Experience

First Source Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Senior Financial Analyst

  • Mar 2020 - Present

  Tasked with generating the monthly financial package and the preparation of management reports and financial statements. Responsible for tracking and determining financial status by analyzing actual results in comparison with forecasts and for identifying trends to report to management. Drives process improvement and policy/procedure development initiatives within the department and organization.

• Senior Accountant

  • Jun 2016 - Mar 2020

  Compiled and analyzed financial information for review by management. Executed month-end, quarter-end, and year-end closing activities. Prepared balance sheets, profit and loss statements, and other financial reports to summarize current and projected company financial position. Established, modified, documented, and coordinated the implementation of accounting and accounting control procedures. Renowned for getting purchased items unstuck from the vending machine for fellow employees.



The Institute of Professional Practice, Inc.

• United States
• Individual and Family Services
• 100 - 200 Employee

• Accountant

  • Sep 2014 - Jun 2016

  Responsible for posting revenue from various sources, analysis of customer balances, reporting to managers and various contractors, managing the complex allocation system, updating revenue schedules and client budgets, and other duties in corporate operations. Possessing excellent customer service and analytical skills as well as being detail-oriented and well organized allowed me to keep up with this ever-changing and challenging work environment.

• Accounts Receivable Coordinator

  • Jan 2014 - Sep 2014

  Duties included assisting the Senior Accounts Receivable Coordinator with coding and entering cash receipts, reconciling bank accounts, calculating client allowances, and monitoring account balances. Responsible for the creation of invoices and credit memos, upkeep of client payment records, filing of cash receipts and invoices/credit memos, and analysis of client schedules and reports. Skills required to be successful in this position: excellent customer service, analytical skills, detail-oriented, well-organized, and desirous of a fast-paced and challenging work environment. Show less