Finance Professional experienced in accounts receivable and cash management. Enhanced financial processes and improved cash flow efficiency through collaboration and problem-solving. Utilized data analysis and business intelligence tools to identify trends and deliver actionable insights for informed decision-making.
Overview
10
10
years of professional experience
Work History
Accounts Receivable and Cash Management Specialist
Assured Partners Financial Group
Atlanta, GA
08.2025 - 11.2026
Managed accounts receivable reconciliations, ensuring accurate application of customer payments and resolving discrepancies promptly.
Monitored cash management activities, including daily deposit tracking and verifying bank balances.
Investigated unapplied cash and aged receivables to support timely collection efforts.
Monitored cash management activities, including daily deposit tracking and verifying bank balances.
Applied EPIC
SQL
Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Sales and Service Representative
General Motors Co
11.2022 - 10.2024
Managed client interactions and maintained accurate policy records in Applied Epic, ensuring streamlined workflow and reliable documentation.
Delivered product demonstrations tailored to clients' specific requirements, showcasing features that would benefit their businesses directly.
Streamlined sales process by ensuring accurate record-keeping of contracts and timely follow-ups, contributing to successful deal closures.
Proficient in Applied Epic agency management system for handling client accounts and processing transactions.
Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.
Enhanced customer satisfaction by providing timely and accurate responses to inquiries through chat support.
Conducted regular assessments of client satisfaction levels through customer surveys and feedback mechanisms to continuously improve service quality.
Provided timely and accurate responses to inquiries through chat support, enhancing overall customer satisfaction.
Achieved high levels of customer satisfaction by consistently meeting or exceeding response time targets.
Financial Analyst
PNC Bank
10.2021 - 12.2023
Conducted financial analysis to identify operational changes, trends, and areas for improvement.
Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
Trained junior analysts on best practices in financial modeling, enhancing team capabilities.
Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
Used UAT to help implement, upgrade, or validate new financial systems, reporting tools, or data models
Teller and Member Service Representative
Associated Credit Union
03.2019 - 08.2021
Received and processed cash, check, and electronic payments, ensuring compliance with financial policies and procedures to maintain operational integrity.
Disbursed cash and checks accurately while maintaining security of cash drawers.
School Accountant/Accounts Receivable and Cash Management Specialist at Gilson College - Taylors HillSchool Accountant/Accounts Receivable and Cash Management Specialist at Gilson College - Taylors Hill