Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Kelly Rozier

Dallas

Summary

Resourceful Associate known for high productivity, attention to detail, and efficient task completion within a Global Procurement team. Specialized in reporting, time management, client relationship building, and data analysis. Excel in communication, teamwork, and adaptability, ensuring seamless collaboration and project success.

Overview

5
5
years of professional experience

Work History

Associate

Goldman Sachs & Co
Dallas
10.2024 - Current
  • Prepare detailed financial reports totaling up to $50 million for senior management to facilitate informed decision-making.
  • Manage client inquiries, ensuring timely responses and upholding high service standards.
  • Simultaneously handle multiple tasks while maintaining meticulous attention to detail.
  • Produce daily aged invoice reports and deliver monthly and ad-hoc reports for financial transparency.
  • Prepare and analyze reports for outstanding expenses across divisions to identify trends and mitigate potential risks.
  • Review budgets to confirm sufficient funds remain for processing invoices.
  • Identify operational efficiency opportunities by automating manual processes with technology solutions.
  • Collaborate cross-functionally to support strategic initiatives.

Accounts Payable Analyst

Franklin Monroe Administrative Services, LLC
Chicago
10.2022 - 10.2024
  • Received and tracked all invoices from vendors, ensuring payment accuracy through meticulous invoice review and reconciliation.
  • Received/tracked all invoices from vendors and improved payment accuracy with meticulous invoice review and reconciliation efforts.
  • Coded all invoices to the corresponding General Ledger account.
  • Enhanced vendor relationships through prompt communication and timely resolution of discrepancies, fostering trust and reliability.
  • Reduced outstanding accounts payable balances by following up on overdue invoices, improving cash flow management.
  • Ensured timely communication of weekly check reports for financial tracking.
  • Prepared checks when electronic payment was not available.

Student Finance Specialist

National Louis University
Chicago
07.2021 - 10.2022
  • Processed and recorded incoming payments while managing account balances of $24,000 to ensure accurate financial tracking.
  • Supported students by providing timely updates on financial statuses to enhance understanding of their academic journeys.
  • Provided continuous support to keep students informed about financial status during academic journeys.
  • Evaluated student situations to recommend tailored payment plans, alleviating financial burdens.

Accounts Payable & Receivable Analyst

A Safe Haven Foundation
Chicago
05.2021 - 07.2021
  • Prepared monthly city vouchers, inputting invoices for payment and managing accounts payable files.
  • Analyzed data to ensure accurate entry and posting of accounts receivable documents.
  • Maintained precise account books and accounting systems through accurate data entry and thorough proofreading, ensuring integrity of financial records.
  • Examined budgets of $500,000, generating monthly allocations and quarterly reports on fund usage to support financial decision-making.
  • Computed, classified, and recorded numerical data to maintain comprehensive financial records.
  • Reviewed payroll allocations to identify errors and enhance accounting accuracy.
  • Computed, classified, and recorded numerical data to uphold comprehensive financial records, facilitating timely reporting and analysis.

Education

MBA -

Jackson State University
Jackson, MS
12-2020

BBA - Finance

Jackson State University
Jackson, MS
05-2019

Skills

  • Invoice Processing
  • Payment Scheduling
  • Financial reporting
  • Budget analysis
  • Data Analysis
  • Data Entry Accuracy
  • SAP
  • Microsoft Excel
  • PowerPoint
  • Preparing reports
  • Vendor management
  • Cross-functional teamwork
  • Analytical Thinking
  • Attention to Detail

Affiliations

Alpha Kappa Alpha Sorority, Inc.

Timeline

Associate

Goldman Sachs & Co
10.2024 - Current

Accounts Payable Analyst

Franklin Monroe Administrative Services, LLC
10.2022 - 10.2024

Student Finance Specialist

National Louis University
07.2021 - 10.2022

Accounts Payable & Receivable Analyst

A Safe Haven Foundation
05.2021 - 07.2021

MBA -

Jackson State University

BBA - Finance

Jackson State University
Kelly Rozier