Quickbooks
Diana Peña Melara
Executive Assistant
San Salvador,SS
Summary
Experienced executive and accounting assistant with a foundation in Customer Support. Proven proficiency and expertise in financial reporting, bookkeeping, QuickBooks utilization, invoicing, and reconciliation. My tenure as an L2 Customer Specialist Representative underscored my commitment to customer satisfaction through effective problem resolution and Team work. My career reflects a skill set focused on organizational success across diverse tasks.
Overview
12
12
years of professional experience
Work History
Executive and Accounting Assistant
PC AGE
New Jersey
07.2017 - 05.2023
- I worked as an Accounting Assistant taking care of collections/AR and billing information recorded on the TFC loan website.
- It required Data Entry on CRM and update of daily, weekly, and monthly sales and expenses reports for presentation to the CEO and the Admissions representatives.
- I was responsible of scheduling Appointments with the prospects and school visits through Naviance
- I also helped manage Enrollment Documents for New Students
Bookkeeping Representative
Essentiaba
Des Moines
05.2019 - 09.2019
- I managed Bookkeeping, Data Entry, Reconciliation, and the preparation of an expenses report, ensuring the information on file was regularly updated
- Each month, I presented this data to the CEO in a financial report
- Additionally, I uploaded this information onto QuickBooks and forwarded it to clients as part of the reimbursement process.
Collections / AR representative
One Stop
California
07.2017 - 05.2019
- I handled Bookkeeping and updated the information
- I was also in charge of recording any invoices coming from our CFO, organized payment details, and managed payment collection dates for recurring customers
- Then I reconciled all the data and entered it into QuickBooks to be included in a report presented to the CEO.
L2 Customer Specialist representative
Mash & Grape
New York
07.2018 - 05.2023
- I was in charge of supporting the team in the Philippines with authorizations for refunds, reshipment, and replacements and in charge of contacting retailers and brands to check the availability of products
- Customer Service was also required since I also helped with Escalations from customers and contact L3 support for the resolution.
Lead generator representative
Improcorp At Skycom
Chisinau
05.2017 - 06.2017
- The company bought surplus from copy shops and I was required to generate leads of people interested in selling them.
Bilingual Customer service, sales and tech Representative
CONCENTRIX
05.2011 - 12.2016
- The primary purpose of calls was to assist customers with understanding their bills and provide technical support
- While a pitch was occasionally required, I also managed retention skills as necessary for the queue.
Education
Degree in Philosophy - undefined
Universidad Centroamericana José Simeón Cañas
01.2013 - 2014.01
Degree in Architecture - undefined
Universidad Centroamericana José Simeón Cañas
01.2006 - 2009.01
Bachelor's Degree -
La Sagrada Familia School
01.1994 - 2006.11
Skills
Attention to Detailsundefined
Software
Microsoft Office Word
Microsoft Office Excel
TFC Loan
Orbit
Shopify
Shipstation
Adobe Acrobat
Zoho CRM
Zoho Campaigns
Timeline
Bookkeeping Representative
Essentiaba
05.2019 - 09.2019
L2 Customer Specialist representative
Mash & Grape
07.2018 - 05.2023
Executive and Accounting Assistant
PC AGE
07.2017 - 05.2023
Collections / AR representative
One Stop
07.2017 - 05.2019
Lead generator representative
Improcorp At Skycom
05.2017 - 06.2017
Degree in Philosophy - undefined
Universidad Centroamericana José Simeón Cañas
01.2013 - 2014.01
Bilingual Customer service, sales and tech Representative
CONCENTRIX
05.2011 - 12.2016
Degree in Architecture - undefined
Universidad Centroamericana José Simeón Cañas
01.2006 - 2009.01
Bachelor's Degree -
La Sagrada Familia School
01.1994 - 2006.11
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