Sheri Poe
Jacksonville,FL
Summary
Accomplished Data Analyst and Bookkeeper with a proven track record at Summit Financial and Pirtek USA, showcasing expertise in advanced Excel functions and a strong work ethic. Leveraged data interpretation and QuickBooks Online to reclaim unpaid commissions and enhance financial decision-making. Demonstrates attention to detail and project management, significantly improving data security and financial processes.
Data analysis professional prepared to deliver impactful insights and drive business decisions. Adept in data visualization, statistical analysis, and database management, with strong focus on teamwork and adaptability. Known for reliability, analytical thinking, and results-driven approach. Skilled in Excel, Quickbooks online and other commission/accounting software ensuring robust data solutions and strategic recommendations.
Overview
22
22
years of professional experience
Work History
Data Analyst
Summit Financial
05.2022 - Current
- Produced monthly reports for health insurance company using advanced Excel spreadsheet functions.
- Produced and emailed monthly commission statements for 200+ agents
- Programmed and maintained a detailed list of agent rates in proprietary software for past and future contracts
- Used proprietary software to calculate health care agent's commission based on these rates
- Analyzed rates and commissions paid using pivot tables and graphs
- Collaborated with IT to ensure data security measures were in place, safeguarding sensitive information.
- Deployed predictive analytics models to forecast future trends.
- Reclaimed the company $15,000 in unpaid commissions
- Improved decision-making processes with accurate data analysis and visualization techniques.
- Built a comprehensive detailed manual of procedures and check points
- Produced monthly reports using advanced Excel spreadsheet functions.
Bookkeeper
Pirtek USA
08.2019 - 05.2022
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Supported decision-making by preparing accurate monthly financial statements.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Produced monthly commission statements for hose sale technicians
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reconciled over 8 month of previous bank statements
- Found $10,000 accounts receivable not in account
Data Analyst
Summit Financial
01.2018 - 08.2019
- Produced monthly reports for health insurance company using advanced Excel spreadsheet functions.
- Built imports of commission data and imported into Summit proprietary software
- Research past missing commissions for agencies and made reports for payment
- Identified patterns and trends in large data sets and provided actionable insights.
- Assisted in analyzing agent commission data for redundancies
- Analyzed agent rates and commissions for errors
- Processed $9,000 previous unpaid commissions to agents
Bookkeeper
ABC Debris and Demolition
06.2003 - 09.2010
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Completed tax forms in compliance with legal regulations.
- Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
- Supported decision-making by preparing accurate monthly financial statements.
- Applied and pulled building permits
- Estimated project costs and timeline with accuracy
- Managed approximately 30 incoming calls, emails and faxes per day
Education
Jacksonville University
Jacksonville, FLSkills
- Data Interpretation
- Advanced Excel Functions
- Attention to detail
- Project management
- Strong work ethic
- Reporting tools
- Experienced with QuickBooks Online
Timeline
Data Analyst
Summit Financial
05.2022 - Current
Bookkeeper
Pirtek USA
08.2019 - 05.2022
Data Analyst
Summit Financial
01.2018 - 08.2019
Bookkeeper
ABC Debris and Demolition
06.2003 - 09.2010
Jacksonville University
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