Accounting Resume Example
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ACCOUNTING
Summary
Dedicated accounts payable professional with solid background in managing invoices, tracking expenses and updating vendor files. Trained in posting and processing payments with QuickBooks. Strong attention to detail with methodical approach to keeping accurate records.
Skills
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Experience
Depauw University | Greencastle , INAccounting11/2020 - Current
- Prepared and reviewed financial statements, resolving discrepancies after careful analysis.
- Responded to client inquiries regarding billing discrepancies by researching issues.
- Emailed and mailed invoices and reminders to clients to obtain payments within expected deadlines.
- Evaluated services rendered and generated invoices for clients.
- Developed strong professional rapport with vendors and clients.
- Reconciled balance sheet accounts and investigated discrepancies to trace causes and correct errors.
- Processed and emailed invoices to customers.
Walt Disney Co. | Carlsbad , CAFinance Manager11/2015 - 10/2020
- Investigated and resolved discrepancies in monthly bank accounts.
- Identified operational process inefficiencies and recommended necessary improvements.
- Reconciled all expenses and accounts, including company credit cards and expense accounts.
- Updated and reconciled accounts payable with purchase orders for accuracy.
- Communicated with vendors and clients to facilitate timely payments and reduce outstanding accounts receivable.
- Coded invoices and other records to maintain organized and accurate records.
- Collaborated internally with team members and employees across multiple departments and accounting to ensure consistent circulation and billing data.
- Verified items billed against items received and followed-up with vendors and employees to reconcile variances.
- Evaluated expense reports for accuracy and adherence to company policies.
- Posted financial data in Excel spreadsheets and managed inventory.
- Maintained account books and accounting systems with accuracy by entering data precisely and proofreading.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Resolved vendor and employee inquiries about invoices and purchases quickly through research.
- Processed weekly invoicing, including posting and reconciling payments and addressing all aged receivables.
- Posted customer payments by recording cash, checks and credit card transactions.
- Processed customer credit applications for management review to promote increased product sales and growth of customer base.
- Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships.
Cambridge Savings Bank | Lexington , MAAssistant Branch Manager06/2011 - 10/2015
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Provided bank leadership in absence of branch manager.
- Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
- Planned and coordinated risk mitigation strategies to protect company assets.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Supervised seven branch team members and provided management with suggestions regarding performance assessments.
- Trained and mentored highly effective teams to meet corporate service standards.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Maximized branch revenue by optimizing daily operations.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Designed sales and service strategies to improve revenue and retention.
- Assessed employee performance and issued disciplinary notices.
- Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
Shore United Bank | Crofton , MDPersonal Banker03/2009 - 06/2011
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Devised targeted solutions for various customers, including deposit, lending and investment services.
- Created strategic financial solutions to suit individualized client needs.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Networked to build client base and promote products to new and existing clients.
- Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
Education and Training
Skill Path | CityAP/AR Certificate2018
Chaffey College | CityAssociates Degree in Liberal Arts
Skill Path | CityAdministrative Assistant Certification2019
Etiwanda High School | CityHigh School Diploma
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Resume Overview
School Attended
- Skill Path
- Chaffey College
- Etiwanda High School
Job Titles Held:
- Accounting
- Finance Manager
- Assistant Branch Manager
- Personal Banker
Degrees
- AP/AR Certificate
Associates Degree in Liberal Arts
Administrative Assistant Certification
High School Diploma
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