Special Projects & Initiatives - Belfint, Lyons & Shuman, P.A.
References
Timeline
Erin Allston
Easton
Summary
Detail-oriented Accounting Generalist with 4+ years of experience in financial management, invoicing, and collections. Proven track record in implementing processes that enhance operational efficiency and accuracy. Recognized for strong communication skills and ability to deliver precise client service. Expertise in problem-solving and time management ensures compliance in all accounting functions.
Overview
10
10
years of professional experience
Work History
Accounting Generalist
Belfint, Lyons & Shuman, P.A.
Wilmington
03.2022 - Current
Generated and issued invoices, ensuring accuracy and timely delivery per client agreements.
Oversaw receipt, application, and reconciliation of payments to maintain accurate financial records.
Conducted regular account reconciliations, resolving discrepancies for precise financial reporting.
Managed collections for overdue accounts while fostering positive client relationships.
Communicated with clients regarding invoices and payments, enhancing customer satisfaction.
Prepared detailed accounts receivable reports to aid financial planning and decision-making.
Assisted in implementing new practice management software for operational improvement.
Created billing templates and standardized procedures to enhance efficiency and accuracy.
Updated and maintained databases with current information.
Achieved cost-savings by developing functional solutions to problems.
Deli Associate
Food Lion
Millington
12.2020 - 03.2022
Delivered top-tier customer service managing transactions and food preparation at a bustling deli counter.
Assisted customers in product selection, offering tailored recommendations to meet needs.
Ensured deli equipment and displays remained clean and organized to uphold standards.
Operated slicing machines and scales, adhering strictly to safety protocols.
Stocked shelves with fresh products, ensuring full availability for all customers.
Collaborated with team members to enhance service efficiency during peak hours.
Monitored product freshness, rotating stock to minimize waste effectively.
Executed daily opening and closing tasks, including cleaning spills and sanitizing surfaces.
Tasting Room Associate
Crow Vineyard
Kennedyville
07.2020 - 01.2021
Conducted wine tastings and educational sessions while managing sales operations.
Guided visitors through wine selections with detailed descriptions.
Maintained cleanliness and organization of tasting room environment.
Assisted with inventory management and restocked supplies as necessary.
Executed cash register transactions accurately and efficiently.
Sales Associate
Talbots
Wilmington
11.2018 - 02.2020
Provided exceptional customer service by greeting customers and assisting with purchases and returns.
Maintained organized store layout and visual merchandising standards to enhance shopping experience.
Managed inventory levels and restocked merchandise to support sales demands.
Assisted customers in locating products, answering inquiries, and offering product recommendations.
Staff/Cash Handler - Mini Golf/Ice Guard
Riverfront Development Corporation
Wilmington
06.2016 - 09.2018
Maintained organized cash drawers to enable efficient transactions at mini golf facility.
Monitored premises to uphold safety and security for all personnel.
Operated radio communication systems for effective coordination with team members.
Greeted golfers, assisting with check-in and equipment requirements.
Resolved customer complaints professionally to enhance service quality.
Tumbling Instructor
Hockessin Athletic Club
Hockessin
06.2015 - 01.2016
Instructed students in tumbling skills while ensuring a safe learning environment.
Developed customized lesson plans based on individual skill levels and objectives.
Taught fundamental and advanced movement techniques.
Communicated effectively with parents regarding student progress and class schedules.
Education
Diploma -
Saint Elizabeth High School
Wilmington, DE
01.2017
Some College (No Degree) - Food Agribusiness Marketing and Management
University of Delaware
Newark, DE
Skills
CCH Axcess platform knowledge & Microsoft Dynamics GP experience
Excel Data
Office Suite applications
Client Interpersonal Skills
Collections and Invoicing Expertise
Data entry efficiency
Time Management
Inventory management techniques
Effective communication abilities
Attention to detail focus
Problem-solving mindset
Team collaboration efforts
Customer relationship management
Attention to detail
Expense tracking systems
Special Projects & Initiatives - Belfint, Lyons & Shuman, P.A.
