Joannie Campbell
Cash Manager
Dallas,Texas
Summary
Results-oriented, financial professional with 20+ years of client service, process improvement and analyst experience. Background highlights an aggressive, goal-oriented financial services professional with considerable expertise in leading process improvement, corporate change initiatives, cash management and financial reporting. Focuses to provide sound advice to business clients who maintain multiple locations, with complex accounting processes. Committed leadership that exemplifies a stellar reputation.
Overview
32
32
years of professional experience
Work History
Cash Manager
Trust Management Network
Dallas, Texas
01.2023 - 01.2024
- Perform and evaluate monetary transactions for an organization
- Ensure accuracy and optimization of an organization's investments, earnings, and budget
- Create and analyze financial reports, projections, and strategies
- Oversee and approve trades placed on various banking and investment platforms
- Including but not limited to Vanguard, Fidelity, etc
- Prepare tax forms, calculate disbursements, perform administrative duties
- Approve large wires and ACMS payments to trust beneficiaries
- Make and execute investment decisions at the executive level.
Accounting Manager
Conduent Inc.
Dallas, Texas
01.2019 - 01.2023
- Manage G/L related to budgets, forecasting, cash management, and allocation of expenses
- Develop and delegate financial analyst statements to inform stakeholders on monthly reporting and key activities across the Governance program
- Coordinate and execute monthly tasks with multiple stakeholders to drive desired outcomes
- Research and identify data errors resulted from financial reporting systems
- Oversee project plans while proactively managing risks, issues, and scope to ensure timely completion
- Tracking of financial reporting to minimize errors
- Assess and improve accounts receivables/payables operations in areas cash management, debt management, and risk management
- Works closely with customer service while handling transactions across multiple systems to ensure client satisfaction.
Accounting Manager
Satco Products Inc.
Farmers Brand, Texas
01.2015 - 01.2019
- Developed, managed, and reviewed budgets to prepare general ledger reports which compare budgeted costs to actual costs reporting in SAP
- Perfected A/R, A/P reporting, and financial statements with 5.1 million in revenue to ensure accuracy, to procedural standards utilizing SAP
- Responsible for tracking high volume corporate accounts with risky past due history
- Fostered and maintained excellent client relationships and portfolios
- Primary point of contact for all accounts generating $1 million + in revenue
- Ensured 100% accuracy within pricing, billing, and shipment levels per account
- Managed portfolios for over 600 clients both discretionary and non-discretionary accounts
- Analyzed supplier contracts and advised negotiation strategies to reduce costs by 7%
- Evaluated financial information of over 5k accounts to report assets, liabilities, profit, loss, and tax liability which created substantial improvement over an 18-month period, taking A/R from 37% to 2.6%
- Ability to be proactive, innovative, and creative meeting customer and enterprise needs.
Client Service Center Manager
Texas Health Resources (Corporate)
Arlington, Texas
01.2008 - 01.2015
- Direct and coordinate financial activities of employees in insurance and credit department
- Oversee credit and collections activities of central billing and financial office
- Prepared operational and risk reports for management analysis
- Responsible for ensuring full compliance with company policies and procedures as well as state and federal regulations that govern debt collections and bankruptcy
- Proactively billed insurance companies when needed to prevent an overall loss to the hospital during payment negotiations
- Supervised collectors and monitored proper handling of invoices, statements, calls, and correct placement of accounts
- Maintained a 95% average of on-time billing and ensured the hospital's ability to collect and reconcile account credits by month-end close.
Branch Relationship Officer
First Resource Federal Credit Union
Fort Smith, Arkansas
01.2002 - 01.2008
- Managed daily rate and loan dividends
- Developed and attained sales goals for the assigned branch
- Assisted in mortgage and consumer loan origination
- Recruited, developed, and motivated branch personnel to foster a positive work environment
- Supervised resources and staff by developing and attaining sales goals
- Facilitated employee performance evaluations
- Reviewed and managed staffing procedures, ensuring that staff assignments and responsibilities are reasonable, and salary structure is equitable
- Aided in combining business and consumer loans, assist members and staff with title processing
- Assisted staff with ownership transfer, state filings, and lien recordings.
Assistant Branch Manager
City National Bank
Fort Smith, Arkansas
01.1992 - 01.2002
- Monitored daily operations, including cashier and teller activities, to ensure adherence to company policies and procedures
- Communicated with customers and stakeholders about new products and services offered by the bank
- Reviewed financial statements and other reports to identify trends or challenges in order to make business decisions
- Supervised, trained, and assisted new tellers and financial advisors within the branch
- Scheduled and supervised customer service representatives, head teller, tellers, safety deposit clerk, and financial service managers in daily tasks and operations.
Education
No Degree - Finance
UNIVERSITY OF ARKANSAS
Fayetteville, ArkansasSkills
- Adaptable to market fluctuations
- Employee Training Oversight
- Quality Assurance
- Cost Data Analysis
- Sales Support
- Proactive and Focused
Qualifications Summary
Results-oriented, financial professional with 20+ years of client service, process improvement and analyst experience. Background highlights an aggressive, goal-oriented financial services professional with considerable expertise in leading process improvement, corporate change initiatives, cash management and financial reporting. Focuses to provide sound advice to business clients who maintain multiple locations, with complex accounting processes. Committed leadership that exemplifies a stellar reputation.
Professional Highlights
- Ability to communicate effectively and establish excellent rapport with people at all levels. Handles all aspects of customer inquiries and complaints.
- Superior interpersonal skills to support customer complaint resolution, provide guidance and direction to subordinates, handle delicate issues, diffuse volatile situations and create enthusiasm among personnel.
- Knowledge and experience with standards, practices, and techniques related to the auditing of financial operations, reporting and systems. Strong analytical and strategic problem-solving skills. Excellent written and verbal skills, detail oriented, and well organized.
- Diverse software applications experience including: Internet, e-commerce, sales/marketing support systems, pace systems, treasury management systems, and caps, word, excel and maintains a full working knowledge of operations environment software acquired through experience in an operations environment and on the job training.
Timeline
Cash Manager
Trust Management Network
01.2023 - 01.2024
Accounting Manager
Conduent Inc.
01.2019 - 01.2023
Accounting Manager
Satco Products Inc.
01.2015 - 01.2019
Client Service Center Manager
Texas Health Resources (Corporate)
01.2008 - 01.2015
Branch Relationship Officer
First Resource Federal Credit Union
01.2002 - 01.2008
Assistant Branch Manager
City National Bank
01.1992 - 01.2002
No Degree - Finance
UNIVERSITY OF ARKANSAS
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