partner support advocate iii resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Goal-focused Accountant with record of accurate reporting and budget management. Offering 10 years of experience handling all finances including payroll, budgets, reports, audits, journals, expenditures and payments. Adept at managing budgets, payroll, invoicing and all other general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Fastidious in tracking all expenses and reconciling accounts. Organized with 10 years of managing accurate accounting information, tax return support, bookkeeping and corporate operations. Astute financial professional with keen eye for detail and high level of integrity.

  • Fluent in QuickBooks/Netsuite/Intacct/MS Dynamics/Inn-Flow and M3 accounting systems
  • Advanced Bookkeeping Skills
  • Account Reconciliation Processes
  • Financial Statements Expertise
  • General Ledger Accounting Expertise
  • MS Office Suite
  • Budget Analysis
  • Payroll Processing
  • ADP/Paylocity/Paychex/Inn-Flow
  • Tax Preparation and Filing
Work History
Partner Support, Advocate III, 06/2021 to Current
Otis WorldwideOmaha, NE,

CX Champion Award Winner for Q1 FY23

CX Champion Award Nominee for Q2 FY23 (cannot win 2 times in a row)

Customer Advocate III | Partner Support (Dec. 2022 - current)

  • Advanced sync advocate assisting with all accounting systems: Netsuite, Intacct, MS Dynamics, Xero, QuickBooks

Customer Advocate II | Partner Support (Oct. 2022 - Dec. 2022)

  • Advanced advocate in assisting bank partners with sync support for QuickBooks and Xero

Partner Support (July 2022 - current)

  • Assists banking partners with technical support
  • More stringent SLA requirements

Customer Advocate I | AC/DC

  • From training promoted to AC/DC to assist both direct customers and accountants with the product
  • Provided high-level technical support by resolving inquiries by phone, e-mail and web consistent with department and team service levels and goals.
  • Assisted accountants with their accounting console
Accountant, 11/2021 to 02/2023
Otis WorldwideRemote City, IA,
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, cash and banking reconciliations.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reconciled and corrected issues with financial records.
  • Completed tax forms in compliance with legal regulations.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
General Manager, 01/2019 to 05/2021
Holiday Inn Express & Suites CypressCity, STATE,
  • Created budgets and forecasts for management group to meet regular accounting deadlines.
  • Performed advanced reviews of business operational trends and expected obligations to prepare accurate forecasts.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.
  • Identified and investigated variances to financial plans and forecasts.
  • Reconciled accounts and reviewed all materials, including surplus, income, expense data, net worth and assets.
  • Collected and arranged financial information and entered details into Quickbooks, M3 and Inn-flow financial management system.
  • Established internal databases and record management systems to enhance accuracy and integrity of all documentation and data.
  • Participated in financial activities such as setting room rates, establishing budgets and allocating funds to departments.
  • Maintained up-to-date knowledge on permits, certificates and documents mandatory for government departments.
  • Assisted in tax preparation. Utilized Excel to track all 4 taxes collected at hotel and monitor exemptions.
  • Managed payroll data entry and processing for employees to comply with predetermined company guidelines.
  • Maintained employee privacy and protected payroll operations by keeping all information confidential.
General Manager, 12/2016 to 01/2019
Company NameCity, State,
  • Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
  • Managed entire accounting cycle including gathering information, preparing documents, finalizing reports and closing books.
  • Prepared and filed City, State, County and Sales tax.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
  • Set up and improved accounting systems and processes to meet business needs and maximize effectiveness of operations.
  • Accurately documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Reviewed personnel records to determine names, rates of pay, occupations of new hires and changes in wage rates.
  • Processed payrolls on regular basis for employees.
  • Calculated salaries, rate changes, retroactive adjustments, overtime, bonus, vacation, termination and garnishments.
  • Processed employee W-9 and I-9 forms and managed benefits and leave time.
  • Hired and trained new employees, demonstrating best methods for serving clients and guests.
  • Coordinated leadership workshops to educate team members on best practices to optimize productivity.
Associate of Science: Accounting, Expected in 05/2000 to Fayetteville Technical Community College - Fayetteville, NC,

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Fayetteville Technical Community College

Job Titles Held:

  • Partner Support, Advocate III
  • Accountant
  • General Manager
  • General Manager


  • Associate of Science

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: