Accomplished, decisive, and knowledgeable professional with five plus years of experience in customer service, healthcare system, business and management, human services, and project management
Knowledge of research policies, procedures, resources, and systems
Work with diverse groups of epidemiologists, statisticians, programmers, medical officers, and project managers
Strong interpersonal coaching and leadership skills
Excellent written, verbal and interpersonal skills in a technical or medical setting
Proved detail-oriented with exceptional organizational, planning and problem-solving skills
Accessed and documented procedures, tools, and manuals to provide support on company-supplied hardware and equipment
Gathered customer and technology information to determine technical support level; elevate calls to appropriate support level as necessary
Accurately processed and documented call transactions using tracking software
Assist team members and provide support and solutions to customer queries to meet company objectives
Maintain updated knowledge of company products and services to better provide customer support and service solutions
Provided first-level technical support to end users on proprietary software and applications, including installation, basic usage, and appropriate service level to warranty
Performed troubleshooting techniques over the phone or via web messenger to identify and resolve issues
Established patterns to reoccurring issues and provided input to development teams
Skills
Account reconciliation processes
Tax accounting specialization
Calculating liabilities
Account reconciliation specialist
Cash Flow analysis
Schedule Management
Financial Management
Budget Analysis
Financial statements expertise
Fiscal budgeting knowledge
Account Reconciliation
Education
Saint Mary's University of MinnesotaWinona, MNExpected in 05/2020 – –Master of Science:Information Technology Management - GPA:
Saint Cloud State University of MinnesotaSaint Cloud, MN, Expected in 05/2015 – –Bachelor of Science:General Business and Management - GPA:
Work History
Cb Richard Ellis - Real Estate Accountant Orlando, FL, 07/2019 - Current
Complete basic level accounting transactions in preparation of client financial statement packages.
Create and post journal entries: ensure that all expenses, receipts, owner’s distributions, funding requests and other transactions for the accounting period have been accurately posted.
Generates and reviews financial packages for accuracy and comprehensive reporting.
Prepares packages on a schedule to ensure timely delivery to the client and other management teams.
Adheres to Client Accounting Policies and Procedures (CAPP) to ensure internal and external reporting requirements are consistently met.
Reviews and audits funding and payment requests for accuracy, documentation and authorization in accordance with established operation procedures.
Responds to and resolves issues and requests from management teams and clients regarding various accounting issues and reports, including Profit and Loss statements.
Researches open accounting issues and recognizes potential issues and/or conflicts so corrective action can intercept and minimize issues.
Caterpillar - Business Support Manager , , Laos01/2016 - 06/2019
Provide leadership to a team of different Support Analysts through performance management, coaching, recognition, recruitment, and development.
Stakeholder Management: develop and maintain effective working relationships and partner with other department and / or divisions with common goals.
Create a framework to embed voice of the customer leading to improved service and satisfaction.
Assist in the ‘Contract Review’ process and the subsequent development of ‘Improvement Plans’.
Work hand in glove with the Executive Assistant on meeting and capacity management.
Works directly with the existing business management team to build reports and manage supporting functions.
Work closely with the customer success management group to define goals for customer success and work with the support engineers to reach those goals.
Provided first-level technical support to end users on proprietary software and applications, including installation, basic usage, and appropriate service level to warranty.
Performed troubleshooting techniques over the phone or via web messenger to identify and resolve issues.
Established patterns to reoccurring issues and provided input to development teams.
University Of Minnesota - Executive Office & Admin Specialist , , 07/2015 - 08/2017
Demonstrated experience providing skilled administrative support to high-level management including academic medical administration.
Experience in preparing and/or incorporating the management and control of new initiatives or strategic plans, complex reports, grant applications, charts, tables, graphs, slides and presentation materials, and Electronic Health Record.
Develop a process for maintaining clinical faculty dashboard information.
Monitor critical action items and brief Executive Director on developments related to policies, procedures, and issues.
Communicate information as appropriate research, gather and maintain data for report preparation.
Analyze and research issues on behalf of Executive Director and prepare appropriate responses.
Cultivate and maintain strong relationships with professional colleagues across the University, UMPhysicians, UMMC Fairview, Fairview Health System, and related offices.
Financial management and reporting, verifying and maintaining all data, tracking and monitoring fellow duty hours.
Coordinating and proctoring annual in-training exams for fellows, creating and managing scheduling and maintaining all evaluations.
Maintain list of budget numbers for each faculty member, provide guidance to department lab staff in navigating the EFS system.
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