To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Reconciliation Specialist
Charles Schwab
Omaha
01.2015 - Current
Reduced financial discrepancies by consistently monitoring and resolving account variances.
Developed custom reports for management review, highlighting significant findings from the reconciliation process.
Ensured timely completion of reconciliations by adhering to strict deadlines and prioritizing tasks effectively.
Assisted in periodic reviews of existing policies and procedures, suggesting updates as needed for optimal effectiveness.
Provided training for new team members on department procedures, fostering a supportive work environment and promoting skills development.
Managed high volumes of transaction data efficiently while maintaining attention-to-detail necessary for accurate reconciliations.
Exceeded performance metrics consistently, demonstrating dedication to excellence in the Reconciliation Specialist role.
Actively participated in team meetings, sharing insights on best practices to enhance overall department performance.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Skills
Bank Reconciliation
Transaction monitoring
Accuracy and Precision
General Ledger Knowledge
Time Management
Attention to Detail
Critical Thinking
Proactive and Self-Motivated
Relationship Building
Data Entry
Handling Confidential Materials
General Ledger Management
Account Reconciliation
Data Entry and 10-Key
Statement Review
Accomplishments
Documented and resolved account recovery which led to bringing back over $150,000 back to the company.
Assisted with an account recovery for counterpart business helping them recover over $250,000.