Legal Account Representative Resume Example
Love this resume?Build Your Own Now
LEGAL ACCOUNT REPRESENTATIVE
Summary
Skilled Accounts Receivable & Payable Specialist with over 20 years of experience in the daily collections of high volume accounts receivable and payable departments.
Adept in managing disputes and resolved discrepancies. Proficient in developing internal reports to capture data for reporting, calculations and monthly close activities.
Motivated accounting professional focused on maintaining accurate, compliant records and controls responsive to dynamic operating conditions. Detail-oriented and methodical with excellent mathematical skills, Microsoft Excel expertise and Quickbooks knowledge.
Skilled in Microsoft, Word, Chrome and IT efficient.
Bilingual (fluent in English and Spanish)
Skills
|
|
Experience
Legal Account RepresentativeJohn Varvatos Enterprises, Inc. | San Diego , CA | May 2020-Current
- Routinely contacted account holders with balances over 30 days past due to resolve delinquencies.
- Oversaw disputes resolution and reconciliation for 300 client accounts.
- Analyzed loss reports and reviewed with senior management to measure overall portfolio performance.
- Worked closely with delinquent account holders to collect and reconcile accounts through approved channels.
Staff Accountant/Office ManagerShift Technologies, Inc. | Denver , CO | May 2010-Apr 2020
- Supported budget administration with detailed expense analyses and report reviews.
- Assessed accuracy, completeness and integrity of corporate financial records.
- Created and executed short- and long-term customized comprehensive financial strategies to reach company goals.
- Streamlined financials by accurately processing bank reconciliations and delivering financial reporting.
- Established complete accounting structures, processes and controls to meet business requirements.
- Investigated and resolved discrepancies in monthly bank accounts.
- Monitored and tracked expenses to keep business on track with financial targets.
- Managed financial operations, month-end reporting, financial schedules and reconciliations.
- Achieved compliance throughout all audit areas, including inventory, accrued expenses and accounts payable.
- Closely monitored income and expenses to prepare accurate documents.
- Kept financial records for operations representing more than $5,000,000 in yearly revenue.
- Optimized efficiency and reduced costs by automating financial document management.
- Gained accounting efficiency and improved documentation coordination through development of optimal journal entry schedules.
- Reviewed benefit liability accounts and vacation time to identify and correct discrepancies.
- Reviewed AP general ledger entries and deposits for contract compliance.
- Performed comprehensive financial audits in collaboration with accounting team members.
- Developed training procedures and mentored new accounting personnel on company policies and best practices.
- Reviewed and reconciled discrepancies in accounts and financial documentation.
- Educated management members on strategies for minimizing tax liability.
- Adhered to audit standards and requirements by monitoring and improving accounting procedures.
- Created financial statements.
- Completed detailed income and expense projections through close analyses of overhead, operational and labor costs, as well as revenue and general expense trends.
- Completed in-depth analysis of business operations, trends and obligations to complete accurate projections.
- Analyzed financial management practices to minimize financial discrepancies and reduce expenses.
- Represented clients in interaction with tax authorities and provided knowledgeable litigation support to resolve financial issues.
- Reduced closing time for monthly and quarterly by implementing new consolidation procedures.
- Identified and resolved obstacles to enable continuous workflow.
- Controlled capital improvement funds to secure regulatory compliance.
- Minimized audit risk by analyzing and reviewing deliverables.
- Reconciled ticket sales against transactions receipts to optimize revenue and minimize risk.
- Solicited vendor quotes to determine optimal material purchase pricing.
- Increased office organization by developing filing system and customer database protocols.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
- Coordinated logistics for corporate events.
- Completed quarterly employee performance evaluations to identify deficiencies and recommend improvement strategies.
- Oversaw digital patient charting, including data entry and administrative duties regarding insurance, billing and accounts receivable.
- Reduced financial discrepancies by accurately managing accounting documentation in QuickBooks while maintaining case costs and billing processes.
- Handled supply purchases and inventory management for office operations and equipment maintenance.
- Greeted visitors promptly and directed to correct locations.
- Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Monitored office inventory to maintain adequate supply levels and order products.
- Managed office inventory and placed new supply orders.
- Supported office needs including taking messages, scanning documents and routing business correspondence.
- Managed and controlled office supply inventory to secure timely ordering or requisition of depleted or low-level stock.
- Developed long-term budgets covering office supplies and equipment maintenance to meet organizational demand.
- Managed office inventory by maintaining documentation of stock.
- Improved operational efficiencies, managing work requests, new orders, pricing and changes while coordinating logistics to verify delivery dates.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Updated employee paperwork and records.
