Zachary Laudisi
Webster,NY
Summary
Accounting operations professional poised to bring valuable experience in enhancing financial operations and ensuring accuracy. Proven ability to collaborate with teams and drive results while maintaining adaptability to changing priorities. Skilled in financial reporting, process optimization, and problem-solving with reliable and flexible approach.
Overview
6
6
years of professional experience
Work History
Operations Accounting Specialist
CoverWallet, an AON Company
07.2022 - Current
- Oversaw daily cash management activities including bank reconciliations and funds transfer coordination for multiple accounts.
- Ensured compliance with internal controls and company policies, maintaining accurate records for audit purposes.
- Handled day-to-day accounting processes to drive financial accuracy.
Customer Success Advisor
CoverWallet, an AON Company
07.2019 - 07.2022
- Assist clients with processing changes to current business policy coverage and/or obtaining new policy coverage that best fit their business requirements
- Increased customer satisfaction by addressing concerns and providing tailored solutions for their needs.
- Mentored new hires within the Customer Success team contributing towards overall improvement in team performance and cohesion.
Education
Bachelor of Science - Business Administration And Finance
SUNY, Brockport
Brockport, NY12-2019
Skills
- Bank reconciliation
- GAAP
- Attention to detail
- Microsoft Excel expertise
Timeline
Operations Accounting Specialist
CoverWallet, an AON Company
07.2022 - Current
Customer Success Advisor
CoverWallet, an AON Company
07.2019 - 07.2022
Bachelor of Science - Business Administration And Finance
SUNY, Brockport
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