KELLY BRADLEY
Atwater,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
Work History
Accounting Manager
Stainless Distributors
Modesto, CA
02.2008 - 01.2024
- Reviewed general ledger accounts for accuracy and compliance with GAAP.
- Identified areas of improvement in the existing accounting system and recommended changes accordingly.
- Developed budgets, prepared forecasts and monitored financial deadlines.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Researched complex accounting issues and provided solutions to management team.
- Collaborated with different departments regarding their budget requirements.
- Prepared monthly, quarterly, and annual financial statements in accordance with generally accepted accounting principles.
- Delivered actionable recommendations to enhance strategic direction and day-to-day accounting operations.
- Managed payroll processing and changes for 18 employees.
- Ensured timely payment of invoices from vendors or suppliers according to contractual agreements.
- Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
- Managed relationships with tax authorities, bankers and auditors.
- Oversaw cash flow, controlled costs and financial matters.
- Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.
- Answered 40-50 calls per shift to assist with customer questions and concerns.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Electronic Banking Specialist
County Bank
Merced, CA
05.2004 - 02.2008
- Mitigated risk and exposure of security breaches through development of robust contingency plans exceeding federal mandates.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Assisted customers with online banking inquiries, including account access and password resets.
- Responded promptly and effectively to customer complaints about online banking services.
- Performed system maintenance tasks such as software upgrades and patches.
- Drafted correspondence with customers regarding their online activity.
- Managed customer accounts by updating information in the system database.
- Recommended enhancements and updates to system software based on performance data and user feedback.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Provided technical support for the electronic banking platform, troubleshooting customer issues as necessary.
- Identified transaction errors when debits and credits did not balance.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
- Researched discrepancies between customer records and bank statements.
- Processed payments through ACH, wire transfer and other electronic payment methods.
- Created reports to monitor daily transactions and identify potential fraud or errors.
- Delivered software solutions consistent with product roadmap and meeting release plan milestones.
- Coordinated with internal teams such as IT, Customer Service, Risk Management and Compliance departments.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Prepared detailed documentation of all transactions related to electronic banking processes.
- Monitored compliance with applicable regulations regarding electronic banking operations.
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
- Developed training materials to educate customers on how to use the bank's digital services.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Conducted regular reviews of existing policies and procedures related to electronic banking activities.
- Verified amounts and integrity of every check or funds transfer.
- Developed statistical models for risk assessment to other departments for investment plan evaluation.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Provided technical guidance on how to use various electronic banking tools and applications.
- Developed test plans for new features before they were released into production environments.
- Resolved problems or discrepancies concerning customers' accounts.
- Maintained up-to-date knowledge of e-banking industry standards, best practices, regulations, security protocols and emerging technologies.
- Analyzed customer trends to inform product development decisions related to e-banking products and services.
- Evaluated new third party vendors offering e-banking services.
- Identified opportunities for process improvement within the e-banking department.
- Recognized by management for providing exceptional customer service.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
- Maintained updated knowledge through continuing education and advanced training.
- Planned and completed group projects, working smoothly with others.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Achieved cost-savings by developing functional solutions to problems.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Delivered products to customer locations on time.
- Assisted with customer requests and answered questions to improve satisfaction.
- Understood and followed oral and written directions.
- Collaborated with others to discuss new opportunities.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Maintained schedule of class assignments to meet deadlines.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Completed day-to-day duties accurately and efficiently.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
- Answered 40-50 calls per shift to assist with customer questions and concerns.
- Exceeded customer satisfaction by finding creative solutions to problems.
Education
Associate of Science - ACCOUNING/BUSINESS ADMIN
University of Phoenix
Tempe, AZ05-2009
Skills
- Bank Account Reconciliations
- Invoicing
- Closing Procedures
- Process Improvement
- System Development
- Account Reconciliation
- Funds Allocation
- Project Management
- Financial Auditing
- Quickbooks
- Process Management
- Payroll Management
- Collections
- Staff Management
- Budget Management
- Finance
- Meticulous Attention to Detail
- Payroll Processing
- Budget Development
- Internal Controls
- Bookkeeping
- Inventory Auditing
- Statement Review
- Journal Entries
- Recruitment and Hiring
- Payroll
- Operations Management
- Documentation
- General Ledger Accounting
- AP and AR Management
- Payment Collection
- Audits
- Reporting
Timeline
Accounting Manager
Stainless Distributors
02.2008 - 01.2024
Electronic Banking Specialist
County Bank
05.2004 - 02.2008
Associate of Science - ACCOUNING/BUSINESS ADMIN
University of Phoenix