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Finance Specialist — Accounts Payable
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Competencies
Demonstrated experience with Accounts Payable.
Demonstrated experience with Cash Applications.
Demonstrated experience with ARJV Adjustments.
Demonstrated experience with Tableau.
Demonstrated experience with RPA Tools.
Education
Summary
Finance Specialist — Accounts Payable open to new opportunities
Experience
Finance Specialist — Accounts Payable
Managed daily check runs, stop payments, and vendor updates, processing over 500 invoices weekly and ensuring 100% resolution of returned checks within one week.. Audited P-Card expenditures using Oversight, achieving 100% monthly compliance with corporate P-Card policies.. Leveraged Tableau and RPA tools to resolve invoice issues, reducing invoice processing time by 50% and maintaining accurate banking hold reports.. Responded to vendor and internal inquiries within 24–48 hours, meeting all ServiceNow SLA ticket deadlines.. Led testing and improvement initiatives for finance systems, contributing to enhanced invoice processing speed and accuracy.
Financial Administrator — NSF Checks
Administered and maintained the NSF Check Management System across 200+ stores and 3 collection agencies.. Processed daily updates to customer information, improving database accuracy and supporting a 25% reduction in collection time.. Directed placement of NSF checks with external agencies and managed Check Guarantee Programs in Florida and Illinois.. Trained over 200 SW stores and district offices on the NSF Check Management System, increasing adoption and efficiency.. Produced monthly and annual reports analyzing agency and dunning letter program effectiveness, driving improvements in collections.
Financial Associate
Applied over 300 ACH/Wire transfer payments monthly with high accuracy based on remittance advice.. Researched remittance details, reducing unapplied payments and consistently meeting month-end closing deadlines.. Processed ARJV adjustments and NSF ARJVs from multiple sources, contributing to improved cash reconciliation.. Delivered responsive service to internal and external customers, resolving cash application inquiries efficiently.
Agency Appointment Specialist
Appointed and terminated over 75 Small Business Insurance Agencies monthly, ensuring 100% regulatory compliance.. Verified insurance licenses across multiple states, maintaining agency appointment integrity.. Processed agency data requests from sales and underwriting teams, supporting smooth agency operations.
Quality Assurance / Customer Service Lead
Monitored over 50 Customer Service Representatives (CSRs) through live and recorded calls, identifying coaching opportunities.. Coached and developed CSRs on quality assurance standards, resulting in measurable improvements in service delivery.. Supported small business customers with Workers Compensation, Commercial Lines, Auto, and Equipment policies.. Delivered accurate claims information to customers, enhancing the resolution of claims and inquiries.. Assisted agents with online quotes and policy billing to streamline customer service.
Teller Manager
Supervised and developed a teller team of 4–5, improving operational accuracy and customer service levels.. Delivered operational support, ensuring daily transaction efficiency and compliance with audit standards.. Created and executed daily action plans to consistently achieve branch sales objectives.