Highly organized and analytical individual with extensive experience in financial reporting and analysis. Skilled in preparing financial reports, budgeting, and forecasting.
Overview
18
18
years of professional experience
Work History
Budget Accountant
Kent Place School
Summit, NJ
11.2016 - 11.2023
Prepared detailed analyses of financial performance related to budgets by analyzing business operations and trends to project future revenues and expenses
Provided accurate and timely monthly, quarterly and year-end close processes
Verified certificates of insurance for accuracy and conformance with internal risk management policies and coordinated issuance to individuals and entities.
Reviewed contracts and agreements to identify potential risks and ideal mitigation strategies.
Advised senior managers on policy strategies for reducing liability and preventing losses.
Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Reviewed vendor invoices for appropriate documentation and validity prior to payment.
Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
BUSINESS OFFICE ADMINISTRATIVE ASSISTANT
Kent Place School
Summit, NJ
07.2013 - 10.2016
Established work procedures and schedules and kept track of daily work of Chief Financial Officer
Monitored daily bank activity including deposits and electronic fund transfers
Responsible for management, coordination, and maintenance of property and casualty insurance program.
Processed incoming payments in accordance with established financial policies.
Posted customer payments by recording cash, checks, and credit card transactions.
Updated aging reports based on weekly audits.
Documented petty cash transactions in petty cash journal to summarize payments rendered, maintaining accurate records.
ADMINISTRATIVE ASSISTANT
United Federation of Teachers
New York, NY
08.2005 - 06.2013
Facilitated submission of grievances to the Department of Education and Hospital Management for hearings
Collaborated with the Department of Education and Hospital Management to facilitate scheduling of grievances
Supported members in arranging pension appointments by effectively coordinating senior associates' schedules to accommodate member requirements
Served as liaison between vendors and the organization
Administered registration process for members, colleagues, and senior management attending state-certified courses
Efficiently managed and processed orders from diverse clientele of over 100 members, colleagues, and senior management on weekly basis.