finance associate resume example with 6+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
:
Professional Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Skills
Proficient in Zoom, Teams, Google Suite, MS Office Suite, Yardi Voyager, SharePoint, Salesforce, BillPort
Excellent Customer Service
Deadline Awareness
Financial Reporting
Project Management
Strategic Problem Solver
Highly Detail-Oriented
Bookkeeping
Case Management Tracking
Client Advocacy
Positive Attitude
Program Development
Verbal and Written Communication
Organization and Multitasking
Quality Assurance Controls
Cross-Functional Collaboration
Work History
FINANCE ASSOCIATE, 06/2022 to 01/2023 Egain Communications – Sunnyvale, CA,
Audited 300 monthly vendor invoices for accuracy, verify general ledger (GL), and ensure timely vendor payments.
Reviewed and monitored 8 monthly bills and company credit card activity for unusual, non-compliant transactions.
Processed all received client payments.
Researched and resolve payment discrepancies using Wells Fargo.
Performed monthly A/R analysis to facilitate on-time invoice payments.
Assisted with month- and year-end close including A/P, A/R, and cash.
Created a process with my supervisor to reduce over and under payment.
CASE MANGER HOUSING SPECALIST II, 09/2018 to 02/2022 Ucsd Extension – San Diego, CA,
Supported and monitored 30+ rotating clients weekly by reviewing and maintaining housing and financial records.
Educated 30+ families and ensured they understood the rental lease agreement, including obligations, lease term, policies and program requirements.
Coordinated and delivered onboarding training, coaching and feedback to 3 new team members on the latest effective protocols and standard operating procedures.
Maintained logs and electronic client records in Yardi Voyager and Sharepoint, following department and agency policies for effective monitoring.
Adhered to ethical principles and standards to protect clients' confidential information.
Participated in regular team meetings and in-house training sessions to boost group effectiveness.
ESL INSTRUCTOR, 09/2016 to 03/2017 Boston Stoker – , OH,
Developed and delivered enriching lesson plans to effectively teach over 600 students at multiple age levels (9-17).
Effectively managed classes of 30-40 students
Created meaningful and diverse lessons that supported various learning-styles.
Improved student grammar and conversational skills through role play assignments.
Tested, evaluated and counseled students regarding academic performance and goals.
Built relationships with students, parents and teachers of diverse cultural, social and economic backgrounds.
Provided one-on-one instruction for non-English speaking students within classroom settings.
LOGISTICS COORDINATOR, 12/2012 to 12/2014 Cannonball Express LLC – City, STATE,
Served as point of contact for customers and internal teams related to order status.
Prepared orders and shipping analytics for reporting to internal stakeholders.
Reviewed opportunities to reduce cost and maintain quality standards.
Dispatched information to service providers to schedule freight movement.
Prioritized work based on business demands and freight delivery times.
Logged, processed and followed up on shipments in databases.
Maintained and updated systems to drive communication with internal and external customers.
Education
Bachelor of Arts: , Expected in 05/2015 to COLUMBIA COLLEGE - CHICAGO, GPA:
Skills
Proficient in Zoom, Teams, Google Suite, MS Office Suite, Yardi Voyager, SharePoint, Salesforce, BillPort
Excellent Customer Service
Deadline Awareness
Financial Reporting
Project Management
Strategic Problem Solver
Highly Detail-Oriented
Bookkeeping
Case Management Tracking
Client Advocacy
Positive Attitude
Program Development
Verbal and Written Communication
Organization and Multitasking
Quality Assurance Controls
Cross-Functional Collaboration
Work History
FINANCE ASSOCIATE, 06/2022 to 01/2023 Fiducient Advisors – Chicago, IL
Audited 300 monthly vendor invoices for accuracy, verify general ledger (GL), and ensure timely vendor payments.
Reviewed and monitored 8 monthly bills and company credit card activity for unusual, non-compliant transactions.
Processed all received client payments.
Researched and resolve payment discrepancies using Wells Fargo.
Performed monthly A/R analysis to facilitate on-time invoice payments.
Assisted with month- and year-end close including A/P, A/R, and cash.
Created a process with my supervisor to reduce over and under payment.
CASE MANGER HOUSING SPECALIST II, 09/2018 to 02/2022 Nan Mckay & Associates – Chicago, IL
Supported and monitored 30+ rotating clients weekly by reviewing and maintaining housing and financial records.
Educated 30+ families and ensured they understood the rental lease agreement, including obligations, lease term, policies and program requirements.
Coordinated and delivered onboarding training, coaching and feedback to 3 new team members on the latest effective protocols and standard operating procedures.
Maintained logs and electronic client records in Yardi Voyager and Sharepoint, following department and agency policies for effective monitoring.
Adhered to ethical principles and standards to protect clients' confidential information.
Participated in regular team meetings and in-house training sessions to boost group effectiveness.
ESL INSTRUCTOR, 09/2016 to 03/2017 Ratwittaya School – , Thailand
Developed and delivered enriching lesson plans to effectively teach over 600 students at multiple age levels (9-17).
Effectively managed classes of 30-40 students
Created meaningful and diverse lessons that supported various learning-styles.
Improved student grammar and conversational skills through role play assignments.
Tested, evaluated and counseled students regarding academic performance and goals.
Built relationships with students, parents and teachers of diverse cultural, social and economic backgrounds.
Provided one-on-one instruction for non-English speaking students within classroom settings.
LOGISTICS COORDINATOR, 12/2012 to 12/2014 Cannonball Express LLC – Omaha, NE
Served as point of contact for customers and internal teams related to order status.
Prepared orders and shipping analytics for reporting to internal stakeholders.
Reviewed opportunities to reduce cost and maintain quality standards.
Dispatched information to service providers to schedule freight movement.
Prioritized work based on business demands and freight delivery times.
Logged, processed and followed up on shipments in databases.
Maintained and updated systems to drive communication with internal and external customers.
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