Rachel P.

Experience

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  Scholastic Book Fairs

  Jan 1998 - Jan 2004

  Managed the office and accounted for all incoming revenue while overseeing collections and past due accounts. Led a team of 9 cashiers: hired, trained, supervised, conducted performance reviews and compensation evaluations. Supported Senior Executive Management on special projects which included building renovations and office relocation. Coordinated all logistics for the annual warehouse sale which generated revenues up to 500K in 6 days. Managed all logistics for local trade shows and public events. Functioned as a Project Manager charged with consolidating all department regulations into 1 publication in an effort to standardize communication and increased efficiency. Managed a massive email listing that targeted key marketing areas ultimately leading to increased revenues. Created and presented weekly, monthly, quarterly and annual finance reports.Highlights: o 3 Promotions in 4 yearso Designed and implemented an operational protocols and policies manual Show less Provided administrative support to the VP and a team of 6 Directors. Responsibilities included: office management, coordinate meetings, conference calls and webinars, calendar management, travel arrangements, budget forecasting, created and presented monthly, quarterly and annual finance reports. Organized all logistics for an annual meeting for up to 400 attendants including site selection, travel arrangements, entertainment, catering and preparation of appropriate meeting materials and documents. Show less

  • Event Coordinator/Team Lead

    Jan 2000 - Jan 2004

  • Executive Assistant

    Jan 1998 - Jan 2000
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  Foresters Financial

  Jan 2004 - Jan 2006

  Financial Advisor

  Managed the office and oversaw the day to day operational functions guaranteeing exceptional compliance with all internal and external audits. Provided support to the VP and the financial department. Earned the role of Subject Matter Expert (SME) for all organizational policies, practices and law requirements. Created and presented all monthly, quarterly and annually ad-hoc budget reports for the VP. Coordinated meetings, conference calls and webinars, calendar management, budget forecasting and coordinated all logistics for special events.Highlights: o Successfully passed all internal and external auditso Obtained life and health insurance license Show less

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  BancTec

  Jan 2007 - Nov 2014

  IT Analyst

  Scope of responsibility is diverse and includes create and process purchase orders, budget forecasting, create and maintain telco analytical monthly dashboard, generate financial and asset monthly dashboards, asset procurement, manage corporate cost allocations, create and maintain monthly cost center analytics report, initiate vendor negations, invoice verification, manage and maintain an asset and cost telecom database in Access, work with auditors and implemented an electronic filing system utilizing SharePoint.Highlights:o Designed an Access database for all telecom accounts leading to cost reductions up to 64K, improved accuracy and reduced invoice verification processing time by 70%.o Identified vendor contractual rate errors resulting in over 260K credit.o Standardized all corporate financial forecasting for telecom, software and hardware cost supporting a global organization. Show less

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  Vizient, Inc

  Jan 2015 - Sept 2018

  • Financial Analyst

    Mar 2016 - Sept 2018

  • Strategic Business Analyst

    Jan 2015 - Feb 2016
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  GM Financial

  Oct 2018 - Dec 2021

  • Senior Financial Analyst

    Aug 2019 - Dec 2021

  • Finance Analyst II

    Oct 2018 - Jul 2019
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  KPMG US

  Jan 2022 - now

  Manager IT Financial Management