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Skills

  • Customer billing accuracy
  • Audit preparation and submission
  • Analytical reasoning
  • MS Office
  • Daily transaction verification
  • ERP software
  • PeopleSoft expert
  • Project organization
  • Proficient in Sage
  • Quality Control Management

Work Experiences

  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Double-checked ledger postings for accuracy and account balances.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Used HubSpot to verify deposits, correct discrepancies, and process end-of-day paperwork with 9% accuracy.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Used Microsoft Excel to analyze finances and create detailed forecasting reports.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Prepare Jira for the coming days by sending detailed daily bank reports to procedure agency and closing the current day's finances.
  • Was in charge of a 2-employee team, as well as day-to-day accounting processes and financial accuracy.

Summaries

  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Excellent problem-solving abilities.
  • Accounting Clerk with strong math skills and a broad understanding of cross-functional collaboration and category financial management.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Vendor management and team leadership are being offered to a new initiative opportunity.
  • Accounting Clerk with 17 years of experience in process financial management and the use of Microsoft Excel.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Asana.
  • Professional at resolving account and data inconsistencies and using Salesforce.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with Microsoft Excel.

Accomplishments

  • Implemented changes to the remittance processing workflow which resulted in a 33% increase in daily payment handling capacity.
  • Balanced daily remittance logs within the past year, ensuring all transactions were accurately recorded in ServiceNow.
  • Improved cash application processes by integrating Microsoft Excel, leading to a 27% reduction in delayed postings.
  • Mediated client payment disputes, achieving 42% satisfaction in problem resolution within 6 months.
  • Processed over 9 payments accurately within Tableau, reducing discrepancies by 73% across the past year.
  • Trained over 15 employees in remittance best practices, improving department productivity by 44%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Worked with a team to achieve a 73% increase in daily processing capacity through process improvement initiatives.
  • Partnered cross-functionally with the finance team to address and resolve 16 of aged unpaid invoices, improving cash flow management.
  • Collaborated with accounts receivable to implement new remittance systems, decreasing processing time by 32% hours per week.

Affiliations

  • Project Management Institute
  • RegTech Forum for Financial Operations
  • Council of Financial Executives (CFO Council)
  • Association for Administrative Professionals (AAP)
  • Accounts Receivable Network (ARN)
  • Accounts Payable & Receivable Leadership Conference (APRLC)
  • Bank Secrecy Act Compliance Group (BSACG)
  • Association for Financial Professionals (AFP)
  • BSA/AML Compliance Professionals Association (BSA/AML)
  • Institute of Finance & Management (IOFM)

Certifications

  • Certified Financial Management Clerk (CFMC)
  • Certified Payments Professional (CPP)
  • Microsoft Excel Specialist - Data Analysis & Visualization
  • International Association for Accounting Education and Research (IAAER) Certification
  • Certified Treasury Professional (CTP)
  • Business and Accounting Software Specialist Certification
  • Certified Cash Manager (CCM)
  • Certified Accounts Clerical Administrative Professional (CACAP)
  • CompTIA A+ Technician
  • Microsoft Certified Systems Engineer (MCSE)

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