Summary
Overview
Work History
Education
Skills
References
Timeline
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Patsy Guzman

Hayward

Summary

Dynamic and detail-oriented professional with extensive experience at Robert Half, excelling in invoice processing and data entry. Proven ability to streamline financial reporting and enhance office efficiency through exceptional organizational skills and self-motivation. Bilingual in Spanish, delivering outstanding customer service while managing multiple priorities effectively.

Overview

8
8
years of professional experience

Work History

Account Executive - Payables and Receivables

Robert Half
Hayward
05.2023 - 12.2024
  • Implemented program to create daily spreadsheets and streamline financial reporting.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Provided support for Accounts Payable and Receivable staff when needed.
  • Processed vendor payments accurately and efficiently.
  • Matched orders with invoices and recorded required information.
  • Handled accounts payable and receivable, including invoicing and payment processing.

Administrative Assistant/Accounting Assistant

Robert Half
Hayward
02.2022 - 03.2023
  • Set up workshops, conferences and meetings by scheduling and reserving rooms and preparing supplies.
  • Sorted and distributed incoming faxes, letters and emails for office distribution.
  • Developed and maintained filing systems for confidential documents and records.
  • Managed database systems containing customer contact information.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Answered questions from customers regarding products and services offered by the company.
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Reduced financial discrepancies by accurately analyzing and managing customer orders and invoices for various Fortune 500 companies.
  • Scheduled appointments between clients and customers and internal staff members.

Customer Service Representative

Farmers Insurance Agency
Stockton
09.2020 - 10.2021
  • Collected deposits or payments and arranged for billing.
  • Conferred with customers by telephone or in person to provide information about products or services and take orders.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Greeted customers, answered general questions and directed to appropriate locations.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.

Administrative Assistant/Sales Assistant

Mitsubishi Auto
Hayward
11.2016 - 05.2020
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Maintained office supplies inventory by checking stock to determine inventory level.
  • Reduced financial discrepancies by accurately analyzing and managing customer orders and invoices for various Fortune 500 companies.
  • Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Coordinated and scheduled meetings, including room reservations, catering, and technical setup, for seamless execution.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.

Education

High School Diploma -

Mt. Eden High School
Hayward, CA
05-2013

Some College (No Degree) -

San Joaquin Delta College
Stockton, CA

Skills

  • Invoice processing
  • Data entry
  • Spreadsheet management
  • Bill payment and recordkeeping
  • Self motivation
  • Office administration
  • Bilingual, Spanish
  • ability to multitask
  • excellent customer service
  • Appointment scheduling
  • Time management
  • Organizational skills
  • Confidentiality management
  • Reception management
  • Administrative support
  • Front desk operations
  • Clerical support

References

References available upon request.

Timeline

Account Executive - Payables and Receivables

Robert Half
05.2023 - 12.2024

Administrative Assistant/Accounting Assistant

Robert Half
02.2022 - 03.2023

Customer Service Representative

Farmers Insurance Agency
09.2020 - 10.2021

Administrative Assistant/Sales Assistant

Mitsubishi Auto
11.2016 - 05.2020

High School Diploma -

Mt. Eden High School

Some College (No Degree) -

San Joaquin Delta College
Patsy Guzman