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Fiscal Specialist Resume Example

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Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Hardworking, loyal, friendly, upbeat and reliable with strong ability in telephone communication and bookkeeping. Offering confidentiality, willingness to learn new skills and adaptability. Highly organized, proactive and punctual with team-oriented mentality.

Skills
  • General ledger accounting -
  • Month-end and year-end closings -
  • Payment disbursement -
  • Peachtree expertise -
  • Rapid 10-key data entry -
  • Electronic banking knowledge -
  • Strong sense of banking ethics -
  • Excellent communication skills -
  • Safe and vault operation -
  • Exceptional customer service -
  • Confidentiality understanding -
  • Inventory purchasing -
  • Excel spreadsheets -
  • Database entry -
  • Recordkeeping and bookkeeping -
  • Accounting support -
  • Cash deposit preparation -
Education and Training
Brick Township High School Brick Town, NJ Expected in 06/1989 High School Diploma : - GPA :
Experience
City Of Raleigh North Carolina - Fiscal Specialist
Raleigh, NC, 10/2013 - Current
  • Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
  • Tracked expenses and entered deposits into Peachtree while reconciling monthly bank accounts to verify accuracy.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Assisted senior leadership by processing requested documents within anticipated timeframes.
  • Reconciled bank and credit card accounts monthly.
  • Managed paper, ink and printing supplies, placing orders to replenish inventory with Vendors.
  • Followed administrative policies and regulations.
  • Served as point of contact for customers and staff on subjects including available account balances, spend down amounts and account activity by applying customer service and interpersonal skills.
  • Completed day-to-day financial transactions for 46 special needs individuals.
  • Used excel & Peachtree to analyze finances and create detailed forecasts for Rep Payee of individuals.
  • Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
  • Processed debits/credits & end-of-day paperwork using Peachtree, print checks, pay bills, verify deposits and rectifying discrepancies.
  • Posted daily checks via remote deposit online keeping detailed records and receipts.
  • Answered and directed incoming calls using multi-line telephone system.
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
  • Processed payments and updated accounts to reflect balance changes.
  • Sorted incoming mail and directed to correct personnel daily.
  • Scheduled and confirmed monthly financial appointments with special needs individuals.
Suffolk Federal Credit Union - Head Teller
Islandia, NY, 07/2009 - 09/2013
  • Counted daily funds with manual and machine-assisted methods.
  • Verified amounts and integrity of every check or funds transfer.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Completed monthly and yearly audits.
  • Warmly welcomed customers and offered pleasant service during entire transaction.
  • Greeted and assisted customers professionally and courteously daily.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
  • Balanced bank's vault daily.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Kept teller window areas clean, organized and fully stocked.
  • Adhered to regulatory and company security and audit procedures.
  • Supervised tellers to verify compliance with both federal and local regulations.
  • Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
  • Counted cash and bagged or filled cassette trays for ATMs or business customers, prepared cash for shipping, reported any cash discrepancies and maintained accurate records.
  • Received customer and business deposits from night drop and balanced deposits to accompanying manifest.
  • Ordered and disbursed coin and currency to keep vault balanced and supply branch and customers.
  • Navigated multiple computer systems, applications and search tools and operated high-speed desktop currency counters and coin machines.
  • Reconciled branch vaults, balanced cash drawers and followed company cash control guidelines and procedures to protect customer and employer assets.
  • Verified, captured and balanced deposits and audited check image quality.
  • Checked identifying numbers or seals on bags of deposits and change shipments against receipts accompanying each bag or against listing delivered for bags, boxes or containers.
  • Prepared and securely shipped excess coin and currency to Federal Reserve Bank or correspondent banks, balanced completed work.
Basha's - Bookkeeper
Kingman, AZ, 09/2006 - 06/2009
  • Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
  • Issued payments to vendors and suppliers on monthly basis.
  • Communicated with the principal about discrepancies and devised plans to reconcile financial issues.
  • Tracked expenses and entered deposits into database while reconciling monthly bank accounts to verify accuracy.
  • Followed detailed end-of-month accounting procedures to verify proper balancing of all accounts and readiness for new month.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Reviewed and calculated part-timers timesheets to promote timely disbursement of paychecks.
  • Reconciled all bank and credit card accounts monthly.
  • Assessed data and information to check entries, calculations and billing codes for accuracy.
  • Balanced daily cash deposits and deposited them at the bank.
  • Received and routed incoming calls and correspondence to promote timely communication.
  • Created agendas, meeting notes and other documents to enhance collaborative process.
  • Coordinated communications, including taking calls, responding to emails and interfacing with parents.
  • Opened, sorted and responded to routine correspondence on behalf of the principal to facilitate communication and streamline processes.
  • Assisted production and distribution of memos, newsletters, email updates and other forms of communication.
  • Completed supply orders and maintained appropriate levels of office supplies.
  • Drafted and corrected professional business letters, internal memoranda and less formal email communication.
  • Sorted and distributed business correspondence to correct department or staff member.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Maintained organized filing system of paper and electronic documents.
  • Maintained office safety by screening visitors, updating logs and issuing temporary passes.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Verified operation of office equipment by completing preventive maintenance requirements and calling for repairs.
  • Operated HF/VHF radio, PA system, computer and telephone communication equipment and received, copied and delivered bus traffic control messages, clearances and advisories.
Suffolk Federal Credit Union - Head Teller
Miller Place, NY, 07/1994 - 07/2004
  • Counted daily funds with manual and machine-assisted methods.
  • Verified amounts and integrity of every check or funds transfer.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Completed monthly and yearly audits.
  • Warmly welcomed customers and offered pleasant service during entire transaction.
  • Greeted and assisted customers professionally and courteously daily.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
  • Balanced bank's vault daily.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Kept teller window areas clean, organized and fully stocked.
  • Adhered to regulatory and company security and audit procedures.
  • Supervised tellers to verify compliance with both federal and local regulations.
  • Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
  • Counted cash and bagged or filled cassette trays for ATMs or business customers, prepared cash for shipping, reported any cash discrepancies and maintained accurate records.
  • Received customer and business deposits from night drop and balanced deposits to accompanying manifest.
  • Ordered and disbursed coin and currency to keep vault balanced and supply branch and customers.
  • Navigated multiple computer systems, applications and search tools and operated high-speed desktop currency counters and coin machines.
  • Reconciled branch vaults, balanced cash drawers and followed company cash control guidelines and procedures to protect customer and employer assets.
  • Verified, captured and balanced deposits and audited check image quality.
  • Checked identifying numbers or seals on bags of deposits and change shipments against receipts accompanying each bag or against listing delivered for bags, boxes or containers.
  • Prepared and securely shipped excess coin and currency to Federal Reserve Bank or correspondent banks, balanced completed work.
  • Managed schedules of team of 6 personnel to keep all shifts properly staffed.
  • Consulted with the branch manager to evaluate needs and discuss corrective actions for individual concerns.

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Resume Strength

  • Formatting
  • Personalization
  • Strong Summary
  • Target Job
  • Typos

Resume Overview

School Attended
  • Brick Township High School
Job Titles Held:
  • Fiscal Specialist
  • Head Teller
  • Bookkeeper
  • Head Teller
Degrees
  • High School Diploma

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