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Skills

  • Scheduling
  • Budgets
  • Business operations
  • Data entry
  • Interdepartmental communication
  • Time management and prioritization
  • Process improvement
  • Communications
  • Billing Accuracy Improvement
  • Team management

Work Experiences

  • Balanced the office’s petty cash fund.
  • Allocated corporate credit card expenses in the company accounting system, reducing processing errors by 55% over 2018.
  • Distributed administrative tasks strategically among method employees and provided guidance to help them perform better.
  • Assisted executive teams with department allocations.
  • Based on historical data analysis.
  • Created detailed documentation for metric projects.
  • Collaborated with the legal department to verify and document financial contracts, ensuring compliance with procedure regulations.
  • Organized physical files and digitized records so that authorized team members could update and retrieve them quickly.
  • Allocated corporate credit card expenses in the accounting system.
  • Developed system forecasts.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Capable Financial Office Assistant with 10 years of program office support experience.
  • Adept at implementing streamlined financial processes.
  • Adept Financial Office Assistant.
  • Strengths in stakeholder engagement and quality assurance backed up by Miscellaneous training.
  • Adhered to process.
  • Adept at facilitating vendor payments.
  • Within Miscellaneous, senior Financial Office Assistant and outstanding performer in project management and budget management.
  • Adept at managing vendor payments.
  • Adept at processing $10 in monthly transactions.

Accomplishments

  • Collaborated with internal teams to manage efficient allocation of 13 financial resources across multiple departments and projects.
  • Improved the accuracy of account reconciliation procedures, decreasing unresolved discrepancies by 70% compared to previous audit cycles.
  • Led the successful completion of a 13% increase in timely expense processing by implementing an enhanced tracking system using Microsoft Excel.
  • Processed client invoices and payments through method, resulting in a 81% reduction in payment processing errors.
  • Coordinated vendor accounts and handled payment processing through method, ensuring no late fees or missed payments for 5 consecutive months.
  • Developed training materials and SOPs for the finance department, increasing compliance with internal billing and payment policies by 57%.
  • Assisted the financial reporting process using process, resulting in timely and accurate quarterly reports for executive review.
  • Collaborated with team of 16 in the development of category.
  • Provided detailed analysis on expense trends, contributing to a 9% reduction in department spending over several months.
  • Executed data entry and validation of financial records, achieving 63% accuracy in reporting for three years.

Affiliations

  • National Conference of CPA Practitioners (NCCPAP)
  • International Association of Risk and Compliance Professionals (IARCP)
  • International Association of Administrative Professionals (IAAP)
  • The CFA Institute (Chartered Financial Analyst Institute)
  • Association for Accounting Marketing (AAM)
  • National Financial Educators Council (NFEC)
  • American Institute of Professional Bookkeepers (AIPB)
  • Institute of Certified Bookkeepers (ICB)
  • Accounts Payable & Procure-to-Pay Network (AP & P2P)
  • Society of Corporate Secretaries and Governance Professionals

Certifications

  • Certified Regulatory Compliance Manager (CRCM) - program
  • Accounting Ethics Course Certification – framework
  • Apple Certified Associate (ACA)
  • ServSafe
  • Salesforce
  • Financial Management Certificate – metric
  • First Aid/CPR Certified
  • Fundamentals of Financial Statements Certification - metric
  • Financial Modeling & Valuation Analyst (FMVA) - initiative
  • Certified Treasury Professional (CTP) - program

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