Robert Robothan
Winter Park
Summary
Accomplished Financial Assistant with a proven track record at Next Generation Management LLC. Enhancing financial accuracy and cash flow efficiency through expert reconciliation and relationship building. Excelled in utilizing Microsoft Excel and SAP for data integrity, achieving significant process improvements. Demonstrated leadership in fostering team collaboration and driving project finance management to new heights.
Overview
2026
2026
years of professional experience
Work History
Account Executive - Payables and Receivables
Next Generation Management Services Llc
10.2022 - Current
- Balanced and aligned financial statements and accounts.
- Ensured invoices were paid on time while managing accounts payable effectively.
- Delivered prompt responses to client questions about transaction procedures.
- Monitored receivables and payables to enhance cash flow efficiency.
- Identified discrepancies, uncovering fraud and liabilities in processes.
- Established strong connections with vendors by maintaining regular communication about payment timelines.
- Supported executives by conducting research, reporting and documentation.
- Documented fiscal budget and established procedures for tracking expenses.
- Increased financial accuracy by diligently maintaining and updating financial records.
- Detailed explanations of services to clients.
- Enhanced audit workflows through meticulous maintenance of records and comprehensive documentation.
- Identified areas for improvement in financial procedures.
- Guaranteed regulatory compliance with detailed attention during record-keeping tasks.
- Aided with financial closures and operational tasks.
- Conducted regular reviews of aged accounts receivable reports, ensuring timely follow-up on past due balances.
Account Executive - Payables and Receivables
IEH Auto Parts D.B.A Auto Plus
08 2013 - 07 2022
- Optimized company budget through targeted reduction of inefficiencies and the application of cost control techniques.
- Developed personalized investment strategies for aligning with client goals.
- Streamlined account creation by assisting in form completion.
- Proposed financial products that matched client objectives.
- Reduced company expenses, identifying areas of inefficiency and implementing cost-cutting measures.
- Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
Financial Assistant Intern
IGT Global Solutions
08.2010 - 04.2013
- Increased efficiency in data entry tasks by implementing automated tools for improved accuracy and speed.
- Ensured compliance with company policies and procedures through vigilant monitoring of transactions and reporting activities.
- Contributed to successful audits by maintaining accurate financial records and providing documentation as needed.
- Performed variance analyses between actuals and budgets to identify potential areas of improvement or concern within the organization''s finances.
Financial Assistance / Team Lead
Comcast
06.2002 - 03.2013
- Trained new team members by relaying information on company procedures and safety requirements.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coached team members in techniques necessary to complete job tasks.
Billing Specialist
IRT Group
05.2001 - 06.2001
- Researched and resolved billing discrepancies to enable accurate billing.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Worked with multiple departments to check proper billing information.
- Assisted colleagues in resolving complex billing issues, promoting teamwork and knowledge sharing within the department.
Education
Associate In Accounting And Finance - Business Administration And Management
Broward Technical College
South florida04.2004
High School Diploma - High School Diploma
American Senior Highschool
Miami, FL06.2001
Skills
- Collection Portfolio revenue from $1,000-$2,000,00000
- Collection portfolio spreadsheet of 300 clients
- Customer service
- Relationship building
- Microsoft Excel proficiency
- Documentation skills
- Invoice processing
- Accounts receivable management
- Document management
- Process improvement
- SAP
- Accounting
- Oracle financials
- Debt collection strategies
- QuickBooks experience
- Accounts receivable
- Microsoft Excel
- Data entry
- Financial reporting
- Debt collection
Languages
Spanish
Native or Bilingual
Timeline
Account Executive - Payables and Receivables
Next Generation Management Services Llc
10.2022 - Current
Financial Assistant Intern
IGT Global Solutions
08.2010 - 04.2013
Financial Assistance / Team Lead
Comcast
06.2002 - 03.2013
Billing Specialist
IRT Group
05.2001 - 06.2001
Associate In Accounting And Finance - Business Administration And Management
Broward Technical College
High School Diploma - High School Diploma
American Senior Highschool
Account Executive - Payables and Receivables
IEH Auto Parts D.B.A Auto Plus
08 2013 - 07 2022
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