Joannie Campbell
Grand Prairie,TX
Summary
With 20+ years of experience in client service, process improvement, and financial analysis, this results-oriented financial professional brings expertise in leading process improvement initiatives, corporate change management, cash management, and financial reporting. Dedication to providing sound advice to business clients managing multiple locations and complex accounting processes is evident. The commitment to leadership is reflected in a stellar reputation.
Overview
32
32
years of professional experience
Work History
Cash Manager
Trust Management Network
06.2023 - 05.2024
- Enhanced cash flow by implementing efficient cash management processes and procedures.
- Provided regular updates to senior management on cash management activities, progress against targets, and areas of potential risk or opportunity.
- Reduced discrepancies in cash handling by conducting regular audits and providing staff training.
- Managed daily cash positions, ensuring adequate liquidity for operational needs while maximizing returns on idle funds.
- Established strong relationships with banking partners, leveraging expertise to enhance overall cash management capabilities.
- Actively participated in the selection process of new banking software solutions which streamlined internal workflows.
- Led efforts to automate manual processes within the department, increasing efficiency levels while reducing potential errors in data entry tasks.
- Collaborated with cross-functional teams to support financial objectives, optimize resources, and drive sustainable growth.
- Streamlined reconciliation processes for timely resolution of discrepancies and improved accuracy in reporting.
- Set up customized reports within bank portals that allowed easy access to vital information needed for day-to-day operations.
- Implemented robust cash controls, reducing instances of fraud and loss while maintaining a secure environment for all transactions.
- Served as subject matter expert on payment processing systems, providing guidance on best practices and driving continuous improvement initiatives.
- Oversaw liquidity and cash management operations.
- Conducted financial due diligence on potential investments and acquisitions.
Accounting Manager
Conduent Inc.
03.2019 - 02.2023
- 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 Governance program
- Coordinate and execute monthly task with multiple stakeholders to drive desired outcome
- 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.
01.2015 - 02.2019
- 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 $1million + 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 18month 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)
05.2008 - 12.2014
- 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 overall loss to hospital during payment negotiations
- Supervised collectors and monitored proper handling of invoices, statements, calls and correct placement of accounts
- Maintained 95% average of on-time billing and ensured hospitals ability to collect and reconcile account credits by month end close
Branch Relationship Officer
First Resource Federal Credit Union
05.2002 - 03.2008
- Managed daily rate and loan dividends
- Developed and attained sales goals for 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
08.1992 - 05.2002
- 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 branch
- Scheduled and supervised customer service representatives, head teller, tellers, safety deposit clerk, and financial service managers in daily tasks and operations
Education
Bachelor of Science - Business Administration
UNIVERSITY OF ARKANSAS
Fayetteville, Arkansas12.2024
Skills
- Financial analysis
- Cash management
- Budgeting and forecasting
- Regulatory compliance
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
06.2023 - 05.2024
Accounting Manager
Conduent Inc.
03.2019 - 02.2023
Accounting Manager
Satco Products Inc.
01.2015 - 02.2019
Client Service Center Manager
Texas Health Resources (Corporate)
05.2008 - 12.2014
Branch Relationship Officer
First Resource Federal Credit Union
05.2002 - 03.2008
Assistant Branch Manager
City National Bank
08.1992 - 05.2002
Bachelor of Science - Business Administration
UNIVERSITY OF ARKANSAS
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