Rima Patel Email & Phone Number

Chicago, Illinois, United States

Crystal Lake, Illinois, United States

• Preparing monthly internal control reports.
• Review and analyze customer accounts to ensure they are up to date and that invoices are paid on time.
• Gathering financial information to prepare documents and reports for audits.
• Generate and analyze accounts receivable aging reports to identify overdue accounts and prioritize collection.

• Assured client focus, confidentiality, and privacy.
• Ensured all interactions positively reflect H&R Block.
• Understood and followed all office procedures and systems, including opening, closing, POS,cash drawer reconciliation, and paperwork filing.
• Interacted with clients in person or via telephone through inbound and outbound calls.
• Used H&R Block systems to schedule and confirm appointments.

• Managed office visitors and alerted staff to arrivals of scheduled appointments.
• Interacted with families by phone or in-person to provide information as well as managingappointments.
• Executed record filing system to improve document organization and management.
• Verified accuracy of records by consistently updating information.
• Performed clerical / administrative tasks such as filing, copying and distributing mail inaccordance with established procedures and under general instruction.

Bachelor Of Business Administration - Bba, Finance, General

Bachelor Of Business Administration - Bba, Finance, General

Associate Of Arts - Aa, Finance, General

High School Diploma, Regular/General High School/Secondary Diploma Program