Results-oriented accounting expert with four years of experience at Intuit. Proficient in accounting software and skilled in customer service, Specializes in driving process improvements and fostering team collaboration, consistently delivering measurable results in fast-paced contexts.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Associate Bookkeeper GBSG
Intuit
Mountain View
08.2021 - Current
Associate Bookkeeper for GBSG Harmonized Service Agent demonstrating four years experience.
Earned Expert Network Accountant Pioneer Badge by showcasing advanced accounting skills.
Provided strategic assistance to a small business for eight weeks, enhancing financial operations.
Accredited Quickbooks Online ProAdvisor possessing 2 years of proficiency
Created SBSEG Google Sheets reference document
Cultivated motivating atmosphere to support end-of-year self-marketing presentations.
Organized interactive sessions focusing on improving self-presentation skills.
Designed materials that emphasize impactful personal branding strategies.
Guided collaborative efforts to generate innovative marketing ideas.
Managed daily customer service interactions for company products, addressing accounting-related customer concerns.
Turbo Tax Live Agent
Intuit.com
Remote
02.2021 - 04.2021
Addressed customer inquiries and solved issues while serving as Turbo Tax Live support agent.
Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.
Maintained accurate records of all customer interactions, process customer accounts and file documents.
Evaluated and identified opportunities to drive process improvements, positively impacting customer experience.
Utilized computer systems for tracking, information gathering and and or troubleshooting.
Participated in ongoing training programs related to job duties or responsibilities.
Attended team meetings regularly to discuss updates on products, services and policies changes.
Mailroom Manager/student Supervisor
Lindenwood University
Belleville
07.2014 - 01.2017
Optimize handling of incoming and outgoing mail/packages across all University departments.
Optimize management of incoming and outgoing mail/packages for all students.
Directed 3 major mailroom relocations during tenure
Modernized mail sorting system by shifting from analog tracking to digital scanning
Enhanced mailroom security through installation of surveillance cameras and implementation of ID verification process
Minimized mail loss rate from 40% to under 1% per semester
Direct operations of paid university students every semester.
Day Admissions Office Assistant
Lindenwood University
Belleville
12.2011 - 01.2014
Data management for new and returning student applications.
Data processing for high school transcripts, college documents, and relevant materials.
Developing weekly spreadsheets for university head coaches
Supervising student workers and delegating daily office tasks.
Title Clerk
Auction Broad Casting
St. Louis
08.2010 - 04.2011
Responsible for supporting the weekly auction sale.
Streamlined processing of sale tickets and vehicle titles with precision
Administered clerical assistance throughout sale day activities involving vehicle title processing.
Orchestrated detailed tracking and timely mailing of supporting documents to clients.
Legal Billing Clerk
Donovan, Rose, Nester and Joley, P.C.
12.2002 - 03.2010
Company Overview: Billing Specialist for Corporate Law Firm
Processing quarterly, monthly, bi-monthly invoices for various types of corporate law cases.
Enter updated case details to optimize computer database for billing efficiency.
Input attorney and paralegal timeslips on each case in a timely manner.
Revise billing calendar weekly to facilitate quarterly, monthly, and bi-monthly case billing.
Quality review of pre-bills before final printing.
Generating spreadsheet reports as required, parameters outlined by attorney.
Billing Specialist for Corporate Law Firm
Accounting Records Manager
USS LST 325 Ship Memorial
05.2001 - 01.2003
Responsible for accounting records, end-of-the-month, and end-of-year reports.
Processing donation receipts and acknowledgment letters.
Reviewing data to produce cost analysis reports.
Facilitate database management processes for USS LST membership
Collaborated as co-publisher on quarterly newsletter, overseeing article contributions and updates.
Managed computer entry for newsletter content, improving overall efficiency in publication.
Coordinated printing and shipping of newsletter and membership packages.
Compiled membership reports submitted to Board of Directors upon request.
Invoice Associate
Accounttemps
01.2001 - 01.2002
Processing invoices for wholesale distributor cigarette buy-downs.
Input information for buy-downs into Excel spreadsheet software
Organize data entries into spreadsheets to facilitate payment request submissions
Verifying spreadsheet totals against velocity reports.
Processing submittal forms for mailing.
Consolidated final monthly reports, invoices, and submittals for comprehensive hard copy backup.
Formatting monthly spreadsheets for new buy-down submittal forms and monthly-consolidated buy-down information spreadsheets using Excel.
Individual Income Tax Preparer
Jackson Hewitt Tax Service
01.1997 - 01.2000
Managed tax preparation, processing, filing, and resolution of issues.
Coordinating electronic tax filing via e-file, overseeing and processing 8453 submissions.
Overseeing the store and maintaining office efficiency in the absence of the manager.
Office management of clerical and administrative support.