Haley Ballard
Lawrence,KS
Summary
Accomplished Finance Specialist with a proven track record at Dynamic Dedicated LLC, enhancing cash flow and fostering team development. Skilled in financial statements and conflict resolution, I significantly improved service quality and efficiency. My strategic approach and leadership have driven company growth and customer satisfaction, showcasing a blend of analytical and interpersonal excellence.
Finance professional with solid experience in financial analysis, budgeting, and strategic planning. Proven track record in optimizing financial performance and driving results through effective team collaboration. Adept at adapting to changing needs, ensuring reliable and timely financial reporting, and possessing strong analytical and problem-solving skills. Known for integrity, dependability, and focus on achieving organizational goals.
Overview
8
8
years of professional experience
Work History
Finance Specialist
Dynamic Dedicated LLC.
01.2023 - Current
- Prepared and submitted responses to requests and requirements of auditors, regulators and investors.
- Provided accurate financial forecasts for management, aiding in strategic decision making.
- Identified process issues and made recommendations for improvement or correction.
- Formulated financial data and analysis to support risk management and made recommendations to management.
- Increased cash flow by optimizing accounts receivable and payable processes.
- Reviewed and submitted financial documentation and reports to support business financial goals and objectives.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Enhanced customer satisfaction by promptly resolving invoice-related disputes and discrepancies.
- Coordinated preventative maintenance schedules, verifying equipment safety and function.
- Streamlined work order processes for increased efficiency in addressing maintenance requests and tracking progress.
- Supervised a team of technicians, providing guidance on complex repair tasks and fostering professional development opportunities.
- Collaborated with drivers to address any issues or concerns, fostering positive working relationships.
- Supported company growth initiatives by successfully managing an increased volume of shipments without sacrificing service quality or efficiency.
Lead Sales Associate
AT&T
01.2021 - 01.2023
- Handled cash register operations and customer transactions to process payments.
- Resolved customer issues promptly, ensuring satisfaction and loyalty.
- Processed and stocked merchandise in accordance with store standards.
- Contributed towards improving overall store ambience by maintaining a clean and organized work environment.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
- Explained features and advantages of cellphone, internet, and television products or services to promote sales.
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
Lead Server
IHOP
08.2016 - 01.2021
- Managed high volume dining periods with effective time management and strong multitasking abilities.
- Promoted a positive workplace culture through teamwork, open communication, and mutual support among coworkers.
- Cultivated warm relationships with regular customers.
- Oversaw daily operations of service team, delegated tasks, and trained new staff.
- Collaborated with kitchen staff to ensure accurate and timely delivery of meals, resulting in higher customer satisfaction rates.
- Implemented upselling techniques to boost average check size while still prioritizing guest satisfaction.
- Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service.
- Oversaw the implementation of new menu items, ensuring proper training on ingredients and preparation techniques.
- Taught staff how to deliver outstanding service to every customer without sacrificing profit objectives.
Education
High School Diploma -
Free State High School
Lawrence, MS05-2018
Skills
- Risk Reporting
- Financial Statements
- Invoice Processing
- Cash Flow Management
- Portfolio Management
- Conflict resolution techniques
- Public Relations Management
- Employee Management
Timeline
Finance Specialist
Dynamic Dedicated LLC.
01.2023 - Current
Lead Sales Associate
AT&T
01.2021 - 01.2023
Lead Server
IHOP
08.2016 - 01.2021
High School Diploma -
Free State High School
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