Assistant General ManagerBarbero Bakery, Inc. | City , STATE | Jan 1999-Apr 2010
- Motivated and led team members to work together to achieve targets.
- Coordinated monthly budgets, managed profit and loss and consistently met desired margin targets.
- Increased annual profit by streamlining processes and improving staff knowledge of optimal procedures.
- Efficiently met business targets to provide streamlined operations performance.
- Collaborated with General Manager to develop specialized projects, events and promotions.
- Oversaw problem resolution to increase CRM and bolster overall client satisfaction.
- Planned and updated menus to capitalize on changing trends in customer preferences.
- Identified customer needs and delivered relevant product solutions and promotions.
- Developed employee handbook, detailed job descriptions and workflow plans to formalize operational systems and procedures.
- Worked with management to plan and implement special events to boost customer numbers and profits.
- Assessed customer needs and requirements to effectively provide product pricing.
- Applied knowledge of coverage needs and individual employee strengths to produce effective team schedules.
- Fostered performance-oriented environment focused on promoting team collaboration, personal accountability and long-term business success.
- Analyzed sales presentations to cultivate projects that communicated product quality and market comparison.
- Supervised critical tasks, including budget implementations, employee reviews, training and scheduling for projects.
- Limited utility, equipment, labor and food expenses by implementing cost-control strategies.
- Monitored cash intake to eliminate discrepancies.
- Managed store cash intake with high accuracy and prepared daily bank deposits.
- Managed payroll for employees.
- Produced and filed payroll reports bi-weekly.
- Prepared physical checks for employees and check stubs for those receiving direct deposits of funds.
- Managed payroll for hourly and salaried employees.
- Kept operations in compliance with requirements by applying knowledge of applicable regulations, legal statutes and tax code information.
- Calculated overtime, vacation sick hours and other categories of time.
- Responded to requests for information as company expert on payroll operations.
- Generated relevant paperwork and payroll reports.
- Updated and reconciled retirement, tax and health care accounts.
- Calculated and applied wage garnishments.
- Worked with General Manager to accurately track and update paid time off.
- Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information.
- Protected payroll operations and maintained employee confidence by keeping information private.
- Analyzed, reported and maintained revenue reports to document proceeds and expenditure trends.
- Received, filed and processed paperwork and documents for on-boarding employees.
- Determined payroll liabilities by calculating employee federal and state income, social security taxes and employer's social security, unemployment and workers compensation payments.
- Tracked and applied tax liens, child support and other types of wage garnishments to paychecks.
- Classified, sorted and filed correspondence, articles, records and other documents to maintain organized filing system.
- Prepared manual checks and initiated direct deposits for employees.
Front Desk AssociateHamilton Ymca | City , STATE | Feb 1995-Sep 1997
- Monitored reservations to track incoming parties and special events.
- Computed guest billings and posted charges to room accounts.
- Set guest and group reservations and processed check-ins and check-outs.
- Greeted, registered and assigned guests to rooms.
- Arranged special accommodations for guests to maintain optimal satisfaction.
- Responded to inquiries and room requests made online, by phone or email.
- Managed customer complaints and rectified issues to complete satisfaction.
- Collaborated with housekeeping and maintenance staff to address and mitigate facility issues.
- Managed guest check-in and check-out procedures, reservations and payments.
- Answered the phone and emails to make reservations and take guest information.
- Improved group and individual behavior by employing positive management strategies.
- Secured indoor and outdoor premises to protect children under care.
- Observed and monitored play to identify developmental strengths and target areas for enrichment activities.
- Balanced schedules to provide optimal rest, play and educational periods.
Education and Training
High School DiplomaTrenton Central High School | | City, State | Jun 1996
Certification: Microsoft Excel New Horizon School | | City | Apr 2017
Certification: Accounting And FinanceMiami Dade College | | City, State | Jun 2017
Certifications
Microsoft Excel: Advanced
Microsoft Excel: Power Query, Power Pivot & DAX
Microsoft Excel: Data Visualization with Excel Charts & Graphs
Microsoft Excel: Data Analysis with Excel Pivot Tables
Microsoft Excel: Advanced Formulas & Functions
Microsoft Excel: Master Excel Macros and VBA
Algorithms and Software Engineering
Certified Information Systems Auditor (CISA)
DISCLAIMER
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
Resume Strength
- Formatting
- Word choice
- Length
- Measurable results
Resume Overview
School Attended
- Trenton Central High School
- New Horizon School
- Miami Dade College
Job Titles Held:
- Legal Account Representative
- Staff Accountant/Office Manager
- Assistant General Manager
- Front Desk Associate
Degrees
- High School Diploma
Certification : Microsoft Excel
Certification : Accounting And Finance
Similar Resumes
