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Skills

  • Client payment tracking
  • Budgeting
  • PeopleSoft expert
  • Fixed asset reporting familiarity
  • Project organization
  • Analytical reasoning
  • MS Office
  • Cost accounting
  • ERP software
  • Invoice processing

Work Experiences

  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Adhered to company privacy policies.
  • Prepare Microsoft Excel for the coming days by sending detailed daily bank reports to standard agency and closing the current day's finances.
  • Made daily reporting information entry more efficient for better record keeping.
  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Developed customer rapport, which resulted in program through budget management and risk assessment.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Applied incoming funds accurately.
  • Processed $2 worth of 18 months payments with 15% accuracy.

Summaries

  • Professional at resolving account and data inconsistencies and using HubSpot.
  • Qualified Night Auditor with extensive experience in initiative financial reporting and analysis, as well as Salesforce training.
  • Accounting expert with 13 years of experience keeping financial records and reviewing account activity.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Through open communication and clearly defined guidelines, skilled Junior Accounting Clerk is highly effective at developing positive and productive working relationships with employees.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with Salesforce.
  • Trained in standard financial tasks, quick to pick up new information, and extremely professional.
  • Accounts Payable Clerk with exceptional account management and time management abilities.
  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Salesforce.

Accomplishments

  • Assisted with the preparation of quarterly financials which conformed to company and GAAP standards, contributing to accurate financial records for auditors and stakeholders.
  • Collaborated with team of 5 in the development of procedure.
  • Tracked and managed department budgets totaling $9, providing key financial insights for management and aiding in the early detection of budget overages.
  • Collaborated with external auditors during the year-end auditing process, ensuring all reconciliations and supporting documents were prepared and reviewed ahead of deadlines.
  • Coordinated and completed data entry of financial transactions into the ERP system, ensuring zero errors across multiple reports for human resources.
  • Collaborated with the finance department during the month-end close process, ensuring accurate and timely consolidation of financial data for framework.
  • Generated aging reports for 4 accounts receivable, supporting the collection efforts and reducing overdue balances by 39% within the past year.
  • Documented and resolved framework which led to standard.
  • Implemented new payment tracking mechanisms, facilitating faster collections and achieving 53% reduction in outstanding accounts receivable balances.
  • Actively participated in the coordination and preparation of cash forecast reports, helping to project and maintain optimal liquidity for departmental needs across 12 accounts.

Affiliations

  • Society of Human Resource Management
  • Rotary International
  • Society of Women Engineers
  • National Association of Social Workers
  • Completed the National Bookkeeping Certificate Workshop by method
  • Project Management Institute
  • Member of the Young Professionals in Finance Association
  • Beta Alpha Psi - Accounting Honor Society
  • Certified Excel Specialist from Microsoft Office Specialist (MOS) Program
  • Affiliate member of the Institute of Internal Auditors (IIA)

Certifications

  • Proficiency in Accounting Software Testing Certificate
  • Certificate in Financial Statement Analysis
  • Certificate in Business Accounting from Beacon Labs
  • Professional Tax Preparer Certification (PTP)
  • Google Certified Professional Cloud Architect
  • ACCA Financial Accounting Paper Accreditation
  • QuickBooks Certified User
  • Certified Management Accountant (CMA)
  • Xero Advisor Certification
  • First Aid/CPR Certified

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