Nelson Zoree
Santee
Summary
Assistant Accountant with expertise in maintaining accurate financial records and ensuring compliance with regulations. Proven ability to adapt to changing operational environments while delivering exceptional customer service. Detail-oriented with strong mathematical skills and a commitment to financial transparency. Demonstrates effective problem-solving abilities to enhance accounting processes.
Overview
10
10
years of professional experience
Work History
Life Insurance Agent
Spektra Insurance
San Diego
01.2022 - Current
- Educated clients about life insurance products and coverage options.
- Assisted clients in completing insurance applications and documentation.
- Built strong relationships with clients through regular follow-ups and communication.
Bookkeeper/Owner
Mr. Liquor
Santee
04.2020 - Current
- Managed daily financial transactions and maintained accurate records.
- Reconciled bank statements to ensure consistency and accuracy.
- Processed vendor invoices and managed payment schedules efficiently.
- Assisted in preparing monthly financial reports for management review.
- Handled payroll processing and ensured timely employee payments.
Sales Associate
Perry Ford of National City
National City
08.2018 - 12.2021
- Sold various products by explaining unique features, and educating customers on proper application.
- Responsible for all sales activities, consumer greetings, and offering assistance to consumers and peers.
- Recorded and resolved daily transactions to promote revenue generation and customer satisfaction.
Lead Sales Associate
Sprint
Poway
07.2016 - 07.2018
- Trained and developed new team members to improve product knowledge and selling abilities.
- Monitored the performance of the sales team and implemented improved methods to close gaps.
- Delivered quality customer service while cultivating client satisfaction and loyalty.
Education
Accounting And Finance
San Diego State University
San Diego, CA06-2026
Skills
- Financial analysis and budget management
- Client education and retention
- Data reconciliation and payroll administration
- Performance tracking and relationship building
- Team collaboration
- Effective communication
Timeline
Life Insurance Agent
Spektra Insurance
01.2022 - Current
Bookkeeper/Owner
Mr. Liquor
04.2020 - Current
Sales Associate
Perry Ford of National City
08.2018 - 12.2021
Lead Sales Associate
Sprint
07.2016 - 07.2018
Accounting And Finance
San Diego State University