Extracted sales data from Power BI into Excel to analyze YTD vs. PYTD trends for Brakleen red and green product lines, including unit volume, ASP, and product mix by key customer.
Supported month-end close activities in Microsoft Dynamics 365 by
analyzing journal entries, assisting with general ledger reconciliations, and reviewing inventory and accounts payable balances for accuracy
Contributed to procure-to-pay operations by supporting 3-way match controls, verifying alignment between purchase orders, goods receipts, and vendor invoices to ensure accurate and authorized vendor payments
Supported external audit procedures by retrieving proof of delivery and invoice support for selected samples, preparing schedules, and helping verify compliance with GAAP-related revenue recognition and internal control requirements.
Customer Service Representative
Penn Community Bank
Perkasie, PA
08.2024 - 09.2025
Process customer transactions accurately and efficiently while ensuring all required documentation is complete.
Handle account maintenance requests, including address changes, ID verification, and card or check orders, while resolving complex service issues with cross-functional teams.
Strengthen customer relationships by identifying financial needs and recommending appropriate banking products and services.
Open personal and business accounts in compliance with bank policies using internal and third-party systems.
Manage and balance up to $10,000 in daily cash transactions while maintaining accuracy in branch credit and debit account auditing.
Education
Bachelor of Science - Finance
Drexel University
Philadelphia, PA
08-2026
Associate of Science - Business Administration
Montgomery County Community College
Blue Bell, PA
08-2024
Skills
Software: Microsoft Excel, PowerPoint, Word, Power BI, FactSet, Microsoft Dynamics 365