
Business and Financial Operations professional with 5+ years of experience supporting financial service environments, enterprise systems, and client operations. Skilled in process optimization, CRM and ERP platforms, financial account operations, and cross-functional collaboration. Proven ability to translate complex financial processes into operational improvements and system workflows. Experienced working with enterprise platforms such as Salesforce and internal financial systems while maintaining 99%+ data accuracy and compliance standards.
- Supported high-volume financial account operations within a large enterprise banking environment.
- Investigated and resolved complex financial account issues while maintaining regulatory compliance.
- Documented customer account changes, payment adjustments, and billing disputes within internal financial systems.
- Coordinated with internal teams to troubleshoot system issues impacting customer accounts.
- Maintained strong service metrics while handling escalated financial account inquiries.
- Utilized enterprise financial platforms to analyze transactions and resolve operational discrepancies.
- Process 50+ daily financial transactions with 99% accuracy while maintaining strict financial data handling protocols.
- Utilize CRM systems to manage customer interactions and support account-related inquiries.
- Identify operational improvements in client service workflows to improve efficiency.
- Collaborate with cross-functional teams to resolve payment processing and system issues.
- Managed complex financial transactions and account inquiries while ensuring system accuracy.
- Documented account updates and payment activity within internal CRM systems.
- Collaborated with technical support teams to resolve system-related issues affecting customers.
- Simplified technical financial information for clients, improving overall service clarity.
- Maintained detailed financial documentation for high-value client transactions and agreements.
- Reduced documentation errors by 20% through improved verification workflows.
- Coordinated with IT teams to troubleshoot point-of-sale system issues.
- Ensured compliance with internal financial procedures and documentation standards.
ERP & Financial Systems Support
Enterprise Software Implementation Support
Business Process Analysis
Enterprise Systems
Workday Financials (Foundational Knowledge)
Salesforce CRM
Financial Operations
Systems Troubleshooting
Client Stakeholder Communication
Cross-Functional Collaboration
Data Integrity & Compliance
CRM Platforms (Salesforce, Zendesk)
Operational Process Improvement
Financial Data Analysis
Documentation & System Testing
• Enterprise client support experience across international markets (U.S., Europe, Middle East)
• Strong experience supporting financial data workflows and enterprise operational systems
• Proven ability to collaborate with IT, operations, and business teams to resolve system issues
• Experience managing high-volume enterprise client interactions
• Dedicated remote work environment with secure high-speed internet
Salesforce • Zendesk • Microsoft Office Suite • Enterprise CRM • Platforms • Financial Operations Systems • Data Analysis & Reporting Tools