Desiree Luna
Colton
Summary
Driven professional with a track record of enhancing financial accuracy and inventory management at Hub International. Excelled in account reconciliation and auditing procedures, boosting departmental organization by implementing robust internal controls. Skilled in fostering client relations and negotiating with vendors, demonstrating a keen ability to improve operational efficiency and financial integrity.
Overview
3
3
years of professional experience
Work History
Accounting Associate
Hub International
06.2022 - Current
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Maintained a high level of confidentiality and professionalism when handling sensitive financial information, promoting trust among clients and colleagues.
- Increased departmental organization by maintaining accurate records of financial transactions and creating detailed reports.
- Reported financial data and updated financial records in ledgers and journals.
- Directed gathering of required documentation and files for account audits and completed reviews.
- Enhanced financial accuracy by consistently reconciling accounts and resolving discrepancies.
- Assessed data and information to verify entry, calculation, and billing code accuracy.
- Prevented potential fraud by implementing effective internal controls and regularly reviewing transactional data for unusual activity or inconsistencies.
- Managed vendor relationships effectively to negotiate favorable payment terms and pricing agreements that benefited the organization''s bottom line.
Inventory Specialist
CED Greentech
12.2021 - 03.2022
- Enhanced inventory accuracy by conducting regular cycle counts and reconciling discrepancies.
- Performed data entry and completed proper paperwork.
- Completed physical inventory counts each month.
- Collaborated with team members to ensure timely completion of daily tasks, increasing overall productivity.
- Maintained a clean and well-organized work environment, promoting safety and efficiency among team members.
- Participated in annual physical inventories to verify accuracy of records and identify any discrepancies that needed correction.
- Recorded information, shortages, and discrepancies to keep records current and accurate.
Inventory Control Analyst
UNFI
06.2021 - 12.2021
- Checked work and purchase orders against actual materials and resolved variances.
- Helped create and improve inventory control policies.
- Increased order accuracy by conducting regular audits and implementing a robust quality control system.
- Conducted root cause analyses for discrepancies in inventory records, implementing corrective actions as needed.
- Improved turnover rates by proactively identifying slow-moving items and developing targeted sales strategies.
- Reduced excess stock levels through strategic planning and demand forecasting, increasing cost efficiency.
- Optimized warehouse layout for improved accessibility, reducing time spent on locating items and fulfilling orders.
- Enhanced collaboration with suppliers by maintaining strong relationships and clear communication channels.
Education
Bachelor of Arts - Human Resources Management
Cal State San Bernardino
San Bernardino 12.2024
Associate of Arts - Administration And Information Systems
Moreno Valley College
Moreno Valley, CA12.2021
Associate of Arts - Social And Behavioral Studies
Moreno Valley College
Moreno Valley, CA12.2021
Skills
- Invoice balancing
- Accounting Software Proficiency
- Payment Processing
- Accrual Accounting
- Auditing procedures
- Accounting and bookkeeping
- Accounts receivable management
- Record preparation
- Statement preparation
- Internal Controls
- Data Entry
- Financial records and reporting
- Account Reconciliation
- Customer Relations
- Inventory Management
- Word Processing
- Information gathering and analysis
- Personal Bookkeeping
- Statement Review
Timeline
Accounting Associate
Hub International
06.2022 - Current
Inventory Specialist
CED Greentech
12.2021 - 03.2022
Inventory Control Analyst
UNFI
06.2021 - 12.2021
Bachelor of Arts - Human Resources Management
Cal State San Bernardino
Associate of Arts - Administration And Information Systems
Moreno Valley College
Associate of Arts - Social And Behavioral Studies
Moreno Valley College
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