Power Bi, Excel, Salesforce, Microsoft Office

William Brown, Jr

**** ****** **** **

Charlotte, North Carolina 28213

Phone: 704-***-****

Email: *********@*****.***

QUALIFICATIONS

• Effective planning and organizational skills

• Strong attention to detail

• Outstanding communication skills

• Ability to work autonomously with little direct supervision.

• Ability to work well in team-oriented setting to accomplish company goals.

• Knowledge of and experience working with NACHA rules and regulations

• Advanced proficiency with MS Excel, MS Office programs, Salesforce and Power BI EDUCATION

1991-1996 Bachelor of Science in Mathematics, South Carolina State University COMPUTER SKILLS

Proficient in Word, Excel, PowerPoint, Power BI, SQL and Web applications EMPLOYMENT

2018- 2024 Treasury Analyst, Avidxchange

• Plan, execute and implement results of projects at the team level

• Assist in reconciliation efforts between Treasury, Enablement, and Payments

• Identify trends in work and participate cross functionally to provide feedback to create more efficient processes

• Analyze and create reports to recommend and implement process improvements

• Monitor and analyze several types of data that need tracking to improve business performance

• Ensure compliance with accounting standards and policies

• Use statistical methods to identify areas for operational improvements

• Experience initiating payments in online banking systems

• Assist payment processing by handling any exceptions not able to be processed by Payment Execution

• Review expedited check requests and audit against guidelines and make final determination for approval or destroy

• Execute approved expedited check requests in partnership with check printing teammates

2015 - 2018 Payment Specialist, Avidxchange

• Strong communication skills

• Adaptive to frequent process changes

• Navigate on Microsoft OS

• Experience with Excel and SalesForce

• Timely processing of e-payments on behalf of our customers via phone call and/or the web

• Successfully met and exceeds quota of payments completed per month

• Assist vendor to ensure payment processed within SLA designated by client

• Document records to standard

2002-2005 Executive Director, Agape Group Residential Care Facility

• Managed client programs, activities, budget, and personnel for residential care facility.

• Interfaced with staff and clients for conflict resolution.

• Implemented quality assurance improvement procedures.

• Maintained accurate records according to state regulations. 2000-2002 Instructor, Charlotte Mecklenburg School System

• Prepared lesson plans specific for high school Algebra.

• Evaluated student performance based on curriculum competencies.

• Performed administrative duties with detail and precision. 1997-2000 Lead Associate, First Union Corporation

• Supervised 10 or more associates by motivating personnel to increase efficiency of service and productivity.

• Operated the OPEX 30, OPEX 50, and OPEX 150 to sort, extract, and image/encode remittance for processing, respectively.

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