Accounting Specialist / Finance Analyst

Rate, USD
$30 / hour
Work schedule
Full Time,
Language skills
English
Available for Hire
Yes
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About me

Possesses a wide range of skills including but not limited to project-based accounting practices, advanced communication, excellent customer service, creative problem solving and analytical abilities, precise attention to detail, in-depth research and comprehension, along with a gift for using written word to form authentic human connection. I am a highly adaptable individual capable of working independently and within complex teams. I have no trouble shifting from various tasks in order to execute goals so that we may succeed together.

My responsibilities at my current role are:
– Generating cashflow though efficient invoice production
– Management of aging A/R balances and collections
– Creating/managing tracking systems & organizational tools
– Utilizing ERP/CRM software; analyzing budgets & milestones for dozens of civil engineering, land surveying, & land planning projects
– Providing excellent customer service to our valued clients
– Cross-collaborating with various departments

In previous roles I have been responsible for:
– Analyzing & managing financial data to generate reports & gain insight into profitability
– Routine data entry
– Corresponding with clients and vendors
– Coordinating workflow and communication networks for team
– Inventory management
– Production management
– Conducting industry research and generating reports
– Managing A/R & A/P

Overall I am very adaptable, coachable, and experienced working independently & in cross functional teams. I am highly motivated & solution oriented, capable of creative problem solving & flexible planning. I am advanced in Excel, Word, PPT, QuickBooks, Ariba, ERP & CRM software; overall adept in software systems. I excel with professional verbal & written communication, possess a high EQ and have 6+ years of customer service.


Professional area



Education

August 2016-December 2019 Bachelors in Economics and Business Administration @ Westmont College

Minor in Sociology


Experience

August 2023 - Present Accounting Assistant @ Chris Nelson & Associates, Inc.

Generates cashflow though efficient invoice production & management of aging AR balances

Created/manages tracking systems & utilizes ERP/CRM software to maintain organization related to budgets & milestones for dozens of civil engineering, land surveying, & land planning projects

Provides excellent customer service to our valued clients & cross-collaborates with various departments

March 2020 - August 2023 Project Manager @ Tumbeler Cookies / Cookie Goddess

Analyzed & managed financial data to generate reports & gain insight into profitability

Managed accounts payable & receivable, assisted with quarterly filings & SBA grant research

Conducted industry research & collaborated to construct new projects, expanding market reach

November 2022 – April 2023 Commercial Accounts Billing Clerk @ Boot Barn - SSC

Consistently achieved 135% quota attainment on a routine weekly basis through ERP utilization

Conducted analysis, management, & integration of live, nation-wide purchase data

Liaised with customers & store personnel daily to resolve billing issues and inquiries

March 2021 – November 2022 Circle Hook Fish Co. @ Assistant General Manager

Engaged with customers & seamlessly adapted to various requests in a fast-paced environment

Coordinated a cohesive workflow & communication network facilitating operational success

Practiced creative problem-solving skills to assist with the company’s growth – 2021 Employee of the Year

January 2020 – March 2021 Operations Manager @ Fermentation Farm

Managed inventory production, organization, & ordering to enable increased product turnover

Oversaw weekly task scheduling to optimize production possibilities, exercised flexibility when faced with staffing obstacles related to the COVID-19 pandemic

Practiced effective communication with customers & vendors, improving client relations


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