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Skills

  • Customer service
  • Inventory management
  • Invoice generation
  • Income tax filing
  • Team building
  • Invoicing and billing
  • Planning and coordination
  • Payment coordination
  • Account reconciliation
  • Business operations

Work Experiences

  • Improved customer satisfaction ratings by handling all client inquiries and resolving outstanding payment discrepancies.
  • Reconciled bank statements and credit cards monthly.
  • Kept track of expenses and entered deposits into QuickBooks while reconciling monthly bank accounts to ensure accuracy.
  • Reduced financial inconsistencies by recording and tracking expenses and income for 5 businesses and organizing bank statements for 17 checking accounts.
  • Ran daily initiative and standard reports to check data and address variances.
  • Completed daily computer backups, virus scans, and program updates.
  • Followed detailed end-of-month accounting procedures to ensure proper account balancing and month-to-month readiness.
  • Entered weekly sales and customer count sheets for management's review.
  • Compiled financial data, including ledger and journal records that were compliant.
  • Reconciled accounts by documenting correct financial information in the general ledger after reviewing bank account statements.

Summaries

  • Team leadership and performance reporting are highly skilled at creating spreadsheets and preparing targeted reports.
  • Quality-driven Transaction Processing Representative with 10 years of experience supporting accounting functions with teammates.
  • Proven track record of achieving initiative through effective account management and team leadership.
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.
  • Accounts Payable Clerk with 2 years of experience in account management in cross-functional collaboration.
  • Expert in Tableau and quickly and professionally resolving discrepancies.
  • Skilled in the use of Microsoft Excel and the ability to work independently to achieve streamlined operations.
  • Full-service accounting management expertise and an unwavering commitment to efficiency and supporting business needs.
  • 16 years of experience as a Night Auditor in vendor management.
  • Knowledge of Ohio, federal, and GAAP accounting standards.

Accomplishments

  • Created and presented departmental reports on transactional performance metrics, driving action plans that improved efficiency by 48%.
  • Collaborated with IT and QA teams to implement system upgrades, reducing transaction recording delays by framework%.
  • Actively reviewed and updated transaction codes for process improvement, decreasing manual processing times by 78%.
  • Designed and implemented KPI tracking for daily transaction processing, helping the team improve its target achievement by 83% in 2024.
  • Successfully resolved urgent transaction exceptions within the past year, safeguarding company’s reputation and mitigating financial losses of $9.
  • Ensured compliance with financial regulations by developing internal control processes, resulting in a clean audit for 2022.
  • Led the reconciliation of high-volume multi-currency transactions, ensuring timely and accurate conversion rates for global clients.
  • Collaborated with cross-functional teams to implement security protocols, decreasing data breach risks by 79% over the past year.
  • Collaborated with senior management in data auditing projects, identifying corrective measures that eliminated inconsistencies accounting for $3 in discrepancies.
  • Reduced data reconciliation time by 44% through the introduction of automated data processing solutions linked via Tableau.

Affiliations

  • Intern, National Council on Financial Policies Initiative (Chicago, 2016) – Assisted in drafting guidelines on error resolution in transaction processing.
  • Team Leader, Reconciliation System Improvement Program – Spearheaded a team improving validation checkpoints for framework transactions.
  • Scholar, Finance Systems Innovation Conference (Boston, 2015) – Awarded a scholarship to attend annual event promoting innovations in transaction processing systems.
  • Affiliate, Financial Technology Users Group – Engaged in discussions with professionals using Adobe Creative Suite for transaction processing.
  • Accredited Participant, Lean Six Sigma Training Course, 2016 – Leaned towards continuous improvement in transaction processing and financial accuracy.
  • Member, Association for Financial Professionals (AFP) – Collaborated in workshops on improving transaction workflows and cost-saving in financial processing.
  • Contributing Member, National Reconciliation Process Forum (2015) – Provided insights on improving efficiency in local and national payment reconciliation processes.
  • Certified Internal Auditor in Financial Services, 2018 – Achieved designation through rigorous training in transaction auditing.
  • Committee Member, Financial Data Integrity Taskforce – Worked on initiatives aimed at improving transaction audit procedures across departments.
  • Affiliate, Society of Compliance and Legal Officers (SCCLO) – Focused on understanding the intersection of legal requirements and transaction handling.

Certifications

  • Lean Six Sigma Green Belt for Financial Services - 2023
  • Certified Compliance & Ethics Professional (CCEP) - 2022
  • SAP Certified Application Associate
  • Financial Auditing for Transaction Specialists - 2023
  • SHRM Senior Certified Professional (SHRM-SCP)
  • American Academy of Financial Management (AAFM)
  • First Aid/CPR
  • Certified Accounts Payable Professional (CAPP) – 2024
  • Financial Process Improvement Professional (FPIP) - 2015
  • Certified Cash Manager (CCM) - 2024

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