financial transaction supervisor and account clerk iii resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
Visionary leader offering 20+ years management experience I am highly organized with strong leadership, problem solving, interpersonal and decision-making skills. Focused Accounting professional with 20 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with PeopleSoft. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs. Meticulous Manager with advanced accounting, mathematical and Oracle expertise. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent and focused professional.
Skills
20+ years' experience supervising, planning, initiating, organizing, managing, and evaluating, and strategic oversight of cashier processes
20 years in UMGC Student Accounts Department, directly supervising 16+ years
Extensive knowledge in PeopleSoft, Third Party, Financial Aid, Finance, and external vendor systems for UMGC
Accounting, Spreadsheets
Agency, Statistics
Balance, Strategic
Banking, Supervising
Business process, Systems Development
Cashiering, Written
Cashier
Government
Managing
Meetings
Office
Works
Organizational
PeopleSoft
Policies
Problem solving
Project Management
Research and analysis
Administrative skills
Oral
Conflict resolution
Contracts
Credit
CRM
Customer service
Finance
Financial
Functional
Funds
Leadership
Mediation
Money
98
Organizing
People Soft
Personnel
Presentations
Processes
Reconciling
Proficient in [Software]
Spreadsheets expertise
Work History
01/2012 to CurrentFinancial Transaction Supervisor and Account Clerk IIINebraska Furniture Mart, Inc. | Kansas City, KS,
Enter contracts on student's account and make adjustments to agency accounts, print and prepare invoices sent to external agencies as necessary.
Direct and answer employer questions concerning student and company invoices.
Analyze daily reports and accounts for all contracts, set up new agency accounts, and assist students with updating tuition assistance paper work.
Evaluate and make adjustments to student accounts in UMGC European Division ensuring agencies and students are properly billed.
Manage daily cashiering operations for UMGC including preparation of bank deposits, processing of all credit card payments worldwide, and advising students on their accounts.
Responsible for request reimbursements and order money for the office petty cash supply.
Process interdepartmental deposits, manage the disbursement and allocation of UMGC parking ticket books, process and prepare People Soft deposits for internal departments.
Balance daily batches and transmit deposit information to the State Treasurer's Office.
Direct and monitor customer inquiries and complaints sent to the cashiers from other UMGC offices, management, and external agencies to ensure they are resolved in a timely and accurate manner.
Conducts investigations and resolutions of complaints on functional and technical problems worldwide and assist customers in resolving problems with student accounts.
Develop statistical and analytical tracking spreadsheets weekly for PeopleSoft, TouchNet, and OSA systems to find the discrepancies and make the adjustments.
Directs management and oversight for the protection, processing, and dissemination of all funds generated by cashiering office including inquiries concerning outstanding dept.
Transferred to the SCCU.
Formulated and implemented first ever policy for evaluating the cashier program, and established clear cut guidance on cashier responsibilities.
Developed and administered oral and written job performance evaluations for all cashier personnel, and evaluate effectiveness of current UMGC policies and cashier procedures.
01/2000 to CurrentCashiering ManagerPlanet Pharma | Auburn, NY,
Responsible for effectively implementing and maintaining the cashier unit for the University of Maryland Global Campus, processing over 90 million dollars in payments annually.
Responsible for effectively implementing and maintaining cashier 98% accuracy rate according to the policies and procedures.
Administers the organizational structure of the cashiering unit and effectively manages the day-to-day operational functions of the cashier staff; prepares reports, reconciling, analyzing complex accounts, and posting account debits/credits.
Provide timely and accurate handling of customer service complaints, serving as the liaison with Financial Aid, Third Party, and Finance within UMGC; works closely with other units worldwide to include government agencies, military departments, and banking institutions.
Direct compliance with internal business process improvements in accordance with state and agency requirements by strong oversight and continuous training for the cashiering and Student Accounts staff.
Selected to work with the Systems Development Team to develop, evaluate, and implement automated solutions for cashiering processes.
Manages the tracking and review of all cashiering statistics and reports, petty cash audit results, and procedural findings on all cashier functions and actions.
Ensure accurate and timely reconciliation of all Third Party, and student payments; resolves vendor and PeopleSoft payment issues daily.
Conducts cashier audits and assessments of all cashiers on a periodic/rotational basis to determine and assess security risks and cashier policy implementation.
Provided hands on training and expertise for the unit cashiers during the UMGC transition to the CRM system, responsible for weekly audits on the cashiers work to ensure our 98% accuracy rate and maintain our low error rate.
Responsible for developing, implementing, testing, and training of new credit card system for Student Accounts.
01/2000 to CurrentTraining CoordinatorBenedictine Health System | Saint Louis, MO,
Authored and developed training applications for cashier actions in PeopleSoft and TouchNet.
Designed and personalized presentations in cashier processes for UMGC Largo.
01/2000 to 01/2012Staff Development CoordinatorUniversity Of Maryland Global Campus | City, STATE,
Supervise and oversee daily job responsibilities of personnel in the cashiering unit.
Provides guidance to all UMGC departments and external agencies worldwide on cashier procedures and policies; attend meetings with senior leadership on implementing new credit card and cashier processes.
Train, supervise, and evaluate cashiering staff; improving cashier skills and productivity.
Interview, select, and evaluate performance for the cashiering staff and other units within the UMGC Student Accounts Department.
Education
Expected in 2018 to to Certificate in Project Management | , , GPA:
Expected in 2015 to to Master of Science | Accounting and Information SystemsUniversity of Maryland, Adelphi, MDGPA:
Expected in 2010 to to Bachelor of Science | AccountingUniversity of Maryland, Adelphi, MDGPA:
Expected in to to Master of Science | ManagementUniversity of Maryland, Adelphi, MDGPA:
Certifications
Certificate in Project Management, University of Maryland Global Campus
CSE Management Training, Oct 2008
Certificate in Advanced Accounting, University of Maryland Global Campus, August 2004
Certificate in Introductory Accounting, University of Maryland Global Campus, May 2003
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Resume Overview
School Attended
University of Maryland
University of Maryland
University of Maryland
Job Titles Held:
Financial Transaction Supervisor and Account Clerk III