Accounting Finance Analyst
Community Living Society
Total years of experience :2 years, 6 Months
• Responsible for revenue, expenses, accounts receivable, and accounts payable
• Managed the AP and AR team which processes $500, 000 monthly
• Collaborated with CFO and Controller as a consultant to redevelop financial system processes within IT audit including but not limited to project management, business credit card, SOPs, data security and privacy
• Generated ad-hoc and reconciliation such as payroll remitance and property tax filings
• Identified and assisted in pursuits including developing audit materials, proposals, research, and presentations
• Prepared customer notification, billings, processed services, and transactions including but not limited to loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions
• Collaborated with internal and external stakeholders to deliver on business objectives
• Supported change management of varying scope and type; tasks typically focused on execution and sustainment
• Spearheaded as the team’s lead consultant to work on CapriCMW’s automated lead generation
• Improved marketing strategies within CRM software Salesforce, Search Engine Optimization, and integration of social media
• Support management by improving sales and KPIs through providing excellent customer service using interpersonal skills
• Responsible for documentations, financial bookkeeping, and limited financial tracking using Excel and the point-of-sale system
• Exceeded hourly sales goal
• Provided tailored customer service by maintaining in-depth knowledge of all merchandise
Graduated with Honors