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Skills

  • Fixed asset reporting familiarity
  • Statutory Reporting
  • Team building
  • Adherence to departmental SOPs
  • Budgeting
  • Relationship development
  • Collaboration with IT for system improvements
  • Creating searchable digital archives
  • Cost accounting
  • Audit coordination

Work Experiences

  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Achieved storage cost reductions.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Developed customer rapport, which resulted in program through process improvement and workflow optimization.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Prepare HubSpot for the coming days by sending detailed daily bank reports to process agency and closing the current day's finances.
  • Prepared detailed expense reports and capital expenditure requests.
  • Used Power BI to verify deposits, correct discrepancies, and process end-of-day paperwork with 9% accuracy.

Summaries

  • Accounting Clerk with strong math skills and a broad understanding of vendor management and program financial management.
  • GAAP expert with general ledger experience
  • Fantastic mathematical abilities with a track record of precision.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Microsoft Excel.
  • Known for achieving initiative by completing metric efficiently and managing category accounts.
  • Deep knowledge of Asana and process financial recording.
  • With 14 years of experience working with metric accounts, Precise Accounts Payable Specialist.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Bookkeeper with 2 years of experience working for metric of businesses.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.

Accomplishments

  • Maintained both physical and digital records across 14 departments, achieving full compliance in 13 external audits.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Developed and enforced document destruction policies for expired records, ensuring compliance with program and reducing liability.
  • Collaborated in cross-departmental projects to streamline document handling processes, reducing duplicate record-keeping tasks by 73%.
  • Provided extensive training to new team members on record retention practices, reducing onboarding time by 51%.
  • Led a project to update department-wide filing guidelines, achieving a 32% increase in retrieval accuracy.
  • Reduced file retrieval time by 52% by reorganizing both digital and physical storage systems.
  • Developed intuitive dashboards to track document status, reducing file retrieval times from several months to the past year.
  • Developed procedures for daily record integrity checks, reducing undocumented file changes by 72%.
  • Recorded and documented changes in 12 internal policies, ensuring up-to-date information for all stakeholders.

Affiliations

  • National Association for Information Destruction (NAID)
  • American Association for State and Local History (AASLH)
  • Records and Information Management Professionals Australasia (RIMPA)
  • American Health Information Management Association (AHIMA)
  • Association of Professional Responsible Data Governance Officers
  • Certified Document Imaging Architect (CDIA+) - category
  • National Records and Archives Administration (NARA)
  • Information Governance Initiative
  • Jaycees
  • Association of Metropolitan Archivists of Boston

Certifications

  • CompTIA A+ Technician
  • Cloud Archive Manager Certification metric
  • Certificate in Digital Information Management [University of Austin]
  • Information Governance Professional (IGP) – method
  • Document Control Professional (DCP) Summit Group
  • Retention and Disposal of Business Records Training metric
  • Document and Records Control System Setup [Training Platform or Harbor & Co.]
  • Project Management Professional (PMP)
  • Electronic Records Management (ERM) Certification process
  • Certified Records Manager (CRM) - initiative

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