Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elizabeth Willis

Pensacola,FL

Summary

Over the course of my career, I have established multiple line of strong communication with all levels within and outside of each company I have worked for. I have successfully created and implemented many tracking documents for monthly, quarterly and year-end use. I have also documented, created and utilized policies and procedures for better training and over-all company improvements. I have successfully managed and assisted with manager staff within each company.

Overview

18
18
years of professional experience

Work History

Financial Analyst II

Overhead Door Corporation
01.2025 - Current
  • Company Overview: Pensacola & Conneaut Locations – 4 Divisions
  • Continuation of my previous roll as Financial Analyst I.
  • Monitoring temp labor and cross comparing it to the timekeeping system for HR approval for payment
  • Keeping a direct line of contact with the Temporary Agency for an issue with billing that arise
  • Daily reconciliation of all Direct and Indirect labor hours
  • Reviewing all Direct and Indirect labor hours for discrepancies and working with HR for corrections.
  • Creating and analyzing efficiencies within two locations
  • Implanting a strong Returns & Allowances daily tracking system to use and work with our Quality department to improve efficiencies.
  • Implementing and monitoring overhead spend and labor spend daily for month-end close and to improve plant-wide efficiencies
  • Creating and calculating budget categories for next year projections
  • Training internal and external departments as turn-over arise
  • Working with our IT department for preparation of a company-wide system process takes place.
  • Working on assignments designated by our corporate office
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Identified underperforming product lines by conducting thorough profitability analysis.
  • Conducted detailed variance analysis to identify cost-saving opportunities, leading to more efficient allocation of resources.
  • Supported successful negotiations, preparing detailed financial models and scenarios.
  • Supported corporate restructuring, analyzing financial implications of proposed changes.
  • Created and maintained precise and accurate models, charts and reports.

Financial Analyst I

Overhead Door Corporation
04.2022 - 12.2024
  • Company Overview: Pensacola & Conneaut Locations – 4 Divisions
  • Creating and maintaining a Daily/Month Returns & Credit Review in two systems.
  • Updating and maintaining Daily Sales Reporting for Two Locations
  • Maintaining and working with Multi Departments on Monthly Dispositions
  • Assisting/Managing Bi-Yearly Inventory
  • Assisting with Inventory Reconciliations
  • Assisting with Monthly Month-End Close Calculations, Entries, and Processes
  • Assisting with Capital Budget Calculations/Forms/Meetings for Four Divisions
  • Creating and tracking Open/Past Due/Partial Sales Orders
  • Assisting with Audit requests.
  • Analyzing GL Accounts as Needed
  • Monitoring Daily Scrap and Steel Reporting, updating as needed
  • Assisted with Yearly Cost Roll and LLP Review involving the creating of tracking reports
  • Creating Process Documentation of Daily/Monthly Assignments for Training Purposes
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • Strengthened relationships with external partners through timely communication and collaboration.
  • Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
  • Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
  • Identified underperforming product lines by conducting thorough profitability analysis.
  • Supported corporate restructuring, analyzing financial implications of proposed changes.
  • Reduced time spent on manual data entry, implementing automated data extraction tools.
  • Improved financial forecast accuracy by implementing new, dynamic modeling tool.
  • Enhanced team productivity, leading initiatives to improve financial analysis tools and techniques.
  • Streamlined financial reporting processes, significantly reducing time required for monthly close.
  • Enhanced investor relations with comprehensive, clear financial presentations.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Evaluated proposed projects'' ROI using NPV, IRR, and other financial metrics, helping prioritize initiatives with maximum value potential.
  • Facilitated smoother internal audits, standardizing documentation and evidence collection procedures.
  • Reduced financial risks by developing and implementing robust risk management policies.
  • Drove profitability improvements by advising on cost-reduction strategies.
  • Supported successful negotiations, preparing detailed financial models and scenarios.
  • Optimized budget allocation, conducting meticulous cost-benefit analyses for major projects.
  • Facilitated cross-departmental understanding of financial metrics, holding regular training sessions.
  • Streamlined audit processes, coordinating effectively with external auditors to ensure compliance.
  • Improved cash flow management with rigorous accounts receivable tracking.
  • Conducted detailed variance analysis to identify cost-saving opportunities, leading to more efficient allocation of resources.
  • Increased stakeholder confidence, providing transparent and accurate financial reports.
  • Led financial due diligence for potential M&A activities, ensuring thorough evaluation of targets.
  • Supported strategic decision-making with in-depth market trend analysis.
  • Enhanced accuracy of financial projections, incorporating latest market trends and data.
  • Created and maintained precise and accurate models, charts and reports.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Conducted due diligence on potential investments and presented findings to investors.
  • Participated in client meetings to discuss financial analysis and investment strategies.
  • Created financial strategies to optimize portfolio performance and reduce risk.
  • Presented oral and written reports on general economic trends, individual corporations and entire industries.
  • Developed financial projections and forecasts to guide investment decisions.
  • Monitored market trends and news to identify emerging opportunities.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.
  • Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
  • Researched macroeconomic, industry and company-specific data to inform investment decisions.
  • Reviewed and analyzed project spending throughout project life cycle.
  • Developed trading strategies to maximize returns on investments.
  • Improved emergency resolution processes to save time.
  • Developed financial models to assess potential investments and identify potential risks.
  • Coordinated with financial advisors to develop long-term investment strategies.
  • Helped clients make optimal decisions on amounts and timing of capitalization.
  • Assisted companies with choosing and timing investments for optimal results.
  • Evaluated performance of existing investments and adjusted accordingly.
  • Orchestrated client-centered financial packages factoring in current market trends.

