Summary
Overview
Work History
Education
Skills
Technology Skills
Timeline
Generic

Leslie Reed

Bakersfield

Summary

Results-driven Billing & Accounts Specialist with 5+ years of experience spanning insurance, fitness, retail, manufacturing, and higher education. Skilled in accounts accounts receivable and payable, client relationship management, and dispute resolution - successfully reducing backlogs and improving cash flow. Recognized for accuracy, timeliness, and organizational strength in financial recordkeeping. Proficient in QuickBooks, AMS360, and the Microsoft Office Suite. Dedicated to delivering professional, customer-focused service while supporting marketing initiatives and membership retention.

Overview

21
21
years of professional experience

Work History

Billing & Account Coordinator

Naspower Gym
Bakersfield
09.2023 - Current
  • Cleared extensive backlog in billing.
  • Conducted research to address and fix billing discrepancies.
  • Managed comprehensive Accounts Receivable Process.
  • Managed customer care and training on technical programs for staff.
  • Assisted in marketing campaigns to promote gym memberships and services.
  • Managed client communications to ensure satisfaction and retention.
  • Coordinated scheduling for personal training sessions and group classes.

Accounting Assistant

Wilson Paves & Associates
Bakersfield
04.2013 - 03.2016
  • Processed invoices for timely payments and accurate financial records.
  • Generated monthly balance sheets and income statements.
  • Assisted in preparing monthly financial reports for management review.
  • Maintained organized filing system for accounting documents and records.
  • Reconciled bank statements to ensure account accuracy and completeness.
  • Collaborated with team members to resolve discrepancies in financial data.
  • Utilized accounting software to input transactions and track expenses.
  • Supported payroll processing by verifying employee hours and deductions.
  • Communicated with vendors regarding billing inquiries and payment issues.
  • Assisted with accounts receivable activities such as invoicing, collections, and deposits.
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
  • Maintained the general ledger system to ensure accurate recording of all transactions.
  • Received payments from customers via cash, check and credit cards to pay company invoices.
  • Produced reliable reports by checking financial statements for accuracy.
  • Processed journal entries for accruals, amortization and other adjustments.
  • Provided support to upper management with special projects related to finance or accounting processes.
  • Researched discrepancies between invoices, purchase orders, packing slips.
  • Managed vendor relationships by ensuring timely payments and resolving disputes.
  • Renegotiated vendor payment terms to enhance cash flow.
  • Enhanced cash flow, contributing to the company's profitability.

Income Tax Preparer

TaxXpress
Sacramento
01.2005 - 04.2013
  • Prepared individual and business tax returns using industry-standard software.
  • Analyzed client financial documents to identify potential deductions and credits.
  • Communicated tax obligations and deadlines to clients effectively.
  • Reviewed prior year tax returns for accuracy and compliance issues.
  • Maintained up-to-date knowledge of federal and state tax laws and regulations.
  • Collaborated with clients to gather necessary documentation for tax preparation.
  • Assisted in developing streamlined processes for efficient tax return completion.
  • Prepared tax returns for individuals, corporations, partnerships and trusts.
  • Created financial statements for filing purposes.
  • Managed a high volume of complex individual income tax returns in a timely manner.
  • Answered inquiries from clients regarding their tax obligations.
  • Identified opportunities for additional deductions or credits.

Education

Associate of Science - Animal Science

Bakersfield College
Bakersfield, CA

Skills

  • Accounts Receivable
  • Accounts Payable
  • Invoice verification and processing
  • Reconciliation of purchase orders
  • Aging report analysis and collections
  • Month-end financial closing
  • Financial reporting experience
  • Financial budget management
  • Accurate billing and dispute management
  • Accounting Systems: QuickBooks, AMS360, Mindbody, Microsoft Excel
  • Payment Processing
  • Client relationship management
  • Account reconciliation
  • Billing management
  • Financial reporting
  • Customer service
  • Marketing strategies

Technology Skills

  • Accounting & Finance Systems: QuickBooks, AMS360, Microsoft Dynamics GP, Small Business Accounting, Payroll, Invoicing, Reconciliations, and Financial Reporting.
  • Productivity & Office Tools: Microsoft Office Suite (Excel- advanced formulas, pivot tables, data analysis; Access - database management; Outlook - email/calendar), Google Workspace (Docs, Sheets, Drive, Classroom).
  • Business & Operations Software: POS (Square, MindBody), Cash App, Venmo, PDF Element, OmniPage, and PaperPort,
  • Creative & Digital Tools: Adobe Photoshop, Canva, Silhouette Studio, CapCut, Microsoft Publisher.
  • Web & Communication: WordPress, database management, social media platforms, presentations/slideshows, web graphics, professional email systems (Gmail, Yahoo, Hotmail).

Timeline

Billing & Account Coordinator

Naspower Gym
09.2023 - Current

Accounting Assistant

Wilson Paves & Associates
04.2013 - 03.2016

Income Tax Preparer

TaxXpress
01.2005 - 04.2013

Associate of Science - Animal Science

Bakersfield College

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Leslie Reed