Meredith Duncan

Negotiated to collect balance in full. Counseled debtors on payment options and arranged installment agreements. Processed payments and applied to customer balances. Trained and developed account managers and maintained workflow of the team.

• Awarded for delivering exceptional customer service on collection calls and maintaining a calm and professional demeanor.
• Received prestigious excellence award for exceptional performance and dedication in role expectations.

Prepared accurate financial reports and monthly statements for accounts receivable. Planned and managed budgets and asset, authorized expenditures, monitored accounting processes, and coordinated financial reporting to oversee all fiscal procedures. Managed payroll data entry and processing for 5 employees to comply with state S-Corp company guidelines. Prepared balance sheets, cash flow reports, income statements, and year-end tax documents.

• Contributed to growth of self started company that doubled its revenue in less than five years.
• Collaborated with co-owner on strategic planning initiatives for long-term business success.
• Identified areas for improvement through financial analysis, leading to increased profitability and reduced expenses.

Conducted individual and group music lessons lasting from 30 to 60 minutes each. Developed musical instruction with goal of end-of-year recital performance. Communicated regularly with parents to provide information about children's progress and challenges. Created lessons to accommodate each student's goals and interests.

• Prepared over 25 piano students for showcase performances.
• Established strong music foundation with students by incorporating basic music theory.
• Created a unique curriculum that enhanced different learning styles.
• Expanded private studio from 8 to 25 students over a three-year period by building a strong referral network and delivering high quality instruction.

Collaborated with senior financial advisors in servicing and maintaining client financial portfolios. Serviced high net worth clients with quarterly reports, financial analysis and processed client trades. Developed sales skills, client retention strategies and marketed to future client prospects. Managed and supervised operations staff, sales assistants, daily branch operations, and compliance procedures. Acted as a liaison between financial advisors and Morgan Stanley corporate operations.

Processed trade adjustment and corrections, monitored branch error account and below minimum margin accounts.

• Promoted from Service Associate to Banch Manager Assistant then to Operations Manager, reflecting strong performance, adaptability, leadership skills, and the ability to take on increasing responsibility.
• Selected as a regional representative to launch and lead a newly created role, demonstrating trust and expertise from leadership.