William Everett
Beaufort,SC
Summary
Detail-oriented Revenue Analyst with proven skills in financial analysis, process improvement, and teamwork. Developed recommendations that enhanced operational efficiencies and created impactful reports to support decision-making.
Overview
12
12
years of professional experience
Work History
Revenue Analyst
Beaufort County
Beaufort, South Carolina
07.2023 - Current
- Maintained accurate records of revenue transactions for audits, facilitating timely and thorough financial reviews.
- Collaborated with accounting team to reconcile accounts receivable balances, ensuring accuracy and compliance.
- Developed recommendations that enhanced operational efficiencies.
- Created reports and presentations to effectively communicate progress and results.
Accounts Receivable Clerk
Beaufort County
Beaufort, South Carolina
01.2020 - 07.2023
- Processed customer invoices and payment receipts, ensuring timely updates to account statuses.
- Reviewed all incoming payments for accuracy before posting them into the general ledger system.
- Maintained accurate financial records using accounting software.
- Communicated with clients regarding overdue payments and account status.
- Monitored accounts receivable report for late, delinquent, or missing invoices and payments, facilitating prompt follow-up actions.
- Reconciled daily cash receipts with bank deposits.
- Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
- Supported audits by providing requested documentation and data analysis.
- Provided support on audits of accounts receivable by gathering requested information from internal systems.
- Developed and implemented processes and procedures that streamlined accounts receivable operations.
- Ensured accuracy of invoices and account balances to maintain financial integrity.
Accounts Payable Clerk
Beaufort County
Beaufort, South Carolina
08.2018 - 01.2020
- Processed invoices and payments in accordance with company policies and procedures.
- Prepared checks for payment of vendor invoices on a timely basis.
- Coordinated with vendors to resolve invoice discrepancies, ensuring timely payment and clear communication of terms.
- Verified accuracy of coding on invoices prior to processing payments.
- Researched and addressed vendor inquiries about invoice status and payment issues, fostering positive vendor relationships.
- Analyzed purchase orders, contracts, invoices, check requests and other documents related to the accounts payable cycle.
- Managed high-volume invoice processing efficiently. invoice processing with minimal supervision.
- Collaborated with vendors, suppliers and staff members across departments to resolve any issues that arose.
- Trained new staff on accounts payable procedures and software usage techniques.
- Collaborated with team members to streamline workflow processes, establishing best practices that improved overall efficiency.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Ensured proper authorization for all purchases made by the organization.
Admin Tech III
Beaufort County Treasurer's Office
Beaufort, South Carolina
10.2017 - 08.2018
- Processed financial transactions accurately and efficiently for county residents.
- Tracked transactions and monitored cash flow using accounting software to maintain financial accuracy.
- Assisted in maintaining accurate records and databases for treasury operations.
- Ensured adherence to local regulations and policies to support compliance efforts.
Admin Tech II
Beaufort County Treasurer's Office
Beaufort, South Carolina
02.2015 - 10.2017
- Collaborated with cross-functional teams to resolve complex refund inquiries.
- Communicated effectively with customers regarding their refund status and procedures.
- Expedited resolutions to correct customer problems and complaints.
- Followed up with customers regarding their refund status.
- Analyzed trends in refund requests to identify improvements, informing process enhancements.
- Compiled detailed reports on refund activities, supporting management decision-making.
- Maintained accurate records of transactions and financial documents.
- Ensured compliance with legal regulations related to financial transactions and refunds.
- Assisted in developing new processes or procedures related to issuing refunds.
- Evaluated customer complaints regarding refunds and worked towards resolution.
- Monitored progress of pending refund requests.
- Collaborated with team members to streamline workflow, enhancing operational efficiency.
- Conducted training sessions for new staff on refund processing protocols. new staff on refund processing protocols and tools.
- Monitored progress of pending refund requests.
Education
Some College (No Degree) - Music Education
University of South Carolina
Columbia, SCSkills
- Accounting principles
- Financial analysis
- Financial software
- ERP software
- Process improvement
- Problem solving
- Scenario analysis
- Teamwork and collaboration
Timeline
Revenue Analyst
Beaufort County
07.2023 - Current
Accounts Receivable Clerk
Beaufort County
01.2020 - 07.2023
Accounts Payable Clerk
Beaufort County
08.2018 - 01.2020
Admin Tech III
Beaufort County Treasurer's Office
10.2017 - 08.2018
Admin Tech II
Beaufort County Treasurer's Office
02.2015 - 10.2017
Some College (No Degree) - Music Education
University of South Carolina