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Skills

  • Great Plains familiarity
  • Recruitment strategies
  • Cost accounting
  • Project management
  • Credit and collections
  • Multi-Task Management
  • Sales expertise
  • Effective time management
  • Cross-functional team collaboration
  • Experienced with VBA programming

Work Experiences

  • Assisted department staff with clerical and administrative tasks.
  • Created reports that included a variety of metrics and account data.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Prepared accurate financial statements at the end of the quarter.
  • Went to customers' homes to collect payments in person.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Helped management finalize the annual expense plans.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Kept track of the dining room's inventory and replenished it as needed.

Summaries

  • Clients of all backgrounds and financial levels are well-served by her.
  • Collaboration with department leaders to enforce budget controls and monitor expenses has proven to be successful.
  • Excellent interpersonal and conflict resolution skills.
  • Account Assistant who is well-versed in Accounting and Finance practices and clerical support requirements.
  • Accountant with 12 years of experience successfully maintaining accurate accounting data for large-scale financial organizations.
  • Certified accountant with five years of experience providing audit, tax, and other financial services for a CPA firm.
  • Account Officer is a hardworking individual who is familiar with scripted interactions and collection guidelines.
  • Professionals in the field of collections aspire to be in a position of leadership.
  • As a Account Officer, she seeks a challenging role.
  • Advanced knowledge of Tableau.

Accomplishments

  • Auditing: Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations (A-133).
  • Coordinated with cross-department finance teams to successfully reduce bad debt exposure by 43%, directly improving liquidity ratios.
  • Proposed
  • Streamlined
  • Managed
  • Designed financial forecasting models that allowed 15-year budget projections with an accuracy increase of 71%.
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • General Ledger Accounts: Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. :
  • Identified
  • Trained

Affiliations

  • Engaged member, Financial Management Association International (FMA), process
  • Certified Credit Professional (CCP), Association of Credit and Collection Professionals, system
  • Affiliated Programs Volunteer, Accounts Receivable Strategies Network, metric
  • Member, Financial Executives International (FEI), 2023-Present
  • Participant, EY Financial Navigator Program for Account Officers, 2023
  • Participant, Advanced Reconciliation Strategies Seminar, Summit Group, 2024
  • Member, Chartered Institute of Management Accountants (CIMA), 2020-Present.
  • Advanced Credit Control Techniques Certification, Vantage, 2023
  • Active attendee, Annual Conference for Account Officers, initiative
  • Active participant, International Association of Credit Portfolio Managers (IACPM), system

Certifications

  • Member of framework
  • Certified Risk Management Assurance (CRMA)
  • Certified Accounts Receivable Specialist (CARS)
  • Certified Accounts Payable Professional (CAPP)
  • Automated Account Reconciliation Certification by Tableau
  • Graduate-Level Certificate in Corporate Accounting
  • Debt Collection Practices Certification by system
  • Certified Billing and Coding Specialist (CBCS)
  • Certified Credit and Collection Professional (CCCP)
  • Leadership in Accounts Receivable Teams Microsoft Excel

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