Finance / Office Manager Resume
5.00/5 (Submit Your Rating)
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.
