Summary
Overview
Work History
Education
Skills
Websites
Leadership Experience
References
Timeline
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Zoie Sherman

Junior Staff Accountant
Gilbert,AZ

Summary

Results-driven Junior Staff Accountant at Advanced Energy Ideas with expertise in bank reconciliation and QuickBooks management. Successfully implemented a new credit card allocation method, enhancing financial visibility. Proven team leader skilled in process optimization, fostering efficiency and accuracy in financial reporting.

Overview

7
7
years of professional experience

Work History

Junior Staff Accountant

Advanced Energy Ideas
Mesa, AZ
01.2025 - Current
  • Led reconciliation of multiple months of credit card and bank accounts, ensuring accuracy and timely reporting.
  • Created and implemented a new method for allocating American Express/Bank of America credit card charges across departments, significantly improving visibility in QuickBooks.
  • Partnered with leadership to simplify reconciliation processes, reducing delays and increasing efficiency.
  • Driving initiative to keep all reconciliations updated at least three times per week.
  • Collaborating with management to streamline financial data access and reporting.

Administrative Assistant

Advanced Energy Ideas
Mesa, AZ
09.2019 - 12.2024
  • Maintained office records and financial files with 100% accuracy.
  • Processed invoices and managed accounts payable documentation to ensure compliance with purchase orders.
  • Coordinated ISO document organization, data entry, and indexing to improve operational efficiency.
  • Supported training initiatives by developing curricula that reduced workplace errors.

Travel Reduction Program (TRP) Member

Maricopa County
Maricopa County, AZ
08.2024 - Current
  • Promoted sustainable commuting options, including carpooling, biking, and public transit, to reduce emissions.
  • Managed TRP bulletin board updates, sharing program benefits and emissions reduction initiatives.
  • Organized monthly contests to encourage alternative transportation usage among employees.
  • Assisted in TRP audits by maintaining documentation, flyers, and participation records.

Sales Associate

Charlotte Russe Inc.
Mesa, AZ
08.2018 - 04.2019
  • Delivered high-level customer service, assisting customers with purchases and inquiries.
  • Processed transactions accurately while promoting store credit card programs.
  • Supported merchandising and sales floor upkeep to ensure an organized, customer-ready environment.

Education

Bachelor of Arts - Global Agribusiness

W. P. Carey School of Business, Arizona State University
Tempe, AZ
12.2023

Skills

  • Advanced Excel
  • Bank reconciliation
  • Financial reporting
  • Accounts payable
  • QuickBooks management
  • ERP Systems: E2, Global Shop, Epicor
  • ISO Document Management
  • Team leadership
  • Process optimization

Leadership Experience

Sigma Alpha Vice President of Membership

09/2021 - 05/2022

  • Increased sorority recruitment by 45% through strategic planning and targeted outreach.
  • Organized and led events that boosted student engagement and participation.

Treasurer of Membership

09/2020 - 05/2021

  • Managed the annual sorority budget, allocating funds efficiently.
  • Maintained precise financial records, ensuring transparency and accountability.

Scholarship Committee Member

09/2019 - 05/2020

  • Facilitated study halls, improving academic performance among members.
  • Distributed educational resources, supporting self-directed learning.

References

References available upon request.

Timeline

Junior Staff Accountant

Advanced Energy Ideas
01.2025 - Current

Travel Reduction Program (TRP) Member

Maricopa County
08.2024 - Current

Administrative Assistant

Advanced Energy Ideas
09.2019 - 12.2024

Sales Associate

Charlotte Russe Inc.
08.2018 - 04.2019

Bachelor of Arts - Global Agribusiness

W. P. Carey School of Business, Arizona State University
Zoie ShermanJunior Staff Accountant
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