Accountant

Forge Resources Group
01.2020 - 09.2021
  • General Ledger Reconciliations
  • Bank Statement Monthly Review
  • Fixed Assets
  • Monthly Credit Card Review, GL Coding & Entry
  • Accounts Receivable Invoice Processing
  • IFTA Preparations
  • Accounts Payable
  • Collections
  • New Customer Review
  • Incentive Pay Preparations
  • Certificate of Insurance Collection
  • Policy & Procedures
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
  • Ensured accurate and timely payroll processing for over 200 employees, maintaining employee satisfaction and compliance with labor laws.
  • Achieved compliance with all tax regulations by staying updated on changes and conducting thorough reviews of financial operations.
  • Enhanced financial accuracy by meticulously reconciling bank statements and financial records monthly.
  • Assisted in successful negotiation of terms with vendors and suppliers, improving company's cost-efficiency.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Used advanced software to prepare documents, reports, and presentations.
  • Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
  • Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
  • Prepared and filed tax forms to meet needs of customers.
  • Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
  • Improved financial decision-making by creating comprehensive financial models and forecasts.
  • Enhanced team productivity and knowledge by leading regular training sessions on accounting best practices and software updates.
  • Developed and maintained strong relationships with external auditors, ensuring smooth and efficient audit process.
  • Reduced financial risks by implementing robust internal controls and monitoring mechanisms.
  • Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.
  • Conducted detailed cost-benefit analyses for proposed projects, guiding senior management in making informed investment decisions.
  • Contributed to enhanced revenue growth by analyzing revenue streams and identifying underperforming areas.
  • Facilitated smoother audit processes by maintaining organized and comprehensive financial documentation.
  • Optimized cash flow management, ensuring adequate liquidity for operational needs without compromising investment opportunities.
  • Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
  • Led successful integration of financial systems following merger, ensuring continuity and accuracy of financial reporting.
  • Improved budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
  • Reduced outstanding accounts receivable by developing and enforcing stricter credit control policies.
  • Implemented new accounting software, leading to more efficient financial data management and reporting.
  • Supported strategic decision-making by providing accurate and timely financial reports to executive management.
  • Provided journal entries and performed accounting on accrual basis.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Maintained integrity of general ledger and chart of accounts.
  • Collected and reported monthly expense variances and explanations.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Trained new employees on accounting principles and company procedures.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Developed financial models to assess and analyze financial performance of clients.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
  • Identified legal tax savings and recommended ways to improve profits.
  • Diminished outstanding debts by analyzing accounts for issues.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.

