Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sherry Joyce Ortiz

New York,NY

Summary

Experienced Client Processing Specialist Sr. with 25 years of dedicated service. Demonstrates sound decision-making skills and excels in collaborative and independent work environments. Consistently drives team success by exceeding expectations and fostering a positive, results-oriented atmosphere. Possesses excellent interpersonal skills, a commitment to continuous professional development, and a proven track record of achieving daily objectives and managing complex special projects to enhance operational efficiency.

Overview

26
26
years of professional experience

Work History

CPC Client Processing Specialist Senior

RSM US, LLP
10.2021 - Current
  • Review consulting contracts for accuracy and completeness; ensure compliance with firm guidelines
  • Process fully executed contracts and organize client/project information within internal systems
  • Utilize Workday for client data management, and Sharepoint for internal documentation workflows
  • Maintain and update CRM data and client records for accuracy and consistency
  • Leverage ServiceNow for tracking support tickets and managing client inquiries
  • Use Sharepoint to store and organize project documentation, templates and training materials
  • Serve as a key liaison between cross-functional teams and stakeholders, maintaining clear and consistent communication firmwide
  • Serve as a Subject Matter Expert (SME), providing training and guidance to team members on processes, systems, and best practices
  • Support a variety of consulting maintenance and operational improvement projects across service lines
  • Participated in firmwide system testing initiatives, providing feedback and insight to support successful implementation of new enterprise tools

Client Maintenance Specialist Senior

RSM US, LLP
10.2005 - 09.2021
  • Managed high-volume data entry and contract updates to client systems for multiple U.S. regions for tax, audit and consulting lines of business
  • Ensured accuracy of client data using tools such as Dun & Bradstreet, PeopleSoft and CRM systems
  • Created and distributed regular client reports, including weekly and ad hoc deliverables
  • Coordinated with internal and external stakeholders to resolve client-related inquiries
  • Developed training materials and led education sessions for over 600 employees

Data Entry Specialist

American Express Tax and Business Services
10.1999 - 09.2005
  • Performed daily client data entry and provided support to staff for accurate timesheet and expense submissions
  • Compiled, organized, and validated client data to ensure accuracy and completeness
  • Scanned and processed client check payments for timely Accounts Receivable posting
  • Delivered comprehensive training to new hires and facilitated ongoing education for existing team members

Education

Some College (No Degree) -

HUNTER COLLEGE
New York
01-2002

Skills

  • Effective time management
  • Skilled in Microsoft Office tools
  • Analytical decision making
  • Client relationship management
  • Detail-oriented data management
  • Effective communication
  • Cross-functional teamwork
  • Responsive to new challenges
  • Skilled in managing priorities
  • Quick learner

Timeline

CPC Client Processing Specialist Senior

RSM US, LLP
10.2021 - Current

Client Maintenance Specialist Senior

RSM US, LLP
10.2005 - 09.2021

Data Entry Specialist

American Express Tax and Business Services
10.1999 - 09.2005

Some College (No Degree) -

HUNTER COLLEGE

Similar Profiles

CREATE PROFILE
Sherry Joyce Ortiz