Melissa LeFave
Anacortes
Summary
Dynamic financial professional with extensive experience at Productive Dentist Academy, excelling in cash flow management and accounting. Proven track record in enhancing operational efficiency and fostering strong client relationships. Skilled in QuickBooks and conflict resolution, driving accuracy and compliance in financial reporting while ensuring exceptional customer satisfaction.
Took a small career break to raise children. During these years I became a entrepreneur in Real Estate investment. Managed multiple remodels working with subcontractors and ultimately turning them into rental properties or home "flips". This allowed me great experience with property management, tenant relations, and maintenance coordination. Utilizes negotiation skills to handle tenant disputes and lease agreements. Knowledge of local rental laws and regulations ensures compliance and effective property operations.
I have a strong analytical mindset and proven ability to drive financial performance. Known for effective collaboration, adaptability, and delivering results in dynamic environments. Reliable team player with focus on achieving optimal outcomes.
Overview
8
8
years of professional experience
Work History
Comptroller/Human Resources Manager
Productive Dentist Academy
03.2013 - 01.2016
- Managed financial reporting processes to ensure accuracy and compliance with industry regulations.
- Coordinated annual budgeting processes, aligning departmental goals with overall organizational objectives.
- Implemented robust cash flow management strategies to enhance liquidity and operational stability.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Completed payroll for employees and maintained detailed records of procedures.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
Part Time- Senior Teller
Wells Fargo Bank
02.2010 - 01.2012
- Supervised daily operations of the teller line, ensuring smooth transactions and compliance with bank policies.
- Trained new tellers on procedures, enhancing team performance and customer service delivery.
- Resolved customer inquiries effectively, fostering positive relationships and ensuring satisfaction.
- Monitored transaction activities for accuracy, reducing discrepancies and improving cash management processes.
- Processed a high volume of transactions, ensuring consistency and accuracy throughout daily operations.
- Provided guidance and support to customers regarding product features, enhancing their banking experience.
- Maintained knowledge of banking regulations, ensuring compliance across all transactions and services.
- Resolved complex customer issues promptly and professionally, maintaining a focus on achieving positive outcomes for both the client and the bank.
Licensed Personal Banker
JPMorgan Chase
08.2007 - 09.2009
- Assisted clients in navigating account opening processes, ensuring compliance with regulatory requirements.
- Evaluated customer needs to recommend appropriate financial products and services tailored to individual circumstances.
- Processed loan applications, verifying documentation and ensuring adherence to internal policies and regulatory standards.
- Established and nurtured long-term client relationships, fostering trust and loyalty through personalized service.
- Identified and pursued cross-selling opportunities to enhance client portfolios and drive branch revenue.
- Scheduled and conducted client meetings to assess financial goals and recommend tailored banking solutions.
- Supported branch management in achieving sales targets through proactive client engagement and service excellence.
Education
Bachelor of Science - Business Administration And Management
Portland State University
Portland, Oregon, OR06-2007
Skills
- Customer service- Developing strong client relationships
- Engaged listening skills
- Critical thinking
- Customer satisfaction measurement
- Professional telephone demeanor
- Banking industry awareness
- Cash flow management
- Investment banking
- Time management
- Staff development
- Effective conflict resolution
- Accounting and bookkeeping
- Proficient in QuickBooks
Timeline
Comptroller/Human Resources Manager
Productive Dentist Academy
03.2013 - 01.2016
Part Time- Senior Teller
Wells Fargo Bank
02.2010 - 01.2012
Licensed Personal Banker
JPMorgan Chase
08.2007 - 09.2009
Bachelor of Science - Business Administration And Management
Portland State University