Lourdie Charles
Accounting/Data Analytics Student
Jacksonville,AL
Summary
With a strong focus on accounting and data analysis, I am confident in my ability to provide valuable insights by interpreting data to make informed decisions. My extensive background has also given me a unique perspective on how to effectively communicate and showcase my skills. In my free time, I am a proactive member of several professional organizations such as Black Student Union and attend various networking events to continue building my network and gaining knowledge in my fields.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Work History
Founder
NOLAZYMONEY
01.2022 - Current
- Created the brand to teach fellow college students financial literacy in terms of building credit and personal finance. Serve as an outlet and resource for individuals entering adulthood and the workforce to learn how to take charge of their own finances and early career
- Designed and managed the brand’s public website by analyzing daily traffic and website visits by managing day-to-day content production and channel management with a focus on engaging and growing audiences across the brand
- Contact and build relationships with education institutions to book speaking engagements to spread brand awareness by hosting “Credit 101 Webinar”.Develop lead and spread brand awareness through various marketing activities (mailings, referrals, networking, website)
- Created an ebook that informs of a free and easy way to build credit for young adults on a budget. Write, edit, and fact-check marketing content, ensuring content across all platforms is on-brand, as well as crisp, clear, compelling, and consistent.
- Host different speakers during Black History Month for the series created by the brand called “BlackMoney” which is to bring light to financial literacy in the black community.
Training and Onboarding Lead
HEALTHCARE
06.2021 - 01.2023
- Apply data-driven insights and analysis to all program/ project planning and execution through cross-functional communication between all stakeholders, team leads, and vendors for all owned programs/projects. Prepare and provide weekly status reports that include project activities progress, risk and issue log, time and expense burn-down, forecasted days per resource, summary of weekly strategies and planned activities for next week.
- Demonstrated success in transforming complex, nuanced programs into digestible, detailed project plans and driving cross- functional execution of those plans. Create a daily curriculum of presentations for member services agents to provide knowledge on medicare advantage plans to be better equipped for production. Daily curriculum is created by extensive research to ensure each appropriate content is diversified to accomplish effective application
- Working closely with the department leads to developing timelines and project plans; exercising creative problem solving skills to keep projects moving forward. Collaborate with external vendors to analyze training metrics and determine course of action for future training classes. Develop and monitor spreadsheets to regulate Medicare changes and to keep track of progress and effectiveness of learning initiatives.
- Synthesize project management by juggling multiple tasks in a fast-paced and time sensitive environment with the Ability to appropriately decide between owning and delegating action items to keep project on track.
Treasurer Assistant
JERUSALEM SDA CHURCH
Guntersville, AL
01.2023 - Current
- Assume management responsibility for all services and activities of the cash management section of the church finances to include; analyze, oversee and maintain cash flow needs and proper cash balances for disbursements; coordinate electronic transfers; approve installments on contracts
- Prepare a monthly financial statement and distribute copies to the church board at meetings. This statement includes the balance status of all budgeted accounts, as well as the totals received in tithes and offerings and a detailed record of all disbursements made.
- Attends meetings with the church executive staff to go over finances and stay aware of any upcoming expenses, events, or changes to the church’s operation. Manage and participate in the development and implementation of goals, objectives, policies, and priorities for the Finance Department; identify resource needs; recommend and implement policies and procedures.
- Collect, sort and record the amount of tithe and offerings each Saturday after church services. Keep track of expense balances such as accounts payable with due dates and name of each account.
Human Resources Administrator
U.S ARMY RESERVES
Athens, GA
11.2019 - 05.2022
- Assess personnel qualifications for upcoming special assignments by working independently and collaborating with other HR Administrators. Formulate plans for open positions based on qualifications of available personnel. Screen candidates for upcoming phases through to assignment placement. Guide and train personnel to improve performance and build professional relationships promoting cohesion throughout the company.
- Coached candidates on compliance,maintained officer/enlisted personnel records. Continually reviewed data and made suggestions for additional training exceeded reporting expectations by 50%.
- Utilized specialized tracking systems to identify gaps in workflow and made suggestions for personnel needs to reach monthly goals.
- Ensured compliance with company policies by screening soldiers to maintain personnel records and process actions accordingly. Maintained robust communication with project leaders and personnel to facilitate better collaboration during projects
Education
BACHELOR OF SCIENCE - ACCOUNTING, PROGRESS
JACKSONVILLE STATE UNIVERSITY
08.2020 - 05.2024
Skills
Microsoft office, Tableau, Data Analytics, Salesforce
Timeline
Treasurer Assistant
JERUSALEM SDA CHURCH
01.2023 - Current
Founder
NOLAZYMONEY
01.2022 - Current
Training and Onboarding Lead
HEALTHCARE
06.2021 - 01.2023
BACHELOR OF SCIENCE - ACCOUNTING, PROGRESS
JACKSONVILLE STATE UNIVERSITY
08.2020 - 05.2024
Human Resources Administrator
U.S ARMY RESERVES
11.2019 - 05.2022