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Skills

  • Financial planning
  • Proficient in Asana
  • Verbal and written communication
  • Superior attention to detail
  • Collections processing
  • Certified Public Accountant (CPA)
  • Revenue generation
  • Delinquent account management
  • Risk Assessment
  • Budget administration

Work Experiences

  • Identified, analyzed, and developed mitigation strategies for project risks.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Created reports that included a variety of metrics and account data.
  • Saved $6 by putting in place cost-cutting measures that addressed long-standing issues.
  • Wrote the annual audit reports in their entirety, including all footnote disclosures.
  • Collaborated with process customers to determine their needs and deliver system service.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Optimized and managed research and development spending through collaboration with key business leaders.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.

Summaries

  • Accountant with 9 years of experience successfully maintaining accurate accounting data for large-scale financial organizations.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • Tableau is something I know a lot about.
  • Sales Operations Analyst with 18 years of successful strategic planning and stakeholder engagement experience.
  • Dedicated Sales Operations Analyst with 6 years of experience collaborating with salespeople and management.
  • An outgoing professional with strong interpersonal and relationship-building abilities.
  • Sales Operations Analyst is a hardworking individual who is familiar with scripted interactions and collection guidelines.
  • Organized, respectful, and knowledgeable about customer service and conflict resolution.
  • Goal-oriented collections manager with a track record of lowering delinquencies and mitigating risks.
  • Account Assistant who is well-versed in Accounting and Finance practices and clerical support requirements.

Accomplishments

  • Resolved
  • Monitored
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Auditing: Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations (A-133).
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Collaborated with sales leadership to refine forecasting models, which reduced forecast inaccuracy by 28%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Managed
  • Documented
  • Advised

Affiliations

  • Member, Sales Operations Association
  • Member, International Institute of Business Analysis (IIBA)
  • Jaycees
  • Member, Customer Relationship Management Council
  • Attendee, High-Tech Sales Professionals Summit
  • Participant, Tableau Software User Group
  • Member, National Association for Sales Professionals (NASP)
  • International Association of Administrative Professionals
  • Member, Society of Competitive Intelligence Professionals
  • Toastmasters

Certifications

  • SaaS Sales Operations Certification – Ironclad Systems
  • Certified Protection Officer (CPO)
  • Lean Six Sigma Green Belt - metric
  • CRM Software Proficiency Certification – category
  • Sales Enablement Specialist Certification – Meridian
  • Certified Data Analyst – framework
  • Certified Revenue Management Executive (CRME) - Vantage
  • Certified Public Accountant (CPA)
  • Certified Public Accountant
  • Certified Risk Management Assurance (CRMA)

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