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Skills

  • Cost-saving initiatives
  • Problem-solving
  • Tax Compliance
  • Financial reporting
  • Federal and State Tax Filings
  • Financial modeling
  • Time management
  • Multitasking in high-pressure environments
  • Data-driven decision making
  • Asset Depreciation Tracking

Work Experiences

  • Stayed up to date on medical advances, such as computerized diagnostic and treatment equipment, data processing technology, imaging advances, government regulations, health insurance changes, and financing options.
  • Assisted the group with any clerical needs by handling phone calls, records management, and correspondence efficiently.
  • Sorted and digitized over 12 metric documents after introducing the company to ServiceNow.
  • Discussed performance-based objectives with department managers to determine the value of office programs.
  • Communicated with clients and took detailed notes to transcribe and distribute to the entire department during business meetings.
  • Maintained strict patient privacy and confidential patient information, adhering to all HIPAA data security guidelines and statutes.
  • Organized initiative events for up to 13 attendees, raising $12 and increasing cross-functional collaboration awareness.
  • Kept track of patients' medical histories, vital statistics, and test results in electronic medical records.
  • Restocked office supplies, cleaned up trash, and delivered files to employees.
  • Reviewed nursing notes to ensure that the described care and patient responses were accurate.

Summaries

  • Driven Office Automation Clerk is proud to offer new Miscellaneous team 5 years of team leadership and vendor management proficiencies.
  • Excellent at drafting and finalizing correspondence, memoranda, and reports.
  • Offering 2 years of business office operations experience.
  • Self-driven Office Clerk with experience managing administrative operations in the Miscellaneous sector.
  • Solid critical-thinking, multitasking, and problem-solving abilities, as well as advanced Jira abilities.
  • Security-conscious and savvy when it comes to handling confidential documents.
  • Personable Intern, Financial Department with exceptional relationship-building skills who cultivates positive relationships with clients, employees, and management.
  • Solid understanding of all front-office responsibilities, as well as excellent oral and written communication skills.
  • Proactive professional with risk assessment and vendor management expertise.
  • Individual who is tech-savvy and knows a lot about ServiceNow and Salesforce.

Accomplishments

  • Provided data-driven budgeting insights in 2018 strategy meetings, leading to a revised plan that optimized department spending.
  • Processed monthly expense reports, identifying cost-saving opportunities that led to a 70% reduction in company expenses.
  • Presented financial summaries in SAP to senior management, highlighting cost drivers and potential optimization areas.
  • Collaborated with the finance team to compile and report on financial KPIs that directly contributed to ongoing budget adjustments in 2016.
  • Developed advanced Excel models to track and forecast budget utilization, informing key investment and budgeting decisions.
  • Streamlined the data collection process for expense reports, which reduced processing time by 24% while improving data accuracy.
  • Provided financial support for the preparation of audit documentation, ensuring compliance with regulatory standards and audit timelines.
  • Initiated a financial close process by assisting in reconciliations and account analysis, reducing error rates by 47% during final reviews.
  • Participated in monthly financial performance reviews, presenting findings on variance analysis that influenced customer success goals.
  • Automated financial reporting tasks using Microsoft Excel, saving an estimated 17 hours monthly for the finance team.

Affiliations

  • Treasurer, method Business Club
  • Student Member - Global Association of Risk Professionals (GARP)
  • Member, Institute for Internal Controls (IIC)
  • Member, Institute of Management Accountants (IMA)
  • Volunteer, Young Investors Club at category
  • Member, Association of Government Accountants (AGA)
  • Active participant, Chartered Institute of Management Accountants (CIMA), Student Affiliate
  • Member, Academy of Financial Services (AFS)
  • Member, Professional Accounting Society of America (PASA)
  • Volunteer, method Tax Clinic Program

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Chartered Financial Analyst (CFA) Level I
  • Advanced Excel for Financial Reporting by Harbor & Co.
  • CompTIA A+ Technician
  • Certified Management Accountant (CMA)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Credit Research Analyst (CCRA)
  • Bloomberg Market Concepts (BMC)
  • Lean Six Sigma Green Belt - Finance Focus

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