Tammy Matthews
Graham
Summary
Detail-oriented Bookkeeper with extensive experience at JJ Accounting, skilled in Quickbooks and accounts receivable management. Proven track record of enhancing customer relations and ensuring financial accuracy through meticulous bank reconciliations. Recognized for fostering strong vendor relationships and maintaining confidentiality while handling sensitive information.
Experienced with maintaining accurate financial records and managing ledgers efficiently. Utilizes in-depth knowledge of financial software to streamline accounting processes and ensure timely reconciliations. Track record of ensuring regulatory compliance and supporting financial decision-making through detailed reporting.
Overview
38
38
years of professional experience
Work History
Bookkeeper
Private Individual
10.2021 - 03.2025
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities through Quickbooks, and maintaining vendor relationships.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Office Manager
JJ Accounting
06.2016 - 10.2021
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Teller Lead
PNC Bank
05.2015 - 05.2017
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Teller Lead
TRUIST
08.1987 - 02.2015
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Increased customer satisfaction through friendly interactions and resolving issues promptly.
- Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
- Conducted daily audits of cash drawers to prevent discrepancies and maintain financial integrity.
Education
High School Diploma -
Northwood High School
Pittsboro, NC06-1986
Skills
- Bookkeeping
- Accounts receivable
- Accounting and bookkeeping
- Quickbooks
- Invoice processing
- Bank statement reconciliation
- Account reconciliation
- Bank reconciliation
- Expense tracking
- Customer relations
- Audit preparation
Timeline
Bookkeeper
Private Individual
10.2021 - 03.2025
Office Manager
JJ Accounting
06.2016 - 10.2021
Teller Lead
PNC Bank
05.2015 - 05.2017
Teller Lead
TRUIST
08.1987 - 02.2015
High School Diploma -
Northwood High School
Similar Profiles
Tatiana LopezTatiana Lopez
House Cleaner at Private IndividualHouse Cleaner at Private Individual
Johnston HobbsJohnston Hobbs
Executive Protection Specialist at Private IndividualExecutive Protection Specialist at Private Individual
Everett Gray, IIIEverett Gray, III
Security Officer at Private IndividualSecurity Officer at Private Individual