With a robust background at Church World Service, I excel in optimizing financial operations and enhancing team efficiency. My expertise in Sylogist and a proven ability to lead and collaborate effectively have driven significant improvements in process efficiency and financial accuracy.
Overview
7
7
years of professional experience
Work History
VA Senior Accounting Specialist
Church World Service
Winchester And Harrisonburg , VA
12.2024 - Current
Managed operations for two offices.
Utilized various software and tools to streamline processes and optimize performance.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Prepared and distributed financial statements and reports.
Oversaw accounting operations and financial paperwork.
Provided guidance to junior staff members regarding accounting procedures, policies, and processes.
Documented and tracked overhead and capital expenses for budgetary purposes.
Reviewed and analyzed financial statements to identify discrepancies and resolve issues.
Accounting Assistant
Church World Service
Winchester, VA
11.2023 - 12.2024
Maintain Financial Records: Oversee accounts payable and receivable, ensuring accurate tracking and documentation of financial transactions
Prepare Financial Statements: Compile and review financial statements, reports, and budgets for the reception and placement program, ensuring clarity and accuracy
Ensure Compliance: Adhere to federal financial regulations and reporting requirements, safeguarding the organization's compliance and integrity
Monitor Budgets: Track program budgets to ensure effective and efficient use of funds, providing financial projections and recommendations for strategic planning
Address Audit Findings: Respond to audit findings by implementing corrective actions, improving financial processes and controls
Organize Financial Documentation: Maintain comprehensive and organized records of program expenses and revenue, facilitating transparency and accountability
Support Financial Planning: Collaborate with program managers and team members to deliver financial insights that support program planning and decision-making
Identify Process Improvements: Proactively identify and suggest opportunities for enhancing financial management and reporting processes
Mortgage Operations Support Assistant
Navy Federal Credit Union
Winchester, VA
06.2023 - 10.2023
Problem Resolution: Analyzed, researched, and resolved issues and discrepancies related to mortgage loan closing packages, ensuring smooth processing and compliance
Documentation Review: Approved and reviewed title binders and closing documentation to confirm clear title and accurate documentation before settlement
Database Management: Established a database to report and track the accuracy and quality of loan closing packages and Mortgage Closers, enhancing oversight and accountability
Disbursement Review: Reviewed mortgage loan disbursements to ensure timely and accurate delivery of funds and closing proceeds
Disclosure Approval: Approved and reviewed Closing Disclosures to verify correct calculations and resulting dollar amounts
Compliance Verification: Collected, reviewed, and verified mortgage closing documents for adherence to guidelines and requirements from investors and government agencies
Data Accuracy: Verified Loan Origination System and related closing documentation for inaccuracies, flagged incorrect data, and coordinated corrections with Mortgage Closers
Issue Resolution: Mediated loan closing discrepancies and problems by engaging with relevant staff, ensuring timely and effective resolution
Quality Control: Conducted quality control reviews to ensure adherence to regulations and requirements, monitoring and auditing colleagues' work to resolve discrepancies
Treasurer
Hanan Refugee Relief Group
Greenville, NC
01.2022 - 08.2023
Financial Reporting: Presented starting period balances, revenue, expenditures, and ending balances at board meetings, providing transparency and clarity on financial status
Collaboration: Worked with the executive director and accounting staff to ensure timely delivery of relevant financial reports to the board
Tax Compliance: Ensured timely submission of all federal and state tax filings to the IRS, maintaining compliance with tax regulations
Asset Protection: Safeguarded the nonprofit's assets, ensuring proper management and protection of resources
Policy Development: Revised and enforced financial policies and procedures to improve organizational efficiency and financial management
Contractor Supervision: Oversaw contractors engaged by the board, including bookkeepers, tax preparers, investment specialists, and fundraisers, ensuring effective performance and alignment with organizational goals
Real Estate Closer
The Parker Law Office
Rocky Mount, NC
01.2021 - 04.2023
Closing Coordination: Collaborated with lenders, realtors, buyers, and sellers to gather closing costs and ensure a smooth closing process
Contract Review: Reviewed contracts to facilitate closings in accordance with agreed-upon terms
Document Assistance: Assisted realtors and lenders with legal documents and information under the supervision of a licensed attorney
Issue Resolution: Identified and addressed legal issues affecting closing and title, advising attorneys and relevant parties to resolve problems and ensure successful closings
Software Management: Entered data into closing software, prepared ALTA statements, and balanced Closing Disclosures with lender requirements
Statement Delivery: Delivered Settlement Statements to agents and lenders, ensuring accurate and timely communication
Financial Advisor
Hanan Refugee Relief Group
Greenville, NC
09.2017 - 01.2022
Bookkeeping Management: Managed bookkeeping for the nonprofit, maintaining accurate financial records and documentation
Tax Filing: Filed tax returns for the organization, ensuring compliance with all relevant tax laws
Annual Reporting: Created the annual report for the nonprofit, summarizing financial performance and activities
Research and Collaboration: Conducted research on collaborating organizations to facilitate smooth and transparent donation transitions
Real Estate Loan Processor
The Parker Law Office
Rocky Mount, NC
05.2019 - 01.2021
Disclosure Balancing: Balanced Closing Disclosures with lenders to ensure accuracy
Communication Management: Maintained constant communication with salespeople, clients, and lenders to facilitate a smooth closing process
Document Preparation: Assisted in creating legal descriptions, audited deeds, and other essential documents for recording
Notarization: Notarized legal documents as needed for clients, ensuring proper execution
Closing Package Management: Prepared closing packages for signing, managed funds, and returned documents to lenders post-closing
Intern - Law Enforcement Coordinator
North Carolina Department of Justice - Criminal Justice Standards Division
Raleigh, NC
05.2018 - 08.2018
Certification File Management: Maintained certification files for delivery systems and instructor certifications, ensuring accurate and up-to-date records for the Criminal Justice Commission
Data Tracking: Created and managed a spreadsheet to track statistics for the CJ Commission, facilitating data analysis and reporting
Project Assistance: Applied accounting knowledge to assist with projects and presentations for Commission meetings, contributing to informed decision-making and effective presentations