Cassidy Kirkham

# Versatile Payroll Accountant | Client Support and Onboarding Pro

Location United StatesDesired Salary UnspecifiedWork preference Full TimeLinks Status   Actively looking Field / Industry Finance & Accounting

* SharePreferences:Relocation: NoNotice Period: ImmediateSkill Assessments:This user has not passed any tests yet

Languages:  English -

Report
[Overview](#overview)
* [Portfolio](#portfolio)

## 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 Skills](https://jobicy.com/talent/communication-skills.md)[Salesforce](https://jobicy.com/talent/salesforce.md)[Customer Success](https://jobicy.com/talent/customer-success.md)[Jira](https://jobicy.com/talent/jira.md)[Flexibility](https://jobicy.com/talent/flexibility.md)[Onboarding](https://jobicy.com/talent/onboarding.md)[Accounting](https://jobicy.com/talent/accounting.md)[Detail Oriented](https://jobicy.com/talent/detail-oriented.md)[Google Suite](https://jobicy.com/talent/google-suite.md)[Zendesk](https://jobicy.com/talent/zendesk.md)[Asana](https://jobicy.com/talent/asana.md)[Bank Reconciliation](https://jobicy.com/talent/bank-reconciliation.md)[Active Listening](https://jobicy.com/talent/active-listening.md)

## 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

## Education

Weber State University  2010 - 2016  Partially completed

Studied Forensic Science and Chemistry

Portfolio not available.