• Goal-Oriented Leader who offers a background in Financial Services / Operations, Full-Cycle Accounting, Sales, Operations Management, Administrative / Business Support, Project Management, and Customer Service.
• Dynamic Top Performer who makes decisions to reflect positively on business well-being in alignment with a company s vision, value, and goals, and can seamlessly liaise among executives, businesses, peers, and clientele.
• Ambitious Self-Starter who exhibits sharp analytical abilities and superior attention-to-detail to achieve financial, business, and / or operational goals within deadline-driven environments and actively works to resolve challenges.

  Capitalize on the opportunity to work under a Senior Financial Analyst with responsibilities for monitoring high-volume cash balances from three bank accounts while accurately maintaining a seamless cash flow analysis database.

  Demonstrate experience with cash management, asset liability management, financial statement analysis, journal entries, investment portfolio management (e.g. CDs, securities), and audit preparation to achieve goals.

  Create and post month-end investment and principle and interest journal entries, and make required wire transfers.

  Profitably support Sales Manager in achieving bi-weekly production sales goals, along with assisting management with mentoring and coaching a results-oriented team of 500 active representatives as an independent sales representative.

  Led key decision-making in the efficient oversight of heritage management operations under Director of Operations, including ensuring that all accounts payable and accounts receivable and sales were reported correctly and efficiently.

  Exhibited experience in proactively setting up new customers, creating invoices and past due notices, paying invoices, and setting up new vendors, along with managing staff billable rates and handling expense reimbursements.

  Coordinated efforts with company s Client Council to maintain tracking of prospective clients and business opportunities, along with organizing comprehensive meetings and events for a diverse audience within the operation.

  Strategically steered administrative support for a CFO, including performing all facets of accounts payable / receivable, societies international travel grants and small research grants, and data / records management activities.

  Coordinated employees expense reimbursement, handled monthly journal entries, reconciled SunTrust bank account and AMEX corporate credit cards, paid vendors, and created invoices for members at semi-annual meetings.

  Maximized use of resources to achieve goals by planning and prioritizing workflow to achieve deadline-oriented goals.

  Played a vital role in supporting a 10-member team in assisting customers with financial needs and goals while handling and balancing a daily cash limit of $20,000 while meeting and / or exceeding customers financial objectives.

~ Relevant Community Service Experience ~

  Developed an Excel spreadsheet and calculated judges scores in a timely and accurate manner using Excel formulas.

  Reviewed medical bills of patients and staff, including creating invoices and mailing invoices to patient, maintaining receivables accounts current and balanced, and completing zero balance paperwork for staff for 100% free rendering.

Bachelor of Science in Accounting (Projected December 2016) Howard University

Life Insurance License Producer (Since 2014) State of Xxxxxx

Microsoft Office ￨ Peachtree Accounting ￨ Prologue ￨ Microsoft Solomon ￨ Microsoft Workgroups ￨ Salesforce

PeopleSoft ￨ Visible Equity ￨ FTN Financial Accounting ￨ eFolio (Raymond James) ￨ Microsoft Query (SQLs)

Wells Fargo Mainframe System ￨ Argo ￨ Google Docs ￨ iMIS Software ￨ Knowledge Exchange ￨ QwickRate

National Association of Black Accountants ￨ TRIO Program ￨ Finance & Investment Association ￨ 21 CPA Program