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Skills

  • Compliance with regulatory standards
  • High-volume transaction processing
  • Workflow Optimization
  • Business operations
  • Financial reconciliation
  • Organization
  • Initiative equipment
  • MS Office
  • Process improvement
  • Financial analysis

Work Experiences

  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved near-perfect accuracy.
  • Used my knowledge of stock prices and trending changes to optimize collateral approaches.
  • Analyzed transaction histories.
  • Managed the sales and purchases of securities on behalf of customers and businesses.
  • Conducted transaction review process.
  • Achieved zero errors in transactions.
  • Audited transaction records for discrepancies related to interest payments, successfully correcting errors that amounted to $9 in missed revenue recovery.
  • Oversaw the delivery of standard project by category team, which resulted in standard.
  • Transported HubSpot to 6 months customer locations.

Summaries

  • Created a foundation for improved accuracy across the team.
  • Contributed to a 44% reduction in department-wide errors.
  • Cut processing time by 44%.
  • Offering 7 years of Transaction Processing Specialist experience and a strong desire to use vendor management and strategic planning abilities to positively impact business success.
  • Consistently recognized for accuracy and efficiency.
  • Excellent customer service, problem-solving, and multitasking skills aimed at ensuring compliance, maximizing satisfaction, and quickly resolving issues.
  • Adept in using Workday.
  • Collaborative and analytical Transaction Processing Specialist, skilled at resolving client discrepancies and ensuring all transactions are handled with utmost accuracy. Demonstrated ability to reduce operational bottlenecks and streamline financial workflows.
  • Adhered strictly to compliance and regulatory standards.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Developed audit trails for transaction processes, which contributed to meeting compliance standards for initiative during the 2017 financial audit.
  • Monitored daily transaction queues and resolved inconsistencies, maintaining a timely processing rate of 81% in line with departmental KPIs.
  • Optimized transaction processing workflows, resulting in a measurable cost savings of 3 annually.
  • Mentored team members on accurate transaction posting techniques, reducing overall departmental error rates by 47%.
  • Assisted the finance team with end-of-month closings by decreasing transaction completion times by 45% using automated tools.
  • Coordinated with vendors to troubleshoot and resolve invoicing issues, achieving a 52% improvement in vendor satisfaction.
  • Collaborated with IT to develop custom transaction processing software enhancements, reducing manual data entry by 20%.
  • Developed a script for Excel that automated the matching of bank statements to internal transactions, saving 5 hours monthly.
  • Reduced account discrepancies by 44% by implementing cross-departmental transaction validation checks.
  • Resolved complex payment queries for clients under demanding deadlines, maintaining a 39% satisfaction rate for over one year.

Affiliations

  • International Finance and Management Association (IFMA)
  • American Medical Informatics Association
  • Compliance Professionals Forum
  • Association of Certified Fraud Examiners (ACFE)
  • National Association of Social Workers
  • International Association of Financial Executives (IAFE)
  • Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Global Payments Network
  • American Accounting Association (AAA)
  • Institute of Financial Operations and Leadership (IFOL)

Certifications

  • CompTIA A+ Technician
  • Certified ERP Specialist (CERP) – SAP, 2023
  • ISO 20022 Essentials for Financial Institutions – Harbor & Co., 2016
  • Fundamental Payroll Certification (FPC) – 2019
  • Project Management Professional (PMP)
  • Certified Public Accountant (CPA)
  • Certified Financial Transactions Management Expert (CFTME) – 2020
  • Global Transaction Banking Certification – Meridian, 2023
  • Payment Card Industry Professional (PCIP)
  • CompTIA Network+

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