Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

CELESTE CARTER

Oklahoma

Summary

Meticulous advisor with advanced accounting, mathematical and software experience. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent and focused professional.

Overview

6
6
years of professional experience

Work History

Service Advisor

Group 1 Automotive
06.2022 - Current
  • Interpreted diagnostic results to provide accurate repair recommendations.
  • Educated customers regarding regular maintenance protocols to preserve vehicle condition.
  • Handled customer issues with confidence, using complex problem solving to provide effective resolution.
  • Cross-trained and provided backup support for organizational leadership.
  • Maintained up-to-date knowledge of product and service changes.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.

Financial Advisor

Motor 1 Auto Group
03.2020 - 06.2022
  • Monitored and updated financial plans to comply with client goals.
  • Delivered strategic investment advice for individual and corporate clients.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Assisted clients with budgeting and cash flow management.
  • Studied financial documents to identify potential areas needing improvement.

Financial Accountant

Sams Southern Eatery
07.2018 - 03.2020
  • Contributed to financial and operational risk reduction by evaluating effectiveness of controls and subsystems.
  • Assessed data and information to verify entry, calculation, and billing code accuracy.
  • Identified cost-saving opportunities through thorough budget analysis and expense tracking.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Collected and reported monthly expense variances and explanations.
  • Streamlined payroll processing through automation improvements resulting in reduced errors and increased efficiency.
  • Organized budget documentation and tracked expenses to maintain tight business controls.

Education

Accounting And Computer Science

Oral Roberts University
Tulsa, OK

High School Diploma -

Epic Charter
Oklahoma City, OK
05.2017

Skills

  • Payroll Management
  • CRM Software
  • Financial Analysis
  • Skilled in quickbooks (4 years)
  • B2B Sales
  • Bookkeeping (4 years)
  • Account Management
  • Schedule Management
  • Interpersonal Relations
  • Sales operation
  • Appointment Scheduling

References

Abdalhakim Massarwa: (580) 491-2376  (Former Employer)

Sean Simonz- (469) 500-1650 (Former Employer)

Jazmyne Spears- (918) 571-2036  (Former Co-worker)

Timeline

Service Advisor

Group 1 Automotive
06.2022 - Current

Financial Advisor

Motor 1 Auto Group
03.2020 - 06.2022

Financial Accountant

Sams Southern Eatery
07.2018 - 03.2020

Accounting And Computer Science

Oral Roberts University

High School Diploma -

Epic Charter

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