Accounts Payable Associate

Minuteman International
01.2019 - 01.2020
  • 3-way Payables Matching-Debit/Credit Memo Processing
  • Invoice Scanning
  • Account Reconciliations for Vendors
  • Weekly Check-Credit Card Payment Processing (SUA Virtual Cards Included)
  • Monthly Credit Card Reconciliations and GL Processing
  • Weekly Courier Expense Processing
  • Monthly Sales Commissions
  • Reviewed employee expense reports for compliance with company policies before processing reimbursements.
  • Coordinated with purchasing department to match purchase orders with received invoices for accurate payment processing.
  • Matched purchase orders to invoices and logged invoices into computer.
  • Contributed to audit preparation by maintaining organized records and documentation.
  • Increased accuracy of expense coding, resulting in improved budget tracking and cost analysis.
  • Collaborated with other departments to resolve invoicing issues and improve interdepartmental communication.
  • Reconciled bank statements.
  • Completed special projects as assigned, supporting overall company financial objectives and goals.
  • Participated in regular accounting team meetings, sharing best practices and collaborating on process improvements.
  • Prepared checks and assisted with payroll duties.
  • Reviewed each invoice and requisitions for payment approval.
  • Streamlined accounts payable processes for faster payment turnaround times.
  • Provided exceptional customer service to vendors, addressing inquiries and resolving disputes promptly.
  • Enhanced vendor relationships through consistent communication and timely resolution of discrepancies.
  • Improved invoice processing efficiency by implementing a new digital filing system.
  • Evaluated payment applications for completed work.
  • Charged pertinent expenses to accounts.
  • Maintained vendor master file, ensuring up-to-date contact information and payment terms.
  • Decreased unapplied cash balances by investigating outstanding credits on vendor accounts.
  • Ensured proper approval levels were met for all invoices before processing payments, maintaining internal controls.
  • Updated job knowledge by attending several meetings and educational opportunities per year.
  • Reported sales taxes by calculating paid invoices.
  • Updated job knowledge by attending several meetings and educational opportunities per year.
  • Developed training materials for new hires, facilitating smooth onboarding into the accounts payable department roles.
  • Reconciled processed work by verifying entries and comparing system reports to balance numbers.
  • Verified vendor accounts.
  • Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports.
  • Reconciled vendor statements monthly, identifying discrepancies and taking corrective action as needed.
  • Reduced late payment penalties with diligent monitoring and prompt payments.
  • Supported cash flow management by accurately forecasting company expenses.
  • Maintained historical records through microfilming.
  • Audited and processed credit card bills.
  • Implemented process improvements to reduce manual data entry errors in the accounts payable system.
  • Assisted in month-end closing procedures, ensuring accurate financial reporting.
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Gathered, evaluated and summarized account data in detailed financial reports.
  • Implemented new accounting processes to decrease spending and work flow downtime.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
  • Entered figures using 10-key calculator to compute data quickly.
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Matched purchase orders with invoices and recorded necessary information.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Input financial data and produced reports using SAP.
  • Inspected account books and recorded transactions.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Created detailed expense reports to facilitate reimbursement for business expenses incurred.

