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Jeffrey
Accounting Professional with Over 25 Years in Finance and Administration
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Competencies
Extensive experience managing AR, AP, and financial recordkeeping for multiple organizations.
Skilled in managing calls, scheduling, invoicing, and client interactions to support daily operations.
Proficient in Word, Excel, Outlook, QuickBooks, Practice Engine, CaseWare, and other financial tools.
Experienced in client communication and service, ensuring positive interactions and satisfaction.
Education
Summary
Dedicated finance and administrative specialist with over two decades of supporting financial operations, client relations, and office management across diverse organizations. Adept at streamlining processes and ensuring accuracy.
Key Achievements
- Managed accounts payable and receivable processes, ensuring timely and accurate financial transactions over a 26-year tenure.
- Streamlined appointment scheduling and client communication, enhancing operational efficiency at CBIZ MHM, LLC.
- Gained diverse experience through temporary roles, supporting various organizations with accounting and administrative tasks.
- Proficient in a wide range of accounting and office software, improving workflow and data accuracy.
Experience
INTERNAL ACCOUNTANT, CPE COORDINATOR, RECEPTIONIST
Answered phones, processed payments, worked with staff and clients and scheduled appointments using AgilQuest software.. Processed FedEx and Quicksilver invoices.. Performed AR and AP for the Denver and Salt Lake City offices.. Assisted with the Denver PR in the past.. Customer service for co-workers, as well as clients and vendors.. Report generation and creation and AR reconciliation for Controller, Directors, co-workers and clients (both Offices).. AR applications (checks and credit cards) and adjustments for both offices using Lockbox and CPA and Practice Engine software.. AP using GL coding to send to our Corporate headquarters, as well as using a Procurement Card in order to pay invoices internally.. Developed a good relationship with both exterior clients, clients and vendors.
ACCOUNTING/BOOKKEEPING
Temporary positions at Pacificare, Resources Trust, Sienna Imaging, Pioneer Drama and Dr. Robert Wright.. Membership Account Services Specialist with Pacificare - contract entry, eligibility, account reconciliations, reports, customer service.