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Skills

  • Territory Sales Experience
  • Credit and collections
  • Expert in customer relations
  • Account management
  • Understands foreign tax reporting
  • Collections regulatory guidelines
  • Process improvement
  • Cost accounting
  • Sales and Use Tax Reporting
  • Relationship building

Work Experiences

  • Wrote the annual audit reports in their entirety, including all footnote disclosures.
  • Was in charge of the fixed asset module, which included calculating and recording monthly depreciation expenses.
  • Followed up with customers to gather specific financial information and double-check details for the annual 1095 form preparation.
  • Collaborated with IT, business development, and operations leadership to create a solid financial business plan that included detailed benchmarks and action plans.
  • Helped management finalize the annual expense plans.
  • Was in charge of forecasting, operations, accounting close, and reporting for a $240 million prescription drug rebate revenue program.
  • Used advanced software skills to prepare documents, reports, and presentations for executives and board members.
  • Created a framework database to improve resource utilization and reduce export costs by 14% through strategic management and contract analysis.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Went to customers' homes to collect payments in person.

Summaries

  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Account management, contract negotiation, and compliance are all skills that a successful Credit Control Officer possesses.
  • Accounting and finance specialist with experience in accounts payable and receivable, financial management, and inventory management.
  • As a Finance Specialist, she seeks a challenging role.
  • Ready to provide Harbor & Co. With excellent results.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Professionals in the field of collections aspire to be in a position of leadership.
  • Account Assistant who is well-versed in Accounting and Finance practices and clerical support requirements.
  • Account Assistant with a strong desire to improve team efficiency and streamline operations.

Accomplishments

  • Increased sales 9% over 6 months.
  • Recouped $13 from delinquent client.
  • Led the preparation and submission of tax filings, achieving compliance and avoiding penalties while securing refunds of $17.
  • Managed the monthly accruals process for human resources, ensuring precise financial reporting and aligning with GAAP standards.
  • Received the President's Club in 2020.
  • Forecasted and monitored capital expenditures, ensuring alignment with strategic financial goals and mitigating unplanned spending.
  • Documented and resolved initiative which led to standard.
  • Implemented an automated 3-way matching system, saving around 7 hours of manual work per month.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Created detailed financial models that projected revenue growth under various market conditions, enhancing decision-making accuracy.

Affiliations

  • National Association of Corporate Treasurers (NACT)
  • Financial Executives International (FEI)
  • Global Association of Risk Professionals (GARP)
  • Women in Finance Network Columbus
  • Educational Membership of the metric Finance Club
  • American Society of Safety Professionals
  • American Institute of CPAs (AICPA)
  • Certified International Investment Analyst (CIIA)
  • Society of Human Resource Management
  • Lions Club

Certifications

  • Project Management Professional (PMP)
  • First Aid/CPR Certified
  • Advanced Excel for Financial Professionals by framework - method
  • Series 65 - Uniform Investment Adviser Law License (FINRA)
  • Certified Protection Officer (CPO)
  • Series 63 - Uniform Securities Agent State Law License (FINRA)
  • Cisco Certified Network Associate (CCNA)
  • Google Certified Professional Cloud Architect
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant (CPA) - Colorado

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