Chasity Kivisto

[email protected] • 316-295-6803

PROFESSIONAL SUMMARY

Detail-oriented and organized bookkeeper with over 15 years] of experience in managing financial records, reconciling accounts, and ensuring compliance with accounting standards. Seeking to leverage strong analytical skills and proficiency in accounting software to support companies in maintaining accurate financial data and enhancing overall operational efficiency. Committed to delivering timely and precise reporting to aid in informed decision-making.

WORK EXPERIENCE

Staff Accountant
03/2024 - Present
Pound Rockout Workout
• Generated detailed Excel reports by aggregating data from multiple platforms, facilitating accurate end-of-month journal entries
• Managed accounts payable by processing payments to vendors and contractors through PayPal, Veem, and Bill.com, ensuring timely and accurate transactions
• Conducted thorough reconciliations of bank accounts, credit cards, and PayPal to maintain accurate financial records and identify discrepancies
• Prepared and filed sales tax reports for California and Florida, ensuring compliance with state regulations
• Entered daily payments and deposits into QuickBooks Online, maintaining up-to-date records for effective cash flow management
• Updated Excel spreadsheets manually with change requests to ensure accurate and timely client billing, enhancing AR accuracy
• Created and sent invoices to clients as needed, streamlining the AR process and improving cash collection
• Produced biweekly aging reports and communicated with clients regarding past-due balances, fostering relationships and accelerating receivables recovery
Staff Accountant
03/2024 - Present
Magnolia Assisted Living
• Managed and tracked monthly accounts payable (AP) processes, ensuring timely payment of invoices and maintaining positive relationships with vendors
• Generated customer billing statements for monthly invoicing, enhancing cash flow and improving the efficiency of the accounts receivable (AR) cycle
• Conducted reconciliations of all bank and credit card accounts, identifying discrepancies and ensuring accurate financial reporting
• Facilitated monthly deposits and processed eChecks, streamlining cash handling and improving payment collection processes
• Produced biweekly aging reports and proactively communicated with clients regarding past-due balances, fostering relationships and expediting collections to reduce outstanding receivables
• Collaborated with the accounting team to prepare financial reports, contributing to accurate forecasting and strategic planning
• Assisted in the implementation of internal controls and accounting policies to enhance compliance and reduce financial risks
Billing Supervisor
04/2022 - 12/2023
HealthAxis
• Created monthly mockup invoices by aggregating data from multiple reports, ensuring accuracy and completeness to facilitate the billing process and improve cash flow management
• Generated and processed monthly invoices within Great Plains, ensuring timely issuance and compliance with client agreements and company policies
• Managed the distribution of invoices by emailing clients copies of all invoices and supporting documentation, enhancing communication and transparency while fostering strong client relationships
• Prepared and issued credit memos as needed, ensuring accurate financial records and prompt resolution of client concerns to maintain satisfaction
• Performed journal entries to accrue for all unbilled costs, maintaining accurate financial reporting and supporting month-end closing processes
• Updated Excel spreadsheets manually with change requests to ensure timely billing, improving the accuracy of accounts receivable records and facilitating efficient cash collection
• Reviewed all client contracts thoroughly to ensure that all billing items were accounted for, minimizing billing discrepancies and enhancing client trust
• Produced biweekly aging reports and proactively communicated with clients regarding past-due balances, improving collection efforts and accelerating cash flow recovery
• Collaborated with cross-functional teams to identify and resolve billing discrepancies, contributing to the overall accuracy of financial records and operational efficiency
• Analyzed invoicing processes to identify opportunities for improvement, streamlining workflows and enhancing the overall efficiency of the billing cycle
Commission & Billing Analyst
02/2020 - 04/2022
Argus Dental and Vision, Aflac Subsidiary
• Reviewed and ensured timely mailing of all monthly PDF invoices, maintaining an organized invoicing system and improving overall billing efficiency
• Accurately applied cash payments to individual and group accounts, enhancing financial accuracy and supporting effective accounts receivable management
• Reconciled group accounts in both finance and billing systems, identifying and resolving discrepancies to ensure accuracy in financial reporting and compliance
• Managed the application of credits, runoff cycle payments, and refunds, streamlining the billing process and ensuring customer satisfaction by addressing account adjustments promptly
• Generated and reviewed commission reports for accuracy, ensuring timely and precise compensation for brokers, thereby fostering strong professional relationships
• Collaborated with the setup team to ensure brokers were correctly set up on appropriate plans, enhancing operational efficiency and reducing setup errors
