Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
Generic

Kaylie Corcoran

Verona,MO

Summary

Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Skilled at developing and maintaining documentation systems, managing calendars and preparing reports. Knowledgeable in project management principles, business processes and customer service best practices.

Overview

11
11
years of professional experience

Work History

Finance Operations Coordinator

Tango Card, Inc
08.2022 - Current
  • Developed and maintained over 150+ process and training documentation
  • Assist with escalated issues and perform routine checks
  • Mentor less experienced peers and investigate and resolve customer account variances by entering journal entries
  • Support management with projects and address billing inquiries
  • Ensure timely completion of month-end tasks, account reconciliations, conduct monthly analyses of statistical entries, accounts receivables and creating forecasts for accounts receivables
  • Address ad hoc requests, assist with funding and accounts receivable tasks as needed to ensure meeting internal SLAs while prioritizing exceptional customer service
  • Collaborate cross-functionally to implement process efficiencies and drive process improvements
  • Assist with year-end audit requests
  • Serve as main point of contact for team, coordinate team activities, and communicate effectively and transparently through Slack and email
  • Work effectively as team contributor, proven problem solver, and leader
  • Possess in-depth knowledge of accounting principles, and adapt quickly to changing environments
  • Manage email correspondence and uphold strict deadlines, track team performance through individual scorecards and monthly trends.

Contracts Billing Analyst

Jack Henry & Associates
08.2017 - 08.2022
  • Manage emails in Finance Backlog Mailbox, correcting errors and addressing queries from operations and others
  • Handle personal mailbox correspondence, collaborating with colleagues within tight deadlines
  • Assisting team in meeting contract entry setup by deadlines while maintaining less than 5% error rate to ensure accurate contract setup by closely collaborating with Operation teams
  • Analyze backlog reports using Excel, creating visual representations for management
  • Assist in month-end close by analyzing data and reports
  • Worked in many different systems such as jSource (CRM), Oracle system (PeopleSoft), Commission System Editor (CSE), and Salesforce for various reports and customer billings
  • Request new products or updates, maintaining updated notes in OneNote.
  • Generate Continuous Process Improvement ideas for contract entry.
  • Contribute to team projects focusing on process improvements and backlog cleanups.
  • Communicate effectively with team, managers, and others through Microsoft Teams.

Accounts Receivable Specialist II

Jack Henry & Associates
08.2017 - 10.2021
  • Responsible for reading and entering contracts into FSCM
  • Assist others in research and answering questions on customers, contracts, and billing
  • Work in jSource to do research and process billing excel spreadsheets each week to send out for review before processing billings at end of month

Customer Service Specialist II – Business Clients

JP Morgan/Chase Bank
03.2016 - 08.2017
  • Deliver exceptional customer service with quick and efficient call handling.
  • Resolve customer issues promptly and effectively, often during phone calls.
  • Maintain professional and courteous image of JP Morgan/Chase Bank.
  • Address errors in customer relations during weekly meetings.
  • Create and provide personalized performance statistics and goals to colleagues.
  • Participate in management meetings to stay updated on procedures and products.
  • Process payments and balance transfers for customers upon request.

Teller

Metropolitan National Bank
06.2015 - 03.2016
  • Provided high level of customer service to everyone that entered by processing transactions (such as payments, deposits, withdrawals, etc.) and directing them to different associated depending on their needs
  • Uncovered new needs and referred customers to products that would better fulfill their needs with everyday banking
  • Worked as team member to complete daily tasks such as batching out end of day transactions, closing out drawers, and generating reports.

Teller, Vault Teller, and New Accounts

Regions Bank
11.2014 - 06.2015
  • Responsible for opening bank and getting everything prepared for day and securing all confidential information at close of day
  • Responsible for opening new accounts in fast paced, demanding environment
  • Provided high level of customer service to everyone that entered by processing transactions (such as payments, deposits, withdrawals, etc.) and directing them to different associated depending on their needs
  • Responsible for balancing cash vault every day and retrieving money from vault when other tellers needed some for their individual cash drawers
  • Offered new products to customers that would better fit them and their needs.

