Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Katina Swain

Elizabeth City,NC

Summary

Focused Accounting professional with 10 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with Tyler Tech. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs. Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in Accounts Receivable with an eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.

Overview

14
14
years of professional experience

Work History

Accounting Specialist II

Albemarle Regional Health Services
03.2021 - Current
  • Input financial data and produced reports using Tyler Connect.
  • Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Assisted auditors during annual audits, providing necessary documentation and addressing inquiries promptly.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Coached, trained, and delegated tasks to team members to meet specific department goals.
  • Established effective communication channels with vendors and customers to resolve outstanding issues timely manner.
  • Leveraged advanced Excel skills to create dynamic financial models for decision-making purposes.
  • Streamlined accounting processes for efficiency, implementing automation tools and software solutions.
  • Met accounting financial standards by providing accounting department annual budget information.
  • Coached, trained, and delegated tasks to team members to meet specific department goals.

Consumer Loan Specialist

One Main Financial
03.2017 - 02.2021
  • Provided exceptional customer service, addressing inquiries and resolving issues in timely manner.
  • Compiled documentation necessary to successfully fund over 30 loans per month.
  • Reviewed customer applications closely to identify any opportunities for further development and revenue.
  • Interviewed prospective customers to discuss financial goals and means surrounding personal loans.
  • Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
  • Provided expert guidance on appropriate financing options based on individual customer needs analysis evaluations.
  • Managed communications as central point of contact for entire lending process.
  • Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.

Retail Sales Manager

US Cellular Wireless
08.2010 - 03.2017
  • Boosted sales performance by implementing effective visual merchandising and store layouts.
  • Developed strong customer relationships through attentive service and expert product knowledge, resulting in repeat business.
  • Trained new sales associates on company policies, selling techniques, and customer service best practices to maximize their potential.
  • Managed inventory effectively to minimize stock shortages and ensure optimal levels of merchandise for maximum sales.
  • Analyzed sales data and trends to identify areas for improvement in both individual and team performance, leading to increased revenue.
  • Addressed customer complaints professionally and efficiently, resulting in satisfied customers who continued to patronize the store.
  • Collaborated with other department managers to create cohesive in-store experience that maximized cross-selling opportunities between departments.
  • Coordinated special events within the store such as product launches or promotional activities that generated excitement among customers.
  • Provided ongoing coaching and feedback to sales associates, fostering environment conducive to learning and professional growth.
  • Recruited, hired and trained associates to develop into productive team members with excellent product knowledge.

Education

Bachelor of Science - Business Management

Elizabeth City State University
Elizabeth City, NC
12.2006

Skills

  • GL and journal entries
  • Invoice Processing
  • Tax Preparation
  • Revenue Tracking
  • Financial Auditing
  • Reporting analysis
  • Strategic Planning
  • Ledger updating
  • EExcel
  • Cost accounting
  • Account Reconciliation
  • Recordkeeping skills
  • Credit analysis
  • Cash Flow Management
  • Fixed Assets Management
  • General Ledger Management
  • Financial Statements
  • Intercompany Transactions

Additional Information

Completed Local Government Finance and Basic Principles of Local Government courses with UNC School of Government with focuses on Budgeting, Revenues, Fiscal Control Act, Revenue Forecasting, Financial Reporting, Annual Audits, Procurement, Contracting and Disposal of Property.

Timeline

Accounting Specialist II

Albemarle Regional Health Services
03.2021 - Current

Consumer Loan Specialist

One Main Financial
03.2017 - 02.2021

Retail Sales Manager

US Cellular Wireless
08.2010 - 03.2017

Bachelor of Science - Business Management

Elizabeth City State University
Katina Swain