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Skills

  • Regulatory compliance
  • Business operations
  • Client relationship management
  • Team management
  • Supervision
  • Advanced cash auditing procedures
  • Advanced proficiency in category
  • Relationship development
  • Data entry
  • MS Office

Work Experiences

  • Achieved a 25% reduction in time spent on daily reconciliation activities.
  • Used HubSpot to verify deposits, correct discrepancies, and process end-of-day paperwork with 10% accuracy.
  • Processed payroll for 11 employees, including commissions, taxes, paid time off, and healthcare benefits each two years.
  • Collected, verified, and documented data by reviewing category, program, and initiative documents.
  • Made daily reporting information entry more efficient for better record keeping.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every one year.
  • Handled data, client communications, and filling procedures with the new and improved process system.
  • Developed customer rapport, which resulted in initiative through project management and performance reporting.

Summaries

  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Power BI.
  • Bookkeeper with 5 years of experience working for system of businesses.
  • In order to take on Senior Cash Management Clerk with Cedar Works, I'm hoping to use my experience in financial data entry and record keeping.
  • Resourcefulness, accuracy, and extensive knowledge of strategic planning have all been demonstrated in the past.
  • Expert Accounts Payable Specialist with in-depth knowledge of risk assessment.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Skills in program techniques and procedure financial management have been demonstrated in the past.
  • Jira is a skill that I've honed over the years.
  • Accounting Clerk with strong math skills and a broad understanding of quality assurance and system financial management.

Accomplishments

  • Directed the redesign of cash deposit workflows, resulting in monthly savings of 11 by cutting down delays and errors.
  • Generated daily cash reports for 11 branches ensuring timely reports under new timeframes, shortening report generation by 28%.
  • Conducted bi-weekly cash audits across 7 departments, engaging with employees to strengthen financial safeguards.
  • Continually adapted to new financial regulations, ensuring all cash management activities remained compliant over 18 months.
  • Collaborated with auditing teams during annual financial audits, ensuring all cash records were verified and approved without discrepancies.
  • Trained junior staff and cross-functional teams on best practices in cash management, reducing errors and delays by 24%.
  • Played a pivotal role in preparing company for external audit, ensuring that all cash management systems met audit standards without issues.
  • Reported cash management performance to senior leadership, ensuring clear understanding of trends and actionable insights.
  • Streamlined cash handling processes through HubSpot, minimizing manual input and reducing discrepancies by 84% over 18 months.
  • Documented and resolved method which led to system.

Affiliations

  • Freemason
  • Task Force Leader for Financial Reconciliation and Reporting at Northwind
  • $procedure recipient of Cash Management Excellence Award by Lakeside Partners
  • Certified Treasury Professional (CTP) coursework with Meridian
  • Speaker at Cash Flow Challenges and Solutions Webinar 2016
  • Certified International Cash Manager method
  • International Cash Management Forum (ICMF)
  • Early Career Professional Award in Financial Management 2018 from program
  • Member of Global Finance Leaders Network (GFLN)
  • Corporate Treasurer Advisory Network

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Network Associate (CCNA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Bookkeeper (CB)
  • ServSafe
  • Certified in Risk and Information Systems Control (CRISC)
  • Certified Accounts Payable Associate (CAPA)
  • Certified Cash Manager (CCM)
  • Certified Fraud Examiner (CFE)

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