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Customer Service, Business Processing, Streamlining Processes

Location:
Elkton, MD
Posted:
March 19, 2023

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Resume:

Marybeth A. Appio, MBA, SA, SSM, POPM

FINANCIAL OPERATIONS PROFESSIONAL

adv0q5@r.postjobfree.com

973-***-****

Elkton, MD

Linkedin.com/in/mbaa90

FINANCE PROCESS IMPROVEMENTS SYSTEM IMPLEMENTATION Dynamic finance professional with experience in operations management, financial reporting, variance analysis, forecasting & budgeting, and financial system implementation within Fortune 500 companies. Demonstrated ability and willingness to champion new approaches and driving process improvements. Strong computer acumen especially with advanced Excel & Access. Outstanding customer management and team development skills.

CAREER HIGHLIGHTS AND CORE COMPETENCIES

● Finance Expertise – Knowledgeable in Sarbanes-Oxley requirements, U.S. Securities and Exchange Commission (SEC) regulations, and GAAP Accounting principles.

● Process Improvement – Successfully led and delivered numerous process improvement projects and motivated teams to focus on resolving organization challenges.

● System Implementation – Experienced with planning and implementing evaluations and improvements, including administrative organization, work systems, and monitoring procedures. Implemented, managed, and developed controls on projects on schedule.

● Project Management – Successful implementation technical enterprise system, such as Smartstream General Ledger. Managed and maintained operations of the enterprise system. Conducted department-wide Smartstream General Ledger training.

● Technical Skills – Proficient in Microsoft Office Suite, Advanced proficiency in Excel (Pivot Tables, Macros, VLookups) and Access (Developing Databases, Queries, Forms, Reports). Advanced proficiency in Cognos PowerPlay & Impromptu, Peoplesoft

(Query & Report Development) / Hyperion / Oracle, TM1/Business Objects, and SAVE (Systemic Alien Verification for Entitlements Program)

PROFESSIONAL EXPERIENCE

The Home Depot 2019 – Present

Department Supervisor Aug 2019 to Present

Responsible for serving customers and ensuring that direct reports are educated on the processes, behaviors, and expectations for meeting customer needs. Was Paint Dept Supervisor, Front End Supervisor and now Plumbing/Electrical/Kitchen/Bath Supervisor Selected Accomplishments:

● Run the play in the weekly Playbook and event Playbooks, ensuring department meets Store Appearance Standards.

● Complete daily Readiness Checklist, Smartlist and weekly financial and Accuracy reports.

● Develop and manage direct reports, assisting in the review process and corrective measures as needed, provide feedback.

● Create an efficient department by managing on-hand accuracy, safety, and shrink.

● Drive a culture of customer service and a continuous learning positive learning environment. State of New Jersey, Randolph Motor Vehicle Agency 2010 – 2018 Manager, Motor Vehicle Commission Jul 2010 – Jul 2018 Managed one of the larger Motor Vehicle agencies in the State. Ensured that the agency was in conformance with all law, rules and regulations, and agency directives. Administered the process for customer ID verification, driver licenses, titles and registrations and driver testing. Monitored and strengthened the daily schedule to facilitate the Agency operations in order to serve customers. Selected Accomplishments:

● Eliminated manual processes, streamlined workflows, and increased efficiencies of operation’s processing time by partnering cross-functionally on implementation of new procedures and revision of existing policies and procedures. Developed and implemented measures to ensure that the directives are carried out; Trained impacted personnel.

● Performed daily monitoring and load / capacity balancing of staffing in the facility to ensure that it remained safe, secure, well maintained and open for business 6 days a week. Directed and coordinated the supportive services of the agency.

● Adapted the daily workflow by responding with immediate action plans for maximum productivity by setting up express lines for less complicated transactions and redeploying staff members to the higher volume areas. Reduced customer wait time by 30% by reconfiguring staffing and customer line flow.

