Christi Dunn
Folsom,PA
Summary
Accomplished Accounting Supervisor who has developed several innovative finance tracking and auditing methods. Adept at utilizing personnel properly overseeing the generation of important financial reports and executing custom information requests for departmental managers.
Overview
28
28
years of professional experience
Work History
Self Employed
09.2013 - Current
- Prepare financial statements and analysis for the whole of the company.
- Manage and supervise accounting department employees; responsible for day-to-day supervision and leadership.
- Maintain and oversee all accounting procedures and processes.
- Follow and comply with Generally Accepted Accounting Principles (GAAP) for financial statements.
- Record and research all financial information for analysis.
- Oversee budget reports, preparation of budgets, and analysis of budgets.
- Document and interpret complicated financial information for managers, executives, and C-Suite executives.
- Advise on the procedures and financial management as well as developing policies.
- Oversee financial reports for stockholders, taxes, regulatory agencies, and other financial groups relating to company finance.
- Audit accounting and finance departments.
- Forecast and plans according to fiscal needs.
- Perform bookkeeping for all financial transactions.
- Reconcile and balance all accounts.
- Complete month end closings.
- Present financial statements.
- Analyze financial data and produce financial reports.
- Manage inventory.
- Administer accounts payable and accounts receivable.
- Process employee payroll.
- Calculate and prepare tax payments.
- File tax reports.
- Assist with budget preparation.
- Complete external audit requirements.
- Responsible for accurate changes and set up of employee records consisting of but not limited to; rate changes, 401K allocations, health benefits, life insurance, taxes etc.
- Daily interaction with Accounting and Procurement departments, and corporate office.
- Completion of various requests regarding involuntary deductions i.e. child support payments, levies, garnishments, bankruptcies and wage verification to State and Federal agencies.
- Transmission to various institutions for direct deposits, 401K, taxes, child support and other involuntary deductions as well as daily interaction with institutions regarding confirmation of deposit and issue resolution.
Customer Service
Inspiritec
Philadelphia, PA
10.2022 - 03.2025
- Answer incoming calls from callers for applications and questions.
- Take applications or renewals or refer to correct office in a polite and professional manner.
- Main Job Tasks, Duties and Responsibilities:
- Answer calls
- Handle customer inquiries over the phone
- Take applications and renewals over the phones
- Route calls to appropriate resource
- Document all call information according to standard operating procedures
- Complete call logs
- Provided customer service assistance to guests and employees.
- Provide excellent customer service when interacting with guests.
- Provided superior customer service to all shoppers.
- Managed daily operations of customer service center, including staff scheduling and customer service.
- Adhered to company policies regarding customer service standards.
- Provided customer service assistance as needed.
- Provided customer service support and resolved client inquiries.
- Handled customer service inquiries in an efficient manner while providing excellent customer service.
- Improved customer service wait times to mitigate complaints.
- Provided customer service in a professional manner.
- Identified and resolved customer service issues.
- Resolved escalated customer service inquiries as needed.
- Assisted servers in providing outstanding customer service.
- Provided customer service support to existing national accounts.
- Resolved customer service issues in an efficient manner.
- Assisted with the resolution of customer service issues.
- Provided customer service support when necessary.
Customer Service
Inspiritec
Philadelphia, PA
09.2021 - 10.2022
- Answer incoming calls from customers to take orders, answer inquiries and questions, handle complaints, troubleshoot problems and provide information.
- Main Job Tasks, Duties and Responsibilities:
- Answer calls and respond to emails
- Handle customer inquiries both over the phone and by email
- Research required information using available resources
- Manage and resolve customer complaints
- Provide customers with product and service information
- Enter new customer information into system
- Update existing customer information
- Process orders, forms and applications
- Identify and escalate priority issues
- Route calls to appropriate resource
- Follow up customer calls where necessary
- Document all call information according to standard operating procedures
- Complete call logs
- Produce call reports
Unemployment Specialist Call Center - Team Lead
Inspiritec
Philadelphia, PA
07.2020 - 09.2021
- Work closely with the team, motivating and coaching them.
- Hosting 1-2-1’s and team meetings.
- Keeping up to date with business development and new business issues.
- Reporting to the Customer Service Manager.
- Manage day-to-day line activities, prioritize and make risk/impact assessments within existing processes and procedures towards achieving SLAs.
- Ensure training and development plans are maintained for all team members.
- Use company methodology, team input and own initiative to ensure attendance and retention targets are achieved.
