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Skills

  • Proficient in Sage
  • Digitization of records
  • Data entry
  • Vendor relationship management
  • PeopleSoft expert
  • Peachtree proficiency
  • Problem resolution
  • Bank Reconciliation Procedures
  • Compliance with Financial Regulations
  • Bank transfers and direct deposits

Work Experiences

  • Collected, verified, and documented data by reviewing framework, standard, and initiative documents.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Handled data, client communications, and filling procedures with the new and improved standard system.
  • Processed $6 worth of two years payments with 5% accuracy.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Achieved 70% reduction in manual processing errors.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Used HubSpot to analyze finances and create detailed forecasting reports.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every 18 months.

Summaries

  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • Expert in the use of Asana and ledger verification, as well as excellent customer service skills.
  • In order to take on Payment Processing Clerk with Cedar Works, I'm hoping to use my experience in financial data entry and record keeping.
  • Deep knowledge of Jira and initiative financial recording.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Professional at resolving account and data inconsistencies and using Jira.
  • Accounting Clerk with 5 years of experience in program financial management and the use of Microsoft Excel.

Accomplishments

  • Prepared daily, weekly, and monthly financial reports using Tableau, highlighting trends and discrepancies for management review.
  • Established best practices for ACH payment processing, resulting in faster completion of transactions and reduced error rates.
  • Trained and mentored junior colleagues in payment processing best practices, promoting team efficiency.
  • Supported audits by preparing accurate financial documentation and responding to auditor inquiries in a timely manner.
  • Reduced payment processing errors by 56% through the implementation of cross-checking protocols.
  • Processed and reconciled daily payments totaling over $12 with 100% accuracy for 18 months.
  • Led the successful integration of automated reconciliation tools, reducing manual processing efforts by 17%.
  • Collaborated effectively with operations to identify and resolve payment discrepancies, cutting resolution times by 62%.
  • Documented and resolved program which led to system.
  • Automated recurring payments, reducing manual intervention by 64% and improving payment cycle efficiency.

Affiliations

  • Financial Operations Network (FON)
  • American Marketing Association
  • Certification in Electronic Payment Systems (CEPS)
  • Toastmasters
  • National Automated Clearing House Association (NACHA)
  • International Accounts Payable Professionals Association (IAPPA)
  • Certified Payment Specialist (CPS)
  • Association of Information Technology Professionals
  • Society of Human Resource Management
  • Institute of Finance and Management (IOFM)

Certifications

  • PEGA Certified Payment Processing System Architect
  • Electronic Payment Association Accredited (NACHA AAP)
  • AML Compliance Certification for Payment Processors - Lakeside Partners
  • Google Certified Professional Cloud Architect
  • Financial Data Analyst Certification
  • Certified Billing and Coding Specialist (CBCS) - Northwind
  • Cisco Certified Internetwork Expert (CCIE)
  • Accounts Payable Specialist (APS) Certification
  • Certifications in International Wire Transfers and SWIFT Payment Systems
  • Financial Transaction Automation Specialist (FTAS) - 2024

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