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Skills

  • Financial Management
  • Reporting proficiency
  • Audit coordination
  • Preparing financial statements
  • Standard operating procedure development
  • General ledger accounting expertise
  • Accounts payable / accounts receivable
  • Deposit processing
  • Pricing and costing
  • IFRS proficiency

Work Experiences

  • Received, recorded, and banked cash, checks, and vouchers, and reconciled bank transaction records.
  • Prepared and paid out sales commissions, monitored bi-weekly payroll, and generated sales tax reports for each operational jurisdiction.
  • Analyzed budgets, forecasts, and current trends to support overall financial operations.
  • Invented
  • Performed field audits on a wide range of clients using the Quick Books system.
  • Was in charge of contract finances, which included establishing and checking coding procedures, monitoring reports, and updating internal files.
  • Kept track of everything.
  • Raised the stakes.
  • Recommendation
  • Looked into using BNA and CCH for tax matters involving clients.

Summaries

  • Expert
  • Service-driven
  • Seasoned
  • Finance Administrator is a dynamic and highly qualified Finance Administrator who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • When consistently meeting collections goals, team-oriented with the ability to mentor junior collections associates.
  • Through professional credit management, the company has been successful in fostering goodwill with customers.
  • Expert at structuring repayment plans and negotiating repayment terms.
  • Project coordination, inventory control, and documentation are all areas where this enthusiastic Account Assistant excels.
  • Successful in resolving collections issues, discrepancies, and late payments in a timely manner.
  • Experienced Finance Administrator eager to contribute 4 years of financial management experience to a framework organization focused on growth.

Accomplishments

  • Established new reporting guidelines and trained 14 employees in the use of financial software, reducing report generation times by 26%.
  • Resolved product issue through consumer testing.
  • Trained and supervised a team of 18 finance clerks, ensuring payroll compliance and accuracy which resulted in 28% fewer payroll discrepancies.
  • Decreased cash cycle time by 53% by optimizing invoicing procedures and reducing overdue accounts receivable.
  • Led the successful transition from manual financial reporting to an automated system, reducing report preparation time by 68% and providing real-time data visualization.
  • Led financial data cleanup initiatives, verifying and organizing historical transactions across 3 accounts, ensuring auditable financial statements in time for year-end reporting.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Category Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Worked in conjunction with HR and payroll departments to ensure accurate and timely payments for 8 employees, mitigating compliance risks in payroll tax submissions.
  • Identified potential risks within the financial reporting process and implemented corrective actions and internal controls that strengthened compliance across all departments.

Affiliations

  • International Association of Administrative Professionals
  • Certified Treasury Professional (CTP)
  • Association for Supply Chain Management (APICS)
  • American Medical Informatics Association
  • Certified Management Accountant (CMA) Certification
  • National Association of Credit Management (NACM)
  • Rotary International
  • Society of Human Resource Management
  • National Association of Social Workers
  • International Association for Accounting Education and Research (IAAER)

Certifications

  • Certified Public Accountant (CPA) - Illinois
  • Google Certified Professional Cloud Architect
  • Certified in Financial Risk Management (CFRM) by Beacon Labs
  • Associate Chartered Accountant (ACA)
  • Government Finance Officers Association Certificate
  • Certified Financial Planner (CFP)
  • Certified Regulatory Compliance Manager (CRCM)
  • CompTIA Security+
  • Financial Risk and Regulatory Reporting Certification
  • Anti-Money Laundering Certified Associate (AMLCA)

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