Lisa Dixon
Beaver
Summary
Detail-oriented accounting professional specializing in account reconciliation and financial record-keeping. Achieves accuracy in financial transactions while maintaining strict confidentiality. Dedicated to providing exceptional client service and fostering strong relationships.
Overview
21
21
years of professional experience
Work History
Accountant - Client Service Team (Fully Remote)
AccountingDepartment.com
Naples
11.2011 - Current
- Reconcile accounts and investigate discrepancies to maintain accurate records
- Prepare accurate monthly financial statements for executive review
- Support month-end and year-end financial reporting processes
- Manage daily financial transactions with a high level of accuracy
- Process payments, deposits, and invoices in compliance with company policies
- Maintain strict confidentiality of sensitive financial and client information
- Assist clients and vendors with account inquiries and resolve issues efficiently
- Conduct weekly calls to review accounts and provide updates
- Prepare 1099 forms in compliance with IRS regulations
- Manage multiple clients simultaneously, requiring strong organization and attention to detail
- Work with clients across multiple industries including IT services, media/PR/marketing, and food manufacturing
Bookkeeper
Bookminders
Pittsburgh
09.2005 - 08.2011
- Processed accounts payable and accounts receivable transactions
- Maintained accurate financial records and general ledgers for multiple clients
- Performed bank and account reconciliations
- Communicated with clients to address account questions and ensure accuracy
- Conducted weekly client visits to review financial records and maintain strong client relationships
Education
Bachelor's Degree - Economics with Accounting Certification
University of Pittsburgh
Pittsburgh, PASkills
- Account Reconciliation
- Customer Service & Client Relations
- Attention to Detail & Accuracy
- Transaction Processing
- Financial Recordkeeping
- Compliance & Confidentiality
- Time Management & Organization
- Microsoft Excel & Accounting Software
Timeline
Accountant - Client Service Team (Fully Remote)
AccountingDepartment.com
11.2011 - Current
Bookkeeper
Bookminders
09.2005 - 08.2011
Bachelor's Degree - Economics with Accounting Certification
University of Pittsburgh