ALEXIS WILSON
West Chester,PA
Summary
Finance graduate from Penn State University with 2 years of hands-on experience in corporate accounting and finance. I bring a strong foundation in financial processes and a practical understanding of industry standards. By combining my education with real-world experience, I am prepared to contribute effectively and continue growing in a corporate environment.
Overview
7
7
years of professional experience
Work History
Accounts Payable Specialist
CMS Logistics
03.2025 - Current
- Processed and paid vendor invoices accurately and on time, ensuring compliance with company policies and payment terms.
- Responded to vendor and internal inquiries via phone and email, resolving invoice discrepancies and payment issues promptly.
- Entered and maintained invoice data using an RMS system and Microsoft Dynamics GP, ensuring accuracy and completeness in financial records.
- Prepared and printed checks for vendor payments, maintaining appropriate documentation and approval workflows.
Operations Associate
Pinnacle Partners Corp.
01.2025 - 03.2025
- Assisted in the monthly payroll cycle, including calculating agent commissions and submitting payroll
- Prepared monthly bank reconciliations and financial reports for internal and external stakeholders
- Supported the preparation of annual tax returns and managed check printing/processing functions
- Completed various ad hoc projects as required, demonstrating flexibility and strong problem-solving skills
Funding and Servicing Specialist
JG Wentworth
08.2023 - 01.2025
- Employee of the Month, November 2024: Recognized for outstanding performance and contributions to team success
- Managed accounts receivable, processed ACH/Wire transfers, and funded/reviewed files
- Experienced in using Microsoft Dynamics GP for financial management, including accounts payable/receivable, transaction recording, and reporting
- Trained new hires and developed streamlined onboarding processes, improving and ensuring a smoother transition for incoming employees
Intern
Tammac Holdings Corporation
05.2022 - 08.2022
- Efficiently carried out various office responsibilities including organization, timely mail delivery, and diligent management of the company email inbox
- Proficiently inputted clients' initial data into the online system while using mathematical skills to determine primary income and supplementary revenue streams
- Assumed responsibility for managing the company's primary email inbox, demonstrating proficiency in organizing, sorting, and distributing crucial emails to respective colleagues
- Utilized Excel to extract and analyze data from the computer system, effectively identifying and rectifying errors in the ongoing loan process procedures
Attendant
Bette's Bounces & Carnival Attractions
06.2021 - 08.2021
- Engaged in attentive supervision of children participating on moon bounces and rides, ensuring their safety and adherence to established rules and guidelines
- Contributed to the sanitation efforts by thoroughly disinfecting moon bounces and rides following their usage
- Demonstrated excellent multitasking abilities by monitoring how many children occupied the moon bounce, ensuring compliance of no chewing gum/food, and promoting appropriate usage of bounces/rides
Customer Service
Christmas Tree Shops
06.2020 - 08.2020
- Demonstrated exceptional efficiency in swiftly processing customer transactions
- Provided valuable assistance to customers by guiding them to desired products or locations within the store
- Exhibited a courteous and empathetic approach when addressing customer concerns, ensuring their issues were promptly resolved with optimal solutions
Customer Service
Tropical Smoothie Cafe
06.2018 - 08.2019
- Collaborated within a team to complete orders quickly, while also paying close attention to detail
- Demonstrated exceptional leadership skills by providing guidance and mentorship to newly hired co-workers
- Proficient in various store tasks including operating the cash register, preparing refreshments/food items, maintaining cleanliness, and handling telephone communications
Education
Bachelor - Finance
The Pennsylvania State University, Smeal College of Business
University Park, PA05.2023
Skills
- Invoice processing
- Microsoft Office 365
- Financial reporting
- Data entry
- Payment processing
- Microsoft Dynamics GP
References
Ryan Brown
CMS Logistics
(610)-716-4673
Mike Monaghan
JG Wentworth
(484)-434-2458
Steve Tomasco
Tammac Holdings Corporation
(888)-226-8929
Extracurricular Activities
Member, Penn State Finance Society, State College, PA
Demonstrated active involvement in the club, actively acquiring knowledge and expertise in various aspects of the finance industry
THON, State College, PA
I had the privilege of participating in a prominent 48 hour dance fundraiser and contributing to the Four Diamonds Foundation, which supports children battling cancer
Timeline
Accounts Payable Specialist
CMS Logistics
03.2025 - Current
Operations Associate
Pinnacle Partners Corp.
01.2025 - 03.2025
Funding and Servicing Specialist
JG Wentworth
08.2023 - 01.2025
Intern
Tammac Holdings Corporation
05.2022 - 08.2022
Attendant
Bette's Bounces & Carnival Attractions
06.2021 - 08.2021
Customer Service
Christmas Tree Shops
06.2020 - 08.2020
Customer Service
Tropical Smoothie Cafe
06.2018 - 08.2019
Bachelor - Finance
The Pennsylvania State University, Smeal College of Business
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