Accountant and office manager resume examples from 2026

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Updated March 26, 2025

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Accountant and office manager resume

James Carroll

(620) 555-1683 | jcarroll@example.com

Fort Mill, SC | 16808 S. Oak Ln. - 84419

Work experience

2013 - Present
Accountant And Office Manager, Schaeffler Group - Fort Mill, SC
- Produce monthly, quarterly and yearly reports to corporate office summarizing sales and expenses.
- Selected and negotiated contract with facilities management company to outsource Records Department.
- Scheduled new jobs for the workers Bank Deposits/ Withdraws Cash handling All office paper work Taxes
- Manage and perform all office accounting procedures for the Body Shop, Parts, and Service Department.
- Provided leadership and training to office staff and chaired monthly organizational meetings.
2010 - 2013
Assistant Controller, Schaeffler Group - Fort Mill, SC
- Handled accounts receivable and payable - Oversaw human resources, setting up new employees in the company.
- Analyzed, maintained and generated monthly financial information, including financial statements and supporting account reconciliations.
- Prepare annual budgets for six affiliated entities with revenues exceeding $50 million;.
2003 - 2010
Accounts Receivable Specialist, Maersk Line - Fort Mill, SC
- Called insurance companies regarding their co-pays and policies in regards to billing patients for prescriptions.
- Manage small AP team w/bulk of reconciling vendor invoices with PO 2-way/3-way match.
- Resolved purchase order and check request discrepancies by working with internal and external customers.
2000 - 2003
Credit And Collections Analyst, Cardinal Health - Fort Mill, SC
- Reviewed assigned portfolio/credit limits/aging/ reports daily.
- Analyzed deductions and credits in customer accounts; identified potential write-offs.
- Monitored / maintained customer accounts and collections activity in the Mid Atlantic, Southern and South East regions.

Skills

Appropriate Decisions
Administrative Tasks
Scheduling Appointments
Close Process
Management Reports
External Customers
Financial Statements
Annual Budget
Credit Lines
A/P

Education

Bachelor's Degree, Accounting (1991 - 1994)
Southern New Hampshire University
Manchester,

Accountant and office manager resume

Lisa Wallace

(310) 555-5469 | lwallace@example.com

Bronxville, NY | 62605 N. Elm Ln. - 84498

Work experience

2015 - Present
Accountant And Office Manager, Citi - Bronxville, NY
- Supervised 3 direct reports and 7 indirect reports.
- Streamline a multi-person office into skeletal staff by writing macros exchanging data - QuickBooks into Excel into Word.
- Transfer of Payroll information to corporate office and subsequent audit for accuracy and dispersal upon return.
2009 - 2015
Assistant Controller, American International Group - Bronxville, NY
- Prepared monthly payroll reconciliation schedule.
- Prepared notes to the financial statements and general interrogatories quarterly and annually.
- Authored International Financial Reporting Standards (IFRS) white paper for presentation at International Accounting Standards Board (IASB).
- Prepared and presented variance analysis reports with explanations for key variables to Executive Management.
- Prepared presentations for Executive Management.
2006 - 2009
Finance Analyst, JPMorgan Chase - Bronxville, NY
- Prepared semi-annual and annual portfolio of investment for the accuracy and delivery of financial statements.
- Ensured consistent application of KYC Compliance Review policies and procedures across the firm.
- Communicate results of analysis and/or research to appropriate corporate compliance/enterprise risk management personnel including conclusions and recommendations for next steps.
2000 - 2005
Finance Analyst/Accountant, Moody's - New York, NY
- Perform valuation analysis for real estate, potential acquisitions, and other physical assets.
- Performed various special projects including projections and litigation support.
- Reconciled company's bank accounts and balance sheet accounts.
- Evaluated financial statements on a monthly basis.
- Assisted Administrative clerks to implement policies and procedures related to personnel as well as providing operational support in special projects.

Skills

Fmla
Financial Management
New Procedures
Gaap
Financial Models
Customer Service
Exit Interviews
Project Financials
Purchase Orders
Financial Statements

Education

Master's Degree, Accounting (2005 - 2006)
Monroe College
Bronxville,
Bachelor's Degree, Finance (1997 - 2000)
New York University
New York,

