Summary
Overview
Work History
Skills
Timeline
Generic

Jessica Luna

Account Manager
Sherman Oaks,CA

Summary

Highly motivated, detail oriented Account Manager with over 8 years of experience overseeing full-cycle bookkeeping and financial operations. Committed to maintaining accurate ledgers, improving financials and contributing positively to the company overall goals.

Overview

10
10
years of professional experience

Work History

Account Manager

Gordon, Fishburn & Major LLP
Los Angeles, California
01.2016 - Current
  • Cultivated strong client relationships through proactive communication and tailored service strategies
  • Collaborated with clients and internal teams to improve bookkeeping processes and ensure exceptional service.
  • Processed accounts payable, accounts receivable, cash receipts, and cash disbursements
  • Maintain general ledger accounts and prepare monthly financial reports for management review
  • Send monthly cash flows to clients and/or monthly budgeting reports
  • Supported clients with budgeting, vendor relations, billing inquiries, account setup, family matters, and administrative financial tasks to enhance overall client satisfaction.
  • Collaborated with clients and internal teams to streamline bookkeeping processes, resulting in improved service delivery.
  • Ensured timely submission of 1099 forms to comply with tax regulations.
  • Managed estate administration tasks after client passings to ensure proper legal handling.
  • Onboard new clients to firm's software system
  • Built strong client relationships through proactive communication and personalized service strategies, fostering trust and loyalty.

Account Manager

NKSFB LLC
10.2018 - 04.2021
  • Cultivated professional relationships with clients to enhance satisfaction and retention
  • Onboard new clients to software system
  • Oversaw, trained, and managed assistant to ensure efficient support and service delivery
  • Work with the Touring department to ensure accurate books for touring clients
  • Perform bookkeeping duties
  • Review cashflows and send to clients
  • Collaborated with tax department to clean and adjust books for accurate financial reporting
  • Work with tax department to clean and adjust books
  • Meet and process 1099s
  • Process Payroll

Skills

Client relationship management

Financial analysis

DataFaction, Agillink and Practice CS Software

Microsoft Office proficiency

Data entry and 10-key

Decision-making

Excellent organization

Time management

Self-motivated

Growth-oriented

Professional demeanor

Timeline

Account Manager

NKSFB LLC
10.2018 - 04.2021

Account Manager

Gordon, Fishburn & Major LLP
01.2016 - Current
Jessica LunaAccount Manager