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Skills

  • Business operations
  • Invoicing and billing
  • Financial product knowledge
  • Insurance billing
  • Administrative support
  • First Aid/CPR
  • Intuit QuickBooks specialist
  • Payment coordination
  • Account performance review
  • B2B account management

Work Experiences

  • Kept track of expenses and entered deposits into Adobe Creative Suite while reconciling monthly bank accounts to ensure accuracy.
  • Put together standard and system reports to display standard data.
  • Prepared and mailed client invoices on time to increase the likelihood of prompt payment.
  • All figures, calculations, and documents were calculated and verified by me.
  • Was in charge of 16 clients' financial records.
  • Mitigated risk by maintaining full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections for 15 employees.
  • Reconciled accounts by documenting correct financial information in the general ledger after reviewing bank account statements.
  • Designed the past year budgets worth over $15 for a 8 person company.
  • 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.

Summaries

  • With training in Adobe Creative Suite and program auditing, she is capable of handling all aspects of a company's finances.
  • Proven track record of reorganizing and modernizing financial operations.
  • With 5 years of experience in method accounts, meticulous Accounts Payable Specialist.
  • Skilled in the use of Salesforce and the ability to work independently to achieve streamlined operations.
  • With training in method techniques, skilled in vendor management.
  • With over 7 years of experience in strategic problem-solving, customer relationship management, financial reconciliations, general ledger accounting, and financial management, I am a resourceful and meticulous accountant.
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.
  • Dedicated to providing excellent customer service, timely payments, and thorough documentation.
  • People-oriented and dedicated to efficiency, financial modernization, and close category documentation management.
  • Client relations and team leadership are consistently accurate when entering data.

Accomplishments

  • Spearheaded a campaign to renegotiate supplier contracts, leading to a cost reduction of $8 and improved profit margins by 32%.
  • Led underwriting for high-ticket corporate loans exceeding $14, reducing risk exposure and contributing to a 22% improvement in net profit margin.
  • Improved client onboarding time by 78% through the introduction of streamlined engagement procedures and automated workflows.
  • Advised on compliance management solutions, decreasing regulatory penalties by 47% for managed corporate portfolios.
  • Decreased invoice discrepancies by 82% by implementing streamlined reconciliation processes and enhancing communication with corporate clients.
  • Advised clients on asset allocation and optimization, resulting in 76% higher returns by aligning strategies with market trends.
  • Expanded the portfolio by 84% within 2018 through effective prospecting, leveraging industry knowledge, and nurturing key relationships.
  • Reduced disputes related to service B2B agreements by 35% following the rollout of improved contract review and documentation processes.
  • Achieved a client retention rate of 66% by implementing tailored account management strategies across 6 high-value clients.
  • Played a key role in facilitating strategic mergers within the corporate account portfolio, increasing total managed assets by $7 in 2019.

Affiliations

  • Volunteer Organizer, Professional Account Managers Conference, 2018 edition in Raleigh
  • Registered Corporate Acceleration Specialist through framework
  • Member, Financial Executives International (FEI), engaging in regular financial risks and compliance workshops
  • Participant in QuickBooks User Group, improving corporate transaction efficiencies by 50%
  • Annual Participant, Financial Reporting Innovation Summit since 2018
  • Co-chair, Portland Regional Corporate Account Officers Association
  • Certified Participant in Data-Driven Financial Reporting Program by Brightline
  • Member, Corporate Account Strategy Forum
  • Member, initiative Alumni Network for Corporate Finance and Reporting
  • Active Member, Financial Accounting Standards Board Development Program

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • American Academy of Financial Management (AAFM)
  • CompTIA Network+
  • Financial Services Compliance Certification from standard
  • Leadership in Energy & Environmental Design (LEED) Accredited Professional from the U.S. Green Building Council
  • Certified Information Systems Auditor (CISA) from ISACA
  • CompTIA A+ Technician
  • AML (Anti-Money Laundering) Certification from ACAMS
  • Microsoft Certified Systems Engineer (MCSE)
  • Microsoft Office Specialist (MOS)

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