Tricia Mason
Hamburg,Pennsylvania
Summary
Self-motivated, goal and detail oriented, business minded individual looking to be a team player with a company that offers advancement, where I can apply my current and past experiences and skills in bookkeeping, HR duties, management position, A/R and A/P Accounting, Customer Service and Dispatching.
Overview
18
18
years of professional experience
Work History
Bookkeeper
Comfort Pro, Inc.
06.2023 - Current
- Process daily payments and deposits.
- Process daily vendor invoices and credits.
- Process weekly payroll
- Process weekly retirement funding for employees.
- Maintain bank statements for checking account, Money Market account and Line Of Credit account.
- Reconcile monthly bank and credit card statements.
- Submit monthly Sales Tax.
- Generate reports on A/R, A/P and Banking account balances for weekly staff meeting.
- Process weekly A/P payments.
- Export A/R and A/P from job costing software (Service Titan) to Accounting Software (Quickbooks).
- End of month General Journal entries
Dispatcher /Office Assistant
Route 61 Auto Body & Repair
01.2020 - Current
- Dispatch for medium to heavy-duty tows and roadside repairs.
- Schedule repairs/maintenance for new and current customers.
- Prepare and email invoices, process and record payments.
- Prepare and send documents for new vendor credit terms.
- Process new hire paperwork and documents.
- Verify timekeeping records and submit bi-weekly payroll.
Collections Representative
Accounts Advocate Agency
09.2019 - 11.2019
- Counseled debtors on payment options and arranged installment agreements
- Resolved challenging situations with friendly but firm strategies
- Negotiated to collect balance in full
- Handled 150 - 200 outbound and inbound calls daily with goal of collecting owed debt
- Recorded all information regarding financial status of customers
BDC Manager
R&R Auto Group
07.2014 - 03.2019
- Followed up with customer inquiries on a daily basis
- Worked directly with customers, sales and finance department to achieve a positive vehicle purchase
- Implemented marketing strategies to reach monthly sales goals and build customer base
- Pulled customer credit, structure a deal, submit to finance for approval
- Executed distributions and campaigns by email or phone, targeting direct end-user prospective accounts
Accounting Manager
Atlantic Coast Energy
08.2008 - 07.2014
- Processed accounts receivable daily, scheduling of deliveries
- Set-up and maintained customer accounts, budget plans and collections
- Processed customer application for credit approval
- Prepared monthly State fuel tax reimbursements for Corporate office
- Processed payroll, employee benefits and vacation accrual
Chief Financial Officer
Willow Creek Fuels
12.2006 - 08.2008
- Used Peachtree Quantum to post income and expenses, processed accounts payable, daily reconciliation of bank transactions for main business and one subsidiary company
- Maintained two additional subsidiary companies and banking on a monthly basis
- Processed weekly Federal and State Fuel tax reimbursement, payroll employee files of eligibility for health insurance, reviews, retirement plans and company paid life insurance
- Created an aptitude test for interviewing of office staff, then training of the new hire
Education
Associate of Science - Accounting
Pace Institute
Reading, PA2007
Skills
- Quickbooks
- Service Titan
- VIN Solutions(CRM)
- Federal and State Tax preparations
- Collections
- Invoicing A/P and A/R
- Payroll
- ADP
- MS Excel
- Critical and creative thinking
- Customer satisfaction
- Customer Budgets
- Bank reconciliation
- AutoSoft
Timeline
Bookkeeper
Comfort Pro, Inc.
06.2023 - Current
Dispatcher /Office Assistant
Route 61 Auto Body & Repair
01.2020 - Current
Collections Representative
Accounts Advocate Agency
09.2019 - 11.2019
BDC Manager
R&R Auto Group
07.2014 - 03.2019
Accounting Manager
Atlantic Coast Energy
08.2008 - 07.2014
Chief Financial Officer
Willow Creek Fuels
12.2006 - 08.2008
Associate of Science - Accounting
Pace Institute
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