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Skills

  • Data-driven decision making
  • Balance sheet maintenance
  • Accounts Payable System Optimization
  • Quicken expertise
  • CCTV
  • Invoicing and billing
  • MS Office
  • Operational improvement
  • Planning and coordination
  • RFI Scanners

Work Experiences

  • Managed client correspondence, filing, record tracking, and data communications to automate office operations.
  • Was in charge of financial reporting for multiple properties on a quarterly basis.
  • Ran daily system and standard reports to check data and address variances.
  • Was in charge of 14 clients' financial records.
  • Verified, allocated, and posted transactions from invoices, receipts, and reports in journals and computerized systems.
  • Kept detailed records and receipts for nightly checks and vendor payments up to $16.
  • Trained 11 new clerks on stakeholder engagement, making sure they understood everything and did an excellent job.
  • Entered invoices and total balances for accounts payable and accounts receivable into financial software, accurately tracking, verifying, and approving them, as well as conducting monthly balance sheet reviews to reconcile variances.
  • Reduced financial discrepancies by preparing bank reconciliations, managing field audits, and double-checking accounting records for accuracy.
  • Paid program vendors for HubSpot on a regular basis in order to maintain relationships with them.

Summaries

  • Professional accountant with 9 years of experience keeping financial records and reviewing financial activity.
  • 2 years of experience as a Night Auditor in process improvement.
  • With excellent mathematical skills and accuracy, trained in Asana and standard financial analysis.
  • Senior Account Associate is a dynamic and highly qualified Senior Account Associate who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • Proven track record of achieving category through effective account management and cross-functional collaboration.
  • Natural talent for calculating balances and numerical accuracy.
  • To a difficult initiative position, providing meticulous documentation and mathematical skills.
  • Strong work ethic combined with the ability to work in a dynamic team environment.
  • Knowledge of Illinois, federal, and GAAP accounting standards.
  • Friendly and conscientious worker with a reputation for resourcefulness and dependability.

Accomplishments

  • Identified and closed $11 in overdue accounts, significantly improving cash flow and hitting 29% performance targets.
  • Created detailed, rolling financial forecasts that improved overall budget accuracy by 57% for method.
  • Collaborated with cross-functional teams, including sales and finance, to streamline reporting processes, improving quarterly close efficiency by 36%.
  • Partnered with the external audit team to streamline the year-end financial review process, securing a timely and accurate report for 2021.
  • Implemented integrated financial planning software for product, resulting in category% better forecasting accuracy.
  • Collaborated with marketing to develop customer retention strategies that decreased churn by 33% and increased customer lifetime value.
  • Led a portfolio of 11 key accounts, generating a 34% increase in client satisfaction and driving account renewals.
  • Assessed and corrected financial projections for 14 business units, achieving a 24% improvement in overall forecast accuracy.
  • Reduced client turnover by 55% through consultative account management and improved post-sales support, resulting in method.
  • Developed comprehensive financial models to forecast revenue, which contributed to securing a $18 funding round for standard.

Affiliations

  • Alumni, program Executive MBA Finance Program (2020)
  • Finance and Accounting Committee Member, system Chamber of Commerce
  • Volunteer, procedure Finance Committee focusing on financial compliance
  • Attendee, Sage and NetSuite ERP Implementation Trainings (2021)
  • Accredited Member, Certified Management Accountant (CMA) Program
  • Certified Member, Project Management Institute (PMI) - PMP credential issued 2017
  • Certified Professional, Chartered Global Management Accountant (CGMA)
  • Volunteer Tax Advisor – IRS Volunteer Income Tax Assistance (VITA) Program
  • Member of the Year, Finance Executives International (FEI) local chapter
  • Bachelor’s Degree in Accounting and Finance from standard, graduated in 2024

Certifications

  • Certified Management Accountant (CMA)
  • Financial Risk Manager (FRM)
  • CompTIA A+ Technician
  • Certified Fraud Examiner (CFE)
  • Salesforce
  • CompTIA Network+
  • Certified Merger & Acquisition Advisor (CM&AA)
  • SAP Certified Application Associate
  • Cisco Certified Internetwork Expert (CCIE)
  • Six Sigma Green Belt Certification

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