Finance And Accounting Support Resume Example Guggenheim Partners LLC

FINANCE AND ACCOUNTING SUPPORT

Professional Summary

Attentive, resourceful, and personable Administrative Assistant bringing four years of administrative support experience in dynamic office environments. Offering keen attention to detail and strong decision-making skills; to managing multiple, concurrent tasks with a proven track record of providing exceptional customer service in fast-paced environments. Commended for cultivating positive work culture by cheerfully interacting with staff and clientele.

Skills

Business Administration
Expense Reporting
Schedule Management
AP/AR Proficiency

Advanced MS Office Suite
Travel Coordination
Process optimization
Spreadsheet management

Work History

Finance and Accounting Support | 11/2019 to Current
Guggenheim Partners LLC - Frisco, TX

Generated and submitted invoices based upon established accounts receivable schedules and terms.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Processed rush payment requests in a timely manner and with a sense of urgency.
Maintained invoice log, Expesite, and Workday, to ensure invoices submitted were appropriately entered with correct documentation to be paid accordingly.
Submitted escrow requests to Treasury Wires and provided remittance information to legal department.
Generated new suppliers by obtaining required legal documents and submitting to Corporate Suppliers.
Reached out to vendors to verify information and follow up on client issues.
Prepared month-end closing entries for detailed reporting and recordkeeping.
Maintained shared folders in accounting drive by ensuring all required documents were current.
Assisted with special projects per instruction of CFO.

Administrative Assistant | 05/2018 to Current
Guggenheim Partners LLC - Frisco, TX

Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff and greeting visitors.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Assisted Development and Construction Team with processing and submitting individual expense reports for travel and client expenditures through Concur Systems, Ovation Travel, and Workday.
Coordinated domestic travel arrangements, including booking airfare, hotel, and ground transportation.
Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
Created PowerPoint presentations for business development purposes.
Composed internal memos and external correspondence for management and reviewed all documentation to eliminate errors.
Offered office-wide software support and training, including troubleshooting IT issues and optimizing usage.
Assisted new associates with onboarding, administrative procedures, company policies, and performance standards.

Receptionist, Administrative Assistant | 04/2017 to 05/2018
Patterson And Associates Insurance - Richardson, TX

Operated multi-line telephone system to independently handle over 100 calls each day.
Collected and distributed messages to team members and managers to support open communication and high customer service.
Sorted and distributed mail correspondence between departments and personnel, including parcel packaging, preparation, and efficient shipping.
Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
Interacted directly with Agents, Account Managers, Analysts, and Clients regarding inquiries about policies or accounts.
Respond and help clients through the agency's primary management platform (AMS360)
Displayed a consistent, positive attitude towards customers, peers, and other personnel, even during high-stress situations.
Maintained strict confidentiality with all personal data as per company guidelines.

Bartender, Server | 06/2017 to 01/2018
Idle Rich Pub - Dallas, TX

Applied excellent organizational and multitasking abilities to handle simultaneous customer, team and business needs while avoiding unnecessary delays or errors.
Took customer orders and capitalized on opportunities to sell special beverage and food options.
Maintained secure cash drawers, promptly resolving discrepancies for accuracy.
Maintained relationships with restaurant vendors to facilitate effective inventory management and implement cost controls.
Upsold daily specials and beverage promotions to exceed daily sales goals.
Assisted servers with specialty drinks orders by preparing on-demand items without delay.

Education

Brookhaven College - Dallas, TX | Associate of ArtsSocial Work | Psychology - Undergraduate

Continuing education in Psychology with an interest in Social Work and Mental Health

Naaman Forest - Garland, TX | High School Diploma

Graduated in Top 15% of Class
UTSW High School EMT Program

Affiliations

Member of HOSA
Member of Spanish National Honor' s Society

Resume Overview

Companies Worked For:

Guggenheim Partners LLC
Patterson And Associates Insurance
Idle Rich Pub

School Attended

Brookhaven College
Naaman Forest

Job Titles Held:

Finance and Accounting Support
Administrative Assistant
Receptionist, Administrative Assistant
Bartender, Server

Degrees

Brookhaven College - Dallas , TX | Associate of Arts
Naaman Forest - Garland , TX | High School Diploma

Finance and Accounting Support Resume Example

Resume Score: 80%

Resume Overview

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