Maria Calderon
Petaluma
Summary
Professional in finance with strong background in managing invoices, reconciling statements, and maintaining accurate financial records. Known for reliability, adaptability, and fostering team collaboration to achieve organizational goals. Skilled in using accounting software, processing payments, and ensuring compliance with financial policies. Proven ability to meet deadlines and contribute positively to dynamic work environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Income Tax Preparer
H&R Block
07.2021 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Assessed client tax situations to determine best filing options.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Accountant
Perdue Farms
04.2019 - 07.2021
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
- Assisted controller with year-end financial audits.
- Assisted in budget preparation, ensuring alignment with departmental goals and financial forecasts.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Administrative Assistant
Adobe House Senior Living
07.2018 - 03.2019
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Efficiently managed personnel files, maintaining confidentiality while keeping records up-to-date and organized.
- Answered and redirected incoming phone calls for office.
- Assisted in payroll processing to ensure timely delivery of paychecks to all employees.
- Organized new employee orientation schedules for new hires.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Education
Bachelors degree - Accounting
Sonoma State University
Skills
- Microsoft Excel proficiency
- Accounts payable / invoice coding
- Tax preparation
- Administrative support
- Administrative skills
- Tax software proficiency
- Accounting principles
Certification
- CTEC
Languages
Spanish
Native or Bilingual
Timeline
Income Tax Preparer
H&R Block
07.2021 - Current
Accountant
Perdue Farms
04.2019 - 07.2021
Administrative Assistant
Adobe House Senior Living
07.2018 - 03.2019
Bachelors degree - Accounting
Sonoma State University
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