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Skills

  • Budget Reconciliation
  • Data entry
  • Audit review time reduction
  • Relationship development
  • Proficient in Sage
  • Communications
  • Peachtree proficiency
  • Financial Management
  • Automated audit systems implementation
  • Invoice and payment processing

Work Experiences

  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Achieved cost savings.
  • Provided cross-training to management on financial processes, which resulted in a 10% reduction in project gaps.
  • Processed $16 worth of the past year payments with 4% accuracy.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Achieved a 43% reduction in billing errors.
  • Was in charge of automating office procedures like correspondence management, recordkeeping, and online communication.
  • Prepared detailed expense reports and capital expenditure requests.
  • Used Asana to input financial data and generate reports.

Summaries

  • Trained in process financial tasks, quick to pick up new information, and extremely professional.
  • Trained in the use of SAP.
  • Strong Quickbooks and HubSpot skills, as well as a meticulous and accurate nature.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • Bringing team leadership and meticulous recordkeeping to a difficult procedure job.
  • Financial planning and management expert with a track record of dependability and expertise in data analysis.
  • Expert at client relations.
  • Expert in the use of Workday and ledger verification, as well as excellent customer service skills.

Accomplishments

  • Developed and implemented cash balancing variance procedures that resulted in a 73% improvement in reconciliation accuracy.
  • Trained new hires on cash-handling procedures, reducing the initial error rate by 78% in their first two years of employment.
  • Led and organized audit reviews that prevented losses totaling over $7 by identifying process gaps early.
  • Collaborated with team of 16 in the development of initiative.
  • Automated auditing functions using HubSpot, resulting in a 23% increase in productivity and timely completion of reports.
  • Introduced variance analysis models that allowed for more accurate sales forecasting, improving cash flow stability by 24%.
  • Reduced cash over/under variances by 19% through the development of standardized cash balancing procedures.
  • Increased accuracy of cash flow forecasting by 60% through integrated data analysis of 16 retail locations.
  • Resolved product issue through consumer testing.
  • Documented and resolved category which led to metric.

Affiliations

  • National Association of Sales Professionals (NASP)
  • Association for Computing Machinery
  • Finance and Accounting Member Group Collaboration (FAMG) #Phoenix
  • Financial Audit Control Board Member #2019
  • National Society of Accountants (NSA)
  • Internal Audit and Risk Management Group #Austin
  • International Association of Administrative Professionals
  • Certified Fraud Risk Management Specialist (CFRMS)
  • Institute of Internal Auditors (IIA)
  • Society of Human Resource Management

Certifications

  • Certified Business Intelligence Professional (CBIP)
  • Auditing Fundamentals: Best Practices (From Cedar Works)
  • Salesforce
  • Google Certified Professional Cloud Architect
  • Microsoft Certified Systems Engineer (MCSE)
  • ServSafe
  • Certified in Control Self-Assessment (CCSA)
  • SEC Financial Reporting and Disclosure Certification
  • SalesForce Financial Services Cloud Consultant Certification
  • Certified Fraud Examiner (CFE)

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