Experienced Accounting Assistant and Corporate Auditor with a solid background in financial and inventory auditing. Demonstrated leadership in customer service. Expertise in ensuring accurate financial reporting, assessing inventory risks, and maintaining regulatory compliance. Proficient in account reconciliation, data analysis, and report creation. Consistently identifies opportunities for process improvements. Recognized for being diligent and detail-oriented. Proven track record of integrity and reliability.
Overview
29
29
years of professional experience
Work History
Accounting Assistant - Corporate Auditor
BigFish Automation & JellyFish Lighting
01.2022 - Current
Managed core accounting functions, including processing financial transactions, auditing expenses, and reconciling accounts, ensuring accuracy and timeliness
Developed and maintained budgets, forecasts, and depreciation schedules.
Oversaw inventory and asset management, shipping, and order fulfillment across seven locations.
Implemented and enforced accounting standards (GAAP), contributing to consistent and accurate monthly closes.
Corporate Auditor title change, with expanded responsibilities in 2024.
Conducted comprehensive financial and inventory audits, ensuring compliance with GAAP and internal control standards.
Performed detailed inventory audits, verifying accuracy and identifying discrepancies between physical counts and system records.
Analyzed financial data and identified discrepancies.
Evaluated internal control systems and recommended improvements to enhance financial and inventory reporting accuracy.
Sr. Client Services Manager, Program Delivery for Automotive Industry
Convergys Corporation
01.2008 - 01.2010
Successfully lead a large and complex global operations team comprising 15 separate sub-programs that span 4 geographies in multiple sites managing specialty groups, B2B data entry work, outbound calling, and inbound bi-lingual customer care support.
This team has consistently met and exceeded client service levels around customer satisfaction, NPS, FCR, AHT, and quality.
Developed and maintained strong client relationships based on credibility and high integrity, partnering to drive strategic business decisions with strong customer experience, balanced with profit improvement opportunities.
Successfully transforming the client's business through innovative strategies, effectively driving efficiencies leading to their highest ranking in customer satisfaction.
Client Services Manager, Program Delivery for Financial Services
Convergys Corporation
01.2007 - 01.2008
Supported the financial services vertical in driving results & consistency with Convergys Global Operating Standards, Metrics that Matter, Client Commitment, and Employee Satisfaction
Identified, gathered, and shared best practices across the vertical including performance enhancement, attrition management, compliance alignment, attendance & shrinkage focus, and improving client revenue generation
Sr. Assistant to Client Services, Program Delivery for Financial Services
Convergys Corporation
01.1998 - 01.2007
Successful collaboration with internal operating groups to manage client expectations and contractual metrics
Coordinate problem resolution and process improvements across operations, training, and quality
Responsible for reporting operational metrics, timekeeping, payroll, background checks, collecting personal information, verifying and reconciling billing and revenue transactions
Clerical/Human Resources/Accounting for Technology Services
Convergys Corporation
01.1996 - 01.1998
Human resources, timekeeping, payroll, volunteer for charitable organizations and data entry.
Education
Diploma -
Taylorsville High School
Taylorsville, UT
06.1997
Skills
Financial Management Accounting
Accounts Payable Oversight
Comprehensive Financial Reconciliation
Accounts Receivable Oversight
Proven Leadership Background
Expense Budget Administration
Audit Process Management
Month-End and Year-End Reporting
Accomplishments
Achieved financial and physical audit compliance within three months by implementing work flow changes and tracking software.
Executed on-time close schedule from September 2022 - present.
Transitioned a team of 27 specialty customer service representatives into an award winning call center with over 330 employees.
Coached a leadership team who consistently outperformed the competition.
Interests
I enjoy hobbies that combine physical activity with outdoor exploration, like hiking and stand-up paddleboarding I love Utah and the endless exploring opportunities it provides
I've taught kickboxing and weight lifting I still incorporate both in my life for my physical health with mental wellness
My continued effort and passion for personal growth I take care of myself by pursuing my personal interests, reading, exploring new health modalities, and prioritizing my mental, physical and emotional wellness Supporting others on their individual journey is equally important to me
Timeline
Accounting Assistant - Corporate Auditor
BigFish Automation & JellyFish Lighting
01.2022 - Current
Sr. Client Services Manager, Program Delivery for Automotive Industry
Convergys Corporation
01.2008 - 01.2010
Client Services Manager, Program Delivery for Financial Services
Convergys Corporation
01.2007 - 01.2008
Sr. Assistant to Client Services, Program Delivery for Financial Services
Convergys Corporation
01.1998 - 01.2007
Clerical/Human Resources/Accounting for Technology Services