Diligent finance and accounting with strong foundation in financial management and budgeting. Successfully streamlined processes to enhance efficiency and compliance within financial operations. Demonstrated expertise in financial analysis and strategic planning.
Contribute to the preparation of financial forecasts and participate in the budgeting process by providing accurate financial data and detailed analysis
Prepare and analyze financial statements, including balance sheets, income statements, cash flow statements, and profit and loss statements monthly
Ensure quality control of documentation, coordinate with the sales team and finance team on client’s issues and internal corporate systems errors
Analyze and manage multiple projects from the initial phase to final deliverables
Provide internal financial information’s based on different project types to management by researching and analyzing accounting data, prepare financial reports to CFO on timely manner
Train new employees regarding the systems and workflow of the company
Maintain professional and technical knowledge by attending educational partner workshops
Communicate for corrective modifications and performing activities of P/L, Work Order, SOW to different departments
Manage the Accounts Receivable function, ensuring timely and efficient processing of customer invoices, payments, and collections
Ensuring sales team has the resources and tools to complete their tasks and meet business goals
Automating repetitive tasks for the direct sales team in the new/existing system with collaboration with consultant
Managing lead, deal registration, funding and incentive from different partners
Managing large fixed project and monthly services invoices
Preparing monthly report of prepaid services to controller
Sales Operations Specialist
Nortec Communications Inc.
01.2014 - 01.2017
Ensuring sales team has the resources and tools to complete their tasks and meet business goals
Automating repetitive tasks for the direct sales team in the existing/new system with collaboration with consultant
Deal registrations with different vendors to receive competitive prices for the clients
Processing fundings based on different projects from different vendors/partners
Lead/opportunity management in the system from open to close
And provide biweekly/monthly reports to the marketing lead and CFO
Managing executed contracts in SharePoint
And entering the data in the accounting system for invoicing
Generating monthly renewal, incentive, and cost reports from different vendors/partners
Train new employees regarding the systems and workflow of the company
Administrative Accountant
Nortec Communications Inc.
01.2012 - 01.2013
Accounts Payable duties: Audit vendor invoices, access order to match vendor invoices
Reconcile credit card statements to receipts and process for payments on timely manner
Process Check run and disbursements to vendors
Maintaining filing of bills, monthly reconcile such as health insurance to payroll deductions; maintain RMA log
Review expenditures, analyze variances, and report to budge owners
Accounts Receivable duties: Leads efforts to prepare and review accounting entries, review reconciliation, and help ensure the integrity of the financial data and subsequent monthly, quarterly, and annual reporting
Fully informed of the operations of the total organization to assure proper documentation of transactions for accounting purposes and the proper entry of each type of transaction in the accounts
Record new sales and contracts to the accounting system
Monitor and make collections against open Accounts receivable
Manage Vendor/Client files both electronically and by physically paper files in include proper documentation of expenses or reimbursements
Assistant Manager
ZARA
01.2008 - 01.2012
Managing operations, responsible for making sure all store policies, procedures and controls are followed and as well as planning, organizing and delegating work among staff
Title Examiner and Processor
Lewis Settlement Group Inc
01.2006 - 01.2007
Successfully implement & train new software to the company SoftPro independently
Search, analyze and evaluate public records and examine titles to determine legal condition of property title
Examine copies of records such as mortgage, liens, judgments, easements to determine ownership and legal restrictions and to verify legal description of property
Prepare and issues policy that guarantees legality of title such as owner policy, Deed, Judgment affidavit, power of attorney, certificate of satisfaction, title commitment, closing protection letter
Education
MBA -
The University of Findlay
Findlay, OH
05-2006
Skills
Cash flow management
Credit analysis
Organizational development
Financial auditing
Accomplishments
Documented and resolved new software such as ConnectWise and SoftPro which led to implementation.
Supervised team of 20 staff members.
Achieved Microsoft and Dell invoices descrepancies, and funding by completing support tickets and reaching out to partners with accuracy and efficiency.
Achieved managing invoices by introducing ConnectWise for monthly and one time invoices tasks.
Certification
· Corporate Pillar Awards "Determined & Accountability 2018" and "Follow Up 2015"
· Microsoft Office 365 fundamentals, Azure cloud services.
· Microsoft Office- WINDOWS, MS-OUTLOOK, MS-ACCESS MS-WORD, MS-EXCEL, MS-POWER POINT.
· KnowBe4 security awareness training 2016.
· Dell SonicWALL v2-2012, could essential.
· Shoretel Quoting and configuration with QMS.
· Specialization in advertising for print Arena Multimedia.
Program Services Manager at Northern Rural Training and Employment Consortium (NoRTEC)Program Services Manager at Northern Rural Training and Employment Consortium (NoRTEC)