Toni Sloderbeck
Atlanta,USA
Summary
Self-motivated, detail-oriented personable professional with 7+ years of finance and customer relations experience. Focusing on building relationships, cultivating partnerships, retaining top accounts, and growing profit channels by establishing trust with key decision-makers. Persuasive, energetic, self-motivated, innovative, and focused inspirational team player/collaborator with expertise on expanding network connections, educating clients, data analysis and revealing customer needs to deliver solutions.
Overview
10
10
years of professional experience
Work History
Senior Accountant
FileWave, USA Inc
01.2023 - 12.2023
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Provided timely and accurate financial reporting to senior management, enabling informed decision-making based on reliable data.
- Enhanced compliance with tax regulations by meticulously updating and maintaining tax records.
- Streamlined accounts payable processes, reducing payment cycle times by automating invoice processing.
- Managed accounts receivable, accounts payable, customer collections, and cash application in QuickBooks Online
- Uphold customer confidentially throughout entire customer experience
- Prepare monthly/annual business entity report filings as required
Customer Finance Specialist
Beck's Superior Hybrids
11.2018 - 12.2022
- Proactively identified potential bad debt situations, initiating appropriate actions to mitigate losses and maintain a healthy accounts receivable portfolio.
- Enhanced customer satisfaction by effectively managing financial transactions and resolving billing discrepancies.
- Streamlined finance processes for increased efficiency in handling customer accounts and payments.
- Ensured timely month-end closing activities by diligently reviewing all entries related to revenue recognition and reconciliations.
- Supported new team members with training and guidance on company procedures, fostering a collaborative work environment.
- Collaborated with sales teams to ensure accurate invoicing and appropriate payment terms for clients.
- Established strong relationships with key customers through regular communication channels, fostering trust between clients and the organization.
- Preformed month- end close procedure
Officer Manager, Customer Service Associate, and Licensed Agent
Penwell Insurance
12.2015 - 11.2018
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Strengthened branding initiatives by developing marketing strategies to optimize visibility, awareness, and exposure
- Communicated and managed customer relationships to ensure timely follow-ups, and customer complaint resolution
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
Business Development Manager & Service Consultant
Andy Mohr Buick GMC
03.2014 - 12.2015
- Collaborated and planned with internal stakeholders to ensure quarterly needs and priorities are met
- Cultivated strong business relationships with customers to drive business development
- Drove retention by following up with customers during and post-sale to ensure optimal customer
- Processed extended warranties
- Assisted with document scanning and imaging projects to support accurate file back-up.
- Examined, categorized, and sorted incoming documents.
- Handled customer inquiries, resolving issues promptly for increased satisfaction.
Education
Bachelor's Degree - Human Services
Indiana Wesleyan University
01.2016
Associate Degree - Human Services
Ivy Tech Community College
01.2013
Skills
- Account reconciliation
- Bank Reconciliation
- Financial Reporting
- Microsoft Office
- QuickBooks Online
- Customer Relations
- Conflict Resolutions
- Interpersonal Skills
- Data Analysis & Data Entry
- Conflict Management
- Detail Oriented
Timeline
Senior Accountant
FileWave, USA Inc
01.2023 - 12.2023
Customer Finance Specialist
Beck's Superior Hybrids
11.2018 - 12.2022
Officer Manager, Customer Service Associate, and Licensed Agent
Penwell Insurance
12.2015 - 11.2018
Business Development Manager & Service Consultant
Andy Mohr Buick GMC
03.2014 - 12.2015
Associate Degree - Human Services
Ivy Tech Community College
Bachelor's Degree - Human Services
Indiana Wesleyan University
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