Summary
Overview
Work History
Education
Skills
Timeline
Generic

Zachary Chavez

Thousand Oaks

Summary

Motivated and detail-oriented accounting and finance professional with a solid educational background and a proven track record of success in financial analysis, reporting, and compliance. Seeking a challenging position in an organization where I can apply my expertise in financial and accounting and contribute to strategic decision-making. Possessing a strong proficiency in financial software and exceptional problem-solving abilities, I am dedicated to ensuring accuracy, optimizing financial processes, and enhancing fiscal performance. My goal is to utilize my skills and commitment to foster financial excellence within a dynamic team and grow as a finance leader in the industry

Overview

9
9
years of professional experience

Work History

Assistant Account Executive

NKSFB
03.2025 - Current
  • Manages Bookkeeping tasks, ensuring accurate financial records and reconciling accounts for high-net-worth clients to maintain financial integrity.
  • Monitors client finances by tracking income, expenses, and cash flow, proactively identifying discrepancies and ensuring accounts are in order.
  • Responsible for processing bank transfers and wires ensuring accurate account reconciliation

Sales Audit Coordinator

Guitar Center Support Center
10.2022 - 11.2023
  • Credit Card reconciliations in T-Recs Enterprise software for all payment types accepted
  • Prepared journal entries debiting and crediting various accounts
  • Audited store returns and items that were bought from within the store
  • Assisted with projects geared to improve efficiency and cost savings
  • Answered questions from various stores about customer concerns/store
  • Prepared balance sheets for multiple general ledger accounts including all payment type receivable accounts

Staff Accountant

LORCH GREENE
03.2022 - 09.2022
  • Maintain financial reports, bank reconciliations, and other documentation
  • Quickly and accurately enter and code all invoices to accounts waiting for payment
  • Researched and resolve any account discrepancies
  • Create customer accounts and enter data in central database
  • Helped company’s accountant manage bank accounts, process payroll, and gather tax information for external audits
  • Demonstrated Strong written and verbal communication skills
  • Analyzed financial data using various investigative techniques such as data mining, financial ratios and statistics to identify and investigate

Front of Store

Target
01.2020 - 02.2022
  • Received payments by cash, check, credit cards, vouchers and automatic debits
  • Issues receipts, refunds, credits, change due to customers
  • Greeted customers and helped locate various items within the store
  • Gave a warm family friendly attitude towards customers and employees.

Grocery Associate

Whole Foods
09.2019 - 12.2019
  • Greeted all customers
  • Handled products and equipment in accordance with safety and sanitation guidelines
  • Ordered and stocked shelves daily for customers
  • Handled cash and other various forms of payment provided from customers
  • Handled various backroom jobs including back stocking, loading and unloading pallets.

Contractor

Mortgage Bank of America / ICON
04.2016 - 11.2017
  • Responsible for numerous mailroom related processes involving fulfillment of customer inquiries and retention of images maintaining adherence to Bank and Regulatory requirements
  • Entrusted with training new Contractors / Associates on mailroom processes
  • Partnered with Process Design team on remediation of Return Mail gaps, including the development of a resource material for Bank Associates
  • Managed research requests pertaining to the retrieval and generation of customer Bank Statements.

Education

Bachelors in Business Administration - Corporate Accounting

Arizona State University
09.2023

AS in Business Administration - undefined

Moorpark College
08.2021

High School Diploma - undefined

Thousand Oaks High School
06.2016

Skills

  • Quick learner
  • Experienced with Excel
  • People friendly
  • Can do attitude
  • Flexible
  • Team player
  • Email
  • Mail Room Processes
  • Oracle

Timeline

Assistant Account Executive

NKSFB
03.2025 - Current

Sales Audit Coordinator

Guitar Center Support Center
10.2022 - 11.2023

Staff Accountant

LORCH GREENE
03.2022 - 09.2022

Front of Store

Target
01.2020 - 02.2022

Grocery Associate

Whole Foods
09.2019 - 12.2019

Contractor

Mortgage Bank of America / ICON
04.2016 - 11.2017

AS in Business Administration - undefined

Moorpark College

High School Diploma - undefined

Thousand Oaks High School

Bachelors in Business Administration - Corporate Accounting

Arizona State University

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