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Skills

  • Data reconciliation process improvement
  • Critical Thinking and Problem Solving
  • Process improvement
  • Automated processing
  • Regulatory compliance
  • Continuous process improvement initiatives
  • Analytical thinking
  • SLA fulfillment
  • Data entry
  • Discrepancy investigation

Work Experiences

  • Achieved results over the past year.
  • Conducted error analysis on reconciled data.
  • Achieved comprehensive improvements.
  • Contributed to better-informed decision-making.
  • Achieved a 61% error reduction.
  • Collaborated with cross-functional teams to investigate and resolve discrepancies, successfully identifying and addressing 13 data-entry errors each quarter.
  • Audited reconciliation documents.
  • Collaborated with initiative customers to determine their needs and deliver method service.
  • Aligned bank reconciliations with forecast models.
  • Consolidated system accounts from multiple entities.

Summaries

  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Clear understanding of budget management and cross-functional collaboration as well as performance reporting training.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Accountable and detail-oriented Specialist.
  • Reconciliation Specialist is a multi-talented Reconciliation Specialist who is consistently rewarded for planning and operational improvements.
  • Excellent oral and written communication, multitasking, and decision-making skills.
  • Accomplished this within 18 months.
  • Addressed discrepancies effectively.
  • Accelerated reconciliation process by 17%.
  • Adept at building cross-functional relationships.

Accomplishments

  • Collaborated with external auditors during the annual review, maintaining a 31% record of error-free reconciliations for the fiscal year.
  • Implemented effective KPI tracking systems for reconciliation processes, reducing exceptions and manual adjustments by 45%.
  • Streamlined daily reconciliation processes by implementing an automated Workday system, cutting processing time by 27% and increasing team efficiency.
  • Worked closely with the compliance team to ensure all reconciliations aligned with regulatory requirements, leading to a 71% audit pass rate in 2022.
  • Addressed the root cause of recurring reconciliation discrepancies, leading to a sustained 18% reduction in corrections needed over 6 months.
  • Reengineered reconciliation workflows using QuickBooks, resulting in a 35% reduction in processing time for program accounts.
  • Reduced closure time of month-end reconciliations by 36% through the introduction of process improvements and technology upgrades.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with finance and treasury teams to reconcile high-value accounts, achieving a 28% reduction in aged items within several months.
  • Led the testing and implementation of a new Microsoft Excel system, improving reconciliation time by 29% and reducing manual errors.

Affiliations

  • Financial Management Association International (FMA)
  • Society of Financial Examiners (SOFE)
  • International Chamber of Commerce (ICC) Banking Commission
  • Toastmasters
  • Financial & International Business Association (FIBA)
  • European Financial Management Association (EFMA)
  • National Association of Social Workers
  • Project Management Institute (PMI) Seattle Chapter
  • International Organization of Securities Commissions (IOSCO)
  • Association for Financial Professionals (AFP)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Microsoft Dynamics 365 for Finance and Operations Certification
  • Certified Merger and Acquisition Specialist (CMAS)
  • Salesforce
  • Cisco Certified Internetwork Expert (CCIE)
  • Chartered Financial Analyst (CFA) Level I
  • QuickBooks Online Certified ProAdvisor
  • Advanced Excel Certification - program
  • Certified Analytics Professional (CAP)
  • Advanced Data Management and Analytics Certification by Ironclad Systems

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