Thomas Mefferd

Process accounts payable transactions for accurate financial records.

Maintain detailed reports to ensure data integrity.

Collaborate with other colleagues to provide the most efficient, timely and detailed financial reports available.

• Developed personalized financial plans to meet client objectives and risk tolerance.
• Analyzed market trends and investment opportunities to optimize client portfolios.
• Educated clients on financial products, strategies, and long-term wealth building.
• Conducted comprehensive needs assessments to tailor services for diverse clientele.

• Processed invoices accurately within tight deadlines to ensure timely vendor payments.
• Reconciled accounts payable transactions, identifying discrepancies and resolving issues efficiently.
• Reviewed vendor invoices for appropriate documentation and validity prior to payment.