Zachary Morgan
North Babylon,NY
Summary
A dedicated worker who is always eager to learn and reach goals. With a friendly team player attitude and years of experience in customer support and administrative tasks including bookkeeping, I bring the professional and personable to the workplace.
Overview
7
7
years of professional experience
Work History
Bookkeeper
Woodhollow Contracting
Lindenhurst, NY
04.2023 - 02.2024
- Entered deposits, credit card charges, vendor invoices, and payments into accounting software to maintain accurate financial records.
- Entered and assigned all expenses to the appropriate job/PO#.
- Performed monthly bank, credit card, and Company fleet (WEX) account reconciliations.
- Monitored accounts receivable report, Notified customers of delinquent accounts, received payment, and posted to appropriate customer accounts.
- Received and recorded cash, checks, and transfers.
- Tracked, adjusted, and verified employee hours for payroll.
- Calculated mileage of employees for reimbursement.
- Prepared weekly payroll spreadsheet.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
Administrative Assistant/Bookkeeping Clerk
Morgan Holistic, Inc
North Babylon, New York
09.2020 - 01.2023
- Directed Client communication to appropriate personnel or resources of information.
- Managed calendars, scheduled, and confirmed appointments with clients.
- Responded effectively to sensitive inquiries or complaints.
- Greeted incoming clients with a friendly and welcoming attitude.
- Entered deposits and expenses into accounting system to facilitate cash management.
- Maintained sales records with payment details and invoices.
- Inventoried and ordered supplies to maintain consistent access to required items.
- Monitored accounts receivable report, checking for late or missing invoices and payments.
- Reviewed A/R aging summary to investigate and resolve past due payments.
- created and sent invoices to customers.
Cashier
Stop and Shop Supermarket
West Islip, NY
09.2019 - 09.2020
- Operated cash register, collected payments, and provided accurate change.
- Cleaned counters and conveyor belt to maintain cleanliness.
- Assisted in bringing all returned items to their original locations.
- Sorted and arranged products to keep all isles neat and presentable.
- Assisted customers in transaction discrepancies and inquiries.
- Maintained current store, product and promotional knowledge to drive consistent sales.
Store Associate
The Home Depot Inc
Bay Shore, NY
04.2019 - 09.2019
- Engaged positively with customers, providing professional and polite support for sales and service needs.
- Prepared customized paint orders for customers.
- Maintained cleanliness and neatness of aisles throughout store.
- operated key cutting machine to complete all transactions involving key making.
- Provided customers with an understanding of store opportunities, products, and services.
- Assisted in bringing returned items to their original locations.
- Sorted and arranged products to keep all isles neat and presentable.
- · Assisted customers in transaction discrepancies and inquiries.
Office Clerk
Impact Environmental
Bohemia, NY
09.2017 - 04.2019
- Performed clerical tasks by answering Phones, emails, ordering supplies, and cleaning workplace.
- Dispersed incoming mail to correct recipients throughout office.
- Conducted office inventory checks and placed orders for appropriate stock levels.
- Scheduled and coordinated meetings and appointments for managers or supervisors.
- Reserved and managed meeting room availability.
- Generated, mailed, and monitored invoices.
Store Associate
Aldi Supermarket
Bay Shore, NY
10.2016 - 04.2017
- Removed expired and overripe items to provide freshest options and eliminate health risks.
- Counted cash, made change, and stored coupons to keep organized and balanced cash register drawer.
- Received incoming product deliveries and relocated to storage shelves, coolers, or bins.
- Stocked, replenished, and organized inventory to keep store merchandise fresh.
- Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
- Swept, mopped and sanitized floors.
Education
Certificate - Microsoft Office Complete Bootcamp
NYC Career Centers
New York, NY09.2022
Some College (No Degree) - Business Communications
Berklee College of Music (online)
Boston, MA06.2022
Intuit Professional Bookkeeping Certificate -
Intuit Academy
03.2022
Some College (No Degree) - Marketing Fundamentals
University of Pennsylvania
Philadelphia, PA01.2022
High School Diploma -
North Babylon High School
North Babylon, NY06.2016
Skills
-Excellent Communication skills
-Organization
-Time Management
-Problem Solving
-Customer Service
-QuickBooks
-Accounts Receivable
-Data entry
-Account Reconciliation
-Microsoft Office
Timeline
Bookkeeper
Woodhollow Contracting
04.2023 - 02.2024
Administrative Assistant/Bookkeeping Clerk
Morgan Holistic, Inc
09.2020 - 01.2023
Cashier
Stop and Shop Supermarket
09.2019 - 09.2020
Store Associate
The Home Depot Inc
04.2019 - 09.2019
Office Clerk
Impact Environmental
09.2017 - 04.2019
Store Associate
Aldi Supermarket
10.2016 - 04.2017
Certificate - Microsoft Office Complete Bootcamp
NYC Career Centers
Some College (No Degree) - Business Communications
Berklee College of Music (online)
Intuit Professional Bookkeeping Certificate -
Intuit Academy
Some College (No Degree) - Marketing Fundamentals
University of Pennsylvania
High School Diploma -
North Babylon High School
Similar Profiles
SIMAN K VARGHESESIMAN K VARGHESE
Entrepreneur at Skypark Trading Contracting & Services W.L.L. & New Towers Trading & Contracting W.L.L.Entrepreneur at Skypark Trading Contracting & Services W.L.L. & New Towers Trading & Contracting W.L.L.
Khalil WarrenKhalil Warren
Truck Driver at Bryden's Contracting/B&B ContractingTruck Driver at Bryden's Contracting/B&B Contracting
Billy HaintzBilly Haintz
Electrician & Metering at Green Focus Contracting/ Southern Cross ContractingElectrician & Metering at Green Focus Contracting/ Southern Cross Contracting
Jaydin DelapenhaJaydin Delapenha
Security Technician at U.S.1 securitySecurity Technician at U.S.1 security
Milan TurnatorMilan Turnator
Store Manager at Wilson's LeatherStore Manager at Wilson's Leather