Cassidy Kirkham

Versatile Payroll Accountant | Client Support and Onboarding Pro

Location
United States
Desired Salary
Unspecified
Work preference
Full Time
Status
Actively looking
Field / Industry
Finance & Accounting
Relocation: No
Notice Period: Immediate

This user has not passed any tests yet

English -

About Me

With 13 years of expertise in client services, account management, and accounting, I have excelled as a results-driven powerhouse in film accounting for over 3 years. As a seasoned account manager, I bring extensive documentation and tech writing experience, mastery in finance operations, and a focus on building lasting relationships. Tech-savvy and eager to learn more, I am ready to bring this dynamic skill set to your team for a real impact.

Skills

Communication SkillsSalesforceCustomer SuccessJiraFlexibilityOnboardingAccountingDetail OrientedGoogle SuiteZendeskAsanaBank ReconciliationActive Listening

Education

Weber State University
2010 - 2016

Partially completed

Studied Forensic Science and Chemistry

Experience

Payroll & AP Accountant @ Film production
2018 - 2023

- Handled processing of start paperwork and weekly payroll within appropriate deadlines
- Created, audited, and submitted end of project payroll registers for studio review
- Cooperated with unions (SAG, DGA, and IATSE) to ensure accurate time keeping and benefit compensation
- Worked directly with production accountant and controller on studio and tax incentive audit
- Created and implemented policies and procedures in order to effectively transition project between studios
- Resolved complex, high priority issues while maintaining existing workload.
- Processed AP and purchase order entry in an accurate and timely manner
- Managed Per Diem distribution for cast and crew, Petty Cash advances and envelopes, and P-card accounts
- Created and input journal entries
- Maintained accurate record keeping on a physical and digital level within both AP and payroll capacities

Onboarding Specialist @ Thumbtack
2019 - 2021

- Aligned customer goals with tailored support through education, coaching, and 1:1 consultations
- Led Pro onboarding, ensuring smooth transitions and effective handoffs to other teams
- Improved cross-functional processes, specifically hand-offs with Sales
- Delivered a premium "white glove" experience to new Pros, sharing extensive knowledge
- Proactively addressed customer health issues, minimizing churn and prioritizing growth
- Developed and executed strategic account and action plans

Onboarding Specialist @ Peak Payment Solutions
2016 - 2019

- Ensured compliance with state and federal agencies for company policies and billing procedures
- Transformed and migrated membership data accurately
- Analyzed financial and membership data, providing insights for current and future growth
- Authored, implemented, and maintained standardized onboarding processes
- Successfully onboarded new businesses, creating revenue growth opportunities
- Supported development team with troubleshooting and testing
- Managed projects from inception to completion and was responsible for appropriate delegation amongst team

Expert Support Representative @ ExpertVoice
2017 - 2018

- Efficiently handled high-volume phone, chat, and email inquiries
- Consistently exceeded quarterly goals for resolution and satisfaction
- Implemented staggered scheduling system for improved workload management
- Provided proactive and seamless customer support, ensuring satisfaction
- Enforced compliance with company and client order guidelines

Account Manager @ National Fitness Financial Systems
2006 - 2016

- Built and maintained relationships with book of business (80-150 clients)
- Managed documentation team of three and created client contracts based on state specific billing statutes and policies
- Subject matter expert in software application and financial health reporting
- Trained clients based on knowledge and best practices
- Authored Knowledge base for in-house and external training

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