Brooke Harlan
Lubbock
Summary
Adept at financial reporting and bank reconciliation, I significantly reduced account discrepancies at Next Home Realty. My expertise in Microsoft Excel and my ability to foster strong client relationships have been pivotal in driving financial accuracy and enhancing customer satisfaction. I excel in both analytical and interpersonal skills, ensuring streamlined financial operations and robust client rapport.
Overview
6
6
years of professional experience
Work History
Finance Assistant
Next Home Realty
01.2023 - Current
- Supported the finance team by processing invoices and expense claims promptly and accurately.
- Helped reconcile bank statements and accounts and maintain accuracy and current records.
- Assisted with preparation of monthly financial statements and reports to inform management.
- Supported year-end closing activities, ensuring all transactions were properly recorded before the start of the new fiscal year.
- Minimized risk of errors by accurately processing invoices, payments and other financial transactions.
- Processed daily financial transactions in support of finance team objectives.
- Assisted in budget preparation for streamlined financial planning and forecasting.
- Collaborated effectively with cross-functional teams to resolve any financial discrepancies or irregularities.
- Maintained confidentiality of sensitive financial information, safeguarding both company data and client privacy.
- Reduced discrepancies in accounts receivable by closely monitoring customer payments and following up on overdue balances.
Sales Associate
Gainiac Nutrition
02.2019 - 12.2024
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Sales Manager
Tru Fit
06.2023 - 11.2024
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Education
Associate In Physical Therapy - Sports Medicine
South Plains College
Levelland, TX08.2022
High School Diploma -
Southcrest Christian School
Lubbock, TX05.2017
Skills
- Microsoft Excel
- Accounts receivable
- Proficient in software
- Accounting principles
- Bank reconciliation
- Record preparation
- Data analysis
- Coaching and training
- Invoice processing
- Tax preparation
- Financial record keeping
- Skilled in software
- Financial reporting
- Telephone etiquette
- Cash flow management
- Monthly reporting
- Payroll
- Invoicing procedures
- Document workflow
- Cash management
- Inventory tracking
- Investment analysis
- Staff coordination
Languages
Spanish
Professional Working
Timeline
Sales Manager
Tru Fit
06.2023 - 11.2024
Finance Assistant
Next Home Realty
01.2023 - Current
Sales Associate
Gainiac Nutrition
02.2019 - 12.2024
Associate In Physical Therapy - Sports Medicine
South Plains College
High School Diploma -
Southcrest Christian School
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