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Skills

  • Operational improvement
  • Customer service
  • Closing processes
  • Customer retention strategies
  • Financial statement analysis
  • Data entry
  • Proficient in Adobe Creative Suite
  • Organization
  • Cross-functional team collaboration
  • Client relationship building

Work Experiences

  • 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.
  • Developed customer rapport, which resulted in standard through client relations and team leadership.
  • Achieved a 33% increase in employee productivity.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Prepared detailed expense reports and capital expenditure requests.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Achieved results within the past year.

Summaries

  • Goal-oriented Bookkeeper with incredible metric abilities and a keen eye for detail.
  • Expert in the use of Salesforce and ledger verification, as well as excellent customer service skills.
  • Skills in initiative techniques and standard financial management have been demonstrated in the past.
  • Deep knowledge of Microsoft Excel and program financial recording.
  • With 7 years of experience working with standard accounts, Precise Accounts Payable Specialist.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Fantastic mathematical abilities with a track record of precision.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Power BI.

Accomplishments

  • Monitored multi-million-dollar commercial portfolios, ensuring accurate invoicing and account reconciliation for large clients.
  • Conducted thorough market research, enabling the identification of lucrative accounts in emerging markets, increasing profitability by 63%.
  • Improved data integrity and compliance through rigorous reviews of transactions involving Asana.
  • Led a cross-functional team in the successful migration to category, improving client tracking and engagement rates by 75%.
  • Collaborated with sales and research teams to identify new market segments, leading to a 27% increase in commercial account growth.
  • Utilized HubSpot to automate tracking of client interactions, improving response times by 43% and client satisfaction by 42%.
  • Optimized contract review processes for corporate accounts, reducing approval times and ensuring compliance with company policies and guidelines.
  • Produced analytical reports regarding account performance that allowed senior leadership to make well-informed decisions, boosting commercial account retention by 27%.
  • Developed and delivered client presentations comparing financial products, resulting in a 61% upsell conversion rate.
  • Championed an initiative to digitize manual documentation processes, saving 8 employee hours per week on average.

Affiliations

  • American Bankers Association (ABA)
  • Project Management Institute (PMI)
  • Business Relationship Management Institute (BRMI)
  • Rotary International
  • Association of Commercial Finance Professionals (ACFP)
  • International Association of Business Communicators (IABC)
  • International Council of Management Consulting Institutes (ICMCI)
  • Commercial Real Estate Finance Council (CREFC)
  • Jaycees
  • National Association of Account Managers (NAAM)

Certifications

  • Certified Commercial Contracts Manager (CCCM)
  • Advanced Microsoft Excel Certification
  • Microsoft Power BI Data Analyst Associate
  • Certified Salesforce Administrator
  • Certified Financial Planner (CFP)
  • Apple Certified Associate (ACA)
  • Certified Public Accountant (CPA)
  • Certified Corporate Financial Planning & Analysis Professional (FPAC)
  • Salesforce
  • Cisco Certified Internetwork Expert (CCIE)

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