Sarah Stevens
United States
Summary
Analytical professional with a strong background in financial accounting and customer service. Skilled in researching discrepancies and communicating resolutions. An organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Overview
27
27
years of professional experience
Work History
Work Program Specialist II
Florida Department Of Transportation
09.2023 - Current
- Monitored and secured funding for projects by researching and identifying potential opportunities.
- Monitored prior and current year projects for consistency in budget and funds.
- Monitored and balanced all fiscal year-end activities.
- Prepared detailed financial reports.
- Monitored project progress against milestones, adjusting funding allocations as needed to ensure successful completion.
- Evaluated financial data to identify trends and make informed funding recommendations.
Financial Services Analyst
Florida Department Of Transportation
10.2021 - 09.2023
- Contract Funds Management (CFM) Coordinator; review and update contract statuses in CFM by verifying the approved encumbrance was processed correctly, and that all contractual documentation is received, signed, and executed for payment. Reconcile contracts for close-out and funds to be released if necessary.
- Review the Master Allocation Table (MAT) each fiscal year to assist with posting budget allocations to each cost center and division in Florida Accounting Information Resource (FLAIR).
- Worked with cost centers and my supervisor to develop financial planning strategies and solutions through the evaluation of finances.
- Analyzed financial information related to payroll, contracts, operating expenses, encumbrances, supplies, and equipment to examine budget needs.
- Review weekly and monthly budget performance reports, ensuring departments operated within allocated budgets and investigate discrepancies.
- Identified budget variances and recommended corrective actions, avoiding inaccurate payments or overruns.
- Create, design, and coordinate training for District employees; including invoice processing, purchasing card processing, budget-related topic, travel policies and procedures, cash receipts, timesheet completion, and approval as well as any other training in the disbursements/accounting/financial field determined necessary by management or requested by the employees.
- Performs audits of District Employee Benefit Fund (EBF) financial records to detect inadequate controls and unusual or significant trends.
- Serves as backup to coordinate and process payroll transactions, reports, and corrections as required; processes timesheets and leave corrections, retroactive pay adjustments, and the collection of overpayments. Communicate payroll issues and resolve payroll problems with the Central Office and the Bureau of State Payrolls.
- Serves as backup and assists with other areas under Budget, such as Property Pending, Inventory, and Surplus on an as-needed basis.
Financial Services Accountant
Florida Department Of Transportation
05.2017 - 10.2021
- Appointed District One P-Card WORKS and Statewide Travel Management System (STMS) Champion; Handled all questions, training, and issues in regard to those systems for the District.
- Created, designed, and coordinated training for District employees on various invoice payment processes, specifically P-Card WORKS and STMS; works with accountholders and approvers to develop job aides and reports.
- Received vendor invoices, validated them for accuracy and accordance with handbooks and procedures, and prepped them for payment processing.
- Processed invoices in several systems such as P-Card Works, STMS, MyFlorida MarketPlace (MFMP) Utilities, and Individual Reimbursement Voucher (IRV) invoices/reimbursements.
- Monitored outstanding invoices and P-Card transactions; notified employees of proper resolutions to ensure compliance with Florida Statute 215.422 and resolve any invoice discrepancy identified.
- Secured, transmitted, and deposited receipts to the Cashier's Office using the Receipt Processing System (RPS) and according to departmental guidelines.
- Provided strong customer service and support to prevent invoice and expense issues.
- Researched and resolved invoice and payment issues for internal employees.
Financial Services Support Specialist
Florida Department Of Transportation
08.2016 - 05.2017
- Prepared voucher schedules for permanent record retention in accordance with Department of State and Department of Transportation policies. Respond to requests for voucher information from internal and external auditors and comply with public information laws
- Processed all standard and electronic mail for Financial Services. Convert documents to the required electronic format for storage and retrieval. Sort and assign invoices in accordance with office requirements.
- Entered invoice details into the Invoice Tracking System (ITS) to ensure invoices are tracked properly and are not duplicated. Analyze payment documents to determine transaction dates.
- Secured, transmitted, and deposited receipts to the Cashier's Office using the Receipt Processing System (RPS) and according to departmental guidelines.
- Review the monthly Outstanding Warrant Report and analyze warrant status to ensure department funds are expended.
- Generate and review the monthly Duplicate Payment Report to minimize and correct duplicate payment errors.
- Serve as Unit Training Coordinator for the Cost Center.
Customer Service Representative/Senior Teller
Citizens Bank & Trust
10.2006 - 08.2016
- Assist in all branch functions and operations; support co-workers with questions on policies and procedures; review documentation for compliance.
- Answered inquiries regarding checking and savings accounts and other related products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Established rapport with new clients to increase satisfaction and loyalty.
Lead Teller/Bank Teller Supervisor
Riverside National Bank
07.2002 - 09.2006
- Communicated regularly with employees to motivate, train, discuss workloads, and achieve goals and objectives.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Completed vault balancing, cash reports, variances, and overdrafts and addressed issues.
- Maintained friendly and professional customer interactions.
Finance Department Cashier
Polk County Clerk Of Courts
09.1999 - 06.2002
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained secure cash drawers, promptly resolving discrepancies.
- Produced financial reports.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
Customer Service Associate
Winn Dixie Supermarket
10.1997 - 08.2000
- Helped a large volume of customers every day with a positive attitude and focus on customer satisfaction.
- Informed customers about special promotions and provided detailed information for various products.
- Operated cash register to record transactions accurately and efficiently.
- Resolved customer service issues using company processes and policies and provided updates to customers.
Education
Associate of Arts -
Polk State College
Winter Haven, FL12.2024
High School Diploma -
Bartow Senior High School
Bartow, FL05.2000
Skills
- Microsoft Office
- Financial Reporting
- Office Operations
- Preparing Budgets
- Internal Auditing
- Invoice Processing
- Monitoring Expenditures
- Team Leader
- Detail-Oriented
- Training & Development
Accomplishments
- Transportation Team of the Month, January 2017
- Recognition for Excellence in Customer Service, June 2019
- Innovative Idea Award, September 2020
- Transportation Support Employee of the Month, February 2017 and February 2022
Timeline
Work Program Specialist II
Florida Department Of Transportation
09.2023 - Current
Financial Services Analyst
Florida Department Of Transportation
10.2021 - 09.2023
Financial Services Accountant
Florida Department Of Transportation
05.2017 - 10.2021
Financial Services Support Specialist
Florida Department Of Transportation
08.2016 - 05.2017
Customer Service Representative/Senior Teller
Citizens Bank & Trust
10.2006 - 08.2016
Lead Teller/Bank Teller Supervisor
Riverside National Bank
07.2002 - 09.2006
Finance Department Cashier
Polk County Clerk Of Courts
09.1999 - 06.2002
Customer Service Associate
Winn Dixie Supermarket
10.1997 - 08.2000
Associate of Arts -
Polk State College
High School Diploma -
Bartow Senior High School
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