bookkeeper customer service representative resume example with 9+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary
Personable and dedicated Bookkeeper/Customer Service Representative with 23 years of extensive experience. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Very organized problem solver and detail oriented knowledge of all accounting aspects. Maintain financial records, accounts receivable, accounts payable, cash management and monthly account reconciliation. Ensure accounts are current and accurate, by using specialized software, spreadsheets and exceptional accounting skills.
Skills
Report generation
Report creation
Credit card payment processing
Office equipment proficiency
Problem-solving abilities
Adaptive team player
Payroll liability and deductions
Proficient in Adobe software
A/P and A/R
QuickBooks, MS Excell, Infor, Great Plains, ERP Next, Real World, MS Word, Siebel.
Able to learn and understand proprietary systems quickly.
Ability to communicate effectively and establish excellent rapport with people at all levels including customers and vendors.
Knowledge of English, Spanish and Portuguese.
Microsoft Office expertise.
Education and Training
LaGuardia Community College of The City University of New YorkLong Island City, NYExpected in ā āAssociate of Applied Science:Accounting - GPA:
Queens College of The City University of New YorkFlushing, NYExpected in ā ā:Accounting - GPA:
Queens College of The City University of New YorkFlushing, NYExpected in ā āBookkeeper Certificate:Accounting - GPA:
Experience
Securitech Group Inc. - Bookkeeper/Customer Service Representative City, STATE, 06/2021 - Current
Reviewed purchase documents and company receipts for reconciliation with statements.
Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
Generated, mailed and monitored invoices.
Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports and researched chargebacks and write-offs.
Evaluated open accounts to look for past-due balances and pursue collection strategies.
Verified, classified, computed, posted and recorded accounts payable data and reconciled daily totals to confirm proper accounting.
Paid vendors and verified accounts and payment totals.
Handled all invoices and purchase orders by properly logging into system.
Carefully went over each invoice and requisition for payment.
Reconciled bank records and statements by verifying entries.
Notified customers of delinquent accounts with attempt to collect outstanding amounts.
Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
Processed payments over phone and set up recurring drafts.
Received payment and posted to appropriate customer accounts.
Documented conversations with customers to track requests, problems and solutions.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
Built client rapport while accurately processing repair documentation and troubleshooting technical discrepancies through completion.
Confirmed delivery of orders and troubleshot missed delivery dates, shortages and overages.
Helped customers open accounts, make deposits, update information and carry out range of routine actions.
Recommended improvements to products and services to mitigate complaints.
Fielded customer complaints and queries, fast-tracking them for problem resolution.
Reviewed customer account information to determine current issues and potential solutions.
Answer customers inquiries over the phone and in person on a daily basis.
White Glove Transportation - Assistant Bookkeeper/Payroll Specialist City, STATE, 06/2005 - 06/2007
Assisted bookkeeper in maintaining accounts receivable and payable.
Performed clerical duties such as replying to emails and answering phone inquiries.
Maintained sales records with payment details and invoices.
Performed administrative support functions, including efficient hard copy and electronic filing of reconciled records and tracking petty cash.
Corresponded with vendors regarding invoices, balances due and refunds and managed vendor accounts database to maintain disciplined and accurate bookkeeping.
Processed payroll, numerous electronic deposits and employee pay adjustments.
Deposited accounts receivables into client bank accounts.
Supported accounting department during monthly closings.
Increased efficiency and eased work loads by creating Excel financial recording system.
Collaborated with accounting management to produce accurate and timely financial paperwork and reports for AP and AR, budget administration and year-end closing requirements.
Responded to employee inquiries regarding payroll and timekeeping.
Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls.
Prepared reports by compiling summaries of nontaxable wages, disability, leave, deductions, taxes and earnings.
Plant Specialists - Payroll/Assistant Bookkeeper City, STATE, 07/2002 - 06/2005
Assisted bookkeeper in maintaining accounts receivable and payable.
Performed administrative support functions, including efficient hard copy and electronic filing of reconciled records and tracking petty cash.
Corresponded with vendors regarding invoices, balances due and refunds and managed vendor accounts database to maintain disciplined and accurate bookkeeping.
Processed payroll, numerous electronic deposits and employee pay adjustments.
Deposited accounts receivables into client bank accounts.
Supported accounting department during monthly closings.
Increased efficiency and eased work loads by creating Excel financial recording system.
Collaborated with accounting management to produce accurate and timely financial paperwork and reports for AP and AR, budget administration and year-end closing requirements.
Responded to customer questions about products and services.
Communicate with customers over the phone and in person on a daily basis.
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Researched resolutions, contacted necessary departments and responded back to customer back phone, mail or fax as follow up.
Interacted with customers to provide and process information in response to inquiries, concerns and requests about services and products.
Verified order information against system data to prevent errors.
Explanation of programs and procedures of company's product.
Research accounts with issues and assist customers with discrepancies.
Collect payments over the phone and make payment arrangements and have customers removed from collection creditors after verifying with LEC and billing department.
Use LERG and ANI systems to restore customers after verifying customers have no pending balance and make sure customers area were covered by our network system.
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Resume Overview
School Attended
LaGuardia Community College of The City University of New York