Experience

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  Equitrac

  Sept 2001 - Jan 2012

  Senior accountant

  Dedicated and seasoned Senior Accountant with a proven track record in overseeing the closing process and maintaining Oracle subledgers, General Ledger, Inventory, Accounts Payable, and Fixed Assets. Adept at ensuring accuracy, compliance, and efficiency in financial operations.Led and supervised the closing process of all Oracle subledgers, ensuring timely and accurate financial reporting.Managed the maintenance and reconciliation of Oracle General Ledger, ensuring compliance with accounting standards.Oversaw the reconciliation of Inventory accounts, collaborating with operations and procurement teams to address discrepancies.Managed Accounts Payable functions, including processing invoices, verifying expenses, and coordinating vendor payments.Maintained Fixed Assets records, ensuring accurate depreciation schedules and compliance with accounting policies.Conducted regular reviews of financial data to identify and rectify discrepancies, improving data accuracy.Played a key role in the implementation and upgrade of Oracle ERP systems, enhancing efficiency in financial operations.Conducted training sessions for finance and accounting teams on Oracle modules, ensuring proper system utilization.Collaborated with cross-functional teams to develop and implement process improvements, resulting in streamlined workflows.Prepared and analyzed financial statements, providing insights to support strategic decision-making.Assisted in the annual audit process, ensuring compliance with regulatory requirements. Show less

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  Rio vista community church

  May 2012 - Sept 2015

  Accountant

  Focused on Accounts Receivable and Financial Operations, ensuring accurate and efficient management of financial transactions for both the church and school entities. Processed vendor payments, recorded weekly contributions, conducted account reconciliations, and provided support for ad-hoc projects as needed.✅Accounts Receivable:Oversee the accounts receivable process, including invoicing, tracking, and following up on outstanding balances.Work closely with stakeholders to address billing inquiries and ensure timely collections.Maintain accurate records of receivables and contribute to cash flow management.✅Vendor Payments:Process vendor payments in a timely and accurate manner, verifying invoices against purchase orders and contracts.Communicate with vendors to address payment inquiries and maintain positive relationships.Collaborate with procurement and budgeting teams to ensure alignment with financial goals.✅Recording Contributions:Record weekly contributions and donations accurately, ensuring compliance with accounting standards.Generate reports on contribution trends and provide insights to leadership as needed.✅Account Reconciliations:Conduct regular account reconciliations to verify the accuracy of financial data.Identify and resolve discrepancies, working closely with other departments as necessary.✅Ad-hoc Projects:Provide support on special projects and financial analyses on an as-needed basis.Collaborate with the finance team to improve processes and enhance overall financial efficiency. Show less

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  Legalshield & id shield

  Dec 2014 - now

  Independent associate - legal and identity theft specialist

  As an Independent Associate with LegalShield & ID Shield, I specialize in providing individuals and businesses with access to legal and identity theft protection services. I offer comprehensive solutions that empower clients to safeguard their legal rights and protect themselves against identity theft risks. My role involves educating clients on the benefits of LegalShield's legal plans and ID Shield's identity theft protection, tailoring solutions to meet their specific needs. By serving as a trusted advisor, I aim to ensure that individuals and businesses can navigate legal challenges and mitigate identity theft concerns effectively.✅Sales and Promotion:Actively promote and sell LegalShield & ID Shield memberships to potential clients.Utilize effective sales techniques to convey the benefits and features of these legal and identity protection services.✅Client Communication:Engage with clients to understand their needs and explain how LegalShield & ID Shield can address their concerns.Provide clear and concise information about the services, ensuring clients make informed decisions.✅Enrollment Assistance:Guide clients through the enrollment process, addressing any questions or concerns they may have.Ensure accurate and complete documentation during the enrollment phase.✅Relationship Management:Build and maintain positive relationships with clients, serving as a point of contact for ongoing support.Stay proactive in addressing client needs and concerns, fostering long-term client satisfaction.✅Product Knowledge:Stay updated on the features, benefits, and updates related to LegalShield & ID Shield services.Provide clients with accurate and up-to-date information about the services. Show less

