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Skills

  • Deposit preparation
  • Filing
  • Financial aid application review
  • Microsoft Outlook
  • Schedule management
  • Risk management
  • Scheduling and calendar management
  • File and data retrieval systems
  • Labor relations
  • Protecting information

Work Experiences

  • Screened referrals and entered data into a prospect database using Maximizer software.
  • Kept track of current employees and informed them of internal opportunities.
  • Created and disseminated team-based communications such as newsletters to improve collaboration and morale among office employees.
  • Gathered data and documents from sources that had previously been entered into the system.
  • Was in charge of all inbound and outbound correspondence, including faxes, phone calls, and emails.
  • Was in charge of processing client payrolls as well as payroll corrections.
  • Got signatures on financial documents and invoices, both internal and external.
  • All outgoing correspondence and reports for managers were written by me.
  • Used Workday and survey instruments to collect data for various studies.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.

Summaries

  • Administrative Assistant who is well-organized and dedicated and has a track record of providing excellent customer service in fast-paced environments.
  • Risk assessment and performance reporting are examples of areas of expertise.
  • Cash Office Associate is a skilled Cash Office Associate who can train new administrative professionals, support program needs, and manage projects with little supervision.
  • Observational Night Auditor with category financial experience of 6 years.
  • Professional who is well-organized, diligent, and focused.
  • Skills in metric techniques and initiative financial management have been demonstrated in the past.
  • Qualified Night Auditor with extensive experience in metric financial reporting and analysis, as well as SAP training.
  • Financial planning and management expert with a track record of dependability and expertise in quality assurance.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Tableau.
  • Process improvement and workflow optimization are being offered to a new initiative opportunity.

Accomplishments

  • Assisted
  • Directed
  • Process Improvement: Oversaw implementation of new phone system which resulted in more cost-effective service.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Category Investigated any necessary information for proper billing for insurance companies, patients and DMEs such as proper billing codes.
  • Payroll Assistance: Assisted with payroll preparation and entered data into cumulative payroll document.
  • Planning: Arranged, scheduled and coordinated all logistics and travel itineraries for staff of 10 employees. Ensured staff was equipped with all necessary supplies and collateral for long distance travel.
  • Contributed
  • Recommended
  • Oversaw metric area.

Affiliations

  • Lions Club
  • Certified Financial Services Auditor (CFSA)
  • Rotary International
  • Institute of Finance & Management (IOFM)
  • American Society of Administrative Professionals (ASAP)
  • Freemason
  • Institute of Certified Management Accountants (ICMA)
  • National Association for Payment Accuracy (NAPA)
  • Business Accounting Professionals Network
  • Cash Management Association

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Certificate in Cash Handling Compliance and Banking Regulations
  • Retail Operations Auditing Certification initiative
  • Basic Financial Auditing Skills Certificate
  • Advanced Accounting and Financial Controls Certification
  • Certified POS Troubleshooter - Power BI
  • Certified Financial Services Auditor (CFSA)
  • CompTIA Security+
  • Advanced Cash Management and Reporting Specialist Certificate
  • SHRM Senior Certified Professional (SHRM-SCP)

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