Summary
Overview
Work History
Education
Skills
Timeline
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Brandi Culbreth

Atlanta,GA

Summary

Results-driven Account Analyst experienced in finance and accounting support, account balancing and reconciliation. Well-versed in producing reports, evaluating department operations and handling month-and year-end closings. Meticulous, conscientious and methodical in approach.

Overview

6
6
years of professional experience

Work History

Reconciliation & Account Analyst

TMI Trust Company
03.2023 - Current
  • · Perform daily net settlement, balancing and reconciliation of operating and sweep cash accounts.
  • · Balance and reconcile institutional and held-away assets.
  • · Oversee daily net settlement with financial institutions to ensure disbursements to clients are completed timely and accurately
  • · Balance and reconcile cash activity and asset positions with master custodian records.
  • · Manage idle funds to ensure a positive rate of return.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.

Operations Advisor

Delta Community Credit Union
10.2019 - 02.2023
  • · Managed multiple back-office departments concurrently to ensure compliance with established procedures & regulations.
  • · Assisted in streamlining departmental workflow, resulting in a 25% reduction of errors and improved accuracy. Facilitated process optimization of daily core operations, improving efficiency by 30%.
  • · Streamlined the process by automating manual tasks using technology tools and resources, increasing accuracy and reducing time spent on balancing ATMs by 30%.
  • · Monitored daily ATM Balancing of a fleet of 61 ATMs, ensuring accuracy & compliance with industry regulations.
  • · Processed monthly journal voucher entries totaling $3M, ensuring accuracy and compliance with applicable accounting standards.

Member Care Agent

Delta Community Credit Union
04.2018 - 10.2019
  • · Handled over 500 member inquiries daily, responding with accurate account information & providing solutions to resolve complex issues in timely manner.
  • · Initiated 150+ customer referrals per month, resulting in a 20% increase of new accounts opened annually. Aid the Assistant Manager(s) in completion of regularly recurring or special projects on an as needed basis.
  • · Managed deposits, loan, and other ancillary product operations with a 99.7% accuracy rate across all areas of the organization.
  • Delivered customized coaching sessions for 50 team members to enhance performance and increase overall productivity by 30%.

Customer Service Representatives

Dekalb County Utility Operations
01.2018 - 04.2018
  • · Accurately entered 3,000+ customer records into the computer system per month, ensuring data accuracy and quality control.
  • · Utilized multiple computer systems to efficiently enter data of over 10,000 new utility customers and accurately process changes for existing customers.
  • · Collaborated with field personnel & billing units to ensure timely resolution of customer inquiries, resulting in an 80% reduction in complaints.

Education

Bachelor of Arts - Bachelor of Business Administration

Belhaven University
Jackson, MS
05.2021

Skills

  • Balance Reconciliations
  • Bill Payment and Recordkeeping
  • Account Reconciliation
  • Reviewing Account Records
  • Customer Inquiries
  • Account Documentation
  • Data Entry and 10-Key
  • Complex Problem-Solving
  • MS Excel

Timeline

Reconciliation & Account Analyst

TMI Trust Company
03.2023 - Current

Operations Advisor

Delta Community Credit Union
10.2019 - 02.2023

Member Care Agent

Delta Community Credit Union
04.2018 - 10.2019

Customer Service Representatives

Dekalb County Utility Operations
01.2018 - 04.2018

Bachelor of Arts - Bachelor of Business Administration

Belhaven University

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