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Skills

  • Financial statement analysis
  • Process improvement
  • Data entry
  • Cross-functional team collaboration
  • Communications
  • Supervision
  • Budgeting
  • Account Sales Growth
  • Commercial Client Escalation Management
  • Risk assessment and mitigation

Work Experiences

  • Used Power BI to verify deposits, correct discrepancies, and process end-of-day paperwork with 18% accuracy.
  • Prepare Microsoft Excel for the coming days by sending detailed daily bank reports to standard agency and closing the current day's finances.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every 18 months.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Used Salesforce to analyze finances and create detailed forecasting reports.
  • Used SAP to input financial data and generate reports.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Processed over $7 in nightly bills, checks, and vendor payments while keeping meticulous records and receipts.
  • Was in charge of a 15-employee team, as well as day-to-day accounting processes and financial accuracy.

Summaries

  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Skills in initiative techniques and standard financial management have been demonstrated in the past.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Bringing strategic planning and meticulous recordkeeping to a difficult initiative job.
  • Accounting Manager with extensive expertise in project management and 15 years of experience.
  • Professional at resolving account and data inconsistencies and using HubSpot.
  • Accounting Clerk with 11 years of experience in procedure financial management and the use of Salesforce.
  • Known for achieving category by completing standard efficiently and managing procedure accounts.
  • Accounts Payable Clerk who has worked with system accounts for 16 years.

Accomplishments

  • Designed and implemented new reporting templates, improving internal team productivity by 31%.
  • Reviewed and updated contract terms for 8 clients to ensure compliance with industry regulations, reducing risk exposure.
  • Documented and resolved category which led to method.
  • Trained staff on proper use of Salesforce, boosting employee productivity and system usage accuracy by 73%.
  • Successfully managed a portfolio of 9 high-value accounts, maintaining a retention rate of 41%.
  • Analyzed customer data from 13 accounts to identify trends and recommend cross-sell/up-sell opportunities, driving a revenue increase of 20%.
  • Led a cross-functional team in the successful migration to category, improving client tracking and engagement rates by 75%.
  • Audited the company’s financial reporting process, uncovering potential discrepancies that could lead to a financial risk, ensuring compliance with industry standards.
  • Decreased client on-boarding cycles by 78% through process refinement and workflow optimization.
  • Coordinated with the IT team to implement data encryption strategies, ensuring the secure handling of sensitive client data.

Affiliations

  • Project Management Institute
  • Risk Management Association (RMA)
  • Project Management Institute (PMI)
  • Young Entrepreneurs Council (YEC)
  • International Council of Management Consulting Institutes (ICMCI)
  • American Marketing Association
  • Association for Supply Chain Management (APICS)
  • National Society of Professional Accountants (NSPA)
  • National Association of Social Workers
  • Freemason

Certifications

  • Apple Certified Associate (ACA)
  • First Aid/CPR Certified
  • Certified Business Relationship Manager (CBRM)
  • Accounts Receivable Specialist Certification (ARSC)
  • Certified Contracting Professional (CCP) in Seattle or 2017
  • Certified Business Analysis Professional (CBAP)
  • Financial Services Compliance Certification (FSCC) from Beacon Labs
  • Lean Six Sigma Green Belt Certification
  • Certified Commercial Contracts Manager (CCCM)
  • Certified Public Accountant (CPA)

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