuals of further financial responsibility to facilitate timely payments.
- Completed patient check-in processes by verifying insurance and submitting forms to nursing team.
Front Office Assistant
NCH Dental
Encinitas, CA
07.2012 - 11.2013
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
- Processed payments and informed individuals of further financial responsibility to facilitate timely payments.
- Responded to inquiries from callers seeking information.
- Directed phone inquiries, answered customer questions, and scheduled appointments.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Completed patient check-in processes by verifying insurance and submitting forms to nursing team.
- Coordinated master schedule by booking and rescheduling appointments and balancing workloads.
- Enhanced customer satisfaction by promptly addressing inquiries and concerns at the front desk.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
- Performed wide-ranging administrative, financial and service-related functions.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Department Manager
Walmart
Vista
01.2008 - 02.2011
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
- Assisted in talent acquisition efforts, hiring top candidates to strengthen the department''s capabilities.
- Evaluated employee performance fairly and accurately, rewarding hard work while addressing areas needing improvement.
- Enhanced department efficiency by streamlining processes and implementing time-saving strategies.
- Managed projects efficiently from inception to completion ensuring timely delivery within budget constraints.
- Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Established team priorities, maintained schedules and monitored performance.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Defined clear targets and objectives and communicated to other team members.
- Led a team of professionals to consistently achieve or exceed performance targets.
Education
High School Diploma -
Twin Oaks
San Marcos, CASkills
- Customer Service
- Bank Reconciliation
- Journal Entries
- Invoicing and collections
- Accounts Payable
- Accounts Payable and Receivable
- Strong Communication Skills
- General Ledger Entries
- Invoicing and Billing
- Data Entry
- Administrative Support
- Quickbooks
- Attention to Detail
- Accounts Receivable
- Account Reconciliation
- Payment Processing
- Invoice Verification
- Reports Reconciliation
Languages
Spanish
Native or Bilingual
Timeline
Accounting Assistant
Hughes Circuits Inc.
12.2022 - Current
Administrative Assistant
Full Circle Management
04.2019 - 12.2022
Front Office Representative
Hollander Dental
11.2013 - 04.2019
Front Office Assistant
NCH Dental
07.2012 - 11.2013
Department Manager
Walmart
01.2008 - 02.2011
High School Diploma -
Twin Oaks