Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Waleska Gutierrez

Lomita

Summary

Organized financial professional with solid background in bookkeeping and administrative tasks. Experienced at assisting the management of financial records and supporting team objectives to ensure efficiency. Known for adaptability and collaborative approach, consistently contributing to team success and meeting company's needs.


Overview

8
8
years of professional experience

Work History

Administrative Assistant and Assistant Bookkeeper

Continental Associates, Inc
09.2019 - Current
  • Handled incoming phone calls and answered questions from callers.
  • Responded to customer requests for services and company information.
  • Established and maintained standard office procedures to achieve demands.
  • Reduced errors in data entry tasks through diligent attention to detail and thorough verification procedures.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Streamlined invoice processing to enhance cash flow, utilizing advanced bookkeeping software.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.

Accounts Receivable

505 Southwestern
03.2022 - 12.2024
  • Improved accounts receivable efficiency by streamlining payment processing and invoice management daily.
  • Enhanced cash flow management through diligent monitoring of accounts receivable.
  • Managed accounts receivable collections efforts, decreasing outstanding balances owed to the company.
  • Analyzed daily accounts receivable accounts, checked claims status, and re-submitted claims.
  • Provided support during audits by presenting well-organized documentation of accounts receivable activities and balances.
  • Maintained well established relationships with the accounting team by communicating concerns, month end goals, and protocols through weekly meetings.

Customer Service

Yucatan Foods
11.2016 - 08.2019
  • Provided excellent customer service through communication and interpersonal skills.
  • Managed purchasing orders, invoicing, and logistics for my division of customers in the US and Canada.
  • Met customer service goals and exceeded customer expectations.
  • Delivered exceptional customer service, addressing concerns promptly and professionally.
  • Strengthened client relationships through regular communication and excellent customer service.

Co-Founder

Vitals Coffee
04.2017 - 01.2018
  • Evaluated market trends to identify emerging opportunities and inform strategic decision making.
  • Developed marketing materials and campaigns to improve brand awareness and customer engagement.
  • Developed operational processes for improved efficiency and cost reduction.
  • Managed financial, operational and human resources to optimize business performance.

Education

Associate of Science - Business Administration

El Camino College
Torrance, CA
06-2023

Skills

  • Data entry proficiency
  • Paperwork and documentation
  • Interpersonal and written communication
  • Telephone etiquette
  • File organization
  • Customer communication
  • Researching issues
  • Spreadsheet creation

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Accounts Receivable

505 Southwestern
03.2022 - 12.2024

Administrative Assistant and Assistant Bookkeeper

Continental Associates, Inc
09.2019 - Current

Co-Founder

Vitals Coffee
04.2017 - 01.2018

Customer Service

Yucatan Foods
11.2016 - 08.2019

Associate of Science - Business Administration

El Camino College
Waleska Gutierrez