financial specialist resume example with 11+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Professional Summary
Organize and drive operations, and effectively develop and enact company policies to increase organizational operational efficiency. Retain strong leadership and interpersonal skills. Advance strategic plans and sales objectives set forth by management. Develop policies to keep the organization's budget low including operations, maintenance, and labor costs.
Skills
Invoicing and collections
Month-end reports
Commission calculation
File and database management
Staff Management
Finance
Payroll Processing
Analytical reasoning
PeopleSoft expert
Cost accounting
Statutory Reporting
Practiced at FHA loan process
Deep knowledge of bankruptcy processes
Risk management assessments
Loans
Cash Handling
Banking
Credit
Financial services
Database Management
Team Player
Proficient in many types of accounting systems and software
Bilingual in nepali, hindi
Relationship building and management
Financial analysis aptitude
Work History
03/2014 to Current
Financial SpecialistJudicial Branch – Salt Lake City, UT,
Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Protected company assets with strategic risk management approaches.
Communicated with suppliers to reconcile invoice payments.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Balanced reports to submit for approval and verification.
Maintained accurate and complete documentation for all financial department procedures.
Monitored status of accounts receivable and payable to facilitate efficient processing.
Reviewed general ledger entries and assessed accuracy.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Reported financial data and updated financial records in ledgers and journals.
Organized budget documentation and tracked expenses to maintain tight business controls.
09/2012 to Current
Building Operations ManagerJones Lange Lasalle Inc. – Burlington, MA,
Managed operations, maintenance, and improvement of properties.
Performed regular inspections of facility and documented all inspection information in reports.
Coached entire building staff to promote optimal team dynamics while encouraging positive working environment.
Managed and scheduled contract workers who completed building maintenance and upgrades.
Planned and scheduled general maintenance, major repairs, and remodeling projects.
Directed financial operations for building to maintain optimal budget targets.
Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
Assisted in recruiting, hiring and training of team members.
Trained and guided team members to maintain high productivity and performance metrics.
Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
Interviewed and hired strong candidates for team openings, using newspapers, job boards and social media to find applicants.
Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Supported regulatory compliance by overseeing all audits to verify protocol adherence.
Developed and implemented high-quality work environment as measured through employee satisfaction ratings.
Supported top-level decision-making and strategy planning, forging productive relationships with top leaders and serving as key advocate for various personnel issues.
11/2018 to 05/2019
Tax PreparerJackson Hewitt – Usa ● Springville, UT,
Maintained complete records of client tax returns and supporting documentation in secured areas.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
Completed and filed returns with tax departments at local, state and federal levels.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Facilitated communication between clients and tax authorities.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Prepared written responses or tax return amendments to resolve state and federal notices.
03/2010 to 11/2018
Food RunnerCompass Group Usa Inc – Odessa, TX,
Greeted and maintained relationships with regular customers.
Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies.
Sanitized tables and followed proper cleaning methods to avoid food borne illnesses.
Trained new expeditors and food runners according to company policies and standards.
Assisted servers with table settings and beverage refills to support high-volume shifts.
Confirmed speed of service for all food orders while minimizing errors and complaints.
Arranged tables for patients, following established preparation procedures to provide guests with excellent experiences and foster repeat business.
Assisted preparation of food plates, overseeing quality and appearance.
Promoted efficiency by removing empty dishes, glassware and silverware to shorten bussing times.
Education
Expected in 11/2021 to to
Associate of Science: Social Work University Of Utah - Salt Lake City, UT GPA:
Professional development completed in case mgm.
Detailed note taking ability – The ability to take excellent notes is extremely important as you listen to your clients and colleagues and develop interventions and strategies.
Organizational skills – Being organized is very important as you will often be asked to multi-task and the ability to prioritize which work is required to be done in which order is extremely important.
Understanding of human psychology – You will need to understand the way people's mind works.
Knowledge of Human Developmental stages – it is critical to understanding human psychology, to know the developmental stages from birth to death.
Knowledge of interventions applicable to one's specialty – Depending on your specialty there might be a variety of different interventions that are extremely important to not only understand in theoretical terms, but also in practical application.
Expected in 12/2018 to to
Associate of Science: IT Computer Support. Salt Lake Community College - Salt Lake City, UT GPA:
Diagnose computer problems, monitor computer processing systems, install software, and perform tests on computer equipment and programs. Technicians may also set up computer equipment, schedule maintenance, and teach clients to use programs. Other job duties can include minor repairs and computer parts ordering also like to add analysis skill and Customer service Skills.
Expected in 02/2009 to to
BBA: Business And Managerial Economics Tribhuvan University - NEPAL, GPA:
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