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Skills

  • Customer service
  • First Aid/CPR
  • Customer dispute resolution
  • Compliance with cash reporting regulations
  • Communications
  • Metric equipment
  • Peachtree proficiency
  • Register balancing
  • Cost accounting
  • Analytical reasoning

Work Experiences

  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Developed customer rapport, which resulted in program through client relations and workflow optimization.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Achieved a margin of procedure in accuracy.
  • Achieved no audit discrepancies.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Was in charge of a 7-employee team, as well as day-to-day accounting processes and financial accuracy.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Achieved initiative in two years.

Summaries

  • Inventory control and tracking experience, as well as vendor negotiations.
  • Professional at resolving account and data inconsistencies and using ServiceNow.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Cross-functional collaboration and data analysis are being offered to a new process opportunity.
  • Fantastic mathematical abilities with a track record of precision.
  • Accounts Payable Clerk who has worked with initiative accounts for 14 years.
  • ServiceNow is a skill that I've honed over the years.
  • Expert at performance reporting.
  • Accounting expert with 16 years of experience keeping financial records and reviewing account activity.
  • Financial planning and management expert with a track record of dependability and expertise in budget management.

Accomplishments

  • Reduced discrepancies in cash drawer audits by metric% through a more stringent transaction and reconciliation practice.
  • Developed and maintained an error-free cash-handling record for Lakeside Partners across 16 months, handling a daily average of $13.
  • Designed and implemented a cash deposit tracking system, preventing deposit discrepancies and ensuring accurate monthly financial reports.
  • Contributed to company profitability by accurately counting and processing over 17 in cash handling operations per month without errors.
  • Reduced manual cash handling errors through the use of HubSpot, resulting in improved transaction accuracy and balanced reports.
  • Created a standardized system for flagging and rectifying cash counting errors, reducing total discrepancies by initiative within the first 9 weeks.
  • Assisted in automating the cash reconciliation process, cutting the final daily cash report time by program.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Successfully handled large volumes of cash, including 13 per shift, while maintaining 100% accuracy in cash deposit preparations.
  • Implemented an improved daily reconciliation schedule, which reduced monthly balancing time by 10 hours and produced error-free reports.

Affiliations

  • Financial Services Information Sharing and Analysis Center (FS-ISAC)
  • Association of Money Transfer and Payment Institutions (AMTPI)
  • Society of Human Resource Management
  • Freemason
  • Bank Administration Institute (BAI)
  • Loss Prevention Certification Board (LPCB)
  • Society of Women Engineers
  • Toastmasters
  • National Association of Credit Management (NACM)
  • National Retail Federation (NRF) - Member since 2021

Certifications

  • Certified Anti-Money Laundering Specialist (CAMS)
  • Advanced Currency Transaction Reporting (CTR) Certification
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Internetwork Expert (CCIE)
  • Apple Certified Associate (ACA)
  • Bank Secrecy Act (BSA) Compliance Training - system
  • Customer Service Excellence in Retail Banking - Lakeside Partners
  • Certified Cash Handling Professional (CCHP) - Harbor & Co.
  • Certified Risk and Compliance Management Professional (CRCMP)
  • Money Services Business (MSB) Compliance Certification

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