VICKIE LUGO
Financial Assistant at Northwestern University- Claim this Profile
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Topline Score
Bio
Experience
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Northwestern University
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United States
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Higher Education
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700 & Above Employee
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Financial Assistant
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May 2016 - Present
Reconcile project statements with managers/PIs in order to ensure that statements accurately reflect financial transactions that were processed during each accounting period. Process the following requests on a daily basis; expense reports, financial/payroll journals, vouchers, requisitions, approving, deposits, budget, forecast, and funding updates Reconcile project statements with managers/PIs in order to ensure that statements accurately reflect financial transactions that were processed during each accounting period. Process the following requests on a daily basis; expense reports, financial/payroll journals, vouchers, requisitions, approving, deposits, budget, forecast, and funding updates
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Accounts Payable and Receviable
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Dec 2013 - Present
Create Invoices for Home Depot and Lowes accounts, and check monthly statements, and enter Deposit daily.Employee's relations via telephone and e-mail, and trained and supervised new employees in the purchasing Dept.Pay invoices through Eclipse, and Point of Sales (POS) systems, and scan all Invoices and Packing slips through Eclipse system for records.
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Purchasing Clerk
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Nov 2012 - Dec 2013
Maintained accurate, and organized client information filing system, supported optimal Sales Employees relation via telephone and e-mail, and answer phone calls and take message for Vice of President of Operations.Purchase of Cabinets lines from Medallion, Ultra Craft, and Omega Cabinetry, and double checking invoices, and sent them out through accounts payable.
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JCK & Assoc.
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Greater Chicago Area
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Bookkeeping and Tax Returns
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Feb 2011 - Oct 2012
Maintained accurate, and organized client information filing system, supported optimal customer relations via telephone, and e-mail. Bookkeeping A/R and A/P and Monthly Reconcile Journal Entry, and Invoices. Tax Returns Federal and State Returns for client, and Small Business Returns Maintained accurate, and organized client information filing system, supported optimal customer relations via telephone, and e-mail. Bookkeeping A/R and A/P and Monthly Reconcile Journal Entry, and Invoices. Tax Returns Federal and State Returns for client, and Small Business Returns
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DeVry University
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United States
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Higher Education
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700 & Above Employee
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Student Aid
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Jun 2006 - Oct 2008
Fulfilled student finance needs by supporting all aspects of daily operations helped students meed financial aid requirements by providing assistance on completion of FAFSA forms. Effectively handled all clerical needs of Financial Advisor. Maintained accurate, organized student information filling system; scanned financial aid documents into Image Now program. Fulfilled student finance needs by supporting all aspects of daily operations helped students meed financial aid requirements by providing assistance on completion of FAFSA forms. Effectively handled all clerical needs of Financial Advisor. Maintained accurate, organized student information filling system; scanned financial aid documents into Image Now program.
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Education
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Keller Graduate School of Management of DeVry University
Master of Accounting and Financial Management (MAFM), Accounting -
DeVry University
Bachelor of Science (B.S.), Accounting