AP/AR Manager; AP/AR Supervisor; AP Clerk

Mercola Group Companies
07.2017 - 11.2018
  • Create a through training process for new hires with accounting software & procedures.
  • In charge of new hires and terminations
  • Managing a team of 5 in operations, financials and Human Resources.
  • Handling full cycle monthly close and reports
  • Creating & processing of intercompany billing for 8 companies
  • Maintaining and implementing process for yearly 1099's and B Notices
  • Processing and analyzing monthly accruals for 4 companies
  • Established and maintained General Ledger review process
  • Overseeing all daily/monthly/yearly Accounts Payable and Receivable invoice processing, including 3-way matching
  • Creating processes and procedures for all aspects of Accounts Payable and Receivable
  • Establishing and maintaining all cash, check and credit card payment processing and weekly/monthly reconciling
  • Handling, reviewing, and approving all contracts
  • Implementing processes and analysis of quarterly consignments and drop ship vendors
  • Creating, approving and tracking monthly advances to employees as needed
  • Creating and maintaining monthly Inventory analysis
  • In charge of all system issues, testing and research
  • Assisting Human Resources with employee issues, bi-weekly payroll benefits and other issues as needed including COBRA
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Cross-trained existing employees to maximize team agility and performance.
  • Controlled costs to keep business operating within budget and increase profits.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Improved safety procedures to create safe working conditions for workers.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Improved marketing to attract new customers and promote business.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.
  • Fostered partnerships with industry leaders, enhancing company's reputation and creating new business opportunities.
  • Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
  • Achieved significant cost savings by renegotiating contracts with key vendors, without compromising service quality.
  • Negotiated favorable terms with suppliers, cutting operational costs while maintaining quality of service.
  • Conducted market research to identify customer needs and adjusted product offerings accordingly, increasing customer satisfaction.
  • Increased market share with strategic business development efforts, expanding into untapped markets.
  • Managed budget allocations to prioritize spending on high-impact projects, optimizing resource utilization.
  • Coordinated with IT department to upgrade technology infrastructure, enhancing operational efficiency and data security.
  • Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
  • Organized professional development programs for staff, leading to improved performance and skill sets.
  • Developed and executed marketing strategies that effectively communicated brand values, increasing brand recognition.
  • Streamlined project delivery processes, significantly reducing time to market for new product launches.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.
  • Implemented customer feedback mechanisms to gather insights, using this information to guide strategic planning and decision-making.
  • Enhanced product quality by instituting rigorous quality control procedures, resulting in fewer customer complaints.
  • Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.
  • Spearheaded transition to remote work during global health crisis, ensuring business continuity and employee safety.
  • Enhanced team productivity by implementing agile methodologies, leading to more efficient project completion.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Defined clear targets and objectives and communicated to other team members.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Developed detailed plans based on broad guidance and direction.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Launched quality assurance practices for each phase of development
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Negotiated favorable payment terms with customers, balancing company needs against client requirements for optimal results.
  • Streamlined AR workflows for improved collection rates and reduced delinquencies.
  • Provided exceptional customer service, addressing inquiries and resolving disputes professionally and promptly.
  • Coordinated with legal counsel on escalated collection cases, ensuring proper handling and compliance with applicable laws and regulations.
  • Contributed to positive cash flow growth by consistently meeting or exceeding assigned collection targets.
  • Leveraged data analytics tools to identify trends in customer payment patterns, informing targeted collections strategies.
  • Implemented effective credit policies, reducing risk exposure while maintaining strong customer relationships.
  • Developed customized payment plans for financially distressed clients, minimizing losses due to bad debt.
  • Improved cash flow by diligently monitoring aged receivables and taking appropriate collection actions as needed.
  • Conducted regular account reviews to identify potential issues early, enabling proactive resolution of problems.
  • Mentored junior staff members, sharing best practices in credit management and collections techniques.
  • Assisted in month-end closing activities, ensuring accurate financial reporting and timely reconciliations.
  • Spearheaded cross-departmental collaboration efforts to resolve complex billing discrepancies efficiently and effectively.
  • Enhanced accounts receivable processes by implementing efficient tracking and reporting systems.
