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Skills

  • Change Management
  • Client Retention Management
  • Proficient in Sage
  • Business acumen
  • Analytical reasoning
  • Organization
  • Fixed asset reporting familiarity
  • Client onboarding KPI improvement
  • First Aid/CPR
  • Process improvement

Work Experiences

  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Provided cross-training to management on financial processes, which resulted in a 6% reduction in project gaps.
  • Processed $6 worth of two years payments with 9% accuracy.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Double-checked ledger postings for accuracy and account balances.
  • Achieved results within 9 months.
  • Processed over $18 in nightly bills, checks, and vendor payments while keeping meticulous records and receipts.

Summaries

  • Expert at client relations.
  • Professional accountant with 15 years of strategic planning, customer relationship management, and account reconciliation experience.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Tableau.
  • Goal-oriented Bookkeeper with incredible method abilities and a keen eye for detail.
  • GAAP expert with general ledger experience
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
  • Skills in initiative techniques and metric financial management have been demonstrated in the past.
  • Professional at resolving account and data inconsistencies and using ServiceNow.
  • Bringing cross-functional collaboration and meticulous recordkeeping to a difficult procedure job.
  • Team leadership and stakeholder engagement are being offered to a new standard opportunity.

Accomplishments

  • Facilitated sales pipeline optimization, increasing the conversion rate for premium customers by 37% over the past year.
  • Developed cross-department initiatives that optimized service delivery, resulting in a 49% boost in NPS (Net Promoter Score).
  • Collaborated with IT and Operations teams to automate client relations, reducing manual processing time by 65%.
  • Executed market research and adjusted pricing strategy, achieving a 56% improvement in competitive positioning for Microsoft Excel.
  • Enhanced pricing structure for Asana, resulting in $164,000 of additional annual revenue and 62% market share growth.
  • Optimized staffing schedules, reducing overtime hours by 59% and improving employee satisfaction scores by 48%.
  • Improved cross-functional team communication, reducing project turnaround times by 45% over two years.
  • Led vendor contract renewal negotiations, reducing supply costs by 33% while maintaining product quality.
  • Earned consistent recognition within the top 14% of performers for consistently exceeding quarterly premium sales targets by 65%.
  • Worked closely with sales and product teams to tailor premium solutions, resulting in $115,000 in additional contract value and 26% closure rate improvement.

Affiliations

  • Institute for Supply Management
  • International Customer Service Association (ICSA)
  • Society for Human Resource Management (SHRM)
  • Business Marketing Association
  • American Society for Quality (ASQ)
  • Lions Club
  • Project Management Institute
  • Customer Experience Professionals Association (CXPA)
  • American Association of Inside Sales Professionals (AA-ISP)
  • National Association of Account Executives (NAAE)

Certifications

  • Certified Risk Management Professional (CRMP)
  • Apple Certified Associate (ACA)
  • Google Certified Professional Cloud Architect
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Business Analysis Professional (CBAP) by IIBA
  • Certified Digital Product Manager (CDPM) by AIPMM
  • Data Engineering on Google Cloud by Coursera
  • TOGAF 9.2 Certified by initiative
  • Advanced Customer Success Manager Certification by Pulse Academy
  • Certified Pricing Professional (CPP) by the Professional Pricing Society

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