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Skills

  • Bank reconciliation
  • Project organization
  • PeopleSoft expert
  • Client Account Reconciliation
  • Business operations
  • General ledger accounting expertise
  • Framework equipment
  • Strong attention to detail
  • Supervision
  • Proficient in Sage

Work Experiences

  • Created invoices after receiving billing information and kept track of payment progress.
  • Double-checked ledger postings for accuracy and account balances.
  • Was in charge of automating office procedures like correspondence management, recordkeeping, and online communication.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Aligned transactions with financial goals.
  • Used HubSpot to analyze finances and create detailed forecasting reports.
  • Used QuickBooks to input financial data and generate reports.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Achieved a 79% improvement in financial report accuracy.

Summaries

  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing method documentation.
  • Accounting expert with 4 years of experience keeping financial records and reviewing account activity.
  • Bringing data analysis and meticulous recordkeeping to a difficult process job.
  • Fantastic mathematical abilities with a track record of precision.
  • Trained in procedure financial tasks, quick to pick up new information, and extremely professional.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Salesforce.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about HubSpot.

Accomplishments

  • Assisted in setting up new foreign exchange reconciliation protocols, which eliminated currency conversion discrepancies on 11 in multi-currency accounts.
  • Successfully trained 12 team members on reconciliation best practices, improving overall department efficiency by 25%.
  • Facilitated a 16 point audit review, successfully reconciling and clearing outstanding issues, ensuring compliance with internal financial standards.
  • Produced quarterly variance reporting using advanced Excel and standard functions, making crucial insights available to key stakeholders.
  • Collaborated with clients to identify and resolve discrepancies, maintaining a client satisfaction rate of 27% throughout 2023.
  • Participated in cross-department audits to validate account balances and inter-company transactions, increasing overall reconciliation efficiency by 50%.
  • Analyzed and resolved financial discrepancies across 9 departments, implementing a new process that improved reconciliation accuracy by 55%.
  • Implemented an automated matching and reconciliation process for initiative, reducing errors by 48% and saving the team 10 hours monthly.
  • Led a cross-functional effort to streamline cash flow reconciliation processes, reducing month-end close time by 4 days.
  • Reconciled daily cash entries for Raleigh, successfully identifying and resolving discrepancies that averaged 11 per month.

Affiliations

  • Association for Process Improvement and Reconciliation Development (APIRD)
  • Audit & Risk Professionals Network
  • American Medical Informatics Association
  • Certified General Accountants Association (CGA)
  • American Payroll Association (APA)
  • American Society of Safety Professionals
  • Lions Club
  • Association for Supply Chain Management (APICS)
  • National Association of Black Accountants (NABA)
  • Society of Human Resource Management

Certifications

  • Certified Public Accountant
  • Certified Business Analysis Professional (CBAP)
  • Certified Financial Services Auditor (CFSA)
  • CompTIA Security+
  • SHRM Certified Professional (SHRM-CP)
  • Investment Foundations Certificate – CFA Institute
  • Certified Business Process Associate (CBPA)
  • Salesforce
  • Financial Modeling & Valuation Analyst (FMVA)
  • Microsoft Certified Systems Engineer (MCSE)

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