Robert Hernández
Pasadena, CA 91107 - Mobile: show contact info
QUALIFICATIONS: • Proficient in MS Office Suite, QuickBooks Pro 2020 and 2022.
• Excellent verbal and written skills in both English and Spanish.
EXPERIENCE: AEC Financial
Dec ’23 – Jan ’24 Monrovia, CA
Administrative Assistant
• General office / Administrative Tasks
• Answered and directed phone calls.
• Received, sorted and distributed office mail.
• Picked up, sorted and distributed Clients’ mail.
• Digital Scanning.
• Data Entry.
• Maintained digital and manual filing systems.
• Maintained contact lists and Client notes worksheets.
• Handled sensitive information in a confidential manner.
• Handled multiple projects.
• Replied to e-mail, telephone, or in person inquiries.
• Other administrative or accounting tasks as requested.
• Ran business and personal errands.
May ’23 – Oct ’23 David L.
Smith, CPA
Glendale, CA
Bookkeeper
• Reconciled Clients’ Accounts using Desktop and QuickBooks Online.
• Generated Sales Tax Reports.
• Created Clients’ Monthly Billing invoices.
• Deposited checks online.
• Assisted with Payroll when necessary.
Mar’22 – Apr’23 Humiston, Clayton & Company, LLP
Studio City, CA
Bookkeeper
• Reconciled Clients’ Accounts using Desktop and QuickBooks Online.
• Reconciled and maintained up to date In-house Accounts.
• Scanned/Uploaded Clients’ Tax Documents for Income Tax Return Preparation.
• Assembled Income Tax Returns and prepared them for mailing or pick up.
• Maintained Clients’ files in order.
• Distributed Mail.
Oct’17 – Feb’21 Angelo & Son’s Construction, Inc.
June’14 – Mar’17 Glendale, CA
Office Administrator
• Received and processed payments.
• Account Reconciliation.
• Weekly payroll.
• Bank deposits.
• Prepared financial data for Accountant review.
• Paid vendors on a timely basis.
• Client care beyond customer service.
• Maintain good communication between Owners, Clients and Vendors.
• Generate estimates, invoices and reconcile accounts using QuickBooks.
• Maintained schedule of projects and followed up with Clients after completion.
• Researched materials and prices for specific Client needs.
• Performed a wide array of typical and specialized clerical and admin.
duties.
2013 & 2014 H&R Block
Tax Seasons Monrovia, CA
Seasonal Customer Service Professional
• Scheduled and matched clients with the best available tax professional to
fulfill their needs and managed their wait time expectations.
• Received cash, check and credit card payments for provided tax services
and balanced cash register.
• Followed all office procedures and systems, including opening, closing, POS,
cash drawer reconciliation and paperwork filing.
• Promoted Teamwork & Collaboration by focusing on office priorities,
contributing to an office environment that promotes a positive client and associate
experience and maintaining office cleanliness, organization and availability of
H&R materials.
EDUCATION: University of California at Los Angeles (UCLA)
Los Angeles, CA Degree: B.
A.
in Italian
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