Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Dependable Staff Accountant with a background in AR/AP, fixed assets, purchase orders, tracking orders, and reconciliations. Analytical performer with price dispute resolution experience. Considered an enthusiastic employee with great decision making skills.

  • ERP Systems: SAP & Visual Manufacturing
  • Proficient in Excel using pivot tables, cell formatting, charting, VLOOKUP, and Macros when processing reports
  • Salesforce CRM
  • Monthly Account / Bank Reconciliation
  • Internal / External Audits
  • Forecasting & Budgeting
  • Closing Processes
  • Financial Statements Expertise
  • Income Statements
  • Accounts Receivable/Accounts Payable
  • Account Reconciliation
  • Supporting purchase orders
  • Verifying orders
  • Purchase contracts
  • Purchase Order Reconciliation
Work History
Staff Accountant, 09/2018 to Current
Foster FarmsTracy, CA,
  • Performed accurate and fully compliant monthly closing processes, accruals, updating inventory reports, and journal entries
  • Maintained accounting ledgers by verifying and posting account transactions
  • Process accounts payable invoices, over 250 invoices weekly
  • Process accounts receivable invoices via mail or email, over 70 every week
  • Performed daily accounting functions like tracking expenses, readying deposits and preparing payments
  • Assessed accounting accuracy, performing daily cash functions including A/P and A/R tracking, bank reports, credit card and petty cash reconciliations
  • Entered new and updated current data into Visual Manufacturing, including client account information and demographics
  • Completed and recorded customer payments by processing in Visual Manufacturing
  • Processed refunds and over-payments for clients by crediting customer accounts or giving bill credits
  • Charged expenses to accounts and cost centers by analyzing invoice and expense reports
  • Monitor fixed assets and review existing fixed asset records
  • Made valuable contributions to planning of promotions, pricing and inventory levels, enhancing inventory flow, revenue and profits
  • Input all data into system using Visual Manufacturing. Updating purchase orders and sales orders
  • Setup process for new item specifications and new vendor profiles in procurement system
  • Carefully read and interpreted requisition orders to understand specialized terms and requirements
  • Maintained effective and lasting vendor relationships through dynamic communication, collaboration and intelligent questioning skills
Sales Administrator/Customer Service Representative, 07/2017 to 09/2018
Old Second Bancorp, Inc.North Main, IL,
  • Prompt and accurate entry and acknowledgement of orders within 24 hours of receipt to include the coordination of cash in advance payments, providing invoices, and collecting preferred carrier information
  • Record international and domestic user information into Salesforce Customer Relationship Management database
  • Field incoming customer calls and emails related to general inquiries and open orders
  • Interact with Operations Team to validate lead times, ship dates, and order changes
  • Proactive representative and customer notification of significant changes impacting order status (e.g., promised ship dates) as informed by Operations Team
  • Responsible for record keeping related to customer orders and ensuring that the appropriate documentation in filed in the order folders
  • Provide backup support for other Customer Service Representatives on an as needed basis
  • Responsible for data integrity in Salesforce, such as confirming contact details in Salesforce when speaking with customers, updating records
  • Assist the training department in training requests and class confirmations
  • Improved sales processes to streamline customer acquisition and on-boarding strategies
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies
  • Reviewed order updates to identify best practices aligned with corporate goals
  • Collaborated with marketing department personnel to optimize strategic initiatives
Customer Service Representative, 09/2015 to 07/2017
Evoqua Water TechnologiesCity, STATE,
  • Enter customer orders in an accurate and timely fashion in an SAP based environment following established procedures
  • Refer customers to service or technical support as required
  • Handle routine problems and recognize when to escalate customer issues
  • Provide customer service/ support and order entry for a company in the water industry
  • Maintain a high-volume workload within a fast-paced environment
  • Researched more complex issues regarding delivery follow-up, order tracking
  • Processed credit card payments for orders and managed accounts receivables
  • Performed a variety of concurrent tasks, handled escalations, time critical issues, maintained time sensitive records and created reports
  • Answer on average 55 calls per day and processed data entry using SAP
  • Trained new employees' standard operating procedures of Evoqua Customer Service and SAP
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Provided primary customer support to internal and external customers in fast-paced environment
  • Consulted with outside parties to resolve discrepancies and create effective solutions
Associate of Arts: Business Administration, Expected in 2018
Middlesex Community College - Bedford, MA
Bachelor of Science: Business Administration & Accounting, Expected in 02/2020
Southern New Hampshire University - Manchester, NH

GPA: 3.7, Magna Cum Laude Graduate

MBA: , Expected in 11/2022
Southern New Hampshire University - Manchester,

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School Attended

  • Middlesex Community College
  • Southern New Hampshire University
  • Southern New Hampshire University

Job Titles Held:

  • Staff Accountant
  • Sales Administrator/Customer Service Representative
  • Customer Service Representative


  • Associate of Arts
  • Bachelor of Science
  • MBA

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