Minxxxxxx - Accounting Clerk Job Profile in Sunnyvale, CA

Admin and Accounting Associate Insurance agency April 2023 – Present • Handled bank reconciliations and maintained accurate account records. • Recorded all payment and receipt deposits accurately in the accounting system. • Followed up on outstanding payments and ensured timely collections. • Collected audit requirements from insured clients and submitted them to the insurance company. • Provided recommendations for process improvements in accounting and administrative workflows. • Recorded all payment and receipt deposits accurately in QuickBooks. • Performed data entry and transaction posting in QuickBooks including invoices, expenses, and journal entries. • Prepared Form 1099 and collected W-9 forms from vendors for year-end reporting.