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Skills

  • Microsoft Office Suite
  • Audit preparation
  • Cost accounting
  • Proficient in Sage
  • Attention to detail in financial reviews
  • Fixed asset reporting familiarity
  • Project organization
  • Statutory Reporting
  • Invoice and payment processing
  • PeopleSoft expert

Work Experiences

  • Achieved zero compliance issues.
  • Processed over $5 in nightly bills, checks, and vendor payments while keeping meticulous records and receipts.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Achieved a 98% success rate for clients.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Achieved a 95% on-time completion rate.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • Matched purchase orders to invoices and kept track of all pertinent information.

Summaries

  • Accounting Manager with extensive expertise in strategic planning and 8 years of experience.
  • Professional who is well-organized, diligent, and focused.
  • Professional with exceptional documentation management skills and process development expertise standard.
  • Accounting expert with 16 years of experience keeping financial records and reviewing account activity.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in HubSpot.
  • Qualified Night Auditor with extensive experience in framework financial reporting and analysis, as well as Power BI training.
  • Bookkeeper with 3 years of experience working for metric of businesses.
  • Desire to apply vendor management knowledge, risk assessment and stakeholder engagement abilities in a new Income Support Clerk position with a growing Miscellaneous company.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with Power BI.
  • Financial planning and management expert with a track record of dependability and expertise in performance reporting.

Accomplishments

  • Resolved escalated cases involving benefit distribution discrepancies, recovering over $15 in state funds through detailed financial audits.
  • Played a key role in achieving a 98% satisfaction rate by resolving escalated benefit disputes within 18 months, meeting department goals.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Delivered timely and accurate documentation verification for over 2 client applications each week, ensuring compliance with relevant guidelines.
  • Processed up to 5 weekly applications, maintaining 15% accuracy and meeting all compliance requirements.
  • Assisted in the development of training materials for new clerks, improving team competency and reducing onboarding time by 76%.
  • Collaborated with cross-functional teams to audit and resolve over 8 client discrepancies, leading to a 65% reduction in complaints across the department.
  • Successfully handled 48% of all escalated cases related to client benefit disputes, leading to a significant reduction in repeated issues.
  • Processed sensitive client financial information, achieving a 37% reduction in errors, and facilitating faster approval times for benefits.
  • Partnered with the financial assessment team to identify and recover over $3 in overpaid benefits, meeting all regulatory standards.

Affiliations

  • Society for Human Resource Management (SHRM) - Phoenix Chapter
  • National Association of Benefit Administrators (NABA)
  • American Public Human Services Association (APHSA)
  • National Association of Social Workers
  • National Eligibility Workers Association (NEWA)
  • Toastmasters
  • Association for Financial Counseling, Planning, and Education (AFCPE)
  • National Low Income Housing Coalition (NLIHC)
  • American Medical Informatics Association
  • International Council of Nurses

Certifications

  • Project Management Professional (PMP)
  • Certified Public Service Professional (CPSP)
  • Salesforce
  • Certified Public Accountant
  • Certified Office Management Professional (COM-P)
  • Certified in Case Management (CCM)
  • ServSafe
  • Certified Administrative Professional (CAP)
  • Certified Case Manager (CCM) by the Commission for Case Manager Certification (CCMC)
  • SHRM Senior Certified Professional (SHRM-SCP)

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