- Manage the fair and consistent application of performance management and disciplinary measures as necessary.
- Support the Operations Manager to highlight operational risks and areas for improvement.
- Lead and inspire a team of sales agents to deliver excellent levels of individual/team performance and customer satisfaction.
- Keep up to date with any industry changes affecting the business and relaying this knowledge back to the team.
- Work with the management team to identify and deliver positive change and business efficiencies.
- Deliver the allocated part of the operation within agreed budgets, service levels and business targets.
- Escalate any appropriate problems to senior management.
- Support the Senior Manager to highlight operational risks and areas for improvement.
- Take escalated calls and interact with the claimants.
- Make call backs and email claimants.
- Weekly/Biweekly./Monthly quality assurance reports on CSR's.
- Take all escalated calls that were possibly needed to be directed to authorities.
Manager Certified Bookkeeper and Payroll Specialist
MB Advisors Bookkeeping
Media, PA
06.2011 - 09.2013
- Prepare financial statements and analysis for the whole of the company.
- Manage and supervise accounting department employees; responsible for day-to-day supervision and leadership.
- Maintain and oversee all accounting procedures and processes.
- Follow and comply with Generally Accepted Accounting Principles (GAAP) for financial statements.
- Record and research all financial information for analysis.
- Oversee budget reports, preparation of budgets, and analysis of budgets.
- Document and interpret complicated financial information for managers, executives, and C-Suite executives.
- Advise on the procedures and financial management as well as developing policies.
- Oversee financial reports for stockholders, taxes, regulatory agencies, and other financial groups relating to company finance.
- Audit accounting and finance departments.
- Forecast and plans according to fiscal needs.
- Perform bookkeeping for all financial transactions.
- Reconcile and balance all accounts.
- Complete month end closings.
- Present financial statements.
- Analyze financial data and produce financial reports.
- Manage inventory.
- Administer accounts payable and accounts receivable.
- Process employee payroll.
- Calculate and prepare tax payments.
- File tax reports.
- Assist with budget preparation.
- Complete external audit requirements.
- Responsible for accurate changes and set up of employee records consisting of but not limited to; rate changes, 401K allocations, health benefits, life insurance, taxes etc.
- Daily interaction with Accounting and Procurement departments, and corporate office.
- Completion of various requests regarding involuntary deductions i.e. child support payments, levies, garnishments, bankruptcies and wage verification to State and Federal agencies.
- Transmission to various institutions for direct deposits, 401K, taxes, child support and other involuntary deductions as well as daily interaction with institutions regarding confirmation of deposit and issue resolution.
Accountant/Supervisor
Mangasarian and Bilinski PC
08.1997 - 06.2011
- Provides financial information to management by researching and analyzing accounting data; preparing reports.
- Prepares asset, liability, and capital account entries by compiling and analyzing account information.
- Documents financial transactions by entering account information.
- Recommends financial actions by analyzing accounting options.
- Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statements, and other reports.
- Substantiates financial transactions by auditing documents.
- Maintains accounting controls by preparing and recommending policies and procedures.
- Guides accounting clerical staff by coordinating activities and answering questions.
- Reconciles financial discrepancies by collecting and analyzing account information.
- Secures financial information by completing database backups.
- Maintains financial security by following internal controls.
- Prepares payments by verifying documentation, and requesting disbursements.
- Answers accounting procedure questions by researching and interpreting accounting policy and regulations.
- Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
- Prepares special financial reports by collecting, analyzing, and summarizing account information and trends.
- Maintains customer confidence and protects operations by keeping financial information confidential.
Education
Associate's degree - Accounting
PJA School
Associate - Paralegal
The PJA School
Crisis Text line certificate -
Certified Bookkeeper/Payroll Specialist -
Skills
- Excel
- Word
- Multitasking
- Multiple tax programs
- Multiple phone programs
- Ability to de-escalate cause
- Ability to manage different environments
Timeline
Customer Service
Inspiritec
10.2022 - 03.2025
Customer Service
Inspiritec
09.2021 - 10.2022
Unemployment Specialist Call Center - Team Lead
Inspiritec
07.2020 - 09.2021
Self Employed
09.2013 - Current
Manager Certified Bookkeeper and Payroll Specialist
MB Advisors Bookkeeping
06.2011 - 09.2013
Accountant/Supervisor
Mangasarian and Bilinski PC
08.1997 - 06.2011
Associate's degree - Accounting
PJA School
Associate - Paralegal
The PJA School