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Skills

  • Accounting operations management
  • Risk mitigation techniques
  • First Aid/CPR
  • Account reconciliation
  • RFI Scanners
  • Process improvement
  • SAP
  • Administrative support
  • Team leadership and supervision
  • Project organization

Work Experiences

  • Reduced financial inconsistencies by meticulously managing bookkeeping, payroll, and tax reporting procedures.
  • Managed client correspondence, filing, record tracking, and data communications to automate office operations.
  • Entered weekly sales and customer count sheets for management's review.
  • Prepared standard documents and presented audit findings to Corporate Account Officer for financial audits.
  • Kept supply in line with demand by effectively managing inventory controlled and reducing work flow gaps.
  • Completed daily computer backups, virus scans, and program updates.
  • Improved operational efficiency by recording, storing, and analyzing data using accounting software.
  • Reconciled accounts by documenting correct financial information in the general ledger after reviewing bank account statements.
  • Collected, analyzed, and summarized account information to produce accurate financial reports each several months.
  • Worked with Corporate Account Officer to process business transactions and keep my financial standing in good shape.

Summaries

  • Team player with strong technical skills and a dedication to financial data entry and recordkeeping accuracy.
  • Professional accountant with 4 years of experience keeping financial records and reviewing financial activity.
  • Accounts Payable Specialist with a strong understanding of cross-functional collaboration and system accounts.
  • People-oriented and dedicated to efficiency, financial modernization, and close category documentation management.
  • Streamlining operations for excellent and organized bookkeeping has a proven track record.
  • Expert in Adobe Creative Suite and quickly and professionally resolving discrepancies.
  • Expert at proofreading, spotting errors quickly, and alerting supervisors to problems in order to ensure error-free accounting.
  • In quality assurance, he is known for his accuracy, resourcefulness, and extensive knowledge.
  • Dedicated to keeping records up to date by accurately tracking expenses and processing invoices.
  • With expertise in payroll administration, account reconciliation, and AP/AR, I am proficient in Workday and Microsoft Excel.

Accomplishments

  • Identified and mitigated financial and legal risks associated with account management, reducing expenditure by 6 over 2022.
  • Advised on compliance management solutions, decreasing regulatory penalties by 47% for managed corporate portfolios.
  • Negotiated long-term contracts with major clients valued at $3, increasing company revenue by 76% YOY.
  • Collaborated with cross-functional teams to develop client-centric proposals, yielding a 39% improvement in contract win rates.
  • Implemented a comprehensive competitive analysis program, which resulted in better positioning and a 41% growth in market share.
  • Coordinated with product development teams to design tailored corporate solutions, enhancing client satisfaction and leading to 56% repeat business.
  • Played a key role in facilitating strategic mergers within the corporate account portfolio, increasing total managed assets by $7 in 2019.
  • Decreased invoice discrepancies by 82% by implementing streamlined reconciliation processes and enhancing communication with corporate clients.
  • Improved client onboarding time by 78% through the introduction of streamlined engagement procedures and automated workflows.
  • Achieved a client retention rate of 66% by implementing tailored account management strategies across 6 high-value clients.

Affiliations

  • Member, Corporate Account Innovation Taskforce, focusing on digital solutions for clients
  • Co-chair, Portland Regional Corporate Account Officers Association
  • Certified Corporate Financial Officer, standard, achieved in 2020
  • Volunteer Organizer, Professional Account Managers Conference, 2018 edition in Raleigh
  • Member, International Association of Financial Risk Managers
  • Board Member, Corporate Accounts Excellence Committee, 2019-Present
  • Recipient of Certificate of Excellence in Financial Management from Beacon Labs, 2024
  • Registered Corporate Acceleration Specialist through framework
  • Active Member, Financial Accounting Standards Board Development Program
  • Awarded the Service Excellence Certification by Cedar Works in 2021

Certifications

  • First Aid/CPR
  • Lean Certification from the Lean Enterprise Institute
  • SAP Certified Application Associate
  • Certified Information Systems Auditor (CISA) from ISACA
  • Certified Public Accountant (CPA)
  • Project Management Professional (PMP)
  • Leadership in Energy & Environmental Design (LEED) Accredited Professional from the U.S. Green Building Council
  • Certified Customer Experience Professional (CCXP) by the CXPA
  • Salesforce
  • Certified Treasury Professional (CTP) by the Association for Financial Professionals

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