A competent worker looking to expand my knowledge and expertise within accounting.
Diligent Senior Accountant with solid background in financial analysis and reporting. Successfully managed complex accounting tasks and ensured compliance with regulatory standards.
Overview
10
10
years of professional experience
Work History
Senior Accountant- Cash and Banking
Aramark
08.2022 - Current
Resolved escalated client questions regarding accounts and any discrepancies
Lead department meetings covering various topics
Worked within Oracle/Oracle Discoverer and Blackline on a daily basis
Lead a team of accounting assistants whilst maintaining current roles work load
Balanced accounts monthly before deadline requirements
Monitored all cash and credit cards transactions on a daily basis as well as every team member’s portfolio from an overhead perspective
Found banking errors and worked with various locations to correct their processes
Investigated transactions that showed any trends of suspicious activity to prevent and bring up any concerns of fraud to the party of concern
Provided in depth back up for any reconciliation related questions as related to the General Ledger
Worked closely with locations to manage financials
Met deadlines in a timely manner while taking on extra accounts to help with team being short staffed
Trained accounting assistants with further learning and development
Requested proper documentation from locations in order to effectively research and resolve outstanding items
Mortgage Banker
Rocket Mortgage
09.2021 - 07.2022
Loan Evaluation
Credit Worthiness
Selecting best product to meet and exceed client’s financial goals
Decisioned at least 200 loan applicants per month
Insured guidelines, investor requirements, and/or government regulations were followed
Required to take and pass the federal license exam enforced by the NMLS as well as complete continuing education
Working with closely with realtors and escrow agents to ensure the best client experience
Adherence to highest department sales and service standards
Operating from Initial contact through application and closing
Marketing and Inventory Manager
Swanky Plum Boutique LLC.
10.2020 - 09.2021
Produce daily marketing posts for social media platforms to gain followers and increase profit
Worked with vendors dealers and reps to ensure relevancy and brand consistency
Designed and carried out seasonal promotions and sales
Created and distributed business cards and flyers to boost knowledge of the company and increase profit
In charge of overseeing weekly profits of 2 pop up shops versus inventory sold
Made weekly deposits into company business account
Input and published to website all new incoming inventory
Managed company website including updates, new arrivals and website design
Fulfilling, packaging and shipping consumers online orders in a timely manner
Maintained weekly inventory for 3 store locations simultaneously
Trained new hires to use company software
Server and Trainer
Trevioli Italian Kitchen @ The Rapids
10.2019 - 09.2020
Upselling to customers to increase their experience and promote higher check balances
Trained new hires to perform tasks correctly up to company standards
Help patrons select food and beverages by presenting menu; offering cocktails; suggesting courses; explaining the chef’s specialties; identifying appropriate wines; answering food preparation questions
Stay updated on current menu choices, specialties and menu deviations, knowing if the kitchen staff is running out of any items, etc.
Keep kitchen staff informed by noting timing of meal progression
Properly open and pour wine at the tableside
Obtain revenues by totaling charges; issuing bill; accepting payment;
Contribute to team effort by accomplishing related results as needed
Assist with special events
Customer Solutions Specialist II
Aflac
05.2017 - 10.2019
Completed 5 months of Customer Service training and various E-learning courses
Learned an overview of all line’s of business that Aflac currently offers
Learned multiple skill sets such as Claims, Policyholder services, & technical support
Work with policyholders and agents on a daily basis to answer any claims, policy service or technical questions whilst providing excellent customer service
Bartender and Server
MaBella Italian Steakhouse
01.2015 - 05.2017
Provided bar patrons with superior service and an enjoyable, memorable experience
Demonstrated effectiveness within an upscale setting
Created new cocktails nightly using current inventory
Responsible for stocking and maintaining inventory
Built great rapport with clientele and gained several repeat customers
Worked every night with other servers under a “split serve” setting as a team
Memorized various recipes and wine pairings
Worked for long periods of time up and down a flight of stairs maintaining quality service throughout
Volunteered time for special events and sudden occurrences
Trained staff members
Education
Health Science Degree -
Columbus Technical College
Columbus, GA
06.2019
High School Diploma - undefined
Shaw High School
Columbus, GA
05.2011
Skills
Has helped companies grow from launch date forward in both a corporate and local business setting
Sox Compliance
General ledger accounting
Financial reporting
Audit support
Financial statement review
Bank reconciliation
Generally accepted accounting principles
Variance analysis
Audit preparation
Internal controls
Cash flow management
Expertise in Oracle Blackline and ReconNet
Account updates
Recordkeeping
Team Training
Policy enforcement
Staff oversight
Year-end and month-end closing
QUALIFICATIONS
Key Skills and Strengths:
Over 10 years of customer service experience
Currently in a leadership role
Portfolio Management
Familiar with the role I am applying for as I currently hold this title
Former federally licensed Mortgage Loan Originator
Worked with client’s all over the US and maintained licenses in 14 states
Managed Loan Portfolios
Client Retention
Evaluating financial statements
Achieving company financial goals
Proven ability to build and manage a consumer base throughout the entirety of the client’s contract
Understands how to relay complex financial situations and guidelines to clients
Highly skilled in delivering outstanding service
Self-taught marketing skill set
Proven ability to multitask and resolve complaints
Excellence in Financial Services:
Awarded for being above pace
Underwent multiple hospitality workshops
Promoted within one year at current company to a leadership position
Was awarded employee of the month due to outstanding work ethic and ability to work efficiently in a team setting
Showed leadership and given a training title due to quality service