Financial Manager who leverages exceptional communication skills to build quality relationships with clients, vendors and management.
Ambitious and determined to continually exceed expectations. Willing to take on added responsibilities to achieve desired results.
High-achieving with strong quantitative modeling, process thinking and business analytics skills.
Versatile and innovative management professional skilled at seeing the “big picture” while still also focusing on the details. Expertise in business development and streamlining processes and systems.
Account management specialist
MS Excel expert
General accounting and GAAP compliance
Complex problem solving
Superior time management
Expertise in invoice and payment transactions
Accounts payable specialist
Customer Relationship Management Software (CRM)
Process improvement specilist
Effective workflow management
Financial Operations Supervisor04/2003
to Current Teachers Retirement System of Georgia – Atlanta,
Manage daily benefit operations for 90,000 retirees and 400 employer agencies for 401(a) pension plan with payroll of over $300M monthly in retirement services
Supervise professional team members through recruitment, coaching, mentoring and developing human capital
Perform quality assurance reviews, annual staff appraisals, and monthly evaluations
Revolutionized department with the implementation of classroom training and the development of training manuals
Championed the development of teams and documenting procedural guidelines for maximum performance in the agency
Develop and execute goals to ensure customer service and procedural efficiency with CRM techniques
Identify opportunities to create positive ROI and proactively forecast and plan
Created Overpayment Database to streamline processing of overpayments
Oversee retiree account receivables and payables, write-offs, balancing, reconciliation, account maintenance, death claims, retirement benefits, health insurance, dental insurance, and tax deductions, and year-end tax data
Liaison for interpretation of laws and policies for government officials, attorneys and employers
Ensure employers' compliance with laws and policies governing employment and retirement benefits by performing employment audits and training employers on rules and procedures
Manage procedures for estimates, benefit calculations, cost calculations, retirement application processing and financial counsel to customers
Create and facilitate benefit presentations to members, retirees and employers
Perform testing and act as liaison between Retirement Services Department and Information Technology Department for IT Projects.
Successfully implemented new technologies and process automations to encourage continuous improvement.
Facilitated successful internal and external audits through sound and thorough documentation.