  • Maintained meticulous records of customer interactions, providing comprehensive documentation for audit purposes and future reference when necessary.
  • Managed a diverse portfolio of client accounts, maintaining excellent communication and fostering trust with key contacts.
  • Collaborated with sales teams to address customer inquiries, resolving disputes promptly and professionally.
  • Reduced outstanding balances with diligent follow-up on overdue invoices.
  • Optimized the invoicing process through regular review of procedures and implementation of improvements as needed.
  • Analyzed financial statements for creditworthiness assessment, supporting informed decision-making on extending credit lines or pursuing collections efforts.
  • Posted customer payments by recording cash, checks, and credit card transactions.
  • Verified discrepancies and resolved clients' billing issues
  • Prepared bills receivable, invoices, and bank deposits.
  • Processed incoming payments in accordance with established financial policies.
  • Reconciled daily AR ledger and verified proper posting.
  • Completed daily process adjustments to maintain accuracy.
  • Updated aging reports based on daily audits.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
  • Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
  • Delegated tasks to administrative support staff to organize and improve office efficiency.
  • Monitored front areas so that questions could be promptly addressed.
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
  • Completed bi-weekly payroll for 150 employees.
  • Kept high average of performance evaluations.
  • Improved office operations by automating client correspondence, record tracking and data communications.
  • Implemented project management techniques to overcome obstacles and increase team productivity.
  • Managed supervisor itinerary and appointments and streamlined scheduling procedures.
  • Organized meetings for executives and coordinated availability of conference rooms for participants.
  • Organized spaces, materials and catering support for internal and client-focused meetings.
  • Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
  • Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
  • Interceded between employees during arguments and diffused tense situations.
  • Developed internal requirements and standards to minimize regulatory risks and liability across programs.
  • Conducted ongoing reviews of program financial systems to assess cost control measures.
  • Trained team members on new hotel services and products to support promotional efforts.
  • Reduced errors by consistently maintaining organized electronic and physical filing systems for financial records.
  • Assisted in the preparation of annual budgeting by providing historical spending data analysis and projections.
  • Optimized vendor payment terms negotiation process resulting in improved cash flow position for the company.
  • Maintained strong working relationship with vendors by proactively addressing payment-related inquiries and disputes.
  • Strengthened internal controls by identifying potential risks and suggesting improvements to management.
  • Promoted transparency within the organization by regularly updating stakeholders on account status via written reports or presentations.
  • Assisted in implementing new accounting software system, leading to improved efficiency within the accounts payable team.
  • Expedited payment processing by efficiently preparing weekly check runs, wire transfers, and ACH transactions.
  • Contributed to financial audits by providing thorough documentation and support as requested by auditors.
  • Collaborated with procurement to ensure accurate coding of invoices and appropriate expense allocation.
  • Improved accuracy of invoice processing by diligently reviewing and verifying all documentation.
  • Managed vendor relationships to ensure timely payments and resolve any discrepancies or issues.
  • Increased efficiency by streamlining accounts payable processes and implementing new software tools.
  • Streamlined period-end closing activities ensuring timely completion of all required tasks related to accounts payable processing.
  • Enhanced visibility into outstanding liabilities by conducting monthly reconciliations of accounts payable aging reports.
  • Ensured compliance with company policies and procedures through regular review and updates to the accounts payable manual.
  • Mentored junior AP clerks, sharing best practices for invoice processing, payment approval, and record keeping techniques.
  • Supported cash flow management efforts through timely reporting of outstanding payables balances to finance team members.
  • Safeguarded company assets through diligent tracking of fixed asset acquisitions, disposals, and depreciation schedules in line with GAAP standards.
  • Facilitated communication between departments regarding invoicing issues, seeking resolutions that benefit both parties involved.
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Matched purchase orders with invoices and recorded necessary information.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Input financial data and produced reports using Great Plains and QuickBooks.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Inspected account books and recorded transactions.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Entered figures using 10-key calculator to compute data quickly.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Gathered, evaluated and summarized account data in detailed financial reports.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Created detailed expense reports to facilitate reimbursement for business expenses incurred.
  • Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Implemented new accounting processes to decrease spending and work flow downtime.

