Summary
Overview
Work History
Education
Skills
Websites
Timeline
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ALAN WARD

Lake Forest

Summary

Detail-oriented accountant with two years of experience in financial reporting, budgeting, and account reconciliation, seeking a general accounting role. Committed to ensuring accuracy in financial records, maintaining compliance, and supporting organizational growth through effective financial analysis and process improvements.

Overview

4
4
years of professional experience

Work History

Sales and Shipping Coordinator

Revival Recycle
06.2023 - 03.2025
  • Managed the online sales and shipping for medical equipment resold and recycled equipment.
  • Resold and recycled equipment to vendors and customers.
  • Responded promptly to customer inquiries, providing detailed product information and support to enhance customer satisfaction.
  • Coordinated packaging and shipping logistics for high-value equipment, ensuring safe and timely delivery.
  • Prepared shipping documentation, including invoices, packing slips, and customs forms when necessary.

Accountant

Com-Power Corporation
08.2021 - 05.2023
  • Achieved monthly, quarterly, and yearly account reconciliations for bank statements and credit cards.
  • Prepare tax returns, ensure compliance with federal, state, and local tax laws, and stay updated on tax regulations.
  • Streamlined payment processing for 100+ vendors, optimizing collections.
  • Analyze financial data to provide actionable insights for cost reduction, process improvement, and profitability.
  • Advanced computer skills in MS office, QuickBooks, and Fishbowl.
  • Process accounts and incoming payments in compliance with financial policies and procedures.
  • Perform day to day financial tasks, including verifying, classifying, computing, and recording accounts data.
  • Efficiently managed and processed over 150 invoices monthly for accounts payable and receivable.
  • Support management through reporting, analysis, and assigned projects.
  • Analyzed discrepancies, resolved accounting issues, and streamlined processes.
  • Developed comprehensive financial reports that facilitated strategic decisions.

Education

Bachelor of Arts - Business Administration concentration in Finance

California State University, Fullerton
06.2020

Skills

  • Advanced computer skills
  • Bookkeeping
  • Accounting Software (QuickBooks, MS Office, Fishbowl)
  • Time Management
  • Team Collaboration
  • Problem Solving
  • Customer inquiries with patience and professionalism to ensure satisfaction
  • Time management
  • Organizational skills
  • Attention to detail
  • Problem-solving
  • Customer service
  • Teamwork and collaboration

Websites

Timeline

Sales and Shipping Coordinator

Revival Recycle
06.2023 - 03.2025

Accountant

Com-Power Corporation
08.2021 - 05.2023

Bachelor of Arts - Business Administration concentration in Finance

California State University, Fullerton

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