Rachel Willoughby
Greensboro
Summary
Experienced professional with 6+ years of financial evaluation, reporting, budgeting, forecasting, and payroll management across various industries. Demonstrated strong managerial skills to improve financial performance through strategic planning and effective collaboration.
Overview
9
9
years of professional experience
Work History
SALES OPERATION ANALYST
RALPH LAUREN
01.2025 - 07.2025
- Highly organized with strong experience in order management, customer support, and sales operations.
- Skilled in SAP, PKMS, and Excel (including pivot tables and V-lookups), with a proven ability to prioritize tasks, identify system errors, and drive solutions in fast-paced environments.
- Adept at building strong relationships with internal and external partners, communicating effectively across all organizational levels.
POLICY ANALYST
TRUIST - TAPCO
03.2022 - Current
- Consistently processes and presents over 50 claims daily, performing financial analysis to ensure compliance with revenue recognition standards, while minimizing outstanding debt.
- Establishes clear and efficient communication channels with personnel across operations, finance, and clinical departments on a day-to-day basis.
BOOKKEEPER - (Sunday & Wednesday Only)
GRAHAM FULL GOSPEL TABERNACLE
06.2020 - Current
- Record all transactions, including sales, purchases, receipts, and payments.
- Prepare financial statements, including balance sheets, profit, and loss statements (P&L), and cash flow reports.
- Performs account reconciliations and contribute to financial planning with quarterly and year-end reports.
LEASING AGENT
WATERSIDE APARTMENTS
06.2020 - 03.2022
- Maintained accurate ledgers and performed variance analysis for a portfolio of over 75 tenants.
- Managed accounts payable/receivable, calculated prorations, and addressed financial discrepancies, ensuring efficient financial tracking and cost control.
Certified Nursing Assistant / Home Care Scheduler
THE CEDARS OF CHAPEL HILL
06.2016 - 06.2019
- Skillfully coordinated schedules, efficiently handled payroll, and swiftly resolved any emerging issues.
- Encouraged patients and their families through comprehensive education on optimal home care practices for effective healing and recovery and exhibited exceptional communication in interactions with patients, families, and fellow healthcare professionals.
Education
Bachelor of Science - Finance
University Of North Carolina, Greensboro
Skills
- Data Analysis
- Excel Advanced Functions
- QuickBooks
- SAP
- GAAP
- Employee Benefits & Compensation
- Sales Force / B2B
- Budgeting & Cost Management
- Tax Preparations
- Payroll Management
- Workday Analysis
Licenses and Certifications
Property & Casualty Insurance License – (North Carolina) #20352032 – [10/2022- present]
Timeline
SALES OPERATION ANALYST
RALPH LAUREN
01.2025 - 07.2025
POLICY ANALYST
TRUIST - TAPCO
03.2022 - Current
BOOKKEEPER - (Sunday & Wednesday Only)
GRAHAM FULL GOSPEL TABERNACLE
06.2020 - Current
LEASING AGENT
WATERSIDE APARTMENTS
06.2020 - 03.2022
Certified Nursing Assistant / Home Care Scheduler
THE CEDARS OF CHAPEL HILL
06.2016 - 06.2019
Bachelor of Science - Finance
University Of North Carolina, Greensboro
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