• Manually created detailed statements as needed to provide brokers with necessary documentation, improving communication and transparency regarding account status
• Processed manual payments for cycle commissions as needed, ensuring timely disbursement and maintaining strong relationships with brokers and partners
• Assisted in training new team members on invoicing and payment processes, contributing to team efficiency and knowledge sharing
• Identified opportunities for process improvements within billing and commission workflows, recommending solutions that enhanced accuracy and efficiency
Accountant
04/2019 - 01/2020
Allied American Adjusting Company, LLC
• Responsible for weekly payroll of adjuster’s commissions
• Review claims to ensure accuracy before closing the file
• Process claimant’s settlement/medical payments in a timely manner
• Post accounts payables, and process all receivable
• Responsible for all onboarding of new adjusters, including ordering background and drug screening, sending Docusign contracts, and processing applications
• Helping to create, and draft RFPs
• Designed company correspondence for events
• Managed database of over 4500+ adjusters
Commission Analyst
04/2018 - 01/2020
A&B Insurance
• Responsible for trying out different database platforms to assess which will be the best fit for our company, to figure commissions
• Articulate objectively with owners/management to make sure needs were being met in a timely and accurate fashion
• Verify that all payable commission transactions are received and properly recorded
• Prepare commission statements for all agents and ensure their accuracy
• Obtain and identify supporting documentation to support discrepancies noted in clients' payment records
• Enter all clients, insurance providers, and policies into AgencyBloc.
• Setup all rate tables within AgencBloc to accurately figure agent’s commissions
Staff Accountant
09/2017 - 02/2018
Chew & Lee Accounting
• Responsible for maintaining financial records for several fast-food restaurants. Including weekly tracking of profits, losses, cash flow, and expenditures
• Articulate objectively with clients and owners to make sure both needs were being met in a timely and accurate fashion
• Responsible for the office's day-to-day operations including clerical and administrative support. Verify that transactions are recorded on the correct day and general ledger
• Comply with local, state, and federal government reporting requirements
• Issue payments to vendors in a timely fashion avoiding any late/ penalty fee
• Record cash receipts make bank deposits and post payments to correct accounts
• Responsible for multiple companies W2’s and 1099’s to be recorded correctly with federal, and state, and then sent on time to clients
• Managed the processing of payroll, Federal and state taxes, quarterly and year-end reposts, and annual forms for over 10 businesses
• Calculated and paid all state sales tax for Kansas and Oklahoma
• Setup new set of books for new clients and entered new data
• Obtain and identify supporting documentation to support discrepancies noted in clients’ payment records
Staff Accountant
10/2016 - 09/2017
Smith & Associates
• Managed the processing of payroll and set up for direct deposit for 30 employees,
• Federal and state taxes, quarterly and year end reposts and annual forms.
• Reconciled all accounts and monthly bank and credit card statements.
• Prepared and paid state sales tax.
• Process all nightly deposits.
• Process all accounts payable and receivables.
• Setup and managed an organization system to keep company files in order.
• Maintained detailed backup records for all payments, both in paper and electronically.
• Enter all new client detail into business management system and accounting software.
• Answer phones, take messages and inform clients of financials and report accordingly
Accountant
08/2015 - 10/2016
Re/MAX Realty
• Implemented monthly budgets and company cash flow reports.
• Managed daily check deposits through remote banking process and weekly cash deposits
• Maintained detailed backup records for all payments, both in paper and electronically
• Ensured all billing was accurate and followed contracted rates
• Managed the processing of payroll and set up for a direct deposit for 6 employees, Federal and state taxes, quarterly and year-end reposts, and annual forms
• Figured and ensured the accuracy of all agents’ commission checks, up to 30 agents
• Serve as the point of contact for office management functions. Duties include maintenance of office equipment, supplies, and errands
• Articulate objectively with Co-owners while participating in department planning and special projects
• Responsible for the office's day-to-day operations including clerical and administrative support. Verify that transactions are recorded on the correct day and general ledger
• Issue payments to vendors in a timely fashion avoiding any late/ penalty fee
• Record cash receipts make bank deposits and post payments to accounts
• Develop and update business operations/ employee handbook and printed material for job descriptions and employment contracts for new-hire
• Reviewed all Real Estate transactions to ensure they comply with all of Kansas laws and regulations and all-time lines were met
• Learned and trained agents in the use of Dotloop and other Real Estate programs.
• Entered monthly and year-end journal entries

EDUCATION

Bachelor of Liberal Arts
Wichita State University , Wichita, KS

SKILLS