Anne Christie Saint Surin
Financial Analyst | Experience Across Reporting, Reconciliation & Analysis
Philadelphia,PA
Summary
Detail-oriented finance professional with 2+ years in budgeting, financial reporting, and data analysis. Expertise in Excel, financial modeling, and transaction reconciliation.
Overview
3
3
Languages
3
3
years of professional experience
Work History
Accounts Receivable Coordinator
Closet Factory
01.2026 - Current
- Processed customer payments via wire transfers, credit cards, cash, ACH, and other methods ensuring accuracy and timeliness
- Reconciled accounts receivable and payment platforms including Stripe and bank transactions using Excel formulas and data analysis techniques
- Resolved payment discrepancies including refunds, returned payments, overpayments, and chargebacks, ensuring accurate financial records
- Acted as primary accounting contact for customer payment inquiries and account issues, strengthening client relationships
- Processed customer financing applications through Synchrony, facilitating sales and order processing
- Converted sales leads into customer orders while ensuring accurate order entry and documentation
Accounting and Financial Coordinator
Tafa Mi Soleil LLC
01.2024 - 12.2025
- Reconciled financial records to support consistent ledger accuracy and timely month-end reporting.
- Monitored budget activity and flagged discrepancies for prompt correction and follow-up.
- Prepared payment schedules and maintained organized documentation for audit readiness.
- Coordinated accounts payable and receivable tasks, ensuring accurate invoice processing and payment tracking.
Education
Bachelor's degree - Finance
Tamkang University
New Taipei06-2024
Certificate - Chinese language
National Central University
Taoyuan08-2020
Financial Planning And Analysis -
Corporate Finance Institute
05.2001 -
Skills
- Excel formulas
- Accounts receivable
- Financial data reconciliation
- Data analysis skills
- Financial reporting
- Financial analysis
- Budgeting
- Forecasting
- Client relationship management
- Critical thinking
- Organizational skills
- Effective communication
Awards
MOFA Taiwan scholarship for excellence, June 2019
Timeline
Accounts Receivable Coordinator
Closet Factory
01.2026 - Current
Accounting and Financial Coordinator
Tafa Mi Soleil LLC
01.2024 - 12.2025
Financial Planning And Analysis -
Corporate Finance Institute
05.2001 -
Certificate - Chinese language
National Central University
Bachelor's degree - Finance
Tamkang University