Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Rachel Peterson

Hope,AR

Summary

Accomplished finance professional with a proven track record at RP Finance, adept at relationship building and project management. Leveraged customer relations and tax software proficiency to enhance operational efficiency and client satisfaction. Demonstrated ability to exceed targets through strategic planning and effective communication, securing repeat business and referrals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Account Manager

Agave Books
11.2024 - Current
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Assisted in developing contract terms with clients, securing favorable agreements for both parties.
  • Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about nonprofit financials.

Owner

RP Finance
03.2022 - Current
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
  • Streamlined operations to improve efficiency, enabling more time to be spent on strategic planning and decisionmaking.

Collections Agent

Contractor
04.2019 - 11.2023
  • Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
  • Processed payments and applied to customer balances.
  • Maintained high volume of calls and met demands of busy and productive group.
  • Negotiated to collect balance in full.

Tax Intern

Smith, Kunz & Associates
01.2019 - 04.2019
  • Utilized tax-related software such as Drake to prepare and process returns and research tax matters.
  • Prepared workpapers, reconciliations, and schedules for efficient review by supervisors or managers.
  • Provided assistance with various projects related to property taxation, sales/use taxes, payroll taxes, and other specialized areas as needed throughout the internship experience.

Education

Bachelor of Arts - Accounting

Brigham Young University Idaho
Rexburg, ID
04-2019

Skills

  • Customer relations
  • Nonprofit operations
  • Relationship building
  • Verbal and written communication
  • Project management

Certification

  • AICPA Not-For-Profit Certified
  • QuickBooks Online Certified

Timeline

Account Manager

Agave Books
11.2024 - Current

Owner

RP Finance
03.2022 - Current

Collections Agent

Contractor
04.2019 - 11.2023

Tax Intern

Smith, Kunz & Associates
01.2019 - 04.2019

Bachelor of Arts - Accounting

Brigham Young University Idaho

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