Joanna Szyszka
Bayonne,NJ
Summary
Results-focused professional with experience in billing operations, financial reporting, and workflow improvement. Proven ability to streamline processes, manage budgets, and support cross-functional teams. Brings strong analytical skills, customer service, and a commitment to accuracy and compliance.
Overview
1
1
Language
20
20
years of professional experience
Work History
Finance Manager
New York Sublime Events
Queens, New York
09.2024 - 06.2026
- Created monthly job cost reports, tracked business budgets, monitored cash flow, and updated financial databases and spreadsheets in Microsoft Excel.
- Prepared monthly and ad-hoc financial reports and submitted quarterly tax forms.
- Supported daily operations by maintaining organized financial records, ensuring accuracy and compliance.
- Prepared invoices for services and processed payments via checks, bank transfers, cash, and credit cards to facilitate timely transactions.
- Communicated regularly with vendors, managed customer appointments, and coordinated staffing schedules to enhance operational efficiency.
- Managed shipment logistics and tracked inventory levels.
Estherician
Skin Spa New York
New York, New York
11.2010 - 05.2018
- Provided personalized customer support in fast-paced, client-centered, results-focused setting.
- Documented client treatment notes and maintained compliance with regulatory standards.
- Achieved daily and monthly sales targets for products and services offered.
- Assisted team efforts and kept communication clear with management and coworkers.
Billing Project Manager
Apex Clearing
New York, New York
09.2012 - 09.2013
- Supervised upgrade of the clearing billing system to enhance functionality.
- Coordinated with business teams and technical resources to ensure clear communication and alignment.
- Completed detailed data and system tests for new application output based on client clearing contacts.
- Monitored project status changes and communicated updates to the leadership team for informed decision-making.
- Kept looking for ways to improve and automate daily documents and processes.
Billing Team Lead
Penson Financial Services, Inc.
New York, New York
09.2006 - 09.2012
- Led billing team of six in brokerage finance operations, enhancing team effectiveness.
- Managed client accounts for compliance and accuracy, proactively identifying and flagging related risks.
- Completed month-end closing for clearing and financial reporting.
- Processed wire transfers to clients on a monthly, weekly, and ad hoc basis.
- Collaborated with multiple departments to resolve client and internal inquiries, improving service delivery.
- Provided professional customer service to more than 110 correspondents and vendors.
- Trained new and outsourced staff on billing procedures and service standards.
- Reported daily and on an ad-hoc basis to upper management.
Education
Certificate - Esthetics
Christine Valmy International School
New York, NY06-2011
Bachelor of Science - Accounting
New Jersey City University
Jersey City, NJ05-2006
Skills
- Financial analysis
- Financial reporting
- Project management
- Analytical thinking
- Attention to detail
- Problem solving
- Team leadership
- Staff training
- Verbal and written communication
- Written communication
- Customer satisfaction
- Multi tasking
Languages
Polish
Professional
Timeline
Finance Manager
New York Sublime Events
09.2024 - 06.2026
Billing Project Manager
Apex Clearing
09.2012 - 09.2013
Estherician
Skin Spa New York
11.2010 - 05.2018
Billing Team Lead
Penson Financial Services, Inc.
09.2006 - 09.2012
Certificate - Esthetics
Christine Valmy International School
Bachelor of Science - Accounting
New Jersey City University