Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jacqueline Lennartz

Sunbury,Pa

Summary

Accomplished Staff Accountant with a proven track record at Offsey and Associates CPA P.C., adept in financial reporting and bookkeeping.

Excelled in ensuring ledger accuracy and managing payroll tax submissions, demonstrating keen analytical skills and attention to detail. Skilled in QuickBooks and adept at improving financial processes for tax compliance and efficiency.

Overview

19
19
years of professional experience

Work History

Staff Accountant

Offsey and Associates CPA P. C.
06.2018 - Current
  • Ensure general ledger accuracy with regular account reconciliation.
  • Perform detailed bookkeeping operations using both online and desktop versions of Intuit QuickBooks.
  • Manage payroll tax submission and payments.
  • Maintain timely compliance with HUT tax requirements.
  • File sales tax returns.
  • Produce yearly financial reports for tax filing purposes.
  • Keep open communication and good rapport with clients

Assistant Office Manager

Dr. Edgar Lerias MD
09.2005 - 06.2018
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Maintained inventory of office supplies, proactively restocking materials when needed.
  • Help maintain communication between Spanish-speaking patients and the doctor.
  • Managed an average of 25 calls a day, including emails and faxes.
  • Medical billing
  • Proven ability to learn quickly and adapt to new situations.
  • Organized and detail-oriented with a strong work ethic.

Education

Satellite Academy
New York, NY
06.1988

Skills

  • Bank reconciliation
  • Accounts receivable
  • Payroll tax filing
  • Monthly / quarterly / year end reports
  • Financial reporting
  • Sales tax filing
  • Bookkeeping and reconciliation

Languages

Spanish
Elementary

Timeline

Staff Accountant

Offsey and Associates CPA P. C.
06.2018 - Current

Assistant Office Manager

Dr. Edgar Lerias MD
09.2005 - 06.2018

Satellite Academy
Jacqueline Lennartz