Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Kyle S. Poris

Humble,TX

Summary

Professional with strong background in finance. Skilled in cash management, account reconciliation, and financial reporting. Focused on team collaboration and achieving results. Adaptable to changing needs, reliable, and detail-oriented.

Overview

5
5
years of professional experience

Work History

Treasury Clerk

Waste Connections
03.2023 - Current
  • Handle daily ACH payments through PNC, BOA, and Fifth-thirds.
  • Receive cash from all secondary bank accounts when necessary.
  • Maintain positive banking relationships with depository banks.
  • Work with Treasury Management to maintain and rationalize the company’s choice of key global banks including the analysis of bank fee structures, services, relationships, credit levels and counterparty credit quality/exposure.
  • Act as a treasury liaison with the company’s business units in setting up new banking accounts, services, and handling bank inquiries and related matters.
  • Conduct monthly bank reconciliations and maintain accurate reports.
  • Collaborated with internal departments for timely and accurate completion of monthly bank reconciliations.
  • Maintained secure storage and handling of sensitive financial documents, safeguarding against potential fraud or loss.

Credit Representative

NRG
09.2022 - 03.2023
  • Handled inbound phone calls, reconciled payments, entered verbal and faxed pledged commitments.
  • Provided usage history and invoices to agencies, validated IDs, and managed customer requests.
  • Reviewed legal documents to release enrollment holds.
  • Negotiated favorable terms with customers experiencing financial difficulties to ensure continued business relationships while minimizing losses.

Bank Teller

Wells Fargo
01.2022 - 09.2022
  • Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.
  • Cross-sold bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative.
  • Complied with bank operations and security procedures by participating in all dual-control functions, maintaining customer traffic surveys, auditing other tellers’ currency, and assisting in certification of proof.
  • Maintained customer confidence and protected bank operations by keeping information confidential.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Guest Teacher

Humble ISD
12.2020 - 01.2022


  • Promoted a positive classroom environment by establishing clear expectations and fostering open communication between students and teacher.
  • Developed strong rapport with students, parents, and colleagues, resulting in increased collaboration and support for student success.
  • Incorporated project-based learning activities into lessons, enabling students to apply their knowledge in practical ways while developing problem-solving skills.

Auditor Examiner

Gary W. Lambert and Company
01.2020 - 04.2020
  • Sales and Use Tax Examinations in Parishes of Louisiana.
  • Taxpayer Education, Forensic Accounting, Litigation Support Services, Auditing Financial Information.
  • Reviewed taxpayer accounts conducted audits on-site or by correspondence.
  • Used updated information to ensure compliance with laws, regulations, and standards within Louisiana.
  • Prepared and submitted detailed reports on audit findings on sales and use tax deficiencies.
  • Analyzed sales tax data from billing systems to ensure the proper tax was collected and reflected on tax returns and supporting documentation.
  • Communicated errors or discrepancies noted and assisted in corrective actions.

Education

Bachelor of Business Administration - Finance

Stephen F. Austin State University
Nacogdoches, TX
12.2019

Skills

  • Accounts receivable
  • Cash management
  • Payment processing
  • Audit support
  • General ledger maintenance
  • Banking operations
  • Customer service
  • Year-end closing
  • Financial statement preparation
  • Balance sheet reconciliation
  • Month-end documentation

Affiliations

  • Kappa Sigma Fraternity
  • Treasurer Chair 2019-2019, Scholarship Chair 2018-2019, Philanthropy Chair 2018-2019.
  • Finance Club
  • Recruit guest speakers from local firms and companies. R.M.A Credit Essentials Certificate, validates your commercial credit risk knowledge.
  • Roundtable Investment Group
  • Member of the Mast Student Investment Roundtable consisting of sixteen students who are selected after having demonstrated exemplary performance in specific investment courses.
  • The roundtable provides direct experience in managing an investment portfolio of over 1,000,000.

Timeline

Treasury Clerk

Waste Connections
03.2023 - Current

Credit Representative

NRG
09.2022 - 03.2023

Bank Teller

Wells Fargo
01.2022 - 09.2022

Guest Teacher

Humble ISD
12.2020 - 01.2022

Auditor Examiner

Gary W. Lambert and Company
01.2020 - 04.2020

Bachelor of Business Administration - Finance

Stephen F. Austin State University

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Kyle S. Poris