Open to opportunities

Rebecca Szymansky

@rebeccaszymansky

Meticulous finance assistant who streamlines bookkeeping, reconciliations, and customer support with QuickBooks expertise.

United States

Message

What I'm looking for

I’m looking for a detail-driven role where I can own QuickBooks-based reconciliations, bookkeeping accuracy, and customer communication—ideally with a team that values remote reliability, process improvement, and compliance.

I’m a meticulous and motivated administrative professional with extensive experience across multiple industries, with a strong focus on remote finance support and customer service. I bring proven reliability in document-heavy workflows, multi-line communication, and staying accurate under tight timelines.

In my most recent role as a Remote Finance Assistant / Customer Service Operator, I booked bank transfers, wires, TPA fees, and invoices using QuickBooks and proprietary systems. I managed financial documents and client data in FileTrac, and completed monthly reconciliations for 500+ accounts in QuickBooks.

I also handled international compliance tasks by performing monthly organizational projects and conducting international sanction searches using OFAC and ISO. That combination of accounting discipline and attention to detail is where I add the most value.

Previously, as a Bookkeeper / Administrative Assistant, I processed invoices and weekly vendor and employee payments using AccountEdge and supported sales expense reports. I reconciled daily and weekly bank statements, tracked credit card usage in AccountEdge and Excel, digitized documents with Bitfarm, and prepared audit and budget reports—often while also supporting reception, copyediting, and administrative needs.

Experience

Work history, roles, and key accomplishments

Remote Finance Assistant

Vanguard Claims Administration

Mar 2019 - Feb 2026 (6 years 11 months)

Booked bank transfers, wires, TPA fees, and invoices using QuickBooks and proprietary systems. Completed monthly reconciliations for 500+ accounts in QuickBooks, managed documents in FileTrac, performed OFAC/ISO sanction searches, and supported claims via multi-line phone service.

Quickbooks Bank Transfers Bank Reconciliation Accounting Support ISO Sanctions Searches Document Management

Bookkeeper / Admin Assistant

Hensel Recycling North America, Inc.

Aug 2013 - Dec 2018 (5 years 4 months)

Processed and organized invoices in AccountEdge and issued weekly vendor and employee payments. Managed sales expense reports, tracked company credit card usage, reconciled daily/weekly bank statements, and prepared audit and budget reports while digitizing documents with Bitfarm.

AccountEdge Invoice Processing Expense Reporting Bank Reconciliation Credit Card Tracking Petty Cash Reconciliation Document Digitization (Bitfarm)Audit Reporting

Assistant to President/COO

Library Automation Technologies, Inc.

May 2011 - Jul 2013 (2 years 2 months)

Provided administrative support to the President/COO, including managing accounts receivable and invoicing. Coordinated calendars and travel, handled customer service by phone/email, tracked customer shipments, and copyedited brochures, press releases, and website content.

Accounts Receivable Invoicing Customer Service Shipment Tracking Content Editing