Beth Dunn
Beaufort,SC
Summary
Dynamic Finance Manager with a proven track record at Century Club Charities, Inc., excelling in financial management and customer relationship development. Spearheaded successful audits and optimized cash flow, enhancing organizational growth. Skilled in QuickBooks and committed to fostering strong partnerships, ensuring compliance and driving strategic decision-making.
Overview
31
31
years of professional experience
Work History
Finance Manager
Century Club Charities, Inc.
04.2017 - Current
- Developed and implemented financial strategies to optimize cash flow and enhance organizational growth.
- Conducted comprehensive risk assessments to identify potential financial vulnerabilities and mitigate risks.
- Managed annual budgeting processes, ensuring alignment with organizational objectives and resource allocation.
- Evaluated financial performance through detailed reporting and variance analysis, supporting informed decision-making.
- Handled accounts payable and receivable functions, ensuring timely payment processing and collection efforts.
- Processed payroll for employees and reported payroll taxes for organization.
- Processed vendor payments, invoices and account statements.
- Established solid relationships with external partners including banks, auditors, vendors, and clients to support business objectives.
- Supported year-end audits by preparing physical and digital records for review.
- Spearheaded successful financial audits by maintaining accurate records and documentation.
- Reconciled balance sheets and income statements each month.
- Developed comprehensive financial reports for senior leadership, facilitating informed decisionmaking.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Utilized financial software to prepare consolidated financial statements.
Associate Broker
Guerrant Real Estate
02.1995 - 12.2011
- Enhanced client satisfaction by providing exceptional customer service and addressing inquiries promptly.
- Continually updated marketing materials to maintain a compelling brand image that attracted new clients and retained existing ones effectively.
- Conducted thorough property evaluations to provide accurate pricing recommendations to clients based on market trends and property condition.
- Provided comprehensive training for new associates, fostering a supportive learning environment that encouraged growth within the company.
- Improved overall client experience by proactively addressing issues throughout transactions, resulting in high levels of satisfaction from start to finish.
- Successfully closed deals in a timely manner by facilitating smooth communication between parties involved in transactions while minimizing delays or complications.
- Developed strong relationships with clients through regular communication, understanding their needs, and offering suitable solutions.
- Achieved consistent sales targets through diligent prospecting efforts combined with strong negotiation skills and market knowledge.
- Communicated effectively with all stakeholders and team players to keep everyone well-informed.
- Collaborated closely with other brokers, creating a productive work environment that fostered teamwork and shared knowledge.
- Assisted clients in negotiating contracts for optimal results, ensuring their interests were protected throughout the process.
- Expanded referral network by attending industry events, building professional relationships with fellow brokers and agents, leading to increased business opportunities.
- Researched customer issues to find effective solutions.
- Coordinated property showings and open houses effectively, ensuring a seamless process for clients and potential buyers or tenants.
- Maximized profits for both sellers and buyers through expert negotiation tactics that led to mutually beneficial agreements.
- Ensured compliance with real estate regulations by staying up-to-date on industry changes and maintaining accurate records for all transactions.
- Monitored market trends regularly to stay informed about current conditions and advise clients accordingly for strategic decision-making purposes.
- Proofed documents for grammar errors and to check accuracy of details.
- Handled daily duties for out-of-office agents, carefully maintaining business standards and quality levels.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Arranged for inspections and surveys of sold properties.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Prepared contracts and related documentation according to strict standards.
- Helped clients navigate transactions, complete paperwork and finalize sales or purchases.
- Compared properties possessing similar features to determine competitive market prices.
- Advocated for client needs and obtained desired considerations for sales and purchases.
- Evaluated properties for potential salability and pricing.
- Set up virtual home tours, in-person visits, and open houses for properties.
- Negotiated real estate contracts to navigate transactions between buyers and sellers.
- Generated leads and qualified prospects, facilitating smooth property transactions.
- Monitored contract execution to verify complete fulfillment of terms.
- Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
- Appraised property values and assessed buyer income to determine feasibility of offer success.
- Coordinated rental agreements for rental properties, keeping occupancy high and helping renters find suitable spaces.
Education
Bachelor of Science - Apparel Merchandising
Indiana University
Bloomington, INSkills
- Financial budget forecasting
- Financial budgeting
- Customer satisfaction
- Internal controls
- Financial management
- Customer relationship development
- Regulatory adherence
- Experienced with QuickBooks software
- Operational reporting
- Willing to learn
- Typing and 10-key entry
- Community networking
- Sales support
- Financial audits
- Relationship building
- Financial reporting
- Customer service
- Accounting management
- Sales professional
- Financial administration
- Fraud prevention
- Know your customer
- Client relationship management
- Cash handling expertise
Timeline
Finance Manager
Century Club Charities, Inc.
04.2017 - Current
Associate Broker
Guerrant Real Estate
02.1995 - 12.2011
Bachelor of Science - Apparel Merchandising
Indiana University