Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erin Wallace

West Chester,PA

Summary

Professional in accounting field with proven ability to manage financial records and processes efficiently. Known for reliability and adaptability, ensuring smooth operations even in dynamic environments. Fosters collaborative team efforts and consistently achieves high-quality results using strong analytical and organizational skills.

Overview

10
10
years of professional experience

Work History

Accounting Associate

DSG/Signant Health
01.2022 - 04.2025
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Assessed data and information to verify entry, calculation, and billing code accuracy.
  • Organized budget documentation and tracked expenses to maintain tight business controls.
  • Increased financial transparency by creating detailed monthly and quarterly financial reports for management review.
  • Directed gathering of required documentation and files for account audits and completed reviews.
  • Improved payment cycles, reducing average days payable outstanding with proactive account management.
  • Streamlined accounting processes for increased efficiency and reduced errors in financial reporting.
  • Provided exceptional customer service while addressing client inquiries regarding their financial matters in a timely manner.
  • Enhanced financial accuracy by consistently reconciling accounts and resolving discrepancies.
  • Facilitated cross-functional team collaboration, working closely with sales and operations to ensure alignment on financial goals and accuracy in contracts.
  • Reduced outstanding accounts receivable balances through diligent follow-up and negotiation efforts.
  • Contributed to successful completion of special projects as assigned by senior management or partners in the firm.
  • Streamlined invoice processing, significantly reducing errors by meticulously reviewing and reconciling financial documents.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Generated invoices upon receipt of billing information and tracked collection progress bringing the open receivables down 2.5 million dollars over a year period.
  • Supported management by processing invoices and documents with consistent on-time delivery.

Accounting Office Associate

TDS Inc
05.2018 - 01.2022
  • Assisted in payroll administration, ensuring accurate calculations and timely distribution of employee paychecks.
  • Enhanced financial reporting by consistently updating and maintaining accurate records.
  • Improved financial accuracy by diligently reviewing and reconciling account statements.
  • Handled accounts payable tasks, verifying invoices and processing payments accurately.
  • Assisted in budget preparation, ensuring proper allocation of funds to various departments.
  • Reduced discrepancies by thoroughly auditing financial documents and identifying errors.
  • Aided in tax compliance, preparing necessary documents and ensuring timely submissions.
  • Managed accounts receivable duties, tracking incoming funds and following up on outstanding balances when needed.
  • Streamlined the invoicing process for increased efficiency and timely payments.
  • Collaborated with team members to complete month-end closing tasks efficiently.
  • Oversaw documentation and reporting of expenses, sales and other transactions.
  • Directed gathering of required documentation and files for account audits and completed reviews.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Supported management by processing invoices and documents with consistent on-time delivery.

Administrative Assistant

Stoltz Management Company
06.2015 - 04.2018
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
  • Developed filing system for historical documents, preserving important company records and improving access to information.
  • Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.

Education

Some College (No Degree) - Business Administration

Philadelphia University
Philadelphia, PA

Skills

  • Accounting and bookkeeping
  • Bank reconciliation
  • Accounting software proficiency
  • Data entry
  • Accounts receivable management
  • Invoice balancing
  • Invoice processing
  • Statement preparation
  • Cost accounting
  • Revenue recognition
  • Expense tracking
  • Debt management

Timeline

Accounting Associate

DSG/Signant Health
01.2022 - 04.2025

Accounting Office Associate

TDS Inc
05.2018 - 01.2022

Administrative Assistant

Stoltz Management Company
06.2015 - 04.2018

Some College (No Degree) - Business Administration

Philadelphia University
Erin Wallace