Roxanne Montoya Email & Phone Number

Reconciling accounts: Reconciling general ledger accountsIdentifying discrepancies: Investigating and resolving discrepancies in the accountsPreparing reports: Preparing and presenting reports to management

Preparing an array of returns from individual to trust.Balancing and adjusting Client Books.Researching and analyzing tax laws, rules and regulations, pertinent client, industry, and technical matters;Interacting with various levels of client and firm management through both written and verbal communications

Identify resources, perform workload assignments and provide assistances when requiredAssist in inventory management activities including receiving, storing, and counting supplies in distribution centerAddress customer queries and ensure customer satisfaction

• Executed customer transactions, including deposits, withdrawals, money orders and checks.• Complied with bank operations and security procedures by participating in all dual-control functions, maintaining customer traffic surveys, auditing other tellers’ currency, and assisting in certification of proof.• Cross-sell bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative.

• Making drinks/Brewing coffee• Working in every sector, customer support, register, and inventory.

Irving, Texas

Seek new customers through a variety of marketing tacticsAttend to customers questions and needs in a timely manner

Irving, Texas

Digitized filing system essentially going paperlessHandled everyday errands and deliveriesGreated and answered customers questions

Bachelor'S Degree, Accounting

Student Exchange, Accounting

Participated in a student exchange at Aalto University School of Business. While here I gained knowledge and experience that will.

Associate Of Science - As

Activities and Societies: Phi Theta Kappa