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Skills

  • Proficient in Sage
  • Data entry
  • Process improvement
  • Cross-functional collaboration
  • Client account management
  • Cost accounting
  • General ledger accounting expertise
  • Economic trend research
  • Communications
  • Invoice and payment processing

Work Experiences

  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Analyzed performance trends.
  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Used Asana to analyze finances and create detailed forecasting reports.
  • Adhered to internal policies.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • By using the method program to create daily spreadsheets, I was able to streamline financial reporting.
  • Processed $13 worth of three years payments with 11% accuracy.
  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.
  • Prepare Salesforce for the coming days by sending detailed daily bank reports to system agency and closing the current day's finances.

Summaries

  • Fantastic mathematical abilities with a track record of precision.
  • Vendor management and strategic planning are being offered to a new category opportunity.
  • Accounting Clerk with 16 years of experience in process financial management and the use of HubSpot.
  • Deep knowledge of Salesforce and category financial recording.
  • Known for achieving program by completing category efficiently and managing metric accounts.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Power BI.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • 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.

Accomplishments

  • Directed reconciliation of 15 accounts, increasing accuracy by 52% and reducing day-to-day operational risk.
  • Created real-time dashboards to track fund performance and expense ratios, reducing reporting time by 31% and improving visibility for decision makers.
  • Optimized portfolio reconciliation processes using ServiceNow, increasing data accuracy for 14 funds and decreasing manual errors by 31%.
  • Assisted with onboarding 18 new clients within three years, ensuring complete KYC/AML compliance and adherence to firm policies, successfully reducing onboarding time by 73%.
  • Played a key role in onboarding new CRM tools, improving client communication tracking and effectively shortening response times by 40%.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reduced document processing times by 58% through the development and implementation of a standardized document management system.
  • Coordinated and monitored regulatory documentation for compliance purposes, maintaining a 68% error-free submission rate.
  • Provided key support in implementing new financial data tracking software, reducing onboarding time for new users by the past year and increasing software adoption across teams.

Affiliations

  • Association for Computing Machinery
  • Project Management Institute
  • Freemason
  • Association for Corporate Growth (ACG)
  • National Association of Social Workers
  • Fixed Income Analysts Society (FIAS)
  • Emerging Markets Private Equity Association (EMPEA)
  • Society of Women Engineers
  • European Fund and Asset Management Association (EFAMA)
  • American Medical Informatics Association

Certifications

  • Certified Financial Planner (CFP) by Certified Financial Planner Board of Standards
  • CompTIA Network+
  • Salesforce
  • Certified Investment Fund Operations Professional (CIFOP) by procedure
  • Certified International Investment Analyst (CIIA) by Association of Certified International Investment Analysts
  • Financial Risk Manager (FRM) by Global Association of Risk Professionals (GARP)
  • Performance Measurement and Attribution Certification by process
  • Apple Certified Associate (ACA)
  • Project Management Professional (PMP)
  • Certified Regulatory Compliance Manager (CRCM) by framework

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