Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jarwelee Nagbe

Austin,Texas

Summary

Successful Rebate Analyst with a solid background in handling financial transactions and keeping accurate financial records. Skilled in using accounting software, reconciling accounts, managing customers and vendor relations. Sharp and committed to looking for process improvement opportunities.

Overview

9
9
years of professional experience

Work History

Business Analyst

Abbott Laboratories
08.2023 - Current
  • Improved business processes by analyzing current practices and recommending optimization strategies.
  • Reduced operational costs through thorough data analysis and implementing cost-effective solutions.
  • Enhanced company-wide decision-making by developing comprehensive reports on key performance indicators.
  • Streamlined project management with effective communication and collaboration across cross-functional teams.
  • Analyzed open orders, backlog, and sales data to provide sales team with insights.
  • Developed customized reports, summarizing and presenting data in visually appealing format.
  • Created data models to support decision-making processes.

Sales Manager

Jarwelee Enterprise
06.2017 - Current
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Streamlined sales processes for improved efficiency, resulting in higher conversion rates.

Finance Assistant

Gilbert Employment Law Pc
09.2021 - 07.2023
  • Increased efficiency with thorough maintenance of financial records and documentation.
  • Enhanced overall financial management, providing timely and accurate reports to senior staff members.
  • Supported the finance team by processing invoices and expense claims promptly and accurately.
  • Reduced discrepancies in accounts receivable by closely monitoring customer payments and following up on overdue balances.
  • Created detailed expense reports to facilitate reimbursement for business expenses incurred.
  • Assisted in budget preparation for streamlined financial planning and forecasting.
  • 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.

Internal Auditor

Guarantee Trust Bank
09.2015 - 05.2017
  • Enhanced internal control systems by conducting thorough risk assessments and implementing effective audit recommendations.
  • Improved operational efficiency by identifying and addressing financial discrepancies through meticulous examination of financial records.
  • Streamlined audit processes with the implementation of advanced data analytics tools, reducing time spent on manual tasks.
  • Collaborated with cross-functional teams to design and execute comprehensive audit plans, ensuring alignment with company objectives.
  • Developed strong working relationships with external auditors, facilitating efficient communication during annual audits.
  • Participated in special projects as requested by senior leadership, providing subject matter expertise on internal controls and risk management practices.
  • Assisted in the preparation of audit reports that clearly communicated findings and recommendations to key stakeholders.
  • Documented recommendations to improve internal controls.
  • Investigated discrepancies discovered during auditing process.
  • Prepared audit programs and documentation in alignment with Generally Accepted Auditing Standards (GAAS).

Relationship Banker

Guaranty Trust Bank
04.2015 - 10.2015
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Verified customer identity and reviewed documentation for accuracy.

Education

MBA - Finance

University of Baltimore
Baltimore, MD
12.2023

No Degree - Business Administration

University of Baltimore
Baltimore, MD
12.2021

BBA - Accounting

United Methodist University
Liberia
08.2013

Skills

  • Gap analysis
  • Interpersonal Skills
  • Financial Data Analysis
  • Excellent Communication
  • Attention to Detail
  • Problem-solving abilities
  • Decision-Making
  • Microsoft Excel Mastery
  • Pivot tables
  • Forecasting and planning
  • SAP
  • Financial Planning
  • Documentation
  • Technical Writing
  • Data Analysis
  • Internal Auditing

Timeline

Business Analyst

Abbott Laboratories
08.2023 - Current

Finance Assistant

Gilbert Employment Law Pc
09.2021 - 07.2023

Sales Manager

Jarwelee Enterprise
06.2017 - Current

Internal Auditor

Guarantee Trust Bank
09.2015 - 05.2017

Relationship Banker

Guaranty Trust Bank
04.2015 - 10.2015

MBA - Finance

University of Baltimore

No Degree - Business Administration

University of Baltimore

BBA - Accounting

United Methodist University
Jarwelee Nagbe