Skilled finance professional seeking to leverage an exceptional set of communication skills as well as a degree in business administration. Applies determination and interpersonal communication skills to develop solutions that address client concerns. Well-versed in billing, general ledger accounting and mutual funds. Contributes positively as a member of a team while utilizing independent thinking to continually develop new skills. <?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p>
Bright Hope Youth Group (2010 – Present)
Public School Outreach (September 2009 – May 2010)
Temple University Investment Association (January 2009 – May 2009)
Microsoft Word, Excel, PowerPoint, Outlook, Share Point, Remitco, Banner, AWD (automatic work distributor), WAVE (client database program), Pro Law.
Identified problems related to billing frequency, and adjusted accounts to accurately reflect customer’s consumption.
Assisted in the validation of services by analyzing multiple estimation reports and tracking billing cycles.
Diligently examined 200-500 ledgers weekly to ensure billing accuracy & determine the next course of action such as refunds, adjustments or re-billing.
Efficiently processed 600-700 monetary and clerical transactions weekly with an accuracy of 99.7%.
Exercised due diligence to research and ensure the proper transferring of clients’ assets between financial institutions.
Tactfully placed out-bound calls to clarify discrepancies, while properly advising clients on how to invest in desired mutual funds.
Carefully transferring and depositing large monetary transactions of up to $1 million via check and automatic clearing house wires (ACH).
Verifying that new customer accounts were in line with guidelines put in place by compliance by thoroughly examining paperwork and looking for suspicious requests.
Maintained an effective work relationship with peers and management and kept supervisor informed of issues impacting the team.
Utilized extensive knowledge of financial issues, reporting and analysis to contribute to the successful completion of projects for the Director of Operations, the department and other staff members. Performed independent research and self-training to establish the parameters of this newly-established position. <?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p>
§ Compiled accounts receivable reports, assisting management and attorneys in monitoring client payment from week to week as well as informing collections strategy decisions. <o:p></o:p>
§ Supported the Controller to meet budget deadlines for upcoming projects and expansions. <o:p></o:p>
§ Reconciled bank statements to support cash flow management and assist the accounts payable department. <o:p></o:p>
§ Collaborated with the operations team to fulfill the needs of the department. <o:p></o:p>