Wanda Kimpson
Charlotte,NC
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
16
16
years of professional experience
Work History
Personal Banker
Wells Fargo Bank
Charlotte, NC
07.2025 - 09.2025
- Processed 80+ weekly transactions including deposits, withdrawals, transfers, and payments with strict regulatory compliance
- Delivered personalized financial guidance, increasing customer engagement and retention
- Cross-sold banking products such as loans, credit cards, and savings solutions
- Assisted customers with digital banking tools, improving adoption rates
- Resolved customer issues related to accounts, transactions, and fraud concerns
- Maintained accurate records of customer interactions and transactions
- Ensured compliance with KYC, AML, and internal banking policies
- Supported branch sales goals and contributed to overall revenue growth
- Career Gap: Took time off to care for his father until his passing.
Volume Management Analyst
Duke Energy
Charlotte, NC
11.2024 - 02.2025
- Analyzed 10,000+ monthly transactions to identify trends and operational patterns
- Developed forecasting models for capacity planning and workforce optimization
- Built dashboards using Excel, Power BI, and Tableau to monitor KPIs and productivity
- Conducted variance analysis (forecast vs. actuals) to highlight performance gaps
- Performed data and invoice-level audits to validate transaction accuracy, identify discrepancies, and ensure alignment with business rules and billing standards
- Reviewed large datasets to detect duplicate entries, billing inconsistencies, and data anomalies
- Collaborated with cross-functional teams to improve operational efficiency and data integrity
- Automated reporting processes to reduce manual effort and improve accuracy
- Identified data inconsistencies and implemented corrective actions
- Ensured adherence to internal controls, audit requirements, and compliance standards
- Provided actionable insights to leadership for decision-making
Accounts Payable Analyst
M&M Essential Packaging
Charlotte, NC
05.2022 - 03.2023
- Processed 500+ invoices monthly with high accuracy and adherence to deadlines
- Performed detailed invoice audits to verify pricing, quantities, tax calculations, and contract compliance before payment approval
- Reconciled vendor accounts and resolved discrepancies proactively
- Investigated and corrected billing errors, duplicate invoices, and mismatched purchase orders
- Monitored aging reports and ensured timely payments to avoid penalties
- Strengthened vendor relationships through consistent communication
- Improved invoice tracking and scheduling processes
- Assisted with month-end close activities and reporting
- Ensured compliance with internal controls and audit requirements
- Supported process improvement initiatives to enhance AP efficiency
Accounts Payable Assistant
Solid Surface Care
Charlotte, NC
01.2020 - 04.2022
- Managed high-volume invoice entry and 3-way PO matching
- Audited invoices against purchase orders and receipts to ensure accuracy and proper approvals
- Assisted in vendor statement reconciliation and discrepancy resolution
- Maintained accurate and organized financial records
- Supported audit requests and documentation requirements
- Coordinated with internal departments to resolve invoice issues
- Tracked invoice status and ensured timely processing
- Identified inefficiencies and contributed to workflow improvements
- Assisted in payment processing including checks and electronic transfers
Accounts Payable Specialist
QURE Medical
Charlotte, NC
05.2014 - 09.2019
- Managed full-cycle accounts payable operations (invoice receipt to payment)
- Conducted comprehensive invoice audits ensuring compliance with contracts, pricing agreements, and internal policies
- Reviewed, coded, and approved invoices in compliance with company policies
- Reconciled vendor accounts and resolved discrepancies efficiently
- Identified duplicate payments, overbilling issues, and incorrect charges
- Negotiated vendor payment terms to improve cash flow
- Improved invoice processing timelines through process enhancements
- Prepared AP reports for management review
- Ensured compliance with financial regulations and audit standards
- Trained and supported junior staff on AP processes and systems
Order Processor
Logic Group
Charlotte, NC
03.2010 - 04.2014
- Processed high-volume customer orders with strong accuracy
- Verified order details and ensured correct billing and shipping information
- Coordinated with sales and logistics teams to resolve discrepancies
- Maintained accurate order records in internal systems
- Monitored order status and ensured timely fulfillment
- Handled customer inquiries related to orders and billing
- Identified process gaps and suggested improvements
- Supported reporting and documentation for operational tracking
Education
Bachelor of Science - Business Administration
Claflin University
Skills
- Financial Analysis & Forecasting
- Data Analysis & KPI Reporting
- Accounts Payable & Invoice Lifecycle
- Invoice Auditing & Discrepancy Resolution
- Vendor Management & Reconciliation
- ERP Systems & Financial Controls
- Advanced Excel (Pivot Tables, VLOOKUP, Formulas)
- Power BI & Tableau
- Customer satisfaction
- Customer service
- Branch operations
- Relationship building
Timeline
Personal Banker
Wells Fargo Bank
07.2025 - 09.2025
Volume Management Analyst
Duke Energy
11.2024 - 02.2025
Accounts Payable Analyst
M&M Essential Packaging
05.2022 - 03.2023
Accounts Payable Assistant
Solid Surface Care
01.2020 - 04.2022
Accounts Payable Specialist
QURE Medical
05.2014 - 09.2019
Order Processor
Logic Group
03.2010 - 04.2014
Bachelor of Science - Business Administration
Claflin University