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Finance / Office Manager Resume

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Carson, CA

TECHNICAL SKILLS:

  • Recognized leadership & great management skills excellent problem solving skills. Analytical skills handles money well(transactions depositing counting tracking tracing
  • & transmitting) able to provide credit counseling advice very experienced with banking operations can interact with every level of a company very computer literate can work with a 10 keypad
  • WordPerfect
  • Excel
  • PowerPoint and Web - Wizard. Great customer service skills.

PROFESSIONAL EXPERIENCE:

Confidential, Carson, CA

Finance / Office Manager

  • Develop employees to reach their goal in learning the business and understanding financial aspect of running a business.
  • Ensure accounts payable team is verifying the information included invoices to ensure accuracy. Check it against documents such as the receiving report, purchase order, or bill of lading.
  • Match the quantities, prices, and descriptions on each document to the invoice. If all the information matches, then authorize the invoice for payment.
  • Ensure accounts receivable is understanding how to create and analyze aging reports, collect on past due account balances.
  • Send monthly, quarterly, and yearly reports to General Manager for progress of each department and the development of personal.

Confidential, San Pedro, CA

Branch Manager

  • Actively identify, coach, develop, motivate and support employees so that they can provide superior service to every customer
  • Set clear objectives for the branch and for each employee, and monitor progress and track results
  • Improve revenues and expenses and grow the business, while exceeding customer expectations
  • Ensure that the branch team complies with policies, procedures and regulatory banking requirements
  • Establish and maintain effective relationships with customers, business partners, staff and members of the community
  • Know the center’s customer base, including top clients; understand their needs and connect them with teammates who can help them with their financial needs.
  • Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience and exceeding customer experience metrics.
  • Ensure all appointments are assigned to the appropriate financial center associate.
  • Drive client relationship management and assist with sales and sales leadership.
  • Understand the drivers of, and opportunities to enhance, client satisfaction in the center.
  • Service customers using self-service technologies, such as ATMs, online banking or mobile banking.
  • Hold associates accountable to deliver against our revenue strategy

Confidential, Sandy Springs, GA

Relationship Manager - Floor Supervisor

  • Performs economic and financial research and analyzes internal and external issues related to sales, gross margin, rate of return, working capital, investment, financial performance, and other financial metrics.
  • Compiles or prepares reports, graphs and charts of developed data.
  • Good understanding of budgeting, forecasting, financial statement and analysis.
  • Proficient in in Excel, Word, and other Microsoft Office applications.
  • Good analytical skills.
  • Excellent verbal and written communication skills
  • Perform reviews and analysis to detect inconsistencies and inaccuracies in various financial or cash flow models.
  • Proven skills in gathering data information & basic understanding of financial theory and analysis modeling.

Confidential, Atlanta, GA

Branch Manager

  • Educates the branch in being well informed about the bank products, services, operational information and any changes that may occur.
  • Created a HIGH revenue book of business through my relationships with clients at the retail level and other lines of business (Business Banking, Wealth Management, & Mortgage Consultant).
  • Provide on-going coaching to other branch team members to ensure consistent delivery of superior customer service, high revenue growth, and stay compliance with all operational procedures.
  • Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.
  • Accomplished sales skills and working knowledge of consumer & business lending; understanding of business credit & underwriting; and actively managing a portfolio.

Confidential, Kennesaw, GA

Branch Manager

  • This position allowed me to assist clients in understanding the benefits options of credit card. Assist client with APY percentages, credit lines, balance transfers, payments, and fraud.
  • This position also required me to handle customer service activation of the credit card and take advantage of any cross-selling products.

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