United States
Support enterprise and SMB customers by leading the integration of QuickBooks accounting software with Shopmonkey to strengthen financial accuracy, visibility, and overall business health. Manage complex customer escalations by diagnosing integration, workflow, and accounting challenges, and delivering effective, timely resolutions. Partner closely with cross-functional teams—including Product, Engineering, Customer Success, and Support—to address client needs, enhance product functionality, and deepen long-term customer relationships. Educate clients on best-practice financial workflows, system configurations, and process improvements that drive operational efficiency and scalable growth. Act as a trusted advisor by translating technical and accounting concepts into actionable solutions aligned with customer goals.
Provided direct support to senior leadership by managing administrative operations, financial oversight, strategic planning initiatives, and customer escalations. Oversaw client onboarding and compliance documentation, ensuring adherence to financial regulations while integrating systems such as Asana and QuickBooks. Supported the Senior Accountant with accurate processing of multi-million-dollar cash flows. Led vendor and contractor negotiations totaling over $2.1M, optimizing costs and managing investor payouts and project accounting. Implemented risk management strategies, streamlined operational workflows, and coordinated corporate events to support organizational growth and brand standards.
Managed high-impact client interactions, resolving complex claims while ensuring full compliance with financial regulations. Oversaw a portfolio of 30–50 accounts weekly, maintaining high customer satisfaction through proactive, clear communication via phone and email. Implemented and enforced KYC and AML procedures to verify client identities, mitigate fraud risk, and meet regulatory standards. Collaborated closely with cross-functional teams to resolve complex client issues, strengthen relationships, and improve customer retention in a fast-paced environment. Maintained accurate and detailed records by documenting client interactions in ECS and Salesforce, supporting operational efficiency and reporting. Reviewed financial documentation prior to submission to accounting and finance teams to ensure accuracy, compliance, and timely processing.
Managed payroll operations with a strong focus on system integrations and data accuracy across ADP Workforce Now and QuickBooks. Partnered with the Senior Accountant to validate payroll transactions, payouts, and documentation, ensuring clean data flow and compliance. Owned employee data management, including benefits enrollment and time-off tracking, maintaining accurate records across payroll systems. Served as the primary support for payroll portal users, resolving issues related to pay rates, deductions, garnishments, and compliance with a customer-first, SLA-driven approach. Built executive reports and dashboards to support leadership decision-making, and identified process and system enhancements to improve payroll workflows, efficiency, and scalability.
Ensured regulatory compliance and maintained process integrity by implementing AML checks and verifications to support accurate, secure payments. Acted as the primary point of contact for complex client and advisor issues, coordinating cross-functional teams to resolve escalations efficiently while managing high-stakes relationships and exceeding KYC performance targets. Collaborated on the development and rollout of Clover payment processing integrations, streamlining workflows, accelerating transactions, and supporting seamless small business onboarding. Guided clients in leveraging digital financial tools, including Bank of America’s mobile apps, to take control of their financial health, encouraging adoption and integrating these tools into their daily business operations to optimize efficiency and decision-making.