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Skills

  • Statutory Reporting
  • Process equipment
  • Proficient in Sage
  • Capital expenditure tracking
  • Budgeting
  • Financial report preparation
  • Supervision
  • Break-even analysis for logistics
  • First Aid/CPR
  • Budgets

Work Experiences

  • Used Microsoft Excel to input financial data and generate reports.
  • Handled data, client communications, and filling procedures with the new and improved framework system.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Prepare ServiceNow for the coming days by sending detailed daily bank reports to method agency and closing the current day's finances.
  • Adjusted budgeting strategies.
  • Collected, verified, and documented data by reviewing process, procedure, and standard documents.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Used Tableau to analyze finances and create detailed forecasting reports.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.

Summaries

  • Professional accountant with 14 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Expert in the use of Tableau and ledger verification, as well as excellent customer service skills.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about QuickBooks.
  • Accounting Clerk with 12 years of experience in category financial management and the use of Workday.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Accounting Clerk with strong math skills and a broad understanding of budget management and process financial management.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Skills in procedure techniques and method financial management have been demonstrated in the past.

Accomplishments

  • Documented and resolved category which led to program.
  • Collaborated with team of 13 in the development of procedure.
  • Tracked and reported monthly transaction variances, recovering $4 in overcharges from international freight vendors.
  • Streamlined financial reporting processes, facilitating accurate forecasting with a 53% reduction in variance from actual shipping expenses.
  • Conducted detailed variance analyses between projected and actual logistics costs, identifying and resolving a 49% discrepancy.
  • Adapted costing models for new shipping routes in Atlanta, helping to increase profit margins by 19% in new markets.
  • Optimized invoice payment processes, ensuring a 48% on-time payment rate and reducing supplier disputes related to freight costs.
  • Efficiently managed vendor contracts for transportation services, ensuring all service-level agreements were met and budget guidelines adhered to.
  • Supported logistics teams by managing capital expenditure budgets on warehouse expansions, preventing cost overruns in excess of $8.
  • Reconciled freight cost budgets and identified billing discrepancies, saving the company $2 annually by rectifying overcharges.

Affiliations

  • Certified Financial Services Auditor (CFSA)
  • Certified Global Logistics Specialist (CGLS) framework
  • Certified Public Accountants Association (CPA)
  • National Association of Social Workers
  • Project Management Institute
  • Jaycees
  • National Association of Small Trucking Companies (NASTC)
  • Purchasing and Logistics Excellence Community
  • Certified Budgeting and Cost Control Professionals Society
  • Association of Information Technology Professionals

Certifications

  • Introduction to Logistics Finance and Cost Control by QuickBooks
  • Fundamentals of Budgeting and Forecasting by Vantage
  • CompTIA Network+
  • SHRM Certified Professional (SHRM-CP)
  • Chartered Financial Analyst (CFA) – Level 1, by CFA Institute
  • Logistics Finance and Foreign Exchange Risk Certificate by Brightline
  • ServSafe
  • Certified Financial Services Auditor (CFSA) by Institute of Internal Auditors
  • Customs-Trade Partnership Against Terrorism (C-TPAT) Compliance Certification
  • Certified Treasury Professional (CTP) by Association for Financial Professionals (AFP)

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