Description :

1. Consistently meeting or exceeding the organization production objectives by persistently achieving the needs of the client.
2. Selling all financial products and services, assisting customers with customer service issues, solicit new business.
3. Responsible for administering overdraft privilege program to credit union members.
4. Utilizing the data, market trends and industry knowledge to develop and implement a personal business and marketing plan.
5. Meeting clients inside and outside of the office to establish client needs and recommend appropriate products and services.
6. Analyzing, preparing and delivering presentations and seminars to clients through the effective use of information, data and product knowledge.
7. Responsible for the appropriateness of all products sold to customers.
8. Demonstrating outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives.
9. Actively participating in on-going training as provided by the organization.

Experience

10+ Years

Level

Consultant

Education

Associates

Description :

1. Processed payroll and liabilities for 4 companies including monthly and quarterly taxes.
2. Prepared financial reports, monthly adjusting journal entries, re-classing prepaid expenses.
3. Designed and implemented new systems to streamline administrative functions for the admin and sales departments.
4. Secured event liability insurance based on facility requirements for each event.
5. Solicited bids from decorators and suppliers, negotiated contracts to fit the budget.
6. Post-event reconciliation cost analysis and goal performance reviews.
7. Researched, interpreted and drafted legal documents, prepared responses, and filings.
8. Conveyed attendance and timecard report to the Treasurer and human resource manager to carry out payroll function.
9. Created credit memos and distributed to customer service representatives to communicate with the customer.
10. Worked with the controller to determine uncollectible debt and then execute write-offs.

Experience

10+ Years

Level

Consultant

Education

College

Description :

1. Assisting the corporate finance department in budget reporting and financial forecasts for the center.
2. Conducting audits for budget recommendations and projected reports for future financial goals.
3. Completing the weekly email confirmation report regarding cost and fee structures.
4. Inputting fees into the practice management system, posting charges and transactions.
5. Auditing invoices against purchase orders, researching discrepancies, and approving for payment.
6. Overseeing the daily deposit report, completing deposit slip and deposit payments to the bank.
7. Monthly billing analysis report of collections and receipts, aging report, and revenue report.
8. Making write-offs and adjustments to individual vendor and patient accounts.
9. Completing the prior period adjustment form and send to accounts payable for surgeon check requests.
10. Reconciling appointment billing and discrepancies between two practice management systems.

Experience

10+ Years

Level

Consultant

Education

BA

Description :

1. Receiving and verifying the students, faculty, clubs, and organizations monies for fundraisers, field trips, dues, entry fees, tests, registrations, etc.
2. Maintaining proper records of accounts and preparing reports of transactions on each account.
3. Recording daily breakdown of accounts and communicates with the financial secretary on accounts and collections. Balancing cash/checks and prepares daily deposit.
4. Giving sponsors in charge of various accounts copies of the deposits receipts.
5. Answering telephones and callers questions, or directs callers to appropriate individual or department.
6. Composing and typing correspondence, memoranda, reports, forms, and similar materials in final form into the computer, and submits to appropriate entity.
7. Maintaining the calendar, schedules meetings, and prepares materials for those meetings.
8. Processing the monthly manager reports of a robust non-sponsored portfolio to ensure accurate spending according to yearly budgets.

Experience

7-10 Years

Level

Senior

Education

BS

Description :

1. Duties included: managing day to day office operations for all financial transactions of Calvary Baptist temple including its weekday ministries of calvary day school and calvary early learning.
2. Performed the reconciliation of 6 cash accounts and 3 investment accounts on a monthly basis.
3. Development and management of budgets with church, day school, and learning center leadership.
4. Management of accounts receivable subsidiary ledger for 650+ students by family account, 140+ Ach drafts for 500+ families monthly for day school and 80+ families for learning center by NACHA.
5. Creating internal control policies and procedures to improve the safeguarding of funds.
6. Implementing payroll, employee benefits, and maintaining personnel records.
7. Processing accounts receivable and payable, preparing bank deposit and daily money log.
8. Making general ledger entries, reconciling bank, and credit card statements.
9. Preparing financial statements, reports, and analysis for bankers, leaders and members.

