Lucia Tossone

Knowledgeable Account Officer skilled in maintaining high standards of quality in administration and customer service, issue resolution and strong collaborative skills. Organized and methodical professional with a disciplined and detail-oriented approach. Offering 18 years of financial experience and the drive to exceed expectations in all areas.

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Accounting Administration - Bank Up Corporation - Alameda, CA

(2023-05)

• Developed and implemented procedures for accounts payable, accounts receivable, payroll, and general ledger activities.
• Analyzed financial data to identify trends or discrepancies in performance results.
• Performed monthly reconciliations of bank statements and other financial accounts.
• Prepared monthly journal entries and account reconciliations.
• Maintained accurate records of all transactions related to the company's finances.
• Identified areas of improvement to increase accuracy and efficiency in accounting operations.
• Monitored cash flow on a daily basis to ensure sufficient liquidity.
• Reviewed invoices prior to payment processing for accuracy and completeness.

Account Officer - Provident Credit Union - Hayward, CA

(2010-03 - 2018-08)

Responsible for providing all types of financial services to members. Including deposit accounts, consumer lending, mortgages, and all banking needs.

Tax Preparer - H&r Block - Hayward, CA

(2016-01 - 2018-05)

• Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.

New Account Officer - Chase - Hayward, CA

(2000-05 - 2010-02)

• Teller transactions, new accounts, safe deposit boxes, loans, credit cards.

Bachelor of Science - Finance & Economics - California State University - East Bay

Master of Science - Psychology - Capella University