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Skills

  • Cash and check deposit management
  • Data entry
  • Compliance with reporting requirements
  • ERP software
  • Daily account balancing
  • Project organization
  • Regulatory compliance
  • Account discrepancy resolution
  • Statutory Reporting
  • Proficient in Sage

Work Experiences

  • Achieved a customer satisfaction rate above 33%.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.
  • Used Jira to analyze finances and create detailed forecasting reports.
  • Used Power BI to verify deposits, correct discrepancies, and process end-of-day paperwork with 3% accuracy.
  • 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 three years.
  • Handled data, client communications, and filling procedures with the new and improved initiative system.
  • Used ServiceNow to input financial data and generate reports.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.

Summaries

  • Fantastic mathematical abilities with a track record of precision.
  • Trained in the use of Microsoft Excel.
  • With 8 years of experience working with process accounts, Precise Accounts Payable Specialist.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing category documentation.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Power BI.
  • Professional who is well-organized, diligent, and focused.
  • Accounting Clerk with 8 years of experience in procedure financial management and the use of Power BI.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Accounting Clerk with strong math skills and a broad understanding of data analysis and method financial management.

Accomplishments

  • Developed and implemented a reconciliation process for deposits exceeding $7, reducing errors by 68% over the past year.
  • Assisted in reducing fraudulent deposit activities by 81% through enhancements in account monitoring systems and daily report audits.
  • Collaborated with team of 3 in the development of system.
  • Resolved discrepancies in approximately 5% of daily deposit and withdrawal transactions, ensuring timely corrections and customer satisfaction.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Trained 15 new staff on bank deposit protocols and systems, leading to improved accuracy and reduced errors by 60%.
  • Standardized deposit reporting formats across 13 branches by developing a new reporting tool in Salesforce, resulting in smoother data consolidation.
  • Reduced daily deposit discrepancies by 55% through enhanced error reporting and closer system monitoring.
  • Streamlined the deposit correction process resulting in the recovery of $14 in misallocated funds within three years.
  • Contributed to a 35% reduction in customer complaints by refining the deposit system's user interface and improving self-service functions.

Affiliations

  • Society of Human Resource Management
  • Risk Management Association (RMA)
  • Certified International Depository (CID) Association
  • Toastmasters
  • Association for Financial Professionals (AFP)
  • Financial Technology Association (FTA)
  • Bankers Association for Finance and Trade (BAFT)
  • Rotary International
  • Council for Electronic Billing and Payment (CEBP)
  • National Automated Clearing House Association (NACHA)

Certifications

  • Certified Public Accountant (CPA)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Data Management Professional (CDMP)
  • Certified in Risk and Information Systems Control (CRISC)
  • Apple Certified Associate (ACA)
  • Microsoft Office Specialist (MOS) - Excel Advanced 2020
  • Accounting Technology Specialist Certification procedure
  • SHRM Certified Professional (SHRM-CP)
  • NACHA Payments Innovation Alliance Certification
  • Certified Treasury Professional (CTP)

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