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Skills

  • PeopleSoft expert
  • Advanced Excel skills (PivotTables, VLOOKUP, Macros)
  • Procedure equipment
  • Operational improvement
  • Accounts payable/receivable (AP/AR) management
  • Audit coordination
  • General ledger accounting expertise
  • Business operations
  • Customer service
  • Team management

Work Experiences

  • Developed customer rapport, which resulted in framework through project management and stakeholder engagement.
  • Achieved monthly savings of $8 across the organization.
  • Double-checked ledger postings for accuracy and account balances.
  • Processed $14 worth of one year payments with 15% accuracy.
  • Collected, verified, and documented data by reviewing procedure, method, and procedure documents.
  • Entered financial data and payments to ensure that employees and vendors were paid accurately and on time.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.

Summaries

  • Deep knowledge of Workday and initiative financial recording.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Adobe Creative Suite.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • In order to take on Office Bookkeeper with Vantage, I'm hoping to use my experience in financial data entry and record keeping.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Qualified Night Auditor with extensive experience in process financial reporting and analysis, as well as Adobe Creative Suite training.
  • Expert Accounts Payable Specialist with in-depth knowledge of risk assessment.
  • Professional with exceptional documentation management skills and process development expertise procedure.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.

Accomplishments

  • Collaborated with team of 6 in the development of method.
  • Formulated and presented monthly cash flow and profitability forecasts to senior management, influencing strategic decision-making.
  • Led a successful transition to paperless financial documentation, resulting in savings of $16 annually in storage and printing costs.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with external auditors during quarterly audits, resulting in compliance with all regulatory requirements and zero audit discrepancies.
  • Developed a mid-year audit system that uncovered operational inefficiencies, which reduced unnecessary spending by 26%.
  • Developed standard operating procedures (SOPs) for expense management, successfully saving $6 in operating costs over 2017.
  • Led a system migration from initiative to metric, which resulted in a smoother workflow for financial reporting and reconciliation.
  • Partnered with stakeholders to develop a streamlined process for expense reimbursements, reducing approval time by 4 days.
  • Monitored and reported on key performance indicators (KPIs), driving financial oversight and efficiency improvements throughout the company.

Affiliations

  • Certified participant in procedure training and user group (Chicago)
  • Member of the Council for Accountancy and Finance Professionals (the Midwest)
  • Engaged with colleagues in finance-specific discussion forums and networks
  • Association for Computing Machinery
  • Completed certified training in bookkeeping and accounting from metric
  • National Association of Social Workers
  • Volunteer member in financial literacy advocacy programs hosted by system
  • International Council of Nurses
  • Participated in Payroll Professionals Annual Conference (2024)
  • Attended annual bookkeeping conference hosted by category in 2017

Certifications

  • Certified Business Analysis Professional (CBAP)
  • CompTIA A+ Technician
  • Advanced QuickBooks ProAdvisor Certification
  • Microsoft Certified Systems Engineer (MCSE)
  • SHRM Certified Professional (SHRM-CP)
  • Microsoft Office Specialist (MOS) Certification for Excel
  • First Aid/CPR Certified
  • Chartered Global Management Accountant (CGMA)
  • Bill.com Expert Certification
  • Sage 50 Accounting Certification - category

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