Casey Garcia

Detail-oriented accounting and billing professional with 7+ years of experience in accounts receivable, accounts payable, payment processing, account reconciliation, customer service, audit support, site visits, and financial recordkeeping. Proven ability to manage high-volume transactions, research and resolve discrepancies, reconcile financial activity, maintain accurate documentation, and support audit requirements. Experienced in conducting site visits, verifying vendor compliance, reviewing documentation, and managing multiple financial accounts and systems.

Proficient in QuickBooks, QuickBooks Online, Peachtree, ADG, Bill.com, banking software, Microsoft Excel, and Microsoft Office.

Billing Specialist II at CLA LLP (2022-01 – 2026-01)

• Communicated with customers to identify, research, and resolve outstanding payments, billing issues, and account discrepancies.
• Monitored accounts receivable activity to support timely and accurate payment processing and account updates.
• Investigated and resolved internal accounting variances while maintaining accurate and current financial records.
• Reconciled check and credit card receipts with QC deposits and researched discrepancies for resolution.
• Maintained accurate billing and account information while supporting efficient accounting operations.
• Collaborated with internal teams and clients to resolve billing and payment issues and provide responsive customer service.
• Maintained organized financial records and supporting documentation for reporting and audit purposes.
• Assisted with research and documentation requests related to financial transactions and account activity.

Accounts Receivable / Customer Service Specialist at CLA LLP (2022-01 – 2026-01)

• Processed and posted payments for 52 Metro Districts using ADG, Bill.com, and banking software, ensuring accurate and timely account updates.
• Verified and processed online payments while maintaining accurate financial records and transaction documentation.
• Reconciled daily payment activity, including checks, online payments, and deposits, to ensure balances agreed with financial reports.
• Prepared bank deposits through physical delivery and remote deposit capture systems.
• Maintained organized records of posted payments, deposit slips, checks, and supporting documentation for audit and reference purposes.
• Opened new customer accounts and closed accounts for residents moving out of Metro Districts within ADG.
• Communicated with title companies to verify property ownership transfers and ensure accurate account setup and billing.
• Handled a high volume of inbound calls from residents across 52 Metro Districts, resolving account inquiries, payment questions, and billing concerns.
• Accessed and managed multiple bank accounts to accurately post payments to the appropriate district accounts.
• Created and maintained Excel spreadsheets to reconcile customer payments and support financial reporting.
• Prepared copies of checks, deposit documentation, and financial records requested for audit support and internal review.
• Researched transaction history and supporting documentation to assist with account reconciliations and audit inquiries.
• Managed competing priorities in a high-volume environment while consistently meeting strict deadlines and accuracy requirements.

Public Improvement Fee (PIF) Specialist — Internal Promotion at CLA LLP (2022-01 – 2026-01)

• Managed payment processing and account reconciliation for 22 Public Improvement Fee (PIF) Districts.
• Posted payments accurately and reconciled payment activity to maintain accurate customer balances and financial records.
• Prepared bank deposits and maintained organized payment and deposit documentation for auditing, reporting, and compliance purposes.
• Conducted on-site visits to verify vendor compliance with district requirements, established procedures, and contractual expectations.
• Performed site inspections and documented observations, findings, and supporting information for district records and follow-up.
• Communicated with vendors and other parties during site visits to address questions and verify required information.
• Reviewed supporting documentation and financial activity to identify discrepancies and ensure records were complete and accurate.
• Worked across multiple software systems to maintain accurate financial records and support daily accounting operations.
• Assisted with audit and documentation requests by researching transactions and providing supporting financial records.

Administrative / Accounting Clerk at WIPFLI LLP (formerly Hughes & Co.) (2019-01 – 2022-01)

• Entered and maintained financial data in the accounting database for verification, reconciliation, and reporting.
• Processed accounts payable and accounts receivable activities while maintaining accurate account records.
• Communicated with customers regarding outstanding payments and assisted with payment resolution.
• Monitored AR/AP activity and investigated and resolved accounting discrepancies and internal variances.
• Reconciled bank and credit card accounts and maintained supporting documentation for financial review and audit purposes.
• Documented expenses, monitored income, processed bank deposits, and maintained financial statements and supporting records.
• Applied appropriate codes to invoices, files, and receipts to maintain organized and accurate financial documentation.
• Assisted with financial record requests and documentation gathering for internal review and audit-related activities.
• Supported special projects involving ERTC, PPP loan forgiveness, and ACA reporting.
• Maintained confidentiality and accuracy when handling financial records and sensitive business documentation.