jessica claire 100 montgomery st 10th floor 555 4321000 resumesampleexamplecom summary meticulous accountant polished reconciling invoices expense reports brings advanced abilities multiple accounting software systems versatile methodical professional 3 years vast experience supporting financial services paired outstanding organizational leadership abilities gaap accounting account reconciliation expert accounts payable financial statements journal entry preparation expense revenue analysis skills financial consulting financial modeling salesforce crm great plains sap experience accountant 052022 current bodybuilding henderson nv maintained point contact approximately 150 suppliers rectify payment credits memos discrepancies haste prepared accurate monthly yearend closing financial statements one midwayusa board members contract entity cartwright business technology center analyzed root causes discrepancies generate reports fs managers solutions initiated communication logistics merchandising departments exceptions maximize process key measures resolve supplier conflicts conducted supplier invoice cycle count sicc audited system processes ensure timely accurate payables accordance business rules updated procedures policies continuous improvement financial processes processed noninventory payables work flow routine ensure appropriate approvals compliance aligns service agreements maintained current supplierpartner information financial reporting systems included limited edi maintained details supplier reward programs ensure timely accurate collections financial analyst 072020 052022 department agriculture new meadows id administered compliance onboarding paperwork multiple clients prospective clients generated mutual fund reports garner forecasting trending narrative results analysis management utilized financial analysis prepare plans action investment evaluated life insurance quotes annuity illustrations clients prospect clients used morningstar illustrated concepts charts graphs showing historical forecasted trends prepared accurate rate return projections based time value money calculations historical morningstar data thoroughly investigated clienteles cost basis information contrafirms platforms salesforce morningstar reports summarized financial information clearly relay concepts drive understanding nonfinancial leaders utilized statistical economic financial principles techniques prepare reports requests facilitated internal auditing salesforce reports ensure timely compliance processing contrafirms clienteles accurate information recorded trained potential representatives compliance reports salesforce morningstar managed prospective representatives contrafirm engagement communication worked financial portraits based limited clienteles assets expenses date termination client service representative 122019 072020 perkinelmer inc philadelphia pa cold called prospective clients better investment options team leader research analysis reports compliance processes morningstar data consulted existing clients contrafirms maintain accurate profiles clientele reviewed resolved client concerns issues researching relevant details clearly communicating solutions built sustainable client relationships trust applying excellent communication interpersonal skills delivered high level service clients maintain extend relationships future business opportunities collaborated crossfunctionally remaining uptodate products services policies inform clients scheduled confirmed appointments based customer availability documented customer correspondence crm salesforce track requests problems solutions supply chain accounting finance intern 062019 082019 pepsico city state obtained internal control financial planning skills communicating multiple branches consulted logistics management team determine ways optimizing service levels minimizing costs examined companys financials sap database identify waste within branch examined budget estimates completeness accuracy conformance procedures regulations completed two projects consisting analyzing costs formulating action plans presenting plans fs department hq conference conducted forecasting risk analysis assessments increase financial stability education training bachelor business administration finance banking 122019 university missouri columbia mo certifications licensed insurance producer missouri august 2023