SYMONE PETERSON
Chicago
Summary
Detail-oriented accounting professional with 8 years of experience in financial operations, month-end close, and accounts payable/receivable. Expertise in journal entry preparation, account reconciliation, and financial data analysis. Collaborative team player skilled in maintaining compliance with internal controls and enhancing financial reporting. Proficient in NetSuite, Microsoft Dynamics GP, and advanced Excel functions.
Overview
16
16
years of professional experience
Work History
Accounting Clerk
USA Midwest Province - Society of Jesus
10.2023 - Current
- Process full-cycle accounts payable including wire transfers, ACH payments, checks, direct debits, and support payments within NetSuite
- Prepared journal entries and assisted with reconciliations to resolve bank and account discrepancies, ensuring accurate financial reporting
- Supported monthly financial operations through expense tracking and account analysis, facilitating timely month-end processes
- Assist with tracking expenses across departments and funding-related activities to support reporting accuracy
- Partners with employees, managers, and departments to resolve financial questions and support reporting needs
- Review and approve employee credit card transactions while ensuring compliance with company policies
- Provide support and guidance to staff using NetSuite and other financial systems
- Maintained strong vendor and internal relationships through timely communication and effective issue resolution
- Supported finance department operations and provided backup assistance for additional accounting and payroll-related functions.
Accounting Clerk
FOCUS
Chicago
05.2021 - 07.2023
- Reduced aged receivables by over $1.5M, significantly improving cash flow and account health
- Processed high-volume invoices, ensuring accurate coding and compliance with internal controls to support financial integrity
- Performed monthly bank and account reconciliations, supporting timely and accurate financial reporting
- Managed 1099 preparation and compliance, facilitating accurate vendor reporting to meet regulatory requirements
- Collaborated with accounting teams to streamline processing of intercompany transactions and journal entries, enhancing overall financial accuracy
- Supported expense reporting and analysis using Certify, improving reporting efficiency
- Chicago, IL
Accounts Payable LTL Representative
ECHO GLOBAL LOGISTICS
Chicago
12.2019 - 04.2021
- Managed carrier invoice lifecycle, ensuring timely review, approval, and payment processing
- Investigated pricing discrepancies and resolved issues, enhancing invoice accuracy and vendor satisfaction
- Maintained accurate accounts through proactive reconciliation and efficient issue resolution
- Utilized Excel (VLOOKUP, Pivot Tables) and Dynamics GP to track and analyze financial data
- Chicago, IL
Accounting Coordinator
ECHO GLOBAL LOGISTICS
Chicago
11.2018 - 12.2019
- Reduced aged invoices by over $1.5M, improving overall receivables performance
- Coordinated full-cycle AR processes, encompassing billing, cash applications, collections, and account analysis to ensure timely cash flow
- Executed account reconciliations and addressed short/underpaid invoices to maintain accurate financial records
- Chicago, IL
Account Executive
ECHO GLOBAL LOGISTICS
Chicago
05.2017 - 10.2018
- Managed key client accounts, ensuring accurate billing and maintaining high service levels to enhance client satisfaction
- Resolved shipment and billing issues, contributing to a 97% on-time delivery success rate
- Chicago, IL
Operations Representative
CH ROBINSON
Chicago
10.2014 - 04.2017
- Managed logistics operations, streamlining scheduling, tracking, and issue resolution
- Built and maintained customer relationships, enhancing service efficiency
- Chicago, IL
Shipment Information Specialist
CH ROBINSON
Chicago
06.2014 - 10.2014
- Audited and updated shipment data across multiple databases, contributing to ongoing data integrity and accuracy; promoted within six months for consistent top performance.
- Trained new team members on system accuracy standards and data quality expectations, enhancing overall team competency and operational efficiency.
- Chicago, IL
Community Assistant Supervisor
CHICAGO STATE UNIVERSITY HOUSING
Chicago
08.2010 - 12.2013
- Supervised staff to ensure adherence to housing policies, access controls, and operational standards, fostering a safe and compliant community environment.
- Chicago, IL
- Assisted residents with daily living needs and community engagement activities.
- Organized events to foster community spirit among student residents.
- Managed resident communication through newsletters and bulletin boards.
Payroll Coordinator
CHICAGO URBAN LEAGUE
Chicago
01.2010 - 05.2010
- Processed payroll data and maintained records for 500 employees, ensuring accuracy and timeliness of disbursements
- Assisted with audits and ensured compliance with payroll regulations, contributing to audit readiness and regulatory adherence
- Chicago, IL
Education
Bachelor of Science - Business Administration, Accounting
Chicago State University
ChicagoSkills
- Journal entries
- GL posting
- Reconciliations
- Invoice auditing
- Month-End Close Assistance
- AP operations
- Vendor management
- AP/AR workflows
- Account analysis
- Financial Data Analysis
- General Ledger Support
- NetSuite ERP
- Microsoft Dynamics ERP
- Certify platform
- VLOOKUP
- Pivot tables
- SUMIF
- Filtering
- Data validation
- Process improvement
- Cross-Functional Communication
Timeline
Accounting Clerk
USA Midwest Province - Society of Jesus
10.2023 - Current
Accounting Clerk
FOCUS
05.2021 - 07.2023
Accounts Payable LTL Representative
ECHO GLOBAL LOGISTICS
12.2019 - 04.2021
Accounting Coordinator
ECHO GLOBAL LOGISTICS
11.2018 - 12.2019
Account Executive
ECHO GLOBAL LOGISTICS
05.2017 - 10.2018
Operations Representative
CH ROBINSON
10.2014 - 04.2017
Shipment Information Specialist
CH ROBINSON
06.2014 - 10.2014
Community Assistant Supervisor
CHICAGO STATE UNIVERSITY HOUSING
08.2010 - 12.2013
Payroll Coordinator
CHICAGO URBAN LEAGUE
01.2010 - 05.2010
Bachelor of Science - Business Administration, Accounting
Chicago State University