(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Efficient Financial Manager skilled at consistently meeting and surpassing client quotas. Extensive experience in budgeting, strategic planning and accounting.


Accounts receivable professional

Fiscal budgeting knowledge

Accounting operations professional

SEC and call reporting

Complex problem solving

Strong communication skills

Expert in customer relations

ERP (Enterprise Resource Planning) software

Excellent managerial techniques

Effective time management

Proficient in SAP

Expert in customer relations

  • Process implementation
  • Product development
  • Proficient in SAP
  • ERP (Enterprise Resource Planning) software
  • Data trending
  • Account reconciliations
  • Polished communication skills
TEMPLE University Philadelphia, PA Expected in 2003 Bachelor of Arts : Accounting and Economics - GPA : GPA: 3.25

Accounting and Economics GPA: 3.25


Reduced capital spending by $1.8 million as the leader of a cross-functional project team at the DeKalb County Housing Authority in Georgia

Truist Financial Corporation - Securities OPS Service Specialist
Wilson, NC, 07/2013 - 05/2014
  • Prepare monthly reports on annuity contracts for inquiring financial advisors within the Wells Fargo & Co.
  • network including, but not limited to, FiNet, (Finance Independent Networ), PCG (Private Client Group) and WBS (Wells Brokerage Services).
  • Calculate interest and commission and interest rates for subsequent payouts to insurance carriers and annuity contract holders.
  • Customer service for financial advisers and insurance carriers.
  • Prepare financial statements for branch offices relating to payroll, branch expenses and receivables.
Fxi Foamex Innovations - Financial Crimes Analyst
Brenham, TX, 02/2012 - 07/2013
  • Responsible for debit card fraud investigations based on Regulation E of the federal financial institutions guidelines.
  • Investigate debit card, ACH, Check, and other EFT fraud based on claims filed by bank account holders.
  • Issue credit to demand deposit accounts based on findings from fraud investigation.
  • Reverse credit based on evidence provided by investigations by me and follow all guidelines stipulated by Regulation E.
Fxi Foamex Innovations - Staff Accountant
Terrell, TX, 06/2010 - 02/2012
  • Accurate and timely review of accounts with open credit and debit balances to determine account status.
  • Prepare and interpret daily financial operating reports including budget variances, presentations to various managers on goals and expectations Maintain all journal entries and monthly reports for corporate clients and underwriters who did business with us Approve/deny refunds to customers and insurance carriers based on thorough investigation and company guidelines and policies Transfer credits to open balances and issue checks to overpaid accounts or rebill/call outstanding account holders.
Betco - Staff Accountant
Little Rock, AR, 06/2006 - 11/2010
  • Responsible for the daily A/R and A/P processes; managed vendor/supplier relations and oversaw the timely, accurate processing of invoices, purchase orders, expense reports, credit memos and payment transactions.
  • Maintained adherence to corporate accounting and GAAP standards; addressed escalated issues from employees and vendors regarding accounts payable; and ensured accurate and compliant A/R and A/P files and records in accordance with company policies and government regulations.
  • Key Results: Participated in the implementation of next-generation technologies and process automations (including new EDI and ERP systems and SAP) to foster an environment of continuous improvement.
  • Trained users and served as the primary "go-to" troubleshooter on these new systems, which propelled efficiency gains and significant time- and cost-savings.
  • Wrote pamphlets of procedures for NCO clients and partners as well as members of my team on how to handle specific accounts and reports.
  • Instituted thorough cross-checking of postings, issued checks and invoices that halted a previous history of thousands of dollars in overpayments and underpayments to clients and suppliers.
Active International - Accounts Payable Clerk
Framingham, MA, 2005 - 06/2006
  • Assumed responsibility for the full cycle accounts payable process in temporary contract positions filling in for absent, vacationing or unfilled A/P roles for a variety of companies.
  • Handled data entry and general ledger work as well as bookkeeping and general clerical tasks.
  • Key Results: Achieved in-demand status as a sought-after AP/AR Department person, with various responsibilities including processing of PO's, journal entries, general ledger, reconciliations, phone calls to delinquent clients and old accounts purging.
  • Resolved months of backlogged work, restored order and organization to processes/records in disarray, researched and solved billing problems and corrected invoicing and journal entry errors that had previously been missed.
  • Operated financial computer systems and furnished senior company executives with A/P liability summaries and cash flow reports that were consistently praised for their accuracy, user-friendliness and timeliness.
Citibank, NA - Accounts Receivable Specialist
City, STATE, 07/2000 - 08/2002
  • Promoted to assist in supervising accounts receivable operations for Citibank's Sears Legacy Card collectors.
  • Participated in planning/implementing business policies and procedures to ensure proper internal controls, including adherence to the FDCPA guidelines and requirements.
  • Provided effective management of payables and receivables service to corporate-wide organizations and served as primary backup to the accounts receivable manager.
  • Key Results: Assumed expanded responsibilities (concurrent with A/R duties) as the department's interim A/R manager and administrator filling in during vacations and maternity leaves.
  • Formally recognized by Citi Group (parent company) for injecting improvements into recordkeeping/controls that reversed a history of missed payments, lost invoices and lack of proper authorization on expenditures and receivables.
  • Rebuilt trust with vendors/suppliers, repairing damaged relationships by ensuring timely, correct payments for all goods/services received.
  • Reduced A/R aging from an average of 87 days to 63 days in less than 7 months Established new credit criteria for new accounts, significantly reducing bad debt Wrote credit policy and procedure manual for department.
Professional Affiliations

Member, Omicron Delta Epsilon - Economic Society

Member, Temple Tutors 2001 - 2003

Member, Association of Black Accountants


Accounting, accounts payable, accounts receivable, AP, A/P, AR, backup, billing, bookkeeping, budget, cash flow, clerical, continuous improvement, contracts, credit, Client, clients, Customer service, data entry, debit, EDI, ERP, filling, Finance, financial, financial statements, general ledger, government, HOGAN, insurance, invoicing, Excel, MS Office, PowerPoint, Windows, Word, network, next, payables, payroll, Peachtree Accounting, policies, presentations, processes, QuickBooks, Quicken, repairing, SAP, SAS, supervising, phone

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School Attended

  • TEMPLE University

Job Titles Held:

  • Securities OPS Service Specialist
  • Financial Crimes Analyst
  • Staff Accountant
  • Staff Accountant
  • Accounts Payable Clerk
  • Accounts Receivable Specialist


  • Bachelor of Arts

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