Morgan Kirkpatrick
Manlius,NY
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
8
8
years of professional experience
Work History
Director of Billing and Administration
Relo Solutions Group
09.2021 - Current
- Maintained vendor compliance; W9's, Certificate of Insurance, Subcontractor Agreements, Background Checks.
- Obtained Vendor Documents after job completion.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Collaborated with other departments to resolve discrepancies in invoices, promoting smooth business operations.
- Entered Vendor Payables
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Handled day-to-day accounting processes to drive financial accuracy.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Developed and implemented onboarding and orientation programs for new employees.
- Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency.
- Collaborated with managers to identify and address employee relations issues.
- Assisted with writing job postings and job descriptions for boards.
- Administered employee benefits programs and assisted with open enrollment.
- Maintained confidentiality of employee records and payroll information.
- Implemented direct deposit options for employees, increasing convenience and improving overall satisfaction levels.
- Performed data entry tasks and maintained accurate records of employee payroll information.
- Audited timesheets and payroll records for accuracy.
- Tracked employee vacation, sick and personal time.
Financial Advisor
Equitable Advisors
06.2019 - 09.2020
- Collaborated with team members to streamline processes and improve overall client experience.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Researched and evaluated potential investment products for clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Server
Sands Ocean Club
04.2016 - 05.2019
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
- Checked guests' identification before serving alcoholic beverages.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Increased sales significantly by upselling higher-end products to customers.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
- Learned and followed local alcohol laws to keep restaurant compliant with regulations while serving spirits.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Education
Bachelor of Science - Financial Management
Coastal Carolina University
Conway, SC05.2019
Skills
- Billing Document Creation
- Payment Collection
- Audit Procedures
- Payment Processing
- Administrative Support
- Payroll Administration
- Problem-Solving
- Human Resources Support
Timeline
Director of Billing and Administration
Relo Solutions Group
09.2021 - Current
Financial Advisor
Equitable Advisors
06.2019 - 09.2020
Server
Sands Ocean Club
04.2016 - 05.2019
Bachelor of Science - Financial Management
Coastal Carolina University
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