Client-focused finance associate with excellent relationship building and communication skills. Track record of delivering high-quality client services through education and advocacy. Offering strong critical thinking skills and deep understanding of requirements.
Overview
9
9
years of professional experience
2018
2018
years of post-secondary education
Work History
Back Office Cash Wrap & Finance Associate
Baer'S Furniture
Naples
01.2022 - 08.2022
Processed customer transactions accurately and efficiently at Baer's Furniture.
Assisted in maintaining accurate financial records and documentation.
Analyzed vendor invoices for accuracy before processing payments.
Communicated with customers regarding order status and payment inquiries.
Utilized accounting software to streamline data entry and reporting tasks.
Maintained accurate records of all transactions related to accounts receivable and payable activities.
Utilized various software applications such as Microsoft Excel to create spreadsheets for tracking information and preparing reports.
Reviewed and analyzed financial statements to identify discrepancies and recommend corrective actions.
Built trust and rapport with clients to facilitate long-term, loyal relationships.
Managed daily cash flow activities including monitoring incoming payments and disbursing funds as required.
Qualified clients and addressed specific needs to determine financial capabilities.
Processed high-value transactions and furniture financing agreements.
Assisted customers with credit applications, payment plans, and financing options.
Maintained organized back-office documentation and customer records.
Balanced cash drawers and resolved discrepancies accurately.
Partnered with sales associates to ensure seamless customer experiences.
Inventory Specialist
KB Patio
Naples
08.2021 - 03.2022
Assisted in organizing warehouse layout for efficient product retrieval.
Collaborated with team members to streamline receiving and shipping processes.
Utilized inventory management software to track and update stock information.
Communicated with suppliers to verify order details and delivery schedules.
Implemented labeling systems for improved identification of products in storage.
Coordinated inventory, stocking and ordering.
Participated in physical inventory counts to keep information accurate and current.
Performed inventory cycle counting and identified discrepancies.
Maintained accurate and up-to-date inventory records.
Investigated discrepancies between physical count and computer records.
Managed inventory counts, tracking, and reconciliation to ensure accurate stock levels.
Processed customer transactions efficiently, including returns and exchanges.
Received, labeled, and organized merchandise.
Communicated inventory discrepancies and replenishment needs to management.