Sarah Hoag
Wilmington,NC
Summary
Experienced financial and operations professional with a Bachelor’s degree in Business Administration (Finance) and over 7 years of expertise in financial management, accounting, bookkeeping, and customer service. Skilled in bank reconciliations, accounting, financial reporting, and tax documentation. Proficient in utilizing QuickBooks, MS Excel, and CRM systems. Prioritizes accuracy, meets deadlines, and effectively manages client relationships.
Overview
12
12
years of professional experience
Work History
Lead Barista
Trolly Stop Wrightsville Beach
Wrightsville Beach, NC
01.2024 - Current
- Manage daily cash flow, inventory tracking, and financial reporting for a high-volume coffee shop
- Train and supervise staff
- Utilize strong organizational skills to prioritize tasks
- Demonstrate attention to detail in balancing cash registers and preparing daily sales reports
Finance & Operations Manager
Nex Gen LLC
Wilmington, NC
07.2017 - 03.2025
- Managed financial operations and bank reconciliations for two Nex Gen businesses.
- Oversaw accounts payable/receivable, tax documentation, loan payments, and record-keeping for both business and personal accounts
- Coordinated travel logistics and scheduling both domestically and internationally.
- Implemented efficient accounting systems, improving financial accuracy and efficiency
- Fostered strong connections with clients, employees, and potential buyers to facilitate smooth business processes.
Director of Operations
Northwestern Mutual Financial
Wilmington, NC
12.2015 - 09.2017
- Provided financial and operational support to financial representatives, ensuring compliance with company policies
- Worked with underwriting to speed up policy approvals, boosting annual revenue by over $60,000.
- Managed client accounts, resolved issues, and maintained strong relationships to ensure client retention
Client Service Associate & Property Management
Danny Dahl Financial Services & DM Locations LLC
Wilmington, NC
08.2013 - 12.2015
- Developed and implemented efficient accounting and financial systems, improving operational efficiency
- Managed client accounts, prepared financial statements, and coordinated marketing events
- Maintained 100% occupancy by building strong relationships with tenants and implementing effective marketing strategies
Education
Bachelor of Science - Business Administration – Concentration: Finance
University of North Carolina Wilmington
12.2014
Skills
- Financial Reporting & Analysis
- Bank Reconciliations & Journal Entries
- Tax Documentation & Compliance
- QuickBooks
- MS Excel & MS Office 365
- Building & Maintaining Client Relationships
- Accounting & Bookkeeping
- Payroll processing
- Cash flow management
- Data inputting
Awards
- Breakthrough Team Member Impact Award, Northwestern Mutual
- Top Ten Sales Award for 2017, Achieved $68,226,704 in new business production
Timeline
Lead Barista
Trolly Stop Wrightsville Beach
01.2024 - Current
Finance & Operations Manager
Nex Gen LLC
07.2017 - 03.2025
Director of Operations
Northwestern Mutual Financial
12.2015 - 09.2017
Client Service Associate & Property Management
Danny Dahl Financial Services & DM Locations LLC
08.2013 - 12.2015
Bachelor of Science - Business Administration – Concentration: Finance
University of North Carolina Wilmington