Joshua Whitman
Johnson City,Tennessee
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities. Focused on supporting team success and achieving positive results. Accounting experience with accounts receivable and reconciling expenses within QuickBooks and Excel. Experience and knowkedge in training and development of employees.
Overview
5
5
years of professional experience
Work History
Accountant
Families Free
Johnson City, Tennessee
05.2023 - Current
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
- Cross-trained employees, enabling completion of priority tasks during personnel absences.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Managed accounts receivable, improving cash flow management.
- Posted financial data in Excel spreadsheets and managed inventory.
- Analyzed balance sheets for mistakes and inaccuracies.
Learning and Development Specialist
Family Trust Federal Credit Union
Rock Hill, SC
11.2022 - 04.2023
- Created lesson plans, course materials, job aids, presentations, videos and other resources for learning activities.
- Worked collaboratively across departments and with various stakeholders to deliver comprehensive, effective training sessions.
- Analyzed feedback from participants in learning sessions to improve future offerings.
- Used role-playing, lectures, and simulations to present information in variety of instructional techniques and formats.
- Maintained records of all training activities including attendance rosters and evaluation forms.
- Developed strategies for tracking employee progress in completing required training courses.
- Developed and facilitated learning programs to ensure the professional development of employees.
Specialty Teller
Eastman Credit Union
Johnson City, Tennessee
09.2019 - 10.2022
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Performed regular audits on teller drawers to maintain accuracy and prevent fraud.
- Processed customer transactions including deposits, withdrawals, transfers, loan payments.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Processed transactions accurately and efficiently, including deposits, withdrawals, and loan payments.
- Reviewed customer account information to verify accuracy and resolve any outstanding issues.
Education
Bachelor of Science - Political Science
East Tennessee State University
Johnson City, TN12-2017
Skills
- Financial analysis
- Billing resolution
- Accounts receivable
- Bank reconciliation
- Customer service
- Problem solving
- Training development
- Record keeping
- Time management
- MS office suite
- Spreadsheet proficiency
- Communication
- Active listening
- Conflict resolution
- Cultural awareness
- Public speaking
- Critical thinking
- Presentation skills
- Attention to detail
- Employee training
Timeline
Accountant
Families Free
05.2023 - Current
Learning and Development Specialist
Family Trust Federal Credit Union
11.2022 - 04.2023
Specialty Teller
Eastman Credit Union
09.2019 - 10.2022
Bachelor of Science - Political Science
East Tennessee State University