Temporary Assignments

Select Staffing
06.2012 - 09.2012
  • Temporary accounting assignments for several local companies
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Strengthened communication skills through regular interactions with others.

Administrative Assistant

Apollo Eyewear
09.2011 - 08.2012
  • Weekly bank deposits processing
  • Take Customer Orders over the phone or via fax
  • Assisted with Warehouse for order fulfillment.
  • Help to organize Warehouse as needed
  • Assisted with Shipping deliveries in the Warehouse
  • Handled all travel arrangements
  • Direct Assistant to the Owner of the company including areas outside of my position
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
  • Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
  • Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
  • Facilitated collaboration within team by organizing regular meetings and tracking project progress.
  • Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Maintained inventory of office supplies and placed orders.
  • Supported recruitment processes, scheduling interviews and communicating with applicants to improve hiring timelines.
  • Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
  • Enhanced communication within office, establishing weekly newsletter summarizing key updates and achievements.
  • Monitored office supplies inventory, ensuring availability of essential items without overstocking.
  • Facilitated training sessions for new software tools, increasing team productivity and reducing learning curves.
  • Facilitated cross-departmental communication, organizing meetings to discuss project progress and align objectives.
  • Coordinated travel arrangements for staff, ensuring cost-effective and timely accommodations and transportation.
  • Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
  • Managed scheduling for executive team, balancing complex calendars to ensure optimal use of time.
  • Implemented new CRM system to track client interactions, improving response times and client satisfaction.
  • Improved document processing speed by introducing automated templates for routine correspondence.
  • Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
  • Organized company events to enhance team cohesion, coordinating logistics and catering for over 50 participants.
  • Enhanced office environment, organizing spaces for better workflow and employee comfort.
  • Contributed to policy updates, researching regulations to ensure company compliance.
  • Conducted research for project proposals, compiling information that supported winning bids.
  • Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
  • Developed filing system for historical documents, preserving important company records and improving access to information.
  • Improved staff morale by organizing recognition programs, acknowledging outstanding contributions and fostering positive work culture.
  • Negotiated with vendors to reduce office supply costs, leveraging bulk purchase agreements.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Established administrative work procedures to track staff's daily tasks.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
  • Performed research to collect and record industry data.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.

Administrative Assistant

American Coach Limousine
04.2011 - 07.2011
  • Handling all Accounts Payable and Receivable processing and related issues while implementing new processes for tracking open and closed issues
  • Assisted the reservations line with there were call overflows
  • In charge of handling all customer issues to find a resolution with success to the customer
  • Direct assistant to the Owner of the company which included aiding in areas outside my position
  • Assisting in Creating Policy and Procedures including implementation
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
  • Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
  • Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
  • Facilitated collaboration within team by organizing regular meetings and tracking project progress.
  • Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Maintained inventory of office supplies and placed orders.
  • Supported recruitment processes, scheduling interviews and communicating with applicants to improve hiring timelines.
  • Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
  • Enhanced communication within office, establishing weekly newsletter summarizing key updates and achievements.
  • Monitored office supplies inventory, ensuring availability of essential items without overstocking.
  • Facilitated training sessions for new software tools, increasing team productivity and reducing learning curves.
  • Facilitated cross-departmental communication, organizing meetings to discuss project progress and align objectives.
  • Coordinated travel arrangements for staff, ensuring cost-effective and timely accommodations and transportation.
  • Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
  • Managed scheduling for executive team, balancing complex calendars to ensure optimal use of time.
  • Implemented new CRM system to track client interactions, improving response times and client satisfaction.
  • Improved document processing speed by introducing automated templates for routine correspondence.
  • Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
  • Organized company events to enhance team cohesion, coordinating logistics and catering for over 50 participants.
  • Enhanced office environment, organizing spaces for better workflow and employee comfort.
  • Contributed to policy updates, researching regulations to ensure company compliance.
  • Conducted research for project proposals, compiling information that supported winning bids.
  • Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
  • Developed filing system for historical documents, preserving important company records and improving access to information.
  • Improved staff morale by organizing recognition programs, acknowledging outstanding contributions and fostering positive work culture.
  • Negotiated with vendors to reduce office supply costs, leveraging bulk purchase agreements.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Established administrative work procedures to track staff's daily tasks.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
  • Performed research to collect and record industry data.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.

