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Skills

  • Payroll Processing
  • Accounts payable
  • Credit and collections
  • Product ordering
  • Fiscal budgeting knowledge
  • Operational improvement
  • Excellent communication
  • CRM Systems
  • Process improvement
  • SAP

Work Experiences

  • Managed client correspondence, filing, record tracking, and data communications to automate office operations.
  • Identified
  • Kept supply in line with demand by effectively managing inventory controlled and reducing work flow gaps.
  • All figures, calculations, and documents were calculated and verified by me.
  • Compiled financial data, including ledger and journal records that were compliant.
  • Designed the past year budgets worth over $9 for a 10 person company.
  • Responded quickly to customer concerns and resolved category issues using cross-functional collaboration and process improvement.
  • Gave customers clear demonstrations of alarm systems so they could learn how to use each feature.
  • Daily fuel inspections, including preloading and quality control, were something I helped with.
  • Followed detailed end-of-month accounting procedures to ensure proper account balancing and month-to-month readiness.

Summaries

  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.
  • Deadline-driven
  • A committed, tactical team builder and strategic planner seeking a position in account management or sales with a forward-thinking elevator service and construction firm.
  • Highly effective in budget management, evaluating personnel performance, and putting in place top-notch strategies.
  • Senior Account Clerk is a dynamic and highly qualified Senior Account Clerk who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • Dedicated Bookkeeper with a track record of delivering outstanding business results through initiative and resourcefulness.
  • Program and system are examples of abilities.
  • Customer-focused, strategic-thinking salesperson with more than 20 years of experience in developing relationships, cultivating partnerships, retaining top accounts, and expanding profit channels.
  • Ambitious
  • Professional who is well-organized, proactive, and responsible.

Accomplishments

  • Prepared monthly reconciliation and financial reporting for logistics that improved decision-making processes and operational transparency.
  • Assumed leadership in the reconciliation of complex accounts, identifying and preventing reporting discrepancies, thereby ensuring timely closure of financial records.
  • Reconciled monthly financial statements for customer success, resolving 14 discrepancies within the past year and ensuring timely reporting.
  • Collaborated with department heads to develop and finalize an annual budget plan, reducing budget variances by 37%.
  • Partnered with external auditors to prepare financial data for annual audits, leading to 2 successful reports with no significant issues.
  • Collaborated with cross-functional teams to standardize and document reconciliation procedures, achieving a 48% increase in operational efficiency.
  • Implemented automated reconciliation tools, speeding up the monthly close process by 17 days.
  • Led the rollout of a ServiceNow system that streamlined the reconciliation process, saving 19% in time and resources.
  • Partnered with senior management to provide accurate financial reporting that aided in making investment decisions and securing $89,000 funding.
  • Identified discrepancies in vendor payments totaling $249,000, developed corrective measures saving the company metric in excess payments.

Affiliations

  • CFO Certification from the Institute for Financial Management (IFM), expected completion 2023.
  • Served on fiscal management committee for metric, contributing expertise on reconciliations and vendor payments, 2020-2017.
  • Member of the Association of Certified Fraud Examiners (ACFE), enhancing skills in financial discrepancies and fraud prevention, 2023-present.
  • Active in local chapter of the Society of Professional Accountants, participating in quarterly forums about financial controls and audit readiness, 2024-present.
  • Certified in intermediate-level QuickBooks Accounting Software by system, obtained in 2019.
  • Enrolled in the Certified Bookkeeper (CB) program via the American Institute of Professional Bookkeepers (AIPB), expected completion 2017.
  • Member of the American Association of Finance & Accounting (AAFA), continuously enhancing knowledge in financial reporting standards and best practices, 2017-present.
  • Volunteer accountant for process, assisting in their annual audit and managing expense reports, 2020-2021.
  • Selected participant in a cash flow management course through initiative, certified in 2021.
  • Official member of the Public Company Accounting Oversight Board (PCAOB) Task Force on standardizing audit practices for non-profits, 2019-present.

Certifications

  • Association for Project Management (APM)
  • Lean Six Sigma Green Belt (Finance concentrations)
  • Certified Business Analysis Professional (CBAP)
  • ServSafe
  • SAP Certified Application Associate
  • Certified Accounts Receivable Specialist (CARS)
  • Certified Public Accountant (CPA)
  • Certified Protection Officer (CPO)
  • Certified Government Financial Manager (CGFM)
  • Certified QuickBooks ProAdvisor

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