Retail Sales Associate

Adrenaline Apparel & Design
03.2013 - 11.2014
  • Responsible for opening and closing store for public sales
  • Provide high level of customer service to customers assisting with any questions, locating any product requested, as well as checking out items purchased
  • Record customer orders in efficient manner to ensure customers receive accurate quality product as requested
  • Responsible for various cleaning and organizing duties including vacuuming, dusting, filing, stocking shelves, preparing orders, labeling orders, verifying cash, and making deposits.

Embroiderer and Heat Press Operator

Adrenaline Apparel & Design
03.2013 - 11.2014
  • Responsible for cutting out vinyl applications in order to adhere them to various requested products in fast-paced demanding environment.
  • Enhanced customer satisfaction by providing high-quality embroidery work on various garments and materials.
  • Collaborated with design team to create unique, custom embroidery designs for clients'' specific needs.
  • Maintained clean, organized workspace to ensure smooth operations and prevent errors in embroidery work.

Education

Bachelor of Science in Accounting, FP100T (Economics and Finances), SOC110 (Teamwork, Collaboration and Conflict Resolution), MGT230/312T (Management Theory, Organizational Behavior for Managers), ACC210/290T/291T/349T/421T/422T/423T/455/460/491/492/497 (Accounting Principles), MKT/421T (Marketing), FIN370T (Finance for Business), ECO365T/372T (Principals of Macroeconomics and Microeconomics) -

University of Phoenix
Phoenix, AZ
10.2022

Associate of Accounting & Business Management, BUS 110 (Principles of Business), CIS-201 (Microsoft Excel and Access), BIO 100, Public Speaking, CIS-101 (Microsoft Word), English, College Algebra -

Ozarks Technical Comm. College
Springfield, MO
11.2019

Accounting and Business classes -

Aurora High School
Aurora, MO
05.2012

Skills

    • Relationship Building
    • Leadership Development
    • Cross-Functional Collaboration
    • Continuous Process Improvement
    • Account Reconciliation
    • Project Coordination
      • Accounts reconciliation
      • Organizational Skills
      • Problem-Solving
      • Attention to Detail
      • Data Analysis and Modeling
      • Adaptability

Hobbies and Interests

I enjoy planning activities, spending time with my family, and enjoying the outdoors playing with our dogs.

Timeline

Finance Operations Coordinator

Tango Card, Inc
08.2022 - Current

Accounts Receivable Specialist II

Jack Henry & Associates
08.2017 - 10.2021

Contracts Billing Analyst

Jack Henry & Associates
08.2017 - 08.2022

Customer Service Specialist II – Business Clients

JP Morgan/Chase Bank
03.2016 - 08.2017

Teller

Metropolitan National Bank
06.2015 - 03.2016

Teller, Vault Teller, and New Accounts

Regions Bank
11.2014 - 06.2015

Retail Sales Associate

Adrenaline Apparel & Design
03.2013 - 11.2014

Embroiderer and Heat Press Operator

Adrenaline Apparel & Design
03.2013 - 11.2014

Bachelor of Science in Accounting, FP100T (Economics and Finances), SOC110 (Teamwork, Collaboration and Conflict Resolution), MGT230/312T (Management Theory, Organizational Behavior for Managers), ACC210/290T/291T/349T/421T/422T/423T/455/460/491/492/497 (Accounting Principles), MKT/421T (Marketing), FIN370T (Finance for Business), ECO365T/372T (Principals of Macroeconomics and Microeconomics) -

University of Phoenix

Associate of Accounting & Business Management, BUS 110 (Principles of Business), CIS-201 (Microsoft Excel and Access), BIO 100, Public Speaking, CIS-101 (Microsoft Word), English, College Algebra -

Ozarks Technical Comm. College

Accounting and Business classes -

Aurora High School
Kaylie Corcoran