Contributor to Process Improvements: Played a pivotal role alongside the Controller and top staff in identifying, designing, and implementing new processes across billing, reporting, and vendor coordination. Often operated independently to bring ideas from concept to execution.
Known for being a hands-on problem solver and go-to team member across the firm for internal needs.
Billing Templates & Workflow: Supported the initiative to build and refine billing templates and end-to-end billing processes, significantly improving accuracy, consistency, and efficiency across departments.
Practice Management System Power User: Acted as the in-house expert for Practice Management software handling system setup, client onboarding, and custom configurations. Resolved advanced issues, ensuring smooth day-to-day system performance.
Facilities & Vendor Management: Solely managed relationships with external vendors for kitchen supplies, office equipment (example: printers, shredders, postage machines), and general office maintenance ensuring seamless daily operations without the need for additional admin staff.
Event Planning & Company Culture: Took ownership of planning and executing the company’s annual holiday party, from budgeting and logistics to vendor coordination, helping to foster a positive workplace culture.
Assistance to Controller: Regularly supported the Controller on high-level initiatives, acting as a second-in-command on various cross-functional projects that required accounting knowledge, operational awareness, and independent decision-making.
Led Engagement Summary Audit Project by consolidating 300+ billing agreements for YE 2024 & YE 2023; reconciled data from engagement letters and invoices, and flagged discrepancies where information was insufficient, resulting in an accurate and audit-ready report.
Billing Template & Workflow Overhaul: Led the initiative to build and refine billing templates and end-to-end billing processes, significantly improving accuracy, consistency, and efficiency across departments.
Practice Management System Power User: Acted as the in-house expert for Practice Management software—handling system setup, client onboarding, and custom configurations. Provided team training and resolved advanced issues, ensuring smooth day-to-day system performance.
Facilities & Vendor Management: Solely managed relationships with external vendors for kitchen supplies, office equipment (e.g., printers, shredders, postage machines), and general office maintenance—ensuring seamless daily operations without the need for additional admin staff.
Event Planning & Company Culture: Took ownership of planning and executing the company’s annual holiday party, from budgeting and logistics to vendor coordination, helping to foster a positive workplace culture.
Trusted Right Hand to Controller: Regularly supported the Controller on high-level initiatives, acting as a second-in-command on various cross-functional projects that required accounting knowledge, operational awareness, and independent decision-making.
Independent Contributor to Process Improvements: Played a pivotal role—alongside the Controller—in identifying, designing, and implementing new processes across billing, reporting, and vendor coordination. Often operated independently to bring ideas from concept to execution.
Billing Template & Workflow: Led the initiative to build and refine billing templates and end-to-end billing processes, significantly improving accuracy, consistency, and efficiency across departments.
Practice Management System Power User: Acted as the in-house expert for Practice Management software handling system setup, client onboarding, and custom configurations. Provided team training and resolved advanced issues, ensuring smooth day-to-day system performance.
Facilities & Vendor Management: Solely managed relationships with external vendors for kitchen supplies, office equipment (e.g., printers, shredders, postage machines), and general office maintenance—ensuring seamless daily operations without the need for additional admin staff.
Event Planning & Company Culture: Took ownership of planning and executing the company’s annual holiday party, from budgeting and logistics to vendor coordination, helping to foster a positive workplace culture.
Trusted Right Hand to Controller: Regularly supported the Controller on high-level initiatives, acting as a second-in-command on various cross-functional projects that required accounting knowledge, operational awareness, and independent decision-making.
Collections - Initiated and led a targeted collections initiative to reduce outstanding overdue payments.
References
References available upon request.
Timeline
Accounting Generalist
Belfint, Lyons & Shuman, P.A.
03.2022 - Current
Deli Associate
Food Lion
12.2020 - 03.2022
Tasting Room Associate
Crow Vineyard
07.2020 - 01.2021
Sales Associate
Talbots
11.2018 - 02.2020
Staff/Cash Handler - Mini Golf/Ice Guard
Riverfront Development Corporation
06.2016 - 09.2018
Tumbling Instructor
Hockessin Athletic Club
06.2015 - 01.2016
Diploma -
Saint Elizabeth High School
Some College (No Degree) - Food Agribusiness Marketing and Management