Accountant and office manager resume

Brandon Sims

(460) 555-1926 | bsims@example.com

Madison, WI | 10977 W. Maple Ave. - 65657

Work experience

2020 - Present
Accountant And Office Manager, American Family Insurance - Madison, WI
- Established oversight and support for the commercial business, agricultural and workers compensation claims customer service centers.
- Reconciled bank deposits and maintained agent's premium account.
- Handled inbound and outbound customer communication calls.
- Experience in Microsoft Word, Excel, PowerPoint, QuickBooks, ADP software.
2014 - 2020
Accounting Supervisor, General Growth Services - Chicago, IL
- Received and categorized information into P&L to help CPA file tax returns.
- Worked closely with CPA firm for regulatory compliance and reconciliation.
- Account Payable: Responsible for the verification of Purchase Orders: ensuring accuracy and compliance with company A/P procedures.
- Prepare, analyze and report cost variance analysis reports to the Site Manager.
- Process semi-monthly payroll for employees using ADP Website.
- Facilitated annual independent audits conducted by Ernst & Young, CPA's.
2013 - 2014
Finance Analyst, Verizon - Chicago, IL
- Worked with Accounts Payable and Sub-Contract Departments on issuing Purchase Orders and paying sub-contractor invoices.
- Received and paid vendor invoices in SAP; researched issues and secured additional funding to purchase orders.
- Performed ETL and multi-dimensional model processing using MS SQL, SAS EG, SAS ABM Access, Excel, VBA.
- Documented manual methods and procedures for day to day and month end close processes.
- Performed special projects or ad hoc reports in support of the department.
2011 - 2013
Treasury Analyst, Primerica - Chicago, IL
- Provided solutions to enhance efficiency and accuracy of Corporate Treasury department functions.
- Prepared and maintained the annual budget and monthly financial statements.
- Collected and analyzed all of the statements coming into the treasury department and assigned them to the appropriate locations.

Skills

Peoplesoft
Balance Sheet
Income
Financial Policies
Financial Statements
Gaap
Patient Accounts
Positive Pay
Capital Markets
Executive Management

Education

Bachelor's Degree, Accounting (2008 - 2011)
Northern Illinois University
DeKalb,

Accountant and office manager resume

Daniel Hudson

(210) 555-1599 | dhudson@example.com

Washington, DC | 82320 N. Park St. - 38525

Work experience

2019 - Present
Accountant And Office Manager, D-R SERVICES - Washington, DC
- Key point of contact for all insurance companies for authorizations.
- Answer multi-phone lines Knowledgeable of MS Office Medical Billing Payment Transaction Process insurance claims/Authorizations Assist with consultations Record Retention Scheduling Appointments
2017 - 2019
Assistant Controller, J. Craig Venter Institute - Washington, DC
- Delivered sound GAAP practices at every opportunity.
- Provided support to Operations and Financial management on a day-to-day basis.
- Review trial balance for accuracy and prepare monthly variance analysis.
- Coordinated distribution of financial statements to both internal and external parties.
2016 - 2017
Finance Analyst, Lockheed Martin - Washington, DC
- Communicate between both business partners and customers, providing reports and customer service concerning the billings and collections process.
- Present executive management with clear insights into metric drivers, risks and opportunities to ensure strong strategic decision-making.
- Subject Matter Expert in ACH, earning AAP.
- Manage the Human Resources and Payroll process and served as interim Manager of the Customer Service Department for six months.
2013 - 2016
Finance Analyst/Accountant, HP - Houston, TX
- Maximize Federal Enterprise Services financial performance through financial reporting and control at the engagement level.
- Maintained fixed asset management system records of capital assets.

Skills

External Auditors
Project Profitability
Customer Relations
Financial Statements
Project Management
CPA
Financial Performance
Special Projects
Contract Terms
Pivot Tables

Education

Bachelor's Degree, Accounting (2010 - 2013)
Pace University
New York,

Accountant and office manager resume

Carol Gordon

(270) 555-6861 | cgordon@example.com

Charlottesville, VA | 97913 E. Oak St. - 86247

Work experience

2015 - Present
Accountant And Office Manager, State Farm - Charlottesville, VA
- Handled all incoming and outgoing telephone calls.
- Created a monthly and quarterly publication and send out to all agents and staff members.
2014 - 2015
Senior Accountant, Robert Half International - Washington, DC
- Prepared monthly forecast including forecast/budget variances and trend analysis.
- Prepared quarterly financial statements and yearly tax returns for high net-worth individuals.
2013 - 2014
Accountant, Robert Half International - Washington, DC
- Use SAP to post & clear bank wires to international vendors.
- Recommended and initiated transitioned of accounting system from Excel to QuickBooks.
- Created custom reports using data extracts from QuickBooks into Excel.
- Subject matter expert for associate payroll tax issues and out of balance journal entries.
2011 - 2013
General Accountant, American International Group - Wilmington, DE
- Prepared notes to the financial statements and general interrogatories quarterly and annually.
- Prepared Audited Financial Statements and served as a liaison for the external auditors.
- Prepared and analyzed Quarterly and Annual Statutory Financial Statements (Yellow Books) for Property & Casualty Insurance Companies.
- Prepared and maintained various schedules and exhibits as backup to support the financial statements.
- Assist in the budgeting preparation process and preparation of financial management reports.