Experience

10+ Years

Level

Consultant

Education

BBA

Description :

1. Overseeing, management and review work of a financial associate position, including approval of all HCOM and Oracle financial transactions.
2. Responsible for creating and managing the CGA annual fiscal year non-sponsored budget of approximately $1m, mapping to the current business strategy and goals of the center.
3. Using hubs, assisted in the yearly non-personnel formal budgeting and processing period, totaling over $6. 5 million, that is carried out with the oversight of the fas finance budget and planning team.
4. Established a new protocol for accounts receivable, improving billing errors by 45%.
5. Training and coaching the staff in procedures designed to improve accuracy and efficiency.
6. Developing procedures to track business office collections, posting, and balancing.
7. Planning, organizing, and directing the functions of the accounting department, including accounts payable, payroll, general ledger, and financial statement preparation.
8. Setting the goals and objectives for the department at all levels, managing the outside vendors and auditors.

Experience

10+ Years

Level

Consultant

Education

College

Description :

1. Supporting the management with regards to special projects outside of typical job duties to include taking the lead for resource administration in an $8b pursuit.
2. Utilized by corporate procurement director as a point of contact for the L3 divisions worldwide regarding the corporate capital asset disposition processes.
3. Inputting and maintaining requisitions, asset listings, and reports within SAP.
4. Effectively cross-training the employees to be able to handle multiple job tasks.
5. Completing the annual inventory of over 40k physical assets. Removed $50m assessed value of assets over three year period. Resulting in a $1.1m company tax savings.
6. Representing the resource management in a professional manner, tending to customers requests timely and with the utmost respect.
7. Responsible for closing capital projects to begin depreciation. Closed over $18m worth of projects in one month.

Experience

7-10 Years

Level

Senior

Education

Business Administration

Description :

1. Preparing weekly payroll for the onsite child care center. This includes collecting the written time sheet and comparing it to the information on the time clock.
2. Updating and changing employee information, wages and deductions as needed.
3. Receiving and paying the bills for the child care center, as well as entering the deposits for the center. 
4. Recording all checks that are received by placing them in envelopes with the donor's name on them.
5. Preparing the payroll for the office staff and maintenance staff on a weekly basis. 
6. Preparing the monthly as well as yearly financial statements for the finance committee to review and approve.
7. Collecting information for the preparation of the annual church and child care budget. Putting in the spreadsheet and helping the finance committee present it to the church.
8. Collecting and recording all donations on the computer. Printing the end of the year contribution records and distribute them. 
9. Overseeing the lawn care for the properties committee and recommending any changes or problems to them.
10. Maintaining and approving the vacation, sick and personal days for all staff.

Experience

10+ Years

Level

Consultant

Education

High School

Description :

1. Preparing the periodic management accounts, ensure reports are completed in accordance with deadlines/compliance requirements and undertaking report editing where necessary.
2. Preparing the cheque disbursement vouchers and ensuring that proper documentation is attached according to the prescribed, specified accounting segments.
3. Coordinating the drawing-up of plans, proposals, and budgets for the organization's projects in conjunction with the finance committee members.
4. Assisting in the examination of partner financial returns and in the training of partners in financial management.
5. Provision of briefings and updates on administrative matters to the chief executive officer.
6. Preparing the staff salaries and traveling subsistence allowances for staff.
7. Provision of administrative support to the technical staff and management.
8. Planning and coordinating training for finance and administrative personnel, as needed to secure a more skilled and vibrant team of workers.
9. Overall responsibility for the effective and efficient management of organizational funds and projects implementation.
10. Provision of appropriate administrative, financial and logistical NEC systems/procedures are in place, maintained and adhered to so that all support functions are carried out effectively and efficiently.

Experience

10+ Years

Level

Consultant

Education

College

Description :

1. Performed all daily, monthly, yearly financial responsibilities for GL, Ap, AR, PL, balance sheet, forecasting, cash flow reporting, monthly and yearly closings.
2. Maintained payroll processing, tracked benefits, handled 401k information and payments, cafeteria plans and flexible spending accounts, as well as overseeing health insurance rates and adherence to legal guidelines set by various state and federal governments for a number of multi-state locations.
3. Serviced human resources: interviewing, hiring, terminations, 401k preparation, flexible spending account setup, employee insurance benefits, employee set-up.
4. Prepared financial reports and presented briefings that ensured performance was in alignment with expectations and recommended a course of actions when necessary.
5. Analyzed the impact, prepared work practices and environment for change, and updates or creates procedures.
6. Assisted with the development and implementation of fiscal, personnel and operational improvements.
7. Managed the day to day processing of financial transactions including accounts payable, accounts receivable, allocations and disbursements to ensure that the company finances are maintained in an effective, up to date and accurate manner.

Experience

10+ Years

Level

Consultant

Education

Associates