I am a highly motivated, results-driven, and dedicated professional with a proven record of success in the areas of operations, and project management.
it, quickbooks, clients, analysis
billing, finance, accounting
Franklin Delano Roosevelt High School
Used QuickBooks to perform analysis of the company's financial performance. The company was able to make a better understanding of the business and how to improve the profitability of the company.
Worked with IT to develop a new business process for clients. The company was sold to the firm. We were able to make a more efficient and profitable way.
Managed the financial aspects of the company, including the preparation of the annual budget and quarterly forecasts. Created and maintained the company's first ever-ever budgeting and forecasting system.
Analyzed and interpreted financial data to identify trends and develop strategies to improve profitability. Developed and implemented a new process to track and report on sales, gross margin, and profit.
Responsible for the development of the company's financial and operational policies and procedures. I also provide guidance to the sales team to ensure that all sales and customer service needs are met.
Developed and implemented a new process to track and report on the sales of the company. This included the creation of a new product line, and the development of a more efficient and effective way.
Accounting: Prepared and analyzed monthly financial statements for the CFO and Controller. Provided support to the accounting team.
Responsible for the billing of the Finance department and the company. This includes the review of all documents and records.
Assisted in the development of new business and the development of a new client base. I was responsible for the creation of a new customer base.
Review and analyze customer accounts to determine if they are in line with the terms of the payment. Ensure that all information is collected and submitted.
Developed and maintained relationships with clients and prospects. Managed the daily operations of the branch. Worked closely with the sales team to ensure that all customer needs were met.
Managed a team of five to ensure that all transactions were processed in a timely manner. Provided excellent customer service.