A highly motivated, detail-oriented, and organized professional with over 10 years of experience in the accounting field. I am a self-starter, and a team player who is able to work independently and as a team.
compliance, general office, management, wealth management, office, internal controls, clients, maintenance, loans, problem resolution, client service, risk management, solutions, proactive
Managed banking relationships, including A/R, A/P, payroll, bank reconciliations, sales tax, and 401K administration.
Assisted with the preparation of monthly financial statements, including the reconciliation of all accounts, and the distribution of invoices to the appropriate departments.
Performed daily cash management, including bank deposits, wire transfers, and ACH payments. Processed weekly and monthly payroll reports.
Managed all aspects of accounting, including invoicing, receivables, collections, and analysis of financial reports. Prepared and filed sales and use tax returns.
Performed all aspects of the Finance function including: Accounts receivables, collections, and payroll, and auditing and processing employee expense reports.
Managed accounts receivables, collections, and disbursement of funds. Prepared and processed payroll, including bank deposits, cash receipts, disbursements, and credit card transactions.
Developed and maintained relationships with clients to ensure their needs were met and that they were able to meet their needs.
Managed a team of specialists in the areas of banking, loans, and compliance, including proactive communication with the client, and the investment community.
Recognized for exceptional customer service skills and problem solving skills. Consistently exceeded sales goals and referred to the branch Manager for the best lending solutions.
Developed strong relationships with clients, providing excellent customer service, and problem solving. managed the financial services department, including the development of new accounts, and the creation of a new client base.
Provided excellent customer service to the branch and the bank. Maintained a high level of customer service by providing exceptional service to the clients.
Worked with the branch office to ensure that all banking needs were met and provided excellent customer service. Developed and maintained strong relationships with clients.