Dallas, Texas, United States
-Critically evaluated complex consumer mortgage accounts of a Top 6 US bank in response to Federal Risk and Regulatory compliance requirements -Top producer in a data enrichment production environment focused on analyzing high level accounts across multiple lines of business -Spearheaded the creation of a Forecasting Tool in Excel which secured the quality and production of the devised business requirements that was communicated across project stakeholders -Key role player in a small selected group of individuals who were responsible for the testing of efficiency enhancement tools created to ensure high quality work -Conserved a consistent communication flow with the client team and executive leadership in order to adhere to all formal process changes, while securing a formidable project output
-Consulted clients on acquiring financial reports in Excel using formulas, pivot tables, VLOOKUP, etc. -Conducted a pre-assessment of clients’ businesses to determine the most suitable software -Responsible for implementing and training existing and new clients on the new software -Created Business Required Documents for the Development team to add changes into the system and responsible for working with different teams for enhancement requests of the software -Skillful in analyzing vast amounts of financial data to create financial forecasting results for our clients
-Support the department in managing invoices through Accounts Payable Invoice Entry and ANP’s for large vendors -Assist with audit requests within invoice, inventory and other testing which requires the ability to pull large samples -Collaborate with the Accounting Head Supervisor on various financial projects such as reviewing the financial report of the company for the 2010 – 2013 fiscal years -Accountable for project which requires auditing on tax invoices in regards to clients in Germany & France; requires communication and problem solving on client concerns and issues
-Provided administrative support as well as file invoices, and work closely with Workamajig program, the office’s project management software -Aided in researching new marketing ideas for the staff which would provide best practices in campus marketing as well as research product pricing and accountable for handling cash refunds for the office