Jessica Gard

Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.

Finance Assistant at IM3 Inc. (2024-11 – 2025-12)

• Processed invoices and expense reports to ensure timely payments and accurate financial records.
• Assisted in budget preparation by compiling data from various departments for analysis.
• Coordinated monthly reconciliations, verifying discrepancies to maintain financial accuracy.
• Implemented filing system for financial documents, enhancing retrieval efficiency and organization.
• Supported audit preparations by gathering necessary documentation and responding to inquiries promptly.
• Trained new team members on financial software and internal procedures for seamless onboarding.
• Assisted with preparation of monthly financial statements and reports to inform management.
• Supported year-end closing activities, ensuring all transactions were properly recorded before the start of the new fiscal year.
• Input financial data and produced reports using [Software].
• Processed daily financial transactions in support of finance team objectives.
• Minimized risk of errors by accurately processing invoices, payments and other financial transactions.
• Entered financial data into company accounting system with stringent adherence to data security protocols
• Resolved discrepancies in financial data to increase accuracy and reduce potential backlogs.
• Maintained accurate records of financial transactions in alignment with regulatory requirements.
• Strengthened financial operations by conducting bank reconciliations and financial reporting.
• Handled day-to-day accounting processes to drive financial accuracy.
• Generated invoices upon receipt of billing information and tracked collection progress.

Office Manager at M.R. Mechanical Inc. (2024-02 – 2024-11)

• Prepared and mailed invoices to customers, processed payments, and documented account updates.
• Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
• Made outbound calls to vendors and customers to discuss and resolve account needs.
• Reconciled accounts receivable ledger to verify payments and resolve variances.
• Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
• Used accounting software to reconcile accounts, track income, and generate invoices.
• Managed daily office operations to ensure efficiency and productivity.
• Coordinated scheduling and communication between departments to enhance workflow.

Office Admin / CSR / Dispatcher at Simpson Plumbing, LLC (2021-05 – 2024-02)

• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Maintained electronic and paper filing systems for easy retrieval of information.
• Streamlined office operations by implementing efficient filing systems and organizational strategies.
• Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
• Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
• Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
• Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
• Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.

MCCRII at iQ Credit Union (2018-05 – 2021-05)

• Taking escalated calls to come to a common ground with members
• Running day to day account maintenance for members
• Handling fraud and dispute cases
• Addressed concerns quickly and effectively to avoid lasting issues
• Maintained good working relationship with co-workers
• Assisted team members and managers with tasks to maintain productivity and meet project milestones
• Completed all required paperwork with anticipated time frames
• Required minimal oversight to complete job tasks
• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.

Bookkeeper at Winco Foods (2010-06 – 2018-05)

• Count cash, checks, debit slips from the previous day. Build cash drawers for the cashiers, making sure they each have the correct amount at the start of each shift.
• Count money and audit cash vault.
• Operate computers programmed with accounting software to record, store, and analyze information.
• Check figures, postings, documents for correct entry.
• Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to the bank.

Lead Clerk/ P at Winco Foods (2009-10 – 2010-03)

• Assist cashiers with their registers if they are not operational.
• Fulfilling coin/change orders for cashiers to replenish their tills
• Direct and supervise employees engaged in sales, inventory- taking, reconciling cash receipts, or in performing services for customers
• Instruct staff on how to handle difficult and complicated sales
• Train new hires in cash handling and sales floor
• Assign employees to specific duties for their shifts.

High School Diploma – Battle Ground High School (2004-05)