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.
