Description :

1. Ensured accuracy and timeliness of financial data, including budgets and reports.
2. Maintained comprehensive financial reports and issued monthly client invoices.
3. Tracked and reconciled bi-weekly commodity deliveries for budget accuracy.
4. Processed weekly invoices and managed payment logs for catering services.
5. Submitted monthly rebates, ensuring compliance with district regulations.
6. Conducted audits of financial documents to ensure accuracy before processing.
7. Collaborated with finance team to enhance reporting processes and efficiency.

Experience

7-10 Years

Level

Management

Education

BSF

Description :

1. Provided comprehensive support to Accounts Payable, ensuring timely and accurate completion of administrative functions.
2. Monitored inventory of checks for Accounts Payable, notifying management when reorders were necessary.
3. Processed and sorted Accounts Payable mail, facilitating efficient invoice processing through alpha and date order sorting.
4. Prepared checks for collection by Professional Mail Services, ensuring secure and timely delivery.
5. Coordinated the offsite storage of Accounts Payable checks, managing pick-up schedules effectively.
6. Supported year-end audits by preparing necessary documentation and assisting auditors as required.
7. Managed office supply inventory, ensuring adequate levels were maintained for operational efficiency.

Experience

5-7 Years

Level

Executive

Education

B.S. Finance

Description :

1. Managed all finance office operations, including payroll, accounts payable, and financial reporting.
2. Independently tracked scholarships, managed funds, and balanced bank statements to ensure financial accuracy.
3. Handled incoming calls and directed inquiries to appropriate finance personnel for efficient service.
4. Maintained accurate financial data entry and provided accounts payable and payroll support.
5. Led the implementation of departmental procedures, enhancing operational efficiency.
6. Provided clerical support to finance staff, including the Finance Director, ensuring smooth operations.
7. Organized and distributed departmental mail, reports, and invoices to maintain workflow.

Experience

7-10 Years

Level

Management

Education

BS Finance

Description :

1. Managed daily office operations, ensuring efficient workflow and adherence to deadlines.
2. Processed accounts payable, accurately posting incoming checks to respective accounts.
3. Maintained Certificates of Insurance, ensuring compliance and up-to-date records.
4. Tracked and reconciled outgoing invoices, enhancing billing accuracy.
5. Handled all incoming and outgoing mail, including FedEx and UPS shipments.
6. Utilized spreadsheets for data entry and invoicing, improving data accuracy.
7. Processed employee reimbursements and verified travel expenses for accuracy.

Experience

10+ Years

Level

Senior

Education

B.S. Finance

Description :

1. Provided comprehensive administrative support to the finance team, enhancing workflow efficiency.
2. Prepared and reconciled monthly financial reports, ensuring accuracy for billing and compliance.
3. Managed data entry for billing systems, generating timely invoices for clients.
4. Processed travel expenses and maintained accurate records of CPT and ICD codes.
5. Coordinated deposit invoices for new clients, tracking payments for project initiation.
6. Maintained organized filing systems, ensuring easy access to financial documents.
7. Executed clerical tasks including supply ordering, multi-line phone management, and document handling.

Experience

5-7 Years

Level

Executive

Education

BS Finance

Description :

1. Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
2. Prepared and analyzed weekly financial reports for management review, enhancing decision-making.
3. Developed and maintained spreadsheets for tracking expenses and budget forecasts.
4. Coordinated year-end financial audits, ensuring compliance with regulations and accuracy.
5. Provided administrative support to finance team, including scheduling meetings and managing correspondence.
6. Trained new staff on financial software and office procedures, improving team efficiency.
7. Assisted in the preparation of financial statements and reports for stakeholders.

Experience

5-7 Years

Level

Executive

Education

BS Finance

Description :

1. Provided comprehensive administrative support to finance teams, ensuring efficient operations and timely reporting.
2. Managed financial documentation, including invoices and contracts, maintaining accuracy and compliance.
3. Assisted in the preparation of financial forecasts and budgets, contributing to strategic planning.
4. Coordinated communication between departments to facilitate project completion and resolve issues.
5. Maintained organized filing systems for financial records, enhancing retrieval efficiency.
6. Conducted data analysis to support financial decision-making and reporting.
7. Trained new staff on financial processes and software, improving team productivity.

Experience

10+ Years

Level

Senior

Education

BS Finance

Description :

1. Coordinated comprehensive travel arrangements, including itineraries, visas, and travel documents.
2. Organized meetings by preparing agendas, distributing materials, and managing technology needs.
3. Executed extensive calendar management to optimize executive schedules.
4. Assisted in the preparation of financial reports and maintained compliance with regulatory requirements.
5. Utilized Excel to track deadlines and manage financial data effectively.
6. Generated ad hoc reports and maintained organized records for financial transactions.
7. Facilitated communication between departments to ensure smooth operations and timely information flow.

Experience

7-10 Years

Level

Management

Education

BS Finance

Description :

1. Assisted in developing the Accounts Receivable module, enhancing cash flow management.
2. Managed Accounts Payable, ensuring timely processing of reimbursements and vendor payments.
3. Reorganized Finance Department files, improving document retrieval efficiency.
4. Acted as the primary contact for Finance inquiries, facilitating smooth communication.
5. Reconciled bank deposits and maintained accurate donor and vendor records.
6. Oversaw incoming shipments, ensuring compliance with financial protocols.
7. Implemented cost-effective shipping solutions, optimizing logistics for outgoing packages.

Experience

7-10 Years

Level

Management

Education

BSc Finance

Description :

1. Organized and corrected financial reports, enhancing accuracy for internal stakeholders.
2. Conducted industry research for pricing analysis, supporting strategic decision-making.
3. Coordinated and approved monthly expenses, ensuring compliance with budgetary constraints.
4. Recommended adjustments for year-end financial reports, improving transparency.
5. Maintained comprehensive databases for vehicles and employees, optimizing data retrieval.
6. Assisted Accounting Manager with GAAP-compliant expense filing, ensuring regulatory adherence.
7. Collaborated with Financial Manager to create impactful presentations for executive leadership.

Experience

10+ Years

Level

Senior

Education

BS Finance