ANGELA ELLIS
Mount Pleasant,SC
Summary
Detail-oriented Accounting and Financial Operations professional with 26+ years of experience in financial services. Expertise includes account reconciliation, general ledger support, cash management, financial reporting, transaction research, and regulatory compliance. Proven ability to investigate discrepancies, prepare accurate financial records, resolve exceptions, and support financial operations with exceptional accuracy and attention to detail.
Overview
1
1
Certification
28
28
years of professional experience
Work History
Branch Manager
Axcess Financial
Mount Pleasant, SC
01.2008 - Current
- Managed financial and operational activities for a high-volume financial services branch, overseeing more than $1.5 million in annual loan originations and daily branch operations.
- Reconciled $50,000+ in daily cash, vault funds, bank deposits, and financial accounts, consistently maintaining 100% balancing accuracy.
- Research and resolve account discrepancies, transaction exceptions, and balancing issues.
- Prepared 50+ daily, weekly, and monthly financial, operational, and compliance reports annually to support management decision-making.
- Supported general ledger balancing for multiple financial accounts, maintaining accurate records and completing reconciliations within established deadlines.
- Conducted monthly internal audits and monthly compliance reviews, contributing to 100% audit readiness and successful audit outcomes.
- Partner with internal departments to resolve complex financial issues.
- Partnered with accounting, operations, underwriting, and customer support teams to resolve complex financial and customer account issues as needed, improving processing efficiency and customer satisfaction.
Dual Branch Manager
Axcess Financial
Charleston, SC
01.2005 - 01.2008
- Oversaw financial operations for two branch locations, ensuring accurate financial reporting, regulatory compliance, and operational efficiency.
- Performed account reconciliations, bank reconciliations, and cash balancing for high-volume financial transactions, consistently achieving 100% balancing accuracy.
- Prepared financial reports, monitored branch performance, and supported budgeting and financial planning initiatives.
- Investigated and resolved account discrepancies while maintaining strong internal controls and compliance with company policies.
Branch Manager
Axcess Financial
Mount Pleasant, SC
01.1999 - 01.2005
- Managed daily financial operations, customer accounts, and high-volume financial transactions in compliance with company policies and regulatory requirements.
- Processed large-dollar check cashing and domestic and international money transfers while ensuring compliance with BSA, AML, OFAC, and CIP requirements.
- Reconciled daily cash, vault funds, bank deposits, and financial transactions, maintaining 100% balancing accuracy.
- Prepared daily, weekly, and monthly financial and operational reports to support management and regulatory compliance.
- Maintained accurate financial records, internal controls, and audit-ready documentation.
- Researched and resolved account discrepancies to ensure accurate financial reporting and operational efficiency.
Education
High School Diploma -
Wando High School
Mount Pleasant, SC06.1999
Skills
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Oracle
- Salesforce
- Workday
- Microsoft Outlook
- Adobe Acrobat Pro (PDF editing)
- Microsoft Teams
- SharePoint
Certification
- Lean Six Sigma Green Belt
- Grant Writing Certificate – In Progress
Timeline
Branch Manager
Axcess Financial
01.2008 - Current
Dual Branch Manager
Axcess Financial
01.2005 - 01.2008
Branch Manager
Axcess Financial
01.1999 - 01.2005
High School Diploma -
Wando High School
Accounting & Financial Skills
- General Ledger Reconciliation
- Account Reconciliation
- Journal Entries
- Financial Reporting
- Financial Analysis
- Bank Reconciliation
- Cash Reconciliation
- Cash Management
- Budget Monitoring
- Account Analysis
- Transaction Research
- Exception Resolution
- Internal Controls
- Regulatory Compliance
- Audit Support
- General Ledger Maintenance
- Month-End Close
- Budget Reconciliation