Skills

Delinquent Accounts
Financial Statements
ERP
Vendor Invoices
Office Supplies
Variance Analysis
Health Care
C-Level
CPA
Business Development

Education

Bachelor's Degree, Accounting (2008 - 2011)
Strayer University
Washington,

How to write an accountant and office manager resume

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the accountant and office manager role.

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in accountant and office manager-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

These tips will help you demonstrate why you are the perfect fit for the accountant and office manager position.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:

Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
Consider all the software and tools you use on a daily basis. When in doubt, list them!
Make sure you use accurate and up to date terms for all the skills listed.

These five steps should give you a strong elevator pitch and land you some accountant and office manager interviews.

Here are example skills to include in your “Area of Expertise” on an accountant and office manager resume:

Payroll Tax Returns
Customer Service
Reconciliations
General Ledger Accounts
Journal Entries
Purchase Orders
Bank Reconciliations
Accounts Payables
Credit Card
Human Resources

CPA
Accounts Receivables
Sales Tax Returns
Balance Sheet
Office Management
Bank Accounts
Bank Deposits
Account Reconciliations
Bank Statements
Office Operations

Quickbooks Pro
Expense Reports
Office Equipment
Health Insurance
Customer Accounts
W-2
Inventory Control
Tax Reports
Office Procedures
AP

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Your work experience should be structured:

With your most recent roles first, followed by earlier roles in reverse chronological order.
Job title, along with company name and location on the left.
Put the corresponding dates of employment on the left side.
Keep only relevant jobs on your work experience.

How to write accountant and office manager experience bullet points

Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.

Use the XYZ formula for your work experience bullet points. Here's how it works:

Use strong action verbs like Led, Built, or Optimized.
Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

This creates bullet points that read Achieved X, measured by Y, by doing Z.

Here are effective examples from accountant and office manager resumes:

Work history example #1

Office Manager

Walmart

Supervised and conducted performance evaluation of contract counsel and hourly staff.
Maintained department budget in ordering merchandise and payroll.
Planned, developed, organized, evaluated and directed implementation of facility's resident care policies.
Analyzed office operations and procedures including typing, bookkeeping, payroll preparation, correspondence, filing and the requisition of supplies.
Ensured payroll functions were performed accurately and timely.

Work history example #2

Office Manager

The Home Depot

Managed operational supervisors and their staff.
Drafted correspondence, including that to regulatory agencies, opposing counsel, and the court.
Filed Payroll, Sales and Quarterly Tax for Federal & State electronically.
Processed A/P, A/R, Payroll, Reconciled Bank and Merchant CC Accounts, and prepared daily deposits and sales reports.
Processed state registration paperwork for payroll withholding.

Work history example #3

Accounting And Administrative Assistant

FTS International

Designed and consulted on multiple SharePoint sites, providing the means for a new method of team collaboration on departmental projects.
Managed GM calendars, contact lists, and client databases.
Managed the design/implementation of customized hands-on classroom training.
Ensured consistency and accuracy for each document according to set style guidelines, company policies, and/or client requirements.
Assisted the HR department with compiling employee handbooks, creating contract letters and assisting employees with information.

Work history example #4

Staff Accountant

Walmart

Managed and processed daily payroll; reconciled credit card activity with bank statements.
Entered accounts payable/vendor bills, prepared check runs, and reconciled bank accounts daily for EFT and direct debit payments.
Verified all sales; ATM, Credits and Checks.
Worked in SQL to develop better queries for data retrieval.
Retrieved and processed income from company maintained vending machines.

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Add an education section to your resume

Here is the best way to format your education section:

Display your highest degree first.
If you graduated over 5 years ago, put this section at the bottom of your resume. If you lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education.
If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries from accountant and office manager resumes:

Bachelor's Degree in accounting

Southern New Hampshire University, Manchester, NH

1991 - 1994

Master's Degree in accounting

Monroe College, Bronxville, NY

2005 - 2006

Highlight your accountant and office manager certifications on your resume

If you have any additional certifications or education-like achievements, add them to the education section.

To list, use the full name of the certification and the organization that issued it, along with the date of achievement.

If you have any of these certifications, be sure to include them on your accountant and office manager resume:

Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
International Accredited Business Accountant (IABA)
Certified Resume Specialist: Accounting and Finance (CRS+AF)
Certified Professional - Human Resource (IPMA-CP)
Certified Professional, Life and Health Insurance Program (CPLHI)
Certified in Financial Management
Certified Manager Certification (CM)
Society for Human Resource Management Certified Professional (SHRM-CP)
Master Project Manager (MPM)

Updated March 26, 2025

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