Frances Dudley
Cincinnati,OH
Summary
Experienced Finance Professional with a proven track record in financial reporting, budgeting, and compliance. Recognized for strong analytical skills, precision in financial management, and a commitment to accuracy and efficiency. Demonstrated ability to deliver results through cross-functional collaboration and adaptability in dynamic environments. Reliable, detail-oriented, and dedicated to supporting organizational success through sound financial practices.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Lead Customer Service Representative
Internal Revenue Service (IRS)
09.2023 - Current
- Led a team in resolving complex customer inquiries, resulting in improved service quality and faster issue resolution.
- Managed daily operations of the customer service department, ensuring compliance with IRS policies and procedural standards.
- Designed and delivered training for new representatives, increasing onboarding efficiency and overall team performance.
- Facilitated regular team meetings to promote knowledge sharing, address challenges, and strengthen team collaboration.
- Provided cross-training and backup support to fellow customer service managers, enhancing team flexibility and continuity.
Part Time Bookkeeper
New Temple Baptist Church
11.2021 - 01.2025
- Prepared comprehensive financial reports for church leadership, supporting informed decision-making.
- Managed accounts payable/receivable, maintained vendor relationships, and ensured positive cash flow.
- Administered payroll processing and maintained accurate, up-to-date employee compensation records.
- Implemented and maintained QuickBooks accounting system, ensuring accurate and compliant financial tracking.
- Improved financial transparency through regular budget forecasts and stakeholder updates.
- Streamlined audit processes by organizing and maintaining thorough financial documentation.
Administrative Assistant III
Catholic Inner City School Education (CISE)
03.2020 - 09.2023
- Maintained and organized documents with a strong focus on efficient file management, archiving outdated records to ensure quick and accurate retrieval.
- Provided high-level administrative support to executive staff by coordinating meetings, arranging travel logistics, and preparing essential documentation.
- Proactively identified and implemented process improvements in daily operations, stakeholder communications, data entry, and recordkeeping to enhance overall efficiency.
- Created detailed financial models to accurately forecast high school scholarship distributions and related educational expenses.
- Streamlined financial reporting processes by delivering clear, actionable analysis and concise presentations to support data-driven decision-making.
- Strengthened stakeholder confidence through transparent, accurate, and timely financial reporting practices.
- Earned a promotion from Special Education Teacher's Aide, recognized for professionalism, discretion, and effective communication strategies.
Financial Analyst Part Time Internship (16 Weeks)
Catholic Inner City School Education (CISE)
01.2023 - 05.2023
- Conducted in-depth financial data analysis to support budgeting, forecasting, and strategic planning initiatives.
- Partnered with cross-functional teams to streamline budget processes, enhancing resource allocation and cost efficiency.
- Prepared detailed reports and presentations for stakeholders, enabling data-driven decision-making.
- Built dynamic financial models to assess funding strategies, cost efficiency, and ROI.
- Created forward-looking financial projections and scenario analyses to support strategic investments.
Special Education Teacher’s Aide
St. William School
08.2018 - 03.2020
- Utilized differentiated instruction techniques to enhance student comprehension and meet diverse learning needs.
- Supervised and supported students during non-instructional times, including lunch, recess, and classroom transitions, ensuring a safe and structured environment.
- Monitored and documented student performance data to support progress assessments and inform instructional planning.
- Collaborated with the teacher to develop and implement individualized learning strategies for student success.
Customer Service Specialist
Kroger Company Call Center
05.2018 - 08.2018
- Delivered in-depth support via phone and digital channels to resolve complex, escalated customer issues efficiently and effectively.
- Trained and onboarded new team members on customer service protocols, tools, and best practices, contributing to faster ramp-up times and improved team performance.
- Built strong customer relationships by actively listening, communicating clearly, and fully understanding individual concerns before delivering personalized, results-driven solutions.
- Boosted customer retention by leveraging advanced problem-solving skills and consistently delivering exceptional, customer-centric service experiences.
Education
Master Of Business Administration - Specializing in Finance
Franklin University
Columbus, Ohio09.2026
Bachelor of Science - Major in Financial Management
Franklin University
Columbus, Ohio05.2025
Associate of Applied Business - Minor in Finance, Certification in Banking and Financial Services
Cincinnati State Technical And Community College
Cincinnati, Ohio12.2023
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- MS office suite
- Financial modeling
- Project management
- Excellent attention to detail
- Bookkeeping
- GAAP principles expertise
- Quickbooks
- Forecasting trends
Accomplishments
- Led a team of 25 staff, overseeing daily operations and ensuring high performance and productivity.
- Reduced company costs by 2% through strategic financial modeling, budget optimization, and process improvements.
- Improved budgeting accuracy by implementing QuickBooks Online for streamlined financial reporting and analysis.
- Created dynamic inventory tracking systems using Microsoft Excel, enhancing visibility and control over stock levels.
Certification
- Banking and Financial Services Certificate (BFSC), Cincinnati State Technical and Community College - completed December 16, 2023
Languages
English
Native or Bilingual
Timeline
Lead Customer Service Representative
Internal Revenue Service (IRS)
09.2023 - Current
Financial Analyst Part Time Internship (16 Weeks)
Catholic Inner City School Education (CISE)
01.2023 - 05.2023
Part Time Bookkeeper
New Temple Baptist Church
11.2021 - 01.2025
Administrative Assistant III
Catholic Inner City School Education (CISE)
03.2020 - 09.2023
Special Education Teacher’s Aide
St. William School
08.2018 - 03.2020
Customer Service Specialist
Kroger Company Call Center
05.2018 - 08.2018
Master Of Business Administration - Specializing in Finance
Franklin University
Bachelor of Science - Major in Financial Management
Franklin University
Associate of Applied Business - Minor in Finance, Certification in Banking and Financial Services
Cincinnati State Technical And Community College