Experience

Beyer Brown

• United States
• Hospitality
• 1 - 100 Employee

• Accounting Assistant

  • Apr 2019 - Present

  • Prepare complex journal entries and account reconciliations including but not limited to cash, prepaid expenses and payroll. • Prepare monthly balance sheet and income statement analysis for management reporting. • Assist in the month end, quarter end and year end closing process including monthly financial close workbook preparation. • Assist in implementation, maintenance, and adherence to internal controls under SOX and accounting procedures ensuring compliance with… Show more • Prepare complex journal entries and account reconciliations including but not limited to cash, prepaid expenses and payroll. • Prepare monthly balance sheet and income statement analysis for management reporting. • Assist in the month end, quarter end and year end closing process including monthly financial close workbook preparation. • Assist in implementation, maintenance, and adherence to internal controls under SOX and accounting procedures ensuring compliance with GAAP. • Maintain capital lease and monthly payment schedules. • Maintain fixed asset ledger, depreciation, and reconciliation. • In-depth experience with month end balance sheet account reconciliations. • Perform month end close, journal entries, with minimum supervision. • Recurring journal entries maintenance and reconciliation. • Intercompany billings, transactions, and reconciliation. • Analyze and coordinate a variety of financial data and report data in a useful and understandable manner. Show less • Prepare complex journal entries and account reconciliations including but not limited to cash, prepaid expenses and payroll. • Prepare monthly balance sheet and income statement analysis for management reporting. • Assist in the month end, quarter end and year end closing process including monthly financial close workbook preparation. • Assist in implementation, maintenance, and adherence to internal controls under SOX and accounting procedures ensuring compliance with… Show more • Prepare complex journal entries and account reconciliations including but not limited to cash, prepaid expenses and payroll. • Prepare monthly balance sheet and income statement analysis for management reporting. • Assist in the month end, quarter end and year end closing process including monthly financial close workbook preparation. • Assist in implementation, maintenance, and adherence to internal controls under SOX and accounting procedures ensuring compliance with GAAP. • Maintain capital lease and monthly payment schedules. • Maintain fixed asset ledger, depreciation, and reconciliation. • In-depth experience with month end balance sheet account reconciliations. • Perform month end close, journal entries, with minimum supervision. • Recurring journal entries maintenance and reconciliation. • Intercompany billings, transactions, and reconciliation. • Analyze and coordinate a variety of financial data and report data in a useful and understandable manner. Show less



Faneuil Inc

• United States
• Outsourcing/Offshoring
• 700 & Above Employee

• Customer Service Supervisor

  • Jul 2018 - Mar 2019

  • Utilizes performance management information to supervise, coordinate and schedule the activities of leads and customer service representatives. • Assist manager with the achievement of designated key performance indicators. • Handles escalated customer complaints that cannot be resolved by a CSR or Lead CSR. • Responsible for effective human resource administration including training, evaluations, coaching, mentoring, recommending salary increases, promotions, and corrective… Show more • Utilizes performance management information to supervise, coordinate and schedule the activities of leads and customer service representatives. • Assist manager with the achievement of designated key performance indicators. • Handles escalated customer complaints that cannot be resolved by a CSR or Lead CSR. • Responsible for effective human resource administration including training, evaluations, coaching, mentoring, recommending salary increases, promotions, and corrective actions. • Reviews, approves, and maintains time sheets and leave requests for staff. • Ensures CSRs keep accurate account of transponder inventory, maintenance and returns. • Assures that daily performance measures are available and effectively utilizes this information to manage the work force for continuous improvement. • Provides input and/or assistance in formulating new policies and procedures; recommends changes to existing policies and procedures as required to improve operations in efficient achievement of performance indicators or to support changing business requirements. • Identifies problems with the office equipment, systems and general toll issues and communicates or transfers these issues to the proper area for resolution. • Assist with escalated front counter issues and assists in the daily cash-out of counter employees. • Complete weekly schedules for front counter and ensures employees are complying with time off guidelines. • Track transponder inventory assigned to the front counter as well as supplies. • Process refund request forms, feedback forms that are submitted • Daily cash management, reconciliation, and reporting • Monthly cash count and reporting.

• Bilingual Customer Service Representative

  • Feb 2018 - Jul 2018

  • Provides efficient and effective service to customers and prospects on all patron-based services to a variety of inquiries and customer needs. • Fluently speak Spanish and English to assist with customer's needs. • Respond to various customers billing and service-related inquiries via telephone and in writing. • Enroll new customers, offering appropriate products and services. • Offer new products and services to existing customers. • Process payments for current or outstanding… Show more • Provides efficient and effective service to customers and prospects on all patron-based services to a variety of inquiries and customer needs. • Fluently speak Spanish and English to assist with customer's needs. • Respond to various customers billing and service-related inquiries via telephone and in writing. • Enroll new customers, offering appropriate products and services. • Offer new products and services to existing customers. • Process payments for current or outstanding balances. • Collect outstanding balances and/or negotiate appropriate payment arrangements. • Utilize various Faneuil and client software packages. • Ensure Customer Satisfaction & First Call Resolution. • Appropriately handle emergency calls regarding gas leakage, odor of gas, explosions, and fires.



