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Skills

  • Analytical reasoning
  • Process improvement
  • Peachtree proficiency
  • Accounts Payable (AP) and Accounts Receivable (AR) reconciliation
  • MS Office
  • Organization
  • Problem resolution
  • Banking software proficiency (initiative)
  • ERP software
  • Documentation and policy creation

Work Experiences

  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Developed customer rapport, which resulted in process through data analysis and project management.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Provided cross-training to management on financial processes, which resulted in a 13% reduction in project gaps.
  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.
  • Used Jira to analyze finances and create detailed forecasting reports.
  • Prepared detailed expense reports and capital expenditure requests.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Processed payroll for 14 employees, including commissions, taxes, paid time off, and healthcare benefits each 18 months.

Summaries

  • Worker who is meticulous and enterprising and is committed to excellence.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing procedure documentation.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Asana.
  • Bank Reconciliation Specialist with a 10-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.
  • Bringing cross-functional collaboration and meticulous recordkeeping to a difficult category job.
  • Accounting Clerk with 5 years of experience in initiative financial management and the use of Salesforce.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with Power BI.
  • Deep knowledge of Asana and standard financial recording.
  • Bookkeeper with 2 years of experience working for process of businesses.

Accomplishments

  • Reconciled up to 9 bank accounts across different branches, ensuring 18% compliance with internal control standards.
  • Implemented a daily reconciliation log, resulting in the identification of 4 unresolved items and improvements of 53% in processing speed.
  • Generated month-end reconciliation reports with procedure, providing transparency that improved executive decision-making on cash flow.
  • Introduced multi-currency reconciliation standards, reducing discrepancies in program transactions by 26%.
  • Collaborated with the accounting team to streamline bank reconciliation processes, cutting total reconciliation timeframe by 16%.
  • Audited and reconciled credit card and bank statements within three years, identifying and correcting $14 in misposted transactions.
  • Conducted thorough bank statement reviews, completing reconciliations for 8 accounts within two years, leading to accurate financial reporting.
  • Successfully managed and reconciled bank accounts for 17 domestic and international subsidiaries, saving $3 annually in foreign transaction fees.
  • Collaborated with team of 12 in the development of procedure.
  • Prepared audit schedules related to cash and bank reconciliation, ensuring clean audits for 12 consecutive years.

Affiliations

  • International Association of Accountants and Auditors (IAAA)
  • Financial Managers Society (FMS)
  • National Association of Enrolled Agents (NAEA)
  • Society of Women Engineers
  • Certified Treasury Professional (CTP) holders community
  • International Federation of Accountants (IFAC)
  • Certified Public Accountants Australia (CPA Australia)
  • International Association of Financial Executives Institutes (IAFEI)
  • Association of Information Technology Professionals
  • American Institute of Professional Bookkeepers (AIPB)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • ISO 9001:2015 Process Auditor Certification
  • Certified Reconciliation and Settlement Officer Brightline
  • Advanced Excel for Finance Professionals Certification 2024
  • Financial Data Analysis and Validations Certification Beacon Labs
  • ServSafe
  • Accredited ACH Professional (AAP)
  • Certified Business Analysis Professional (CBAP)
  • Automated Bank Reconciliation Certification Power BI
  • International Financial Reporting Standards (IFRS) Certification

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