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Skills

  • Project organization
  • Proficient in Sage
  • Time management
  • Analytical reasoning
  • Supervision
  • Statutory Reporting
  • Cash flow management
  • Cost-efficiency improvements
  • Customer service
  • Organization

Work Experiences

  • Assisted management by processing invoices and documents and ensuring that they were delivered on time every time.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.
  • Helped with month-end close-out procedures and double-checked journal entries.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Achieved savings over several months.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Collected, verified, and documented data by reviewing category, standard, and procedure documents.
  • Developed customer rapport, which resulted in framework through quality assurance and client relations.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.

Summaries

  • In order to take on Finance Assistant Intern with Meridian, I'm hoping to use my experience in financial data entry and record keeping.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Goal-oriented Bookkeeper with incredible system abilities and a keen eye for detail.
  • Professional with exceptional documentation management skills and process development expertise initiative.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing standard documentation.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Looking for an internship that will allow me to put my problem-solving and analytical skills to good use.
  • Business operations, strategic planning, and market analysis are all areas in which I excel.
  • Excellent track record of managing large amounts of data.
  • Expert in the use of Adobe Creative Suite and ledger verification, as well as excellent customer service skills.

Accomplishments

  • Analyzed and interpreted monthly financial statements, providing management with actionable insights that contributed to a 85% reduction in expenses.
  • Documented and resolved program which led to initiative.
  • Assisted in creating a cash flow projection model that improved the accuracy of weekly cash flow forecasts by 74%.
  • Worked closely with the accounts payable team to ensure vendor invoices were processed within the deadline, decreasing late payments by 54%.
  • Performed variance analysis on monthly financial data, identifying discrepancies which were addressed and resulted in a budget variance reduction of 30%.
  • Collaborated with team of 6 in the development of standard.
  • Efficiently processed payroll records for 14 employees while ensuring 100% compliance with internal financial policies and local regulations.
  • Assisted in preparing tax documents ahead of schedule, filing 3 weeks early, and avoiding potential penalties for 2015 tax cycle.
  • Utilized automated tools to monitor operational costs, showing a 42% improvement in accuracy and a reduction in manual task errors.
  • Prepared expense forecasting reports and presented them to senior management, leading to a 68% decrease in departmental overspending.

Affiliations

  • Enactus Financial Analyst Team
  • Volunteer Treasurer for initiative
  • Association for Supply Chain Management (APICS)
  • Institute of Management Accountants (IMA)
  • Freemason
  • American Medical Informatics Association
  • Beta Gamma Sigma (Business Honor Society)
  • American Finance Association (AFA)
  • Metric Investment Club, Treasury Officer
  • Member of Toastmasters International for Public Speaking and Financial Communication

Certifications

  • Certified Internal Auditor (CIA)
  • Certified Accounts Receivable Manager (CARM)
  • Microsoft Excel for Financial Professionals Salesforce
  • Certified Management Accountant (CMA)
  • Certified Treasury Professional (CTP)
  • Certified Global Management Accountant (CGMA)
  • Advanced Excel for Financial Modeling Ironclad Systems
  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA Security+
  • Financial Compliance & Risk Management Certificate Summit Group

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