Isabel Sánchez Declet
Vega Alta
Summary
Experienced in providing comprehensive support for accounting functions. Background includes managing vendor relationships and maintaining ledger accuracy. Strengths lie in problem-solving abilities, adaptability to evolving accounting procedures, and development of effective communication channels with management and team members. Previous roles have seen improvement in system efficiency and reduction of errors through diligent work ethic and commitment to quality.
Overview
22
22
years of professional experience
Work History
Accounting Assistant
Walmy Rivera, CPA
Bayamón
02.2020 - Current
- Provided support to upper management with special projects related to accounting processes.
- Entered data into accounting software programs such as QuickBooks or Sage 50 Accounting Software.
- Answered questions from customers regarding their billing or payment status.
- Worked closely with auditors during year-end audits to provide necessary documentation.
- Reconciled bank accounts on a regular basis.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Received payments from customers via cash, check and credit cards to pay company invoices.
Legal Secretary
Pedro Claverol, Esq.
Bayamón
01.2014 - Current
- Answered incoming calls from clients and attorneys to provide assistance or route calls to appropriate personnel.
- Coordinated court filings including scheduling hearings, filing deadlines and calendaring events.
- Drafted, edited and finalized legal documents such as contracts, pleadings and motions.
- Assisted in trial preparation activities such as organizing exhibits, preparing witness binders and assembling jury instructions.
- Maintained attorney calendars by keeping track of appointments, meetings and conferences.
- Received and disbursed incoming mail.
- Assisted in maintaining department attorney personnel files with utmost confidentiality.
- Processed and distributed invoices to bill clients.
- Handled confidential information with discretion and integrity.
Office Manager
Dental Clinic Dr. Hans García
Toa Baja
04.2012 - 12.2013
- Greeted patients and visitors in a professional and friendly manner.
- Ensured that all required paperwork was completed accurately prior to submitting it for processing.
- Verified insurance coverage for each patient visit.
- Collected payments from patients for services rendered.
- Assisted with scheduling follow-up appointments for patients after discharge from hospitalization.
- Maintained medical supply inventory levels and ordered additional supplies when needed.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
Office Clerk
Blackpoint Management Inc
Guaynabo
11.2010 - 03.2012
- Updated customer accounts information in the database system accurately.
- Maintained accurate inventory records of office supplies and equipment.
- Received payments from customers via cash or credit card transactions.
- Answered phone calls in a professional manner and transferred calls accordingly.
- Developed forms and maintained filing systems to store confidential client information securely.
- Provided administrative support such as typing documents, filing paperwork, photocopying, scanning documents, and faxing documents.
- Prepared invoices for customers based on their orders and payment terms.
- Performed basic bookkeeping tasks such as entering data into accounting software programs like QuickBooks or Sage 50 Accounting System.
Legal Secretary
Alida Gil Rivera, Esq.
Bayamón
02.2005 - 10.2010
- Answered incoming calls from clients and attorneys to provide assistance or route calls to appropriate personnel.
- Coordinated court filings including scheduling hearings, filing deadlines and calendaring events.
- Drafted, edited and finalized legal documents such as contracts, pleadings and motions.
- Organized case files by creating and maintaining document filing systems for easy retrieval of information.
- Transcribed dictation from audio recordings into written form utilizing digital recording equipment.
- Scheduled depositions, mediations and arbitrations with parties involved in litigation cases.
- Prepared correspondence, memos, reports and other legal documents using Microsoft Word.
- Maintained attorney calendars by keeping track of appointments, meetings and conferences.
Legal Secretary
Juan Reyes Rodríguez, Esq.
Bayamón
05.2003 - 01.2005
- Assisted in maintaining department attorney personnel files with utmost confidentiality.
- Processed and distributed invoices to bill clients.
- Composed and revised letters and depositions.
- Drafted letters and prepared legal correspondence for attorneys and legal assistants.
- Organized case files by creating and maintaining document filing systems for easy retrieval of information.
Education
MBA - Human Resources Management
University of Phoenix
San Juan05-2010
BBA - Marketing
University of Phoenix
San Juan05-2008
Associate of Applied Science - Secretarial Method Studio
MBTI
San Juan05-1986
Skills
- QuickBooks proficiency
- Sage 50 proficiency
- Bank reconciliation
- Accounts payable
- Accounts receivable
- Invoice processing
- Data entry
Timeline
Accounting Assistant
Walmy Rivera, CPA
02.2020 - Current
Legal Secretary
Pedro Claverol, Esq.
01.2014 - Current
Office Manager
Dental Clinic Dr. Hans García
04.2012 - 12.2013
Office Clerk
Blackpoint Management Inc
11.2010 - 03.2012
Legal Secretary
Alida Gil Rivera, Esq.
02.2005 - 10.2010
Legal Secretary
Juan Reyes Rodríguez, Esq.
05.2003 - 01.2005
MBA - Human Resources Management
University of Phoenix
BBA - Marketing
University of Phoenix
Associate of Applied Science - Secretarial Method Studio
MBTI
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