Assistant Controller

Randall Industries
05.2007 - 08.2010
  • Maintained and managed all aspects of Accounts Payable while implementing new processes
  • Reconciled the monthly bank statements
  • Created and maintained the Salesmen's monthly commission reports for payroll
  • Administer bi-weekly payroll processing and employee files with garnishments
  • Processed all General Ledger entries that were needed
  • Assisted Controller's with month end reporting and close for multiple companies
  • Created new hire packets and made sure new employees were processed accordingly
  • Handled all new hire I-9 verifications
  • Analyze and implementation of both Union Contract and Employee Handbook
  • Worked directly with the Union on any issues that may have been raised.
  • Analyze and track all leased equipment on loan documentation make sure we were compliant.
  • Created and maintained in-house employee Flex Plan
  • Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
  • Facilitated cross-functional collaboration by partnering with other departments on special projects aimed at improving overall company performance.
  • Streamlined month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
  • Mentored junior team members in accounting best practices, fostering a positive work environment and professional development opportunities.
  • Collaborated with external auditors to ensure compliance with regulations and successful completion of audits.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Assisted in the preparation of accurate financial statements, supporting company growth and decisionmaking.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Managed accounts payable and receivable functions with a focus on timely payment processing while minimizing bad debt exposure.
  • Implemented new accounting software systems, improving data accuracy and reducing processing time.
  • Created ad-hoc reports for upper management to support decision making during critical business periods.
  • Implemented process improvements leading to increased productivity within the finance department.
  • Identified areas for cost-savings by conducting regular reviews of vendor contracts and negotiating favorable terms when possible.
  • Maintained strong relationships with stakeholders through transparent communication about financial performance.
  • Oversaw accounts payable and receivable operations for Consumer business with $1.5k in monthly expenses.
  • Enhanced financial reporting by implementing efficient processes and streamlining internal controls.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Ensured timely tax filings by coordinating with tax advisors and maintaining accurate records throughout the year.
  • Developed comprehensive budgets for various departments, enabling effective resource allocation and expense management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Managed payroll data entry and processing for 70employees to comply with predetermined company guidelines.
  • Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
  • Reviewed processes and procedures to guide program implementation and optimize auditing.
  • Worked with both internal and external users to create detailed financial reports.
  • Managed outstanding balance amounts by evaluating reports and determining collection statuses.
  • Supported program managers in providing procedural training on finance and accounting.
  • Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
  • Maximized year-end tax benefits by efficiently managing cash flows.
  • Used ADP and Quickbooks to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
  • Enhanced quality and currency of financial information by overseeing revenue collection systems.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Increased flow of financial information throughout company by improving communication strategies.
  • Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
  • Worked with 5 executives to create annual budget and track actual expenses against projected expenses.
  • Introduced internal controls to monitor critical areas of financial control and devised multiple corrective actions to address risks or deficiencies.
  • Oversaw accounts payable and receivable operations for Consumer business with $1.5k in monthly expenses.
  • Reduced discrepancies between actuals and forecasts by refining revenue recognition methodologies.

Education

Bachelor of Science - Finance

California University of PA
California, PA
12.2006

Skills

  • Experienced with multiple versions of Microsoft Office
  • Proficient in GAAP accounting principles
  • Mentorship program development
  • Rapid software learning proficiency
  • Effective verbal communication
  • Highly organized
  • Advanced Excel skills
  • Financial reporting expertise
  • Financial planning
  • Skilled in analyzing financial reports
  • Information collection and evaluation
  • Proficient in MS Office Suite
  • Experienced in high-level computer operations

Timeline

Financial Analyst II

Overhead Door Corporation
01.2025 - Current

Financial Analyst I

Overhead Door Corporation
04.2022 - 12.2024

Accountant

Forge Resources Group
01.2020 - 09.2021

Accounts Payable Associate

Minuteman International
01.2019 - 01.2020

AP/AR Manager; AP/AR Supervisor; AP Clerk

Mercola Group Companies
07.2017 - 11.2018

Temporary Assignments

Select Staffing
06.2012 - 09.2012

Administrative Assistant

Apollo Eyewear
09.2011 - 08.2012

Administrative Assistant

American Coach Limousine
04.2011 - 07.2011

Assistant Controller

Randall Industries
05.2007 - 08.2010

Bachelor of Science - Finance

California University of PA

Similar Profiles

CREATE PROFILE