Bookkeeping Support | Accounts Receivable | Reconciliation | Financial Records Management
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Detail-oriented Bookkeeping and Finance Support professional with a Bachelor of Science in Accountancy and hands-on experience in accounts receivable, customer account management, billing support, reporting, reconciliations, and administrative finance operations. Experienced in maintaining organized financial records, reviewing transactions, preparing reports, handling customer account concerns, and supporting U.S.-based businesses with accuracy and professionalism. Skilled in Google Sheets/Excel, QuickBooks, Xero, Keap/Infusionsoft, Buildium exposure, Zendesk, HubSpot, and other digital tools. Known for being reliable, trainable, detail-focused, and able to adapt quickly to new accounting systems and workflows.
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Experience
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Finance & Customer Account Support / QA Admin
KimJay Management - US based
Supported U.S.-based business operations through customer account management, administrative documentation, quality assurance, and process tracking.
Managed customer inquiries, account concerns, billing-related questions, and support tickets using Zendesk, LiveChat, Keap/Infusionsoft, and other digital tools.
Maintained organized records, reports, workflows, customer account notes, and process documentation with accuracy and confidentiality.
Reviewed support tickets, customer interactions, and internal processes to identify errors, recurring issues, and areas for improvement.
Prepared reports using Zendesk analytics, LiveChat data, spreadsheets, and customer feedback to support management decisions.
Assisted with subscription-related processes, payment follow-ups, account status updates, and finance-related customer concerns.
Worked with structured workflows, SOPs, and business systems to ensure accuracy, consistency, and timely completion of assigned tasks.
Coordinated with internal teams to resolve customer account issues, billing concerns, unpauses, cancellations, and process exceptions.
Demonstrated strong attention to detail, accuracy in documentation, and ability to learn finance-related systems and procedures quickly.
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2011-2017
Inventory Accounting & Bookkeeping Support
Brightideas - US based
Monitored inventory levels and updated stock records to support accurate bookkeeping and cost tracking.
Reconciled physical inventory counts against system records and identified stock discrepancies.
Reviewed product pricing, stock movement, returns, and adjustments to maintain accurate financial records.
Supported Amazon shipment documentation, inventory transfers, and return tracking.
Ensured damaged, returned, or restocked items were properly recorded for inventory and financial reporting.
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Accounts Receivable Controller
Zuellig Pharma
Generated, reviewed, and distributed customer invoices accurately and on time.
Monitored customer accounts, payment status, and overdue balances to support collections and cash flow.
Followed up on past-due accounts and coordinated with customers to resolve payment delays, disputes, and discrepancies.
Prepared accounts receivable reports, including aging reports, for management review.
Reconciled accounts receivable records to ensure payments were properly posted and accounted for.
Investigated billing issues, payment differences, and account discrepancies in coordination with sales and customer service teams.
Maintained accurate customer account records and supported proper documentation of receivables transactions.
Contributed to improved collections, account accuracy, and customer account resolution.
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CRM & Marketing Tools: Salesforce, HubSpot, Infusionsoft/Keap, ZendeskProject Management: Asana, -----------, Trello
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Communication Tools: LiveChat, ChatGPTData Management: Google Sheets (advanced functions), Microsoft ExcelDesign Tools: Adobe Photoshop, Illustrator
Web Development: Basic HTML
Bookkeeping & Finance Skills
Accounts Receivable Support
Invoice Review and Billing Support
Bank Reconciliation Exposure
Credit Card Reconciliation Exposure
Customer Account Reconciliation
Payment Follow-up and Account Monitoring
Financial Records Management
AR Aging Reports
Subscription Billing Support
Transaction Review and Documentation
Process Documentation and SOPs
Spreadsheet Reporting
Tools & Systems
QuickBooks — Working Knowledge
Xero — Working Knowledge
Buildium — Exposure / Basic Working Knowledge
Keap/Infusionsoft — Experienced
Google Sheets / Excel — Proficient
Zendesk / Freshdesk — Proficient
HubSpot / Kajabi — Working Knowledge
Trello / Asana / ----------- — Proficient
Slack / Zoom / Teams — Proficient
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Education
Bachelor of Science in Accountancy
