Experience

Finch Investment Group

• United States
• Investment Management
• 1 - 100 Employee

• Operations Associate

  • Dec 2019 - Present

  Jacksonville, Florida Area



CAP Fleet Upfitters

• Accounting Clerk

  • Aug 2015 - Oct 2019

  Belton, TX • Facilitate financial, administrative, and clerical services to ensure accurate and efficient operations using QuickBooks, ADP, Fishbowl, CashPro Online Platform, and Interstate Billing Services. • Process and monitor incoming payments and secure revenue by verifying and aiding in posting of receipts using QuickBooks. • Perform daily financial transactions including verifying, classifying, computing, posting and recording accounts receivable data; verify discrepancies and resolve billing… Show more • Facilitate financial, administrative, and clerical services to ensure accurate and efficient operations using QuickBooks, ADP, Fishbowl, CashPro Online Platform, and Interstate Billing Services. • Process and monitor incoming payments and secure revenue by verifying and aiding in posting of receipts using QuickBooks. • Perform daily financial transactions including verifying, classifying, computing, posting and recording accounts receivable data; verify discrepancies and resolve billing issues. • Manage the purchase order and invoice lifecycle for two large government entities; created a reference guide and spreadsheet to track their status and perform a successful reconciliation to close out the batch. • Create and submit invoices for payment and receive parts into inventory; track invoice status from submission to payment. • Stepped up to help management by taking on accounts payable responsibilities for five weeks, in addition to the above duties, due to an unexpected staffing shortage. Show less



Yoko Excavating, LLC

• United States
• 1 - 100 Employee

• Office Manager

  • Aug 2014 - Jul 2015

  Belton, TX * Prepared quarterly payroll reports, W-2’s, and 1099-MISC tax documents. * Drafted various liens for the company owner to place on record with the Registry of Deeds. * Performed monthly reconciliation of bank and credit card statements and reconciled payroll and financial statements to the general ledger. * Certified the weekly payroll, maintained accounts receivable and payable via Quickbooks software.



Accounting Consultants, Inc.

• United States
• Accounting
• 1 - 100 Employee

• Junior Accountant

  • Jan 2007 - Jul 2014

  Knoxville, Tennessee Area * Monitored the entire product lifecycle for tax returns including scheduling client intakes, preparing incoming returns, ensuring each return was reviewed and signed timely by the Enrolled Agent or CPA, contacting each client to pick up their return, and collecting payment for services rendered. * Used Drake Tax Pro Services, Intuit, and Quickbooks Pro software to prepare 70% of incoming tax returns; the Enrolled Agent prepared 20% and the CPA 10%. * Used the above-referenced software… Show more * Monitored the entire product lifecycle for tax returns including scheduling client intakes, preparing incoming returns, ensuring each return was reviewed and signed timely by the Enrolled Agent or CPA, contacting each client to pick up their return, and collecting payment for services rendered. * Used Drake Tax Pro Services, Intuit, and Quickbooks Pro software to prepare 70% of incoming tax returns; the Enrolled Agent prepared 20% and the CPA 10%. * Used the above-referenced software to prepare monthly reconciliations for ten accounts to the general ledger, generate payroll tax reports and financial statements monthly, and perform tax analysis for the following fiscal year. * Provided back up support and job training to the Secretary as needed. Show less