● Actively worked to resolve customer issues, including interfacing with Homeland Security and other governmental agencies, such as Social Security Administration and Motor Vehicle Agencies in other states.

● Minimized use of overtime, while still providing services, by training staff and deploying high-performing teams to the heavy and more complicated transactional areas. Putting resources available to best use.

● Developed an easy-to-use Daily Staffing Report utilizing Excel and Access and improved the monthly Driver Testing Stats Report; immediately increased efficiency via automated reporting and lifted productivity by 50%.

● Bolstered the daily closing process by streamlining and automating manual processes. Resources Global Professionals

Consultant

Delivered value by streamlining processes, supplementing existing staff and assisting in special projects to Fortune 500 companies such as: Prudential, AT&T, McCann Erickson, Cendant, BearingPoint Consulting, Dun & Bradstreet, Apollo & MetLife, through short and long-term consulting engagements.

Selected Accomplishments:

● Worked as a liaison between departments (e.g., Accounting) and business leader to gather end user reporting requirements.

● Developed Access databases to streamline reporting processes, which led to quicker, more accurate automated reports, therefore enabling more analysis to be done.

● Bolstered compliance to 100% by developing cost accounting and forward-looking reports in accordance with Sarbanes-Oxley requirements.

● Interfaced with business leaders to produce forecasts, budgets and variance analysis.

● Worked as a team member on a restatement project, detailing 5 years of revenue recognition.

● Participated in various aspects of a demutualization project, including financial statement analysis. Prepared financial statements; created account structures, to support an S-1 filing.

● Compiled Daily Cash Reports for business segments utilizing advanced Excel functions/formulas and Access databases. PREVIOUS RELEVANT EXPERIENCE

PRUDENTIAL INSURANCE COMPANY, Manager in Enterprise Financial Systems, Smartstream General Ledger Selected Accomplishments:

● Managed a technical and application team which included outside consultants.

● Developed business requirements and specifications with end users.

● Orchestrated productivity among technical implementation and support teams, accounting areas, business groups and structure maintenance area.

● Oversaw development of Enterprise reports including Statutory, GAAP, and budget vs. actual reports using SmartStream Analyzer, Analyzer Reporter and Excel. Trained end users in the use of SmartStream Reporting Tools. REPUBLIC NATIONAL BANK OF NY, Assistant Vice President Selected Accomplishments:

● Budgetary Control Coordinator responsibility for streamlining the reporting process for the Finance Division using SmartStream Reporting Tools, Excel and Access.

● Utilized SmartStream Query, Analyzer, Analyzer Explorer, Analyzer Reporter and Management Reporter to meet various reporting needs.

● Oversaw development of Enterprise reports including Statutory, GAAP, and budget vs. actual reports using SmartStream Analyzer, Analyzer Reporter and Excel.

● Developed and maintained a headcount/salary database using SmartStream Query and Access to meet monthly, quarterly, and annual reporting needs.

● Coordinated, processed and reconciled yearly budget and periodic forecasts.

● Reviewed divisional revenue and expense schedules and analyzed variances.

● Trained staff on use of SmartStream Reporting Tools and Access.

● Awarded numerous growth promotions. Started as Senior Financial Analyst, promoted to Assistant Treasurer, then to Assistant Vice President of Management Reporting.

VOLUNTEER EXPERIENCE

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LIBERTY USO, JOINT BASE MACGUIRE/DIX/LAKEHURST (JBMDL) Liberty USO Ambassador / Volunteer

● Provided monthly and special events support to our military, veterans, and their families on and off-base. EDUCATION & PROFESSIONAL DEVELOPMENT

● Master of Business Administration, Concentration: Finance and Accounting – University of Scranton

● Bachelor of Science in Accounting /Economics/Finance – University of Scranton

● Paralegal Certificate – Montclair State University

● Certified SAFe Agile (SA), Certified SAFe Scrum Master (SSM), and Certified SAFe Product Owner/Product Manager (POPM) – Scaled Agile, Inc.

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