GC Services

• United States
• Financial Services
• 700 & Above Employee

• Financial Service Supervisor

  • Feb 2017 - Jan 2018

  • Develop and implement policies and procedures with emphasis on internal control and efficiencies. • Manage a group of 12-18 employees and provide performance reports on a weekly review. • Responsible for the work of employees as assigned to include items such as daily work priorities, quality and quantity of work, coaching and developing employees, and conducting performance reviews, as necessary. • Handle incoming calls for credit verification and obtain credit records from credit… Show more • Develop and implement policies and procedures with emphasis on internal control and efficiencies. • Manage a group of 12-18 employees and provide performance reports on a weekly review. • Responsible for the work of employees as assigned to include items such as daily work priorities, quality and quantity of work, coaching and developing employees, and conducting performance reviews, as necessary. • Handle incoming calls for credit verification and obtain credit records from credit bureaus for customers review orders and private data for new Verizon customers. • Review accounts for existing customers to address concerns. • Used skills to assist each customer in a timely matter by following department regulations while addressing their disputes. • Collect delinquent past due bills for current Verizon accounts as well as accounts that have been sent to collection agencies. • Make outbound calls for past due accounts with the purpose of collecting payments or setting up arrangements to avoid service interruptions. • Communicate applicable financial information to operational management. Show less • Develop and implement policies and procedures with emphasis on internal control and efficiencies. • Manage a group of 12-18 employees and provide performance reports on a weekly review. • Responsible for the work of employees as assigned to include items such as daily work priorities, quality and quantity of work, coaching and developing employees, and conducting performance reviews, as necessary. • Handle incoming calls for credit verification and obtain credit records from credit… Show more • Develop and implement policies and procedures with emphasis on internal control and efficiencies. • Manage a group of 12-18 employees and provide performance reports on a weekly review. • Responsible for the work of employees as assigned to include items such as daily work priorities, quality and quantity of work, coaching and developing employees, and conducting performance reviews, as necessary. • Handle incoming calls for credit verification and obtain credit records from credit bureaus for customers review orders and private data for new Verizon customers. • Review accounts for existing customers to address concerns. • Used skills to assist each customer in a timely matter by following department regulations while addressing their disputes. • Collect delinquent past due bills for current Verizon accounts as well as accounts that have been sent to collection agencies. • Make outbound calls for past due accounts with the purpose of collecting payments or setting up arrangements to avoid service interruptions. • Communicate applicable financial information to operational management. Show less



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Associate

  • Jan 2016 - Apr 2016

  • Ensuring clients comply with IRS regulations and meet their state and federal tax obligations. • Analyzing and minimizing tax liabilities by implementing tax reduction strategies. • Reviewing financial records, income statements, and expenditures. • Preparing and filing tax returns and work papers for companies, partnerships, and individuals. • Researching tax issues and assisting with tax audits. • Consulting with clients, reviewing their tax information, and responding to… Show more • Ensuring clients comply with IRS regulations and meet their state and federal tax obligations. • Analyzing and minimizing tax liabilities by implementing tax reduction strategies. • Reviewing financial records, income statements, and expenditures. • Preparing and filing tax returns and work papers for companies, partnerships, and individuals. • Researching tax issues and assisting with tax audits. • Consulting with clients, reviewing their tax information, and responding to questions and concerns. • Advising clients on employee health care benefits, compensation, and accounting systems. • Maintaining accurate and up-to-date client records. Show less • Ensuring clients comply with IRS regulations and meet their state and federal tax obligations. • Analyzing and minimizing tax liabilities by implementing tax reduction strategies. • Reviewing financial records, income statements, and expenditures. • Preparing and filing tax returns and work papers for companies, partnerships, and individuals. • Researching tax issues and assisting with tax audits. • Consulting with clients, reviewing their tax information, and responding to… Show more • Ensuring clients comply with IRS regulations and meet their state and federal tax obligations. • Analyzing and minimizing tax liabilities by implementing tax reduction strategies. • Reviewing financial records, income statements, and expenditures. • Preparing and filing tax returns and work papers for companies, partnerships, and individuals. • Researching tax issues and assisting with tax audits. • Consulting with clients, reviewing their tax information, and responding to questions and concerns. • Advising clients on employee health care benefits, compensation, and accounting systems. • Maintaining accurate and up-to-date client records. Show less



H&R Block

• United States
• Retail
• 700 & Above Employee

• Client Service Representative

  • Jan 2015 - Apr 2015

  • Greet clients in a personalized, friendly, and inviting manner. • Make phone calls to schedule and confirm appointments. • Manage inbound and outbound phone calls with clients in a personalized, friendly, and inviting manner. • Match clients with the best-suited tax professional for their needs. • Handle client exits by ensuring all current and future needs are met. • Maintain office cleanliness and organization of resources with team members. • Greet clients in a personalized, friendly, and inviting manner. • Make phone calls to schedule and confirm appointments. • Manage inbound and outbound phone calls with clients in a personalized, friendly, and inviting manner. • Match clients with the best-suited tax professional for their needs. • Handle client exits by ensuring all current and future needs are met. • Maintain office cleanliness and organization of resources with team members.