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Skills

  • PeopleSoft expert
  • Budget Adherence Monitoring
  • Adaptability to new accounting technologies
  • Bank reconciliation
  • Client & Vendor Relations Management
  • Audit Report Accuracy Improvement
  • Collaboration with external auditors
  • Closing processes
  • Accurate Salary and Bonus Calculation
  • Discrepancy identification and resolution

Work Experiences

  • Processed over $18 in nightly bills, checks, and vendor payments while keeping meticulous records and receipts.
  • Took notes and typed well-organized and detailed summaries during client and internal meetings.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Double-checked ledger postings for accuracy and account balances.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Took calls about financial matters, such as payments that were past due.
  • Assisted management by processing invoices and documents and ensuring that they were delivered on time every time.
  • Developed customer rapport, which resulted in category through quality assurance and data analysis.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every several months.
  • Used Power BI to input financial data and generate reports.

Summaries

  • Years of experience and a meticulous, detail-oriented approach.
  • Professional accountant with 8 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Expert in the use of SAP and ledger verification, as well as excellent customer service skills.
  • Deep knowledge of Tableau and category financial recording.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with ServiceNow.
  • Qualified Night Auditor with extensive experience in method financial reporting and analysis, as well as Adobe Creative Suite training.
  • People-oriented and enterprising individual with a caring nature and extensive Accounting and Finance experience.
  • Bringing data analysis and meticulous recordkeeping to a difficult metric job.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.

Accomplishments

  • Coordinated with the legal and tax departments to ensure all financial filings were complete and submitted ahead of deadlines for 9 consecutive quarters.
  • Processed inter-company allocations and resolved discrepancies, enabling smoother intra-divisional financial reporting and reducing reporting time by 53%.
  • Processed 5 vendor invoices monthly, maintaining a 76% decrease in processing time for payables reconciliation.
  • Collaborated with team of 3 in the development of method.
  • Reviewed collection procedures for aged debtors, improving cash collections by procedure within a 7 months-month period.
  • Supported the migration of financial data to method, ensuring accuracy during the transition, which reduced downtime by 40%.
  • Reviewed aged receivables and followed up on overdue balances, recovering initiative in outstanding debts within 18 months.
  • Assisted CFO in preparing board reports, reducing the month-end closing preparation time by 81%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Successfully coordinated program, aligning with multiple teams to ensure timely completion and tracking of the financial impact.

Affiliations

  • Lions Club
  • American Medical Informatics Association
  • Student Membership with the metric
  • Institute of Internal Auditors (IIA)
  • American Institute of Professional Bookkeepers (AIPB)
  • Member of Financial Planning Association (FPA)
  • Society of Women Engineers
  • Association of Chartered Certified Accountants (ACCA)
  • American Accounting Association (AAA)
  • Jaycees

Certifications

  • Certified Bookkeeper (CB) – American Institute of Professional Bookkeepers (AIPB)
  • CompTIA Security+
  • Sage 50 Certification
  • Financial Accounting Fundamentals - initiative
  • Certified Payroll Professional (CPP) - American Payroll Association (APA)
  • Financial Modeling & Valuation Analyst (FMVA®) – Corporate Finance Institute (CFI)
  • First Aid/CPR Certified
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Budget Analyst (CBA) - National Association of Budget Officers (NASBO)
  • AAT Advanced Diploma in Accounting - Association of Accounting Technicians (AAT)

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