Cassidy Kirkham
Cassidy Kirkham

Versatile Payroll Accountant | Client Support and Onboarding Pro

Actively looking · Member since 23 Jan 2024
Message
Location
United States
Desired salary
Unspecified
Work preference
Full Time
Experience level
Not set

About

Professional summary

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

13 capabilities

Experience

Career history

Payroll & AP Accountant Film production

- 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

- 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

- 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

- 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

- 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

Education

Learning history

Weber State University

Partially completed

Studied Forensic Science and Chemistry

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