Kaitlyn Murphy
Keyport,NJ
Summary
Financial Operations Specialist with hands-on experience in revenue reporting, budgeting, system management, and employee training. Adept at ensuring data accuracy, supporting operational efficiency, and maintaining compliance across financial processes.
Overview
7
7
years of professional experience
Work History
Financial Operations Specialist
Omnicom Health Group
New York, NY
08.2025 - Current
- Prepared revenue reports and managed job budgets to support financial planning and performance tracking
- Setting up and maintaining clients/products
- Conducted monthly reconciliations of corporate cards to ensure accuracy and compliance.
- Time Sheet Corrections (submissions, deletions, approvals, transfers)-Working with client finance to obtain approvals ensuring the process is adhered to.
- Creates HR Mini Master employee profiles in Vantage for non-payroll employees.
- Daily Entry of employee grades and submitting role requests to access vantage for employees and freelancers that are new hires.
- Led financial orientations for new hires, training on systems, time tracking, and internal processes
Underwriting Assistant
Fintap
Clifton, NJ
04.2024 - 08.2025
- Assist with thorough background checks, and financial analyses for new merchant applications.
- Acquire necessary documentation needed in accordance with submissions, including merchant processing statements and any correlated financials.
- Filter merchant applications for further review by a senior underwriter.
Teller
BCB Bank
Bayonne, NJ
08.2023 - 04.2024
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Developed and implemented strategies to reduce risk and increase profitability.
- Evaluated client financial positions and identified most appropriate banking products.
Barista
Starbucks
08.2021 - 07.2023
- Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
- Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
- Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.
Dental Assistant
Dr. Angelica
10.2019 - 03.2021
- Connected with patients making sure they feel comfortable before the procedure.
- Gathered and reviewed patient records, data and health history to share with dentists for quick and accurate patient assessments, diagnoses and treatment.
- Passed instruments to dentist, gently sprayed water, suctioned fluids and mixed materials to support dentists during procedures.
Education
Bachelor of Science - Finance
Rutgers, The State University of New Jersey
New Brunswick, NJ08-2025
Skills
- Microsoft Excel & Powerpoint Proficiency
- Financial Reporting & Revenue Analysis
- Budgeting & Job Costing
- Financial Operations & Process Management
- Client & Product Setup / Master Data Management
- Data Entry
- Strong Work Ethic
- Strong Written & Oral Communication
- Customer Service/ Relationship-building
Reference
Michael Meadows
Senior Product Manager at Swiss Re
Specializing in excess casualty for 30+ years
mikemeadows127@gmail.com
Michael Tokar
Bank Manager at BCB Bank
201-823-0700 x2220
Timeline
Financial Operations Specialist
Omnicom Health Group
08.2025 - Current
Underwriting Assistant
Fintap
04.2024 - 08.2025
Teller
BCB Bank
08.2023 - 04.2024
Barista
Starbucks
08.2021 - 07.2023
Dental Assistant
Dr. Angelica
10.2019 - 03.2021
Bachelor of Science - Finance
Rutgers, The State University of New Jersey