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Skills

  • Revenue generation
  • Certified Financial Planner (CFP)
  • Mutual funds and liabilities
  • Intuit QuickBooks specialist
  • Market trend analysis
  • Trend analysis
  • Superior attention to detail
  • Advanced bookkeeping skills
  • Standard operating procedure development
  • Accounting operations professional

Work Experiences

  • Created and maintained customer accounts, including interactions, payments, and personal data.
  • Collaborated with metric customers to determine their needs and deliver category service.
  • Monthly expense variances and explanations were collected and reported.
  • Created reports that included a variety of metrics and account data.
  • Gathered and organized data before entering it into a computer database.
  • Was in charge of the fixed asset module, which included calculating and recording monthly depreciation expenses.
  • Collaborated with project management to ensure that budgets were met.
  • Oversaw the conversion of multiple client accounting systems to Oracle's web-based financial platform.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Produced periodic reports that compared budgeted and actual costs.

Summaries

  • Accountant with 4 years of experience successfully maintaining accurate accounting data for large-scale financial organizations.
  • Tax accounting specialist with a strong analytical background and a track record of working quickly and accurately under pressure.
  • Financial Consultant is a hardworking individual who is familiar with scripted interactions and collection guidelines.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Account Assistant who is well-versed in Accounting and Finance practices and clerical support requirements.
  • Efficient Financial Consultant with skills in workflow optimization and budget management.
  • Credit Control Officer with a wide range of skills who can use persuasion to collect payments on past-due accounts.
  • Familiar with the regulatory and legal framework that applies to method businesses.
  • Account management, contract negotiation, and compliance are all skills that a successful Credit Control Officer possesses.
  • Salesforce is something I know a lot about.

Accomplishments

  • Presented quarterly performance reports that achieved an average customer satisfaction increase of 20%, improving client retention.
  • Optimized liquidity management strategies, reducing capital lock-up and improving cash flow reliability for clients by 50%.
  • Restructured client financial plans that decreased annual tax liabilities by $3 while maximizing investment performance.
  • Expense Control: standard framework
  • Collaborated with senior analysts to create investment strategies, which yielded over 19% returns above market expectations.
  • Received the Innovation Award in 2022.
  • Led a comprehensive debt restructuring initiative for Brightline, saving $11 in interest over 4 years.
  • Recouped $15 from delinquent client.
  • Increased sales 7% over several months.
  • Orchestrated strategic financial plans for retirement, increasing clients’ retirement funds by 21% over 12 years.

Affiliations

  • International Council of Nurses
  • Association for Financial Professionals (AFP)
  • Project Management Institute (PMI) – Financial Services Chapter
  • Rotary International
  • Financial Executives International (FEI)
  • The Alliance of Merger and Acquisition Advisors (AM&AA)
  • American Bankers Association (ABA)
  • International Association of Administrative Professionals
  • Society of Chartered Financial Analysts of Austin
  • Risk Management Association (RMA)

Certifications

  • Certified Financial Planner (CFP)
  • Registered Financial Consultant (RFC)
  • Salesforce
  • Certified Public Accountant
  • Certified Wealth Strategist (CWS)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Chartered Financial Analyst (CFA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Member of standard
  • FDCPA

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