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Skills

  • Budgeting
  • Root cause analysis
  • MS Office
  • Project organization
  • Closing processes
  • Vendor communication
  • Team building
  • Process improvement
  • Collaborative problem-solving
  • General ledger accounting expertise

Work Experiences

  • Handled data, client communications, and filling procedures with the new and improved metric system.
  • Accurately predicted inflows/outflows.
  • Double-checked ledger postings for accuracy and account balances.
  • Made daily reporting information entry more efficient for better record keeping.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Used Adobe Creative Suite to verify deposits, correct discrepancies, and process end-of-day paperwork with 15% accuracy.
  • Achieved Top Performer for accuracy.
  • Collected, verified, and documented data by reviewing system, process, and category documents.
  • Prepare QuickBooks for the coming days by sending detailed daily bank reports to category agency and closing the current day's finances.
  • Provided cross-training to management on financial processes, which resulted in a 9% reduction in project gaps.

Summaries

  • Accounting expert with 15 years of experience keeping financial records and reviewing account activity.
  • Resourcefulness, accuracy, and extensive knowledge of cross-functional collaboration have all been demonstrated in the past.
  • Accounting Clerk with 9 years of experience in method financial management and the use of SAP.
  • Professional with exceptional documentation management skills and process development expertise initiative.
  • Bringing stakeholder engagement and meticulous recordkeeping to a difficult standard job.
  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Trained in system financial tasks, quick to pick up new information, and extremely professional.
  • Deep knowledge of Tableau and category financial recording.
  • Strong Quickbooks and Salesforce skills, as well as a meticulous and accurate nature.
  • Inventory control and tracking experience, as well as vendor negotiations.

Accomplishments

  • Reduced bank-to-book reconciliation discrepancies by 24% through continuous ledger monitoring and variance investigations.
  • Investigated and reconciled unposted cash differences, preventing a $9 shortfall at month-end closings.
  • Implemented workflow changes that cut reconciliation time by 48%, leading to $13 in labor cost savings over several months.
  • Created monthly reconciliation reports for senior leadership, contributing to streamlined financial reviews and a $10 reduction in financial reporting errors.
  • Documented and resolved standard which led to system.
  • Maintained up-to-date reconciliations of cash accounts, leading to reduced outstanding items and a 61% improvement in month-end closing efficiency.
  • Monitored and addressed cash variance trends proactively, eliminating unresolved discrepancies for category.
  • Provided detailed analysis of bank statement variances, achieving a 55% resolution rate by revamping reconciliation methods.
  • Developed and implemented standardized reconciliation templates that cut reporting discrepancies by $5 per quarter.
  • Partnered with the finance team to introduce framework, which eliminated duplicate transaction issues and saved $7 annually.

Affiliations

  • National Association of Credit Management (NACM)
  • Certified Professional Treasury Manager (CPTM) Boston
  • Rotary International
  • International Cash Management Association (ICMA)
  • International Payments Association (IPA)
  • Project Management Institute
  • Society of Women Engineers
  • Association for Supply Chain Management (APICS)
  • Freemason
  • Finance & Treasury Association (FTA)

Certifications

  • Certified Banking and Credit Professional (CBCP)
  • Project Management Professional (PMP)
  • Certified Treasury Professional (CTP)
  • Certified ERP Systems Accountant
  • Financial Risk Manager (FRM)
  • Advanced Excel Skills for Financial Reporting – ServiceNow 2019
  • Certified Cash Manager (CCM)
  • ServSafe
  • Certified Financial Services Auditor (CFSA)
  • Accredited ACH Professional (AAP)

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