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  Unleashing trailblazers

  Jan 2017 - now

  Executive leadership coach & mentor

  As an executive, I am at the forefront of driving operational excellence and organizational growth. Tasked with overseeing day-to-day operations and strategic initiatives, I have played a pivotal role in optimizing processes, enhancing efficiency, and contributing to the company's overall success.✅Key Achievements:Implemented strategic operational improvements resulting in increase in overall efficiency and cost savings.Led cross-functional teams in successfully executing key projects, contributing to growth in revenue.Established and strengthened vendor relationships, negotiating favorable terms positively impacting the bottom line.✅Responsibilities:Collaborate with the executive team to develop and execute the company's strategic vision.Oversee daily operations, ensuring seamless coordination between departments and adherence to quality standards.Implement and refine operational policies and procedures to enhance efficiency and mitigate risks.Lead and mentor cross-functional teams, fostering a culture of innovation, collaboration, and continuous improvement.Drive initiatives to optimize resource allocation, streamline workflows, and improve overall organizational performance.Develop and monitor key performance indicators (KPIs) to assess and enhance operational effectiveness.Work closely with key stakeholders to ensure alignment between operational strategies and business goals.Contribute to the development and execution of business development strategies, identifying new opportunities for growth. Show less

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  Insurance management corporation

  Oct 2018 - now

  Employee benefit specialist

  Dedicated Employee Benefit Specialist with a passion for optimizing workplace well-being. Proven expertise in administering and managing comprehensive benefits programs, ensuring compliance and enhancing employee satisfaction. Skilled in designing and communicating benefits packages, I excel in educating and guiding employees on various offerings, including health insurance and retirement plans. With a commitment to staying abreast of industry trends, I bring a strategic approach to continually enhancing benefits to meet the diverse needs of the workforce. Let's connect to explore how I can contribute to your organization's employee-centric initiatives!✅Collaborated with HR teams to develop, implement, and manage employee benefits programs, including health insurance, retirement plans, and wellness initiatives.✅Conducted regular benefit education sessions to enhance employee understanding and appreciation of available offerings.✅Managed benefit enrollment processes, ensuring accuracy and compliance with relevant regulations.✅Addressed employee inquiries and resolved issues related to benefits, demonstrating excellent communication and problem-solving skills. Show less

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  Lenco marine, inc

  Aug 2019 - Dec 2020

  Accountant

  Played a crucial role in ensuring the accuracy and efficiency of financial operations. Managed inventory accounting, oversaw receivables, and led the month-end close process. Meticulous attention to detail, strong analytical skills, and the ability to collaborate with cross-functional teams.✅Inventory Control:Implement and maintain effective inventory control procedures to track and manage stock levels.Reconcile physical inventory counts with system records and investigate and resolve discrepancies.Collaborate with procurement and operations teams to optimize inventory turnover and minimize holding costs.✅Receivables Management:Oversee the accounts receivable process, ensuring accurate and timely invoicing.Monitor customer accounts, follow up on overdue payments, and address any billing discrepancies.Collaborate with sales and customer service teams to resolve receivable-related issues.✅Month-End Close:Lead the month-end close process, including preparing journal entries, reconciling accounts, and generating financial reports.Ensure adherence to accounting principles, company policies, and regulatory requirements during the close process.Collaborate with the finance team to analyze variances and provide insights into financial performance.✅Financial Reporting:Prepare and analyze financial statements, providing management with accurate and timely financial information.Contribute to the development of financial forecasts and budgets, offering insights based on inventory and receivables data.✅Process Improvement:Identify opportunities for process improvements in inventory management, receivables, and month-end close.Implement best practices to enhance efficiency, accuracy, and overall financial controls. Show less