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Skills

  • Data validation and verification
  • Financial reporting
  • Business operations
  • Reporting skills
  • Account reconciliation
  • Supervision
  • Customer service
  • Accounts payable management
  • Project organization
  • Error rate reduction

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Conducted root cause analysis.
  • Collaborated across departments to streamline workflows.
  • Achieved a 30% increase in productivity.
  • Transported Tableau to 18 months customer locations.
  • Awarded in 2020.
  • Analyzed and reconciled financial data discrepancies between HubSpot and QuickBooks, achieving accurate end-of-period reporting.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Contributed to a President's Club for financial excellence.

Summaries

  • Within Miscellaneous, senior Reconciliation Officer and outstanding performer in risk assessment and vendor management.
  • Boosted overall team efficiency by 68%.
  • Achieved results during 10 months.
  • Listening to customers, meeting productivity goals, and staying current on company offerings are all skills she possesses.
  • Achieved a 34% reduction in manual data entry errors.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • With excellent planning and problem-solving abilities, I am organized, driven, and adaptable.
  • Accomplished in successfully resolving high-value reconciliation discrepancies up to $15 by leveraging advanced software and conducting thorough financial investigations.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Adhered to internal control protocols.

Accomplishments

  • Led the reconciliation of 11 high-value client accounts during 13 months, ensuring accurate financial close and compliance with industry regulations.
  • Orchestrated a full audit of open and legacy reconciliation items, mitigating 16 outstanding account risks and closing out $13 unresolved discrepancies.
  • Recommended and implemented reconciliation automation using SAP, reducing manual intervention by 39% and cutting costs by $14.
  • Spearheaded a project to automate the reconciliation of 13 monthly transactions using Power BI, improving the team's productivity by 79%.
  • Collaborated with IT and finance teams to troubleshoot and resolve reconciliation system errors, resulting in uninterrupted financial operations.
  • Resolved product issue through consumer testing.
  • Designed and delivered training sessions on reconciliation tools and techniques for 12 staff, helping to boost competence and reduce reconciliation cycle time.
  • Conceived and executed a framework for risk-based reconciliations, focusing on high-value accounts and reducing exposure by 52%.
  • Mentored a team of 11 junior staff on reconciliation techniques, reducing the error rate by 63% and improving team performance.
  • Utilized data analytics tools to identify $4 in variance risks across 3 accounts, leading to the prevention of financial discrepancies.

Affiliations

  • American Society of Safety Professionals
  • Financial Services Compliance Association (FSCA) - Certification Achieved: 2020
  • Institute of Internal Auditors (IIA) Local Columbus Chapter
  • Jaycees
  • Society of Human Resource Management
  • International Council of Nurses
  • Freemason
  • Toastmasters
  • Project Management Institute
  • International Federation of Accountants (IFAC) - Involved since 2017

Certifications

  • Chartered Financial Analyst (CFA) - Brightline
  • ACCA Level 2 Qualification in Financial and Management Accounting
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP) Certification - 2023
  • Blockchain Financial Analyst Certification - Blockchain Council
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Professional in Accounts Payable (CPAP) by Payables Institute
  • Certificate in Financial Data Analysis - category - 2019
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Business Analysis Professional (CBAP)

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