Yesenia Reardon
Houston,TX
Summary
Skilled in bookkeeping, accounting, and auditing with background in managing accurate financial records and preparing reports. Known for strong analytical skills and ability to improve processes leading to increased efficiency. Demonstrated success in reconciling accounts and ensuring compliance with financial policies. Committed to maintaining confidentiality of financial data and contributing to team success through hard work and attention to detail.
Overview
20
20
years of professional experience
Work History
Bookkeeper
Houston IT Consulting
2024.05 - 2025.06
- Managing accounts payable and receivables thru Quickbooks.
- Reconciling accounts.
- Preparing invoices thru Syncro MSP for vendors.
- Filing sales taxes for the company.
- Scanning and attaching receipts to SharePoint for record.
- Sending reminders to the vendors for payments.
Accounting/Payroll Assistant
Jim Adler & Associates
2017.01 - 2024.03
- Enter accounts receivables, prepare and process invoices to vendors monthly.
- Issue CEX/employee reimbursements and client checks weekly for the firm.
- Scan and review all the accounts payables invoices.
- Prepare monthly financial statements as well as credit card reconciliation reports.
- Handled issuing checks from IOLTA and OPT accounts.
- Communicate with vendors about payment status.
- Prepare bank reconciliation reports while follow up on correspondence and request unclaimed property checks.
- Assist the financial administrator with any financial reports needed.
- Enter payroll data and process bi-weekly payroll, process new hire paperwork and terminations and make changes related to tax withholding and employee benefits.
Prelitigation and Litigation Closing Coordinator
Jim Adler & Associates
2013.06 - 2017.01
- Close and finalizing settled cases.
- Work with providers to get reductions on accounts.
- Work also with WC, child support and health insurance liens.
- Calculate final net amount for client and prepare closing statements documents and meet with client to get file closed out.
Pre-litigation Case Manager
Lassiter Law firm
2007.10 - 2013.06
- Interviewing new clients, entering clients information in our data system, scanning & attaching, and making files, sending letters to adjusters and clients, requesting all Medical Records and following up to make sure we receive them.
- Setting up Insurance's Claims, Talking to clients, Adjusters, & medical providers.
- Making and notarizing documents.
- Sending PIP & UIM & Stowers demands to the insurance.
- Translating and preparing clients for depositions.
- Following up with Medicaid/Medicare & health insurance liens.
- Helping clients with property damage.
- Assisting paralegal with some minor negotiations, and with closing statements and making sure all providers get paid.
Data Entry Operator (Temp Job)
Vacations to go
2007.05 - 2007.05
- Putting information in their data system
Switchboard Operator (Temp Job)
Coca- Cola North America
2007.04 - 2007.05
- Answering Multi-Lines for the company
Intern
Career of Education
2005.01 - 2006.01
- Teachers to students in Youens Elementary School
Education
Intuit Bookkeeping Basics Certificate -
05.2024
Accounting associate degree -
Houston Community College
Houston, TX12.2012
Business Technology Diploma -
Bradford School of Business
Houston, TX04.2007
High School Diploma -
Elsik High School
Houston, TX05.2006
Skills
- Bilingual English/Spanish
- Typing 50 WPM
- Microsoft Office
- WordPerfect
- Accurint
- Public Data
- Needles
- Microsoft Dynamics GP 13
- Answering Phones (Multi-Lines)
- Filing
- Data Entry
- 10 Key
- Requesting Medical Records
- Reading Medical Records
- Interviewing New Clients
- Setting up Claims
- Communication with Adjusters
- Communication with Medical Providers
- Communication with Clients
- Scheduling Appointments
- Notary Public
- Setting up Subrogation Liens
- Reductions on Medical Bills
- Preparing Final Closing Statement Documents
- Paying Monthly Vendors
- Issuing Client Checks
- Issuing Expense Checks
- Credit Card Reconciliation
- Bank Statement Reconciliation
- Preparing Financial Statements
- Excel Pivot Tables
- Excel VLOOKUP
- Namely (Payroll)
- QuickBooks
- Accounts payable
- Accounts receivable
- Bank reconciliation
- Invoice preparation
- Sales tax filing
- Vendor communication
- Attention to detail
- Payroll processing
Accomplishments
- National Honor Roll
- Who's who among American High School Student?
- Texas Scholar
- Cum Laude Bradford Pin
- Houston Community College Honors List
References
References upon Request
Activities
Top 10% of Class of 2006 from Elsik H.S
Internship
Career of Education, 2005-2006, Teachers to students in Youens Elementary School.
Timeline
Bookkeeper
Houston IT Consulting
2024.05 - 2025.06
Accounting/Payroll Assistant
Jim Adler & Associates
2017.01 - 2024.03
Prelitigation and Litigation Closing Coordinator
Jim Adler & Associates
2013.06 - 2017.01
Pre-litigation Case Manager
Lassiter Law firm
2007.10 - 2013.06
Data Entry Operator (Temp Job)
Vacations to go
2007.05 - 2007.05
Switchboard Operator (Temp Job)
Coca- Cola North America
2007.04 - 2007.05
Intern
Career of Education
2005.01 - 2006.01
Intuit Bookkeeping Basics Certificate -
Accounting associate degree -
Houston Community College
Business Technology Diploma -
Bradford School of Business
High School Diploma -
Elsik High School