Results-oriented finance professional with substantial experience in trust accounting. Adept at managing complex financial transactions and ensuring legal compliance. Known for strong team collaboration and adaptability to changing needs, with expertise in financial analysis and regulatory adherence. Utilizes knowledge of accounting software and financial regulations to streamline processes.
Overview
9
9
years of professional experience
Work History
Client Trust Accountant
Creative Artists Agency, LLC (CAA)
07.2022 - 04.2025
Created reports for management to analyze financial data.
Reduced errors in talent payments through meticulous attention to detail and thorough contract analysis.
Assisted in the onboarding process for new trust clients, gathering necessary documentation and setting up accounts.
Generate client statements/buyer and commission invoices
Monitored outstanding balances, following up on overdue payments to minimize loss or delay in revenue collection.
Investigate held checks/wires located in the cash receipt register that are due for processing
Performed month end close tasks for Accounts Receivable - Publishing department revenue.
Assisted with audits related to trusts; provided documentation and addressed any concerns raised by auditors.
Maintained detailed records of over 300 trust account transactions, ensuring accuracy and transparency in financial reporting.
Coordinated with third-party vendors for outsourced trust services, maintaining positive working relationships and ensuring high-quality deliverables.
Contributed to a collaborative team environment by sharing knowledge, ideas, and expertise among colleagues in the Trust Accounting department.
Streamlined trust accounting processes for increased efficiency and reduced errors.
Ensured the timely distribution of funds to clients, beneficiaries, and third-party participants according to trust agreements.
Facilitated smooth transitions during mergers or acquisitions involving clients'' trusts, ensuring continuity of service and minimal disruptions to account operations.
Talent Payment Coordinator
ICM PARTNERS
08.2021 - 07.2022
Effectively coordinated and managed high-volume of client payments across various departments (Motion Picture, TV, Music, Theatre, Speakers, etc.).
Successfully identified checks and ensured timely disbursements to clients while facing challenges with delivery throughout the pandemic.
Assisted with day-to-day operations including invoicing, working efficiently and productively with all team members.
Proved successful working within tight deadlines and a fast-paced environment.
Learned and adapted quickly to new technology and software applications.
Increased accuracy in payment processing through meticulous attention to detail and thorough data entry.
Distributed monthly commission invoices to high profile media clients.
Talent Payment Coordinator
Marvel Entertainment, LLC
08.2018 - 09.2020
Used database to research past/present comics, trades, and films to successfully process payments
Performed month end closing of books by tracking any and all non-systemic payments made to freelancers.
Paid high attention to detail when compiling vendor forms.
Ran the entire digital incentive payment process from talent entry to processing file to accounts payable reports.
Meticulously maintained database integrity by regularly updating information about talents'' contact details, payment terms preferences changes over time.
Collaborated with the finance team to resolve any disputes or discrepancies involving talent payments in a timely manner.
Ensured timely payments to artists by coordinating with finance departments and managing invoicing procedures.
Improved interdepartmental communication by acting as a liaison between talent management, payroll, and accounting teams.
Participated in industry events to stay informed on changing regulations and market trends, allowing for proactive adjustments to company procedures as needed.
Supported the onboarding process for new talent by ensuring all necessary payment-related paperwork was completed accurately and efficiently.
Managed a high volume of talent payment transactions with precision, balancing speed and accuracy to ensure minimal processing delays.
Customer Service Representative
TD BANK
12.2017 - 07.2018
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Assessed customers' needs through active listening skills and with empathy to determine opportunities and deepen customer relationships.
Developed strong product knowledge to provide informed recommendations based on individual customer needs leading to higher retention rates and positive feedback from clients.
Assisted clients with reviews of personal/business accounts to ensure accuracy of debits and credits.
Tracked performance metrics of the bank's sales plans and presented helpful insight to the team.