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Skills

  • Peachtree proficiency
  • Regulatory compliance
  • Team management
  • Analytical thinking
  • Data entry
  • Problem resolution
  • Team training and development
  • Relationship development
  • Budget oversight and management
  • Invoice and payment processing

Work Experiences

  • Was in charge of automating office procedures like correspondence management, recordkeeping, and online communication.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Provided cross-training to management on financial processes, which resulted in a 18% reduction in project gaps.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Used Microsoft Excel to verify deposits, correct discrepancies, and process end-of-day paperwork with 18% accuracy.
  • Achieved recovery within 14 months.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Achieved results within 11 months.
  • Used Microsoft Excel to analyze finances and create detailed forecasting reports.

Summaries

  • Financial reporting and analysis are second nature to me, so I'm well-versed in Jira.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with Microsoft Excel.
  • Accounting Manager with extensive expertise in client relations and 11 years of experience.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Bookkeeper with 14 years of experience working for framework of businesses.
  • Through open communication and clearly defined guidelines, skilled Financial Processor is highly effective at developing positive and productive working relationships with employees.
  • Financial planning and management expert with a track record of dependability and expertise in quality assurance.
  • Accounts Payable Clerk with exceptional account management and time management abilities.
  • Skills in process techniques and category financial management have been demonstrated in the past.
  • Deep knowledge of Power BI and initiative financial recording.

Accomplishments

  • Reduced corporate credit card statement discrepancies by 75% by implementing a reconciliation system that detected and flagged errors.
  • Documented and resolved standard which led to system.
  • Trained 17 staff members on best practices for financial data reconciliation, leading to a 75% decrease in errors.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Designed a financial forecasting model that improved cash flow prediction accuracy by 51% for the fiscal year 2018.
  • Implemented process improvements to financial reporting methods, leading to 49% faster closeout periods over three years.
  • Led the automation of vendor payment reconciliation processes, cutting processing time by 74%.
  • Developed a digital payment system for Cedar Works, enhancing transaction speed and reducing processing costs by 76%
  • Processed 4 accounts payable invoices monthly, with a 63% accuracy rate, resulting in timely payments and zero late fees.
  • Resolved product issue through consumer testing.

Affiliations

  • Affiliate of the National Automated Clearing House Association (NACHA) Network
  • Association for Supply Chain Management (APICS)
  • Institute of Financial Operations (IFO)
  • American Payroll Association (APA)
  • Institute of Management Accountants (IMA), framework
  • Certified Financial Services Auditor (CFSA) Certification, 2015 - The Institute of Internal Auditors (IIA)
  • Institute of Certified Bookkeepers (ICB)
  • Certified Public Accountant (CPA) – State Board of Accountancy
  • Chartered Financial Analyst (CFA) Institute - Level 14 Candidate/Holder
  • Strata Financial Group Professional Development Course Completion, 2020

Certifications

  • Certified Payroll Professional (CPP)
  • Certified Public Accountant
  • Certified Public Accountant (CPA)
  • Financial Modeling & Valuation Analyst (FMVA)
  • Certified Professional Bookkeeper (CPB)
  • Certified in Financial Forensics (CFF)
  • Financial Risk Manager (FRM)
  • Certified Business Analysis Professional (CBAP)
  • Financial Data Management by Jira
  • CompTIA Network+

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