Tynesha Richardson
Mount Rainier,MD
Summary
Experienced Finance Professional offering over 10 years in client account management and financial services. Detail oriented focusing on customer service, team building and training. Well developed communication, time-management and problem solving abilities. Versed in administration, logistics, and payment processing. Excellent collaborator dedicated to providing first-rate teamwork to successfully complete tasks and meet necessary deadlines. Flexible hard worker ready to learn and contribute to team success remotely.
Overview
12
12
years of professional experience
Work History
Seasonal Benefit Counselor
AON
09.2023 - 01.2024
- Checked employees' benefits enrollment for accuracy and inputted all data into database.
- Analyzed and reported on employee benefits data to identify trends and develop strategies for improvement.
- Researched and evaluated new benefits programs to select cost-effective providers and coverage levels.
- Enhanced client satisfaction by providing personalized benefit counseling services tailored to individual needs.
- Increased employee enrollment rates in benefits programs through effective communication and education on available options.
- Ensured compliance with federal regulations by monitoring applicable legislation and updating company policies accordingly.
Case Manager
Medix Staffing
11.2021 - 02.2023
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Facilitated successful transitions between levels of care by developing detailed discharge plans and coordinating resources.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Analyzed trends and data to inform decision-making and program development.
- Achieved positive client outcomes by developing and implementing comprehensive case management plans.
Finance and Donation Coordinator
Hope Over Heroin
10.2022 - 12.2022
- Ensured accurate record-keeping of donation transactions, maintaining up-to-date donor information and financial records.
- Transitioned financial records to Quickbooks Online version.
- Recorded day-to-day financial transactions in accounting software.
- Managed and organized financial documents, such as invoices, receipts, donations and bank statements.
- Managed accounts receivable, including invoicing clients and tracking incoming payments.
- Prepared thorough reports and financial statements.
- Reconciled bank statements by comparing statements with general ledger.
- Processed bank deposits and reconciled financial statements.
Logistics Team Leader/Event Coordinator
Medix Staffing
02.2020 - 11.2021
- Reduced logistical errors by regularly auditing inventory levels, stock locations, and shipping documentation.
- Developed comprehensive training programs for new team members to ensure consistent work quality and adherence to policies.
- Championed process improvement projects within the organization by identifying areas for potential optimization, proposing solutions, and leading teams in the successful execution of change initiatives.
- Prepared and presented reports to management on logistics performance.
- Monitored and adjusted inventory levels according to demand.
- Analyzed customer requirements and provided customized logistics solutions.
- Created reports to provide insights into logistics operations and performance.
- Studied data to identify trends and patterns in transportation activity.
- Identified opportunities for inventory reductions.
- Maintained accurate records of all event expenditures, ensuring budget compliance across multiple projects.
- Managed event logistics and operations.
- Coordinated schedules and timelines for events.
- Performed event coordination for larger parties and gatherings.
- Managed administrative logistics of events planning, event booking, and event promotions.
Head Teller/CSR Supervisor
Orrstownbank
02.2018 - 02.2020
- Reduced errors in transactions with vigilant attention to detail and adherence to banking regulations.
- Ensured a secure working environment by adhering to strict security protocols and conducting regular audits.
- Collaborated with branch management to develop strategies for reaching sales targets and improving overall performance.
- Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Created, prepared, and delivered reports to various departments.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Spearheaded quality assurance initiatives, leading to consistent delivery of excellent customer service standards.
- Monitored and verified suspicious activity on customer accounts.
Finance Specialist
Toyota Financial Services
01.2016 - 02.2018
- Performed financial and sales analysis and determined best practices to mitigate risk with customers.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Worked between four or more operating systems efficiently (Host, CDS/ITS, TSO, Electronic Exchange, DMS, CEP).
- Maintained agile, responsive organization with sustained revenue growth by monitoring industry forecasts, honing budgets and adjusting marketing strategies.
- Leveraged analytical models to assist with the month-end closing cycle.
- Entered financial transaction data into spreadsheets to maintain accurate financial records for accounting and tax functions.
- Monitored daily financial transactions, filing and verifying daily A/R, A/P, inventory and internal charges to keep on track with quarterly goals.
- Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
Relationship Banker/Teller
M&T Bank
09.2011 - 05.2015
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Monitored and verified suspicious activity on customer accounts.
- Analyzed customers' financial information to deliver personalized account guidance.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Verified customer identity and reviewed documentation for accuracy.
- Maintained customer records and updated account information.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Education
Accounting And Bookkeeping Certificate -
Towson University
Towson, MD07.2018
Skills
- Customer Account Management
- Customer Service
- Management
- Bookkeeping
- Account Payable/Receivable
- Reconciliation
- Fraud Investigation
- Quality Assurance
- Logistics
- Auditing
- Project Management
- Transaction and Payment Processing
- General Ledger
- Issue and Complaint Resolution
- Data Entry and Maintenance
- Strong Analytical and Problem-Solving Skills
Timeline
Seasonal Benefit Counselor
AON
09.2023 - 01.2024
Finance and Donation Coordinator
Hope Over Heroin
10.2022 - 12.2022
Case Manager
Medix Staffing
11.2021 - 02.2023
Logistics Team Leader/Event Coordinator
Medix Staffing
02.2020 - 11.2021
Head Teller/CSR Supervisor
Orrstownbank
02.2018 - 02.2020
Finance Specialist
Toyota Financial Services
01.2016 - 02.2018
Relationship Banker/Teller
M&T Bank
09.2011 - 05.2015
Accounting And Bookkeeping Certificate -
Towson University