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Skills

  • Budgets
  • Project organization
  • Adherence to financial regulations
  • Framework equipment
  • Automated Payment Systems Implementation
  • Data entry
  • Collaboration with accounts receivable
  • Audit preparation and submission
  • MS Office
  • Customer service enhancement techniques

Work Experiences

  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • Achieved productivity increase over 6 months.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Processed $4 worth of 6 months payments with 13% accuracy.
  • Provided cross-training to management on financial processes, which resulted in a 5% reduction in project gaps.
  • Used Microsoft Excel to analyze finances and create detailed forecasting reports.
  • Processed over $18 in nightly bills, checks, and vendor payments while keeping meticulous records and receipts.
  • Checked data and information for accuracy in entry, calculations, and billing codes.

Summaries

  • Trained in the use of Power BI.
  • Goal-oriented Bookkeeper with incredible system abilities and a keen eye for detail.
  • Expert in the use of HubSpot and ledger verification, as well as excellent customer service skills.
  • Skills in process techniques and system financial management have been demonstrated in the past.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Asana.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Accounting expert with 7 years of experience keeping financial records and reviewing account activity.
  • Qualified Night Auditor with extensive experience in process financial reporting and analysis, as well as HubSpot training.
  • Bringing process improvement and meticulous recordkeeping to a difficult metric job.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Salesforce.

Accomplishments

  • Ensured compliance with financial regulations, successfully completing audits for 7 consecutive years.
  • Collaborated with team of 15 in the development of standard.
  • Monitored high-volume payment batches, identifying and correcting 11 discrepancies, avoiding costly errors.
  • Reconciled 7 customer accounts monthly, achieving a 50% error-free audit record.
  • Contributed to reducing 15 in outstanding payments by reconciling client accounts with a high level of accuracy.
  • Resolved product issue through consumer testing.
  • Implemented an automated reconciliation system, resulting in a 30% increase in operational efficiency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Accurately scanned and posted 18 payment transactions daily, meeting regulatory compliance deadlines.
  • Collaborated with accounts receivable to implement new remittance systems, decreasing processing time by 32% hours per week.

Affiliations

  • Toastmasters
  • Certified Payment Processing Specialists (CPPS)
  • Bank Administration Institute (BAI)
  • Payment Card Industry Security Standards Council (PCI SSC)
  • Society of Women Engineers
  • Distinguished Order of International Remittances Professionals (DOIRP)
  • National Association of Credit Management (NACM)
  • National Association for Business Economics (NABE)
  • Association of Information Technology Professionals
  • Institute of Finance & Management (IOFM)

Certifications

  • Certification in Documenting Best Practices for Efficiency
  • Certified Treasury Professional (CTP)
  • Accounts Receivable and Creditors Management Certification
  • Certified Accounts Clerical Administrative Professional (CACAP)
  • First Aid/CPR Certified
  • Global Remittance Operations Certification (GROC)
  • Certified Public Accountant (CPA)
  • Certified Payments Professional (CPP)
  • ServSafe
  • Certification in Credit Card Payment Processing

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