Dedicated professional with expertise in bookkeeping and customer service, managing financial records with precision and accountability. Skilled in payroll processing, account reconciliation, and compliance documentation. Leverages exceptional communication and teamwork abilities to enhance operational efficiency and client satisfaction.
Overview
11
11
years of professional experience
Work History
Bookkeeper
PTSM Remodeling Service
Winder, Georgia
03.2021 - Current
Maintained accurate financial records using QuickBooks software.
Managed accounts payable and receivable for remodeling projects.
Processed payroll for employees and subcontractors efficiently.
Reconciled bank statements to ensure precise financial reporting.
Ensured accuracy in all accounting entries and records.
Conducted monthly bank reconciliations.
Generated invoices for clients and tracked payments received from customers.
Communicated with vendors regarding invoicing and payments.
Organized financial documents for audits and compliance reviews.
Office Manager / Customer Service Representative
Primerica Financial Services
Sacramento, CA
02.2017 - 09.2020
Answered inbound phone calls and managed schedules.
Handled incoming calls, emails, routed mail, and coordinated courier services to ensure timely communication.
Placed outbound phone calls to customers to schedule appointments.
Managed office supply inventory and organized filing system for efficient retrieval of documents.
Maintained filing system for records, correspondence and other documents.
Maintained filing systems for client records and sensitive documents.
Coordinated interdepartmental communication to promote collaboration and streamline processes.
Assigned tasks to team members and tracked their progress.
Performed a review and analysis of special projects and kept the senior level executives properly informed.
Homemaker
Full Time Parent
Sacramento, CA
06.2016 - 02.2020
Led household management and optimized budget allocation for effective resource use.
Remaining deadline-oriented and reliable while adjusting priorities and managing time wisely.
Set and maintained performance standards to ensure consistent team effectiveness.
Office Manager / Accounting Representative / Customer Service Representative
Power Clean Enterprises Inc.
Rancho Cordova, CA
04.2015 - 05.2016
Processed accounts payable and receivable, ensuring accurate entry into company database.
Created and distributed customer invoices while preparing budget reports for financial oversight.
Tracked and organized office supply inventory to ensure timely availability for operations.
Education
Associate of Science Degree - Medical Billing and Coding
Ultimate Medical Academy
Tampa, FL
01-2020
Associate Degree - Paralegal / Legal Assistant
American River College
Sacramento, CA
01-2014
HIPAA Essentials for Healthcare Professionals Certificate -
Ultimate Medical Academy
Tampa, FL
Skills
QuickBooks expertise
Accounting and bookkeeping
Accounts payable
Accounts receivable
Payroll administration
Financial reconciliation
Account reconciliation
Invoice processing
Data entry and management
Compliance auditing
Accounting operations management
Budgeting expertise
Workflow optimization
Accounts management
Transaction entry
Customer relationship management
Problem solving
Attention to detail
Team collaboration
Accounts payable management
Data entry and management
VOLUNTEER EXPERIENCE
Bethany Slavic Missionary Church, Bookkeeper / Cashier, Sacramento, CA, 2015-06, 2020-10, Assisted with bookkeeping duties – accounts payable and receivable, budgeting, and reports., Paid bills and processed and deposited donations., Demonstrated appropriate behavior at all times; observed and promoted all rules and regulations.
Timeline
Bookkeeper
PTSM Remodeling Service
03.2021 - Current
Office Manager / Customer Service Representative
Primerica Financial Services
02.2017 - 09.2020
Homemaker
Full Time Parent
06.2016 - 02.2020
Office Manager / Accounting Representative / Customer Service Representative
Power Clean Enterprises Inc.
04.2015 - 05.2016
Associate of Science Degree - Medical Billing and Coding
Ultimate Medical Academy
Associate Degree - Paralegal / Legal Assistant
American River College
HIPAA Essentials for Healthcare Professionals Certificate -