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Skills

  • Customer and client relations
  • Social media knowledge
  • Appointment setting
  • Filing and data archiving
  • Report development
  • General ledger reconciliation
  • Sage 50 US
  • Bank reconciliation
  • Scheduling and calendar management
  • Payroll and budgeting

Work Experiences

  • Completed forms, reports, logs, and records to expedite the processing of all human resources documentation.
  • Improved customer service ratings by 2% by training 14 new employees on proper phone handling techniques.
  • Achieved 83% data accuracy during corporate reviews.
  • Wrote and proofread memos, letters, and reports to ensure that they were error-free.
  • Prepared and distributed team-based communications to foster collaboration and boost team morale.
  • Conducted research in order to collect and record process information.
  • Was always looking for ways to make daily operations, client communications, recordkeeping, and data entry more efficient.
  • Prepared meeting minutes and edited subcontractor proposals, project punch lists, transmittals, and memorandums for organizational support.
  • Wrote internal memos and external correspondence for senior management and double-checked all paperwork for errors.
  • Was in charge of daily reports and provided advice to executive leaders during decision-making.

Summaries

  • Expert at locating and resolving inconsistencies.
  • Team player who is knowledgeable in performance reporting and quality assurance.
  • Positive, upbeat team player with superior clerical knowledge and a can-do attitude.
  • Financial Administrative Assistant is a dependable and enthusiastic Financial Administrative Assistant with 6 years of front desk management experience.
  • Commended for cultivating a positive work culture by interacting with employees and customers cheerfully.
  • Bringing 9 years of outstanding performance in related roles to the table.
  • Outstanding leadership abilities, as well as expertise in streamlining workflow to maximize employee strengths.
  • Drafting reports and business correspondence, managing mail, and updating tracking spreadsheets are all skills I possess.
  • Document management, process improvement, and regulatory compliance are all areas where I've had a lot of experience.
  • Financial Administrative Assistant is an attentive and personable administrative support professional with 16 years of experience in fast-paced office environments.

Accomplishments

  • Utilized system to process 11 vendor invoices monthly, achieving a 66% reduction in overdue payments.
  • Developed an automated financial reporting system, decreasing manual data entry tasks by 5 hours per week.
  • Resolved product issue through consumer testing.
  • Tracked and reported on 14 budgetary accounts, providing accurate forecasting to support organizational financial planning.
  • Analyzed vendor contracts and identified opportunities for better terms, leading to savings of 10 annually.
  • Played a key role in identifying and simplifying complex financial procedures, reducing workload by 14 hours per week.
  • Reviewed current financial policies and suggested upgrades that brought compliance with industry regulations, preventing framework.
  • Partnered with sales to create financial forecasts, directly contributing to a 60% increase in budget accuracy.
  • Reduced financial data discrepancies by 69% following a thorough review and reorganization of the accounting ledger.
  • Documented and resolved method which led to procedure.

Affiliations

  • International Council of Nurses
  • Harbor & Co. Leadership Development Program
  • Project Management Institute (PMI) initiative
  • Institute of Management Accountants (IMA)
  • Financial Executives International (FEI)
  • National Society of Accountants (NSA)
  • Certified Management Accountant (CMA) Study Group
  • National Association of Financial Administrators (NAFA)
  • Women in Public Finance
  • American Institute of Professional Bookkeepers (AIPB)

Certifications

  • Certified Bookkeeping Specialist (CBS)
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant
  • Certified Management Accountant (CMA)
  • Salesforce
  • CompTIA Security+
  • Certified Administrative Professional (CAP)
  • Certified Fraud Examiner (CFE)
  • Chartered Institute of Management Accountants (CIMA) qualification
  • CompTIA A+ Technician

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