Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Ashley Mattingly

Brandenburg,KY

Summary

Experienced Senior Associate driven to optimize processes and streamline operations for team efficiency. Decisive leader with an analytical and flexible approach to solving problems.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Client Service Coordinator

Cherry Bekaert Advisory LLC
09.2022 - Current
  • Enhanced team performance by implementing effective project management strategies and providing consistent guidance.
  • Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
  • Increased client satisfaction through thorough analysis of project requirements and delivering high-quality results.
  • Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
  • Played a pivotal role in securing new business opportunities.
  • Optimized resource allocation by closely monitoring budgets and adjusting as needed to ensure financial goals were met.
  • Mentored junior associates, fostering professional growth and helping them reach their full potential.
  • Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
  • Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
  • Championed best practices in quality assurance, consistently delivering error-free work products that exceeded client expectations.
  • Prepare and submit data for monthly closing periods, including but not limited to pulling and reconciling bank
    statements and credit card statements.
  • Pull and import payroll data for businesses.
  • Broad knowledge and daily use of Intacct, Alliance, Kronos, Paycor, Accounting CS and Advanced Payroll Services software.
  • Process and review monthly sales tax filing and payments.
  • Process quarterly modified business and occupation tax.
  • Process quarterly and year-end payroll tax returns.
  • Process and review preparation for 1099 filing.
  • Daily use of Microsoft Word, Excel, and
    Outlook.
  • Assisted in the implementation of a new time saving software, Plate IQ.
  • Obtain W-9 forms for all accounts payable businesses.

Customer Service Representative

The Cecilian Bank
05.2021 - 09.2022
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Streamlined incoming calls for improved efficiency and customer satisfaction.
  • Opened all new accounts for new and existing customers, ensuring privacy and satisfaction in the process.
  • Advised customers regarding account and investment options.
  • Implemented and organized team building exercises within the company, including but not limited to secret gift exchange, team lunches, and monthly company-wide games, effectively boosting morale.
  • Worked with customers to reactivate dormant accounts.
  • Attended fundraising and chamber events to positively represent the company.
  • Assumed the Public Relations role, visiting other businesses and providing information regarding our company.
  • Assisted customers with entry into lockboxes, as well as performed monthly audits on unclaimed lockboxes. Maintained contracts on all purchased lockboxes.
  • Maintained up to date legal knowledge regarding account access in events of death.
  • Assisted and worked with police departments in events of fraudulent charges.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Assisted customers in navigating company website, improving overall user experience.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Exceeded performance metrics consistently, earning recognition as a top performer within the team.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.

Accounting Services Senior Associate

MCM CPAs & Advisors
01.2018 - 05.2021
  • Enhanced team performance by implementing effective project management strategies and providing consistent guidance.
  • Process and reviewed 11 clients payroll.
  • Pulled and reconciled bank statements and credit card statements.
  • Pulled and imported payroll data for 6 businesses.
  • Processed and reviewed monthly sales tax filing and payments for 12 businesses in 7 different states.
  • Process quarterly modified business tax for businesses.
  • Updated payroll software according to employee open enrollment selections.
  • Obtain and update payroll software according to employee W-4 form.
  • Assigned tasks to lower-level personnel based on qualifications and skills set.
  • Worked varied hours to meet seasonal and business needs.
  • Managed customer relations through communication and helpful interactions.
  • Train new employees on processing accounts payable, sales tax, tax payments, and Plate IQ
    software.
  • Required to meet multiple weekly, monthly, quarterly, and annual deadlines.
  • Able to effectively multi-task and meet various demands.
  • Excellent time management skills.
  • Recognized for going above and beyond and working extra when needed for the firm.

Bookkeeping Assistant Supervisor

Meade County Bank
05.2007 - 01.2018
  • Streamlined bookkeeping processes by implementing efficient accounting software and procedures.
  • Improved financial reporting accuracy with meticulous data entry and reconciliation tasks.
  • Reduced errors in financial records by conducting thorough audits and identifying discrepancies.
  • Enhanced team productivity through effective collaboration on various bookkeeping projects.
  • Assist customers in person and by phone.
  • Assist in training new personnel as well as new Supervisors.
  • Manage and disperse quarterly payouts for stock holder investments.
  • Balance various accounts.
  • Aid personnel within other branch locations regarding any issues that may arise.
  • Managed drive thru tellers and assist as needed.
  • In charge of daily reporting of ATM as well as
    weekly balancing.
  • Balance teller drawers minimum of twice daily.
  • Oversaw conversion of new telephone system as well as
    trained all personnel.
  • Order office supplies as needed.

Education

No Degree - General Education

Elizabethtown Community And Technical College
Elizabethtown, KY

High School Diploma -

Meade County High School
Brandenburg, KY
05.2008

Skills

  • Training and Mentoring
  • Inter-Department Collaboration
  • Proficient in Intacct
  • Customer Relations
  • Account Management
  • Team collaboration
  • Skilled in conflict resolution
  • Strong computer skills
  • Leadership skills

Accomplishments

  • Achieved Sage Intacct Accounting Specialist Certification.

Certification

  • Passed the Mastering Inventory, Mastering Adjusting Entries, and Mastering Internal Controls and Fraud Prevention Certified Bookkeeper Exams.

Timeline

Client Service Coordinator

Cherry Bekaert Advisory LLC
09.2022 - Current

Customer Service Representative

The Cecilian Bank
05.2021 - 09.2022

Accounting Services Senior Associate

MCM CPAs & Advisors
01.2018 - 05.2021

Bookkeeping Assistant Supervisor

Meade County Bank
05.2007 - 01.2018

No Degree - General Education

Elizabethtown Community And Technical College

High School Diploma -

Meade County High School
  • Passed the Mastering Inventory, Mastering Adjusting Entries, and Mastering Internal Controls and Fraud Prevention Certified Bookkeeper Exams.
Ashley Mattingly