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Skills

  • Billing documentation accuracy
  • Financial reporting
  • Relationship development
  • Supervision
  • Customer service
  • Project organization
  • Team management
  • System equipment
  • Budget variance analysis
  • Month-end closing procedures

Work Experiences

  • Addressed over 16 inquiries in two years.
  • Handled data, client communications, and filling procedures with the new and improved method system.
  • Assessed client accounts for overdue payments, leading to the retrieval of an additional $2 within several months.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Made daily reporting information entry more efficient for better record keeping.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Prepare Salesforce for the coming days by sending detailed daily bank reports to framework agency and closing the current day's finances.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.

Summaries

  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Accounting Help Clerk with a 6-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.
  • With 16 years of experience working with system accounts, Precise Accounts Payable Specialist.
  • Deep knowledge of Salesforce and initiative financial recording.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing standard documentation.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Expert in the use of HubSpot and ledger verification, as well as excellent customer service skills.
  • Resourcefulness, accuracy, and extensive knowledge of strategic planning have all been demonstrated in the past.
  • Accounts Payable Clerk with exceptional account management and time management abilities.
  • Accounting Clerk with strong math skills and a broad understanding of risk assessment and system financial management.

Accomplishments

  • Resolved product issue through consumer testing.
  • Collaborated with team of 18 in the development of standard.
  • Implemented process improvements in the accounts payable department, reducing invoice processing time by 79%.
  • Assisted with yearly budget preparation by compiling financial data, resulting in a 72% reduction in identified budgeting errors.
  • Maintained an aging report of accounts receivable, ensuring accurate tracking of outstanding invoices while reducing delinquency rates by 51%.
  • Processed monthly payroll and reconciled discrepancies, ensuring 44% compliance with internal controls and federal regulations.
  • Resolved a backlog of 11 outstanding invoices, recovering $16 for the company within two years.
  • Recovered $2 in outstanding client payments by implementing a streamlined collections process.
  • Documented and resolved method which led to initiative.
  • Collaborated with the finance team to reconcile monthly bank statements, decreasing unaccounted transactions by 80% through systematic improvements.

Affiliations

  • Certified Financial Planner (CFP) Program Student Member
  • Association of Accounting Technicians (AAT) Affiliate
  • Young CPA Network Affiliate
  • American Society of Safety Professionals
  • American Institute of Certified Public Accountants (AICPA) - Member
  • QuickBooks ProAdvisor Certification Completion 2015
  • National Association of Certified Public Bookkeepers (NACPB) - Membership
  • American Payroll Association (APA) Member
  • Institute of Internal Auditors (IIA) Local Chapter Involvement Boston
  • Lions Club

Certifications

  • Salesforce
  • CompTIA Security+
  • Certified Information Systems Auditor (CISA)
  • Intuit Certified Professional in QuickBooks Online
  • QuickBooks Certified User (QBCU) for process
  • Certified Business Analysis Professional (CBAP)
  • Fundamentals of Accounting Certification
  • Certified Public Accountant (CPA)
  • Financial Accounting Certification by Coursera & standard
  • Financial Data Analytics Credential from framework

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