Detail-oriented consultant with expertise in QuickBooks Online, reconciliation, and financial reporting. Proven ability to streamline workflows and enhance accuracy, driving timely delivery and operational efficiency.
Overview
10
10
years of professional experience
3
3
Certifications
Work History
Operations & Customer Support Consultant
Radical Security
Remote, NJ
06.2024 - Current
Streamlined operational workflows to enhance accuracy and ensure timely delivery.
Maintained and reviewed financial records, ensuring data integrity and clarity.
Collaborated with owner to resolve discrepancies and enhance record consistency.
Communicated professionally with customers and stakeholders through email and chat.
Refined documentation and workflows to minimize errors and rework.
Product Manager
Third Wave Business Systems
Remote, NJ
02.2016 - 06.2024
Conducted market research to identify customer needs and product opportunities.
Facilitated stakeholder meetings to gather feedback and align project goals.
Analyzed user feedback to prioritize feature enhancements and improvements.
Created detailed product specifications for development teams to follow.
Monitored industry trends to inform competitive positioning and innovation strategies.
Education
Bachelor of Science - Audio Engineering, Computer Science
SUNY At Fredonia
Fredonia, NY
Skills
QuickBooks Online proficiency
Bank and credit card reconciliation
Transaction categorization
Accounts payable and receivable support
Month-end closing assistance
Financial reporting
General ledger maintenance
Cash and accrual accounting concepts
Documentation and filing systems
Client engagement support
Remote collaboration in teams
Certification
QuickBooks Level 1 Certified ProAdvisor
Timeline
Operations & Customer Support Consultant
Radical Security
06.2024 - Current
Product Manager
Third Wave Business Systems
02.2016 - 06.2024
Bachelor of Science - Audio Engineering, Computer Science