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Skills

  • KPI monitoring and reporting
  • Data validation and verification
  • Process improvement
  • Automation implementation
  • Communications
  • Organization
  • Cash Flow analysis
  • Problem-solving
  • Workflow Optimization
  • Regulatory compliance

Work Experiences

  • Achieved reduction over 18 months.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Collaborated with metric customers to determine their needs and deliver system service.
  • Achieved a 74% increase in reconciliation accuracy by implementing quality checks at crucial workflow stages.
  • Achieved a 30% increase in productivity.
  • Achieved a 36% resolution rate.
  • Conducted quarterly balance sheet account reconciliations.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with auditors during year-end reviews to ensure compliance with financial regulations and internal controls.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.

Summaries

  • Achieved a 34% reduction in manual data entry errors.
  • Within Miscellaneous, senior Reconciliation Officer and outstanding performer in risk assessment and vendor management.
  • Achieved long-term error reduction of 42%.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Reconciliation Officer with 6 years of successful strategic planning and budget management experience.
  • Conducted thorough financial investigations.
  • Expert in all aspects of the insurance sales cycle, including prospecting and follow-up.
  • Reconciliation Officer with 16 years of experience, dedicated to providing personalized, courteous service.
  • Adhered to internal control protocols.
  • With excellent planning and problem-solving abilities, I am organized, driven, and adaptable.

Accomplishments

  • Led the reconciliation of 11 high-value client accounts during 13 months, ensuring accurate financial close and compliance with industry regulations.
  • Identified and reported systemic reconciliation errors involving 18 accounts, collaborating with IT to correct them and preserve balance sheet integrity.
  • Resolved product issue through consumer testing.
  • Spearheaded a project to automate the reconciliation of 13 monthly transactions using Power BI, improving the team's productivity by 79%.
  • Mentored a team of 11 junior staff on reconciliation techniques, reducing the error rate by 63% and improving team performance.
  • Initiated a reconciliation process improvement project for compliance, resulting in a 34% reduction in reconciliation time.
  • Standardized reconciliation documentation practices across 9 departments, simplifying audits and cutting reconciliations audit prep time by 29% during 6 months.
  • Designed and delivered training sessions on reconciliation tools and techniques for 12 staff, helping to boost competence and reduce reconciliation cycle time.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reduced reconciliation discrepancies by $15 by redesigning the manual reconciliation workflow, increasing reporting accuracy.

Affiliations

  • Financial Data Security & Reconciliation Alliance - 2018 Initiated
  • Association for Supply Chain Management (APICS)
  • Certified Public Accountant (CPA) - Colorado, 2015
  • Finance and Accounting Reconciliation Forum - Speaker at Annual Event, 2017
  • International Council of Nurses
  • Project Management Institute
  • Society of Human Resource Management
  • International Association for Accounting Education and Research (IAAER)
  • Freemason
  • International Federation of Accountants (IFAC) - Involved since 2017

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA A+ Technician
  • SHRM Certified Professional (SHRM-CP)
  • Financial Risk Manager (FRM) - category
  • CompTIA Security+
  • Certified Business Analysis Professional (CBAP)
  • First Aid/CPR Certified
  • Google Certified Professional Cloud Architect
  • Certified Public Accountant
  • Microsoft Certified Systems Engineer (MCSE)

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