Administrative Assistant Fraud Investigator
Resume:
Jennifer
Lester
*********@*******.***
Irmo, SC 29063
SUMMARY
Resourceful Vice President of Finance prepared to leverage 12 years of experience to support operations. Expertise in tax reporting, compliance, documentation, reconciliations and auditing. Demonstrated success in streamlining operations and increasing efficiency. Hardworking and reliable financial officer with strong ability in problem solving. Offering analytical thinking and the ability to communicate. Highly organized, proactive and punctual with team-oriented mentality. Proficient financial officer with a background of 25 years experience. Seeking an Officer role with a growing organization. SKILLS
Operational Management
Documentation Compliance
Portfolio Management
Financial Management
Time Management
Financial Administration
Accounting Principles Understanding
Public Accounting
Infrastructure Planning
Complex Problem Solving
Investor Relations
Analytical and Critical Thinker
Adaptable and Flexible
Approachable and Outgoing
Accounting and Bookkeeping
State Regulation Compliance
Account Auditing
Bank Statement Reconciliation
Financial Recordkeeping
Precision and Accuracy
Accounts Receivable
Payment Processing
Policy Renewals
Binder Coverage
Multi-State Tax Filing
Tax Accounting
Deductions Understanding
Tax Computations
Tax Form Completion
Deductible Expense Identification
Intuit QuickBooks
Bi-Weekly Payroll Management
Staff Recruitment and Hiring
Submitting Tax Payments
EXPERIENCE
Vice President of Finance/Chief Financial Officer
New Port Richey, FL
BCG FACILITY SERVICES, LLC/ Nov 2015 to Current
Manage company-wide budgets, payroll, accounting and other financial operations. Produced and filed payroll reports every week.
Calculated overtime, vacation sick hours and other categories of time. Determined and applied wage garnishments.
Onboarded new employees in time reporting and payroll systems. Perform monthly, quarterly and annual financial reporting while developing annual operational budget and 1 Million-year projections. Collaborate and prepare monthly, quarterly and annual sales financial reports, process taxes in 27 states.
Coordinate financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations. Guide internal audits, risk assessments and compliance monitoring. Negotiate and manage contractual agreements to secure ideal terms and drive effective financial engagements.
Support company growth objectives by developing solid financial plans. Perform requisition and procurement processes to guide purchasing decisions. Oversee finances for $900,000 in revenue generated by services management projects. Perform manual deposits and expedited cash receipt entry processes. Create and record invoices, accounts receivables and year to date general ledger journal entries for internet sales.
Reduce financial discrepancies by accurately managing accounting documentation. Maintain current understanding of state and federal accounting procedures to prevent legal or compliance issues.
Verify and post account transactions to prepare checks and maintain accounting ledgers.
Execute bank account reconciliations for business subsidiaries.
Regions Bank, Portfolio Management Assistant
Tampa, FL
Regions/ Oct 2011 to Nov 2015
Demonstrated and officiate weekly meetings for Investment portfolio reviews. Prepared agenda and collected materials to facilitate meetings, speeches and conferences.
Adhered to regulatory and company security and audit procedures. Generated various financial reports for supervisors and managers for review and forecasting.
Maintained customer financial information and files. Cultivated lasting partnerships, which led to lucrative opportunities as result of consistently following up with clients and providing exemplary service. Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Prioritized and organized tasks to efficiently accomplish service goals. Demonstrated self-reliance by meeting and exceeding workflow needs. Demonstrated leadership by making improvements to work processes and helping to train others.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Trust Administrative Assistant
Bohemia, NY
Suffolk County National Bank/ Mar 2006 to Oct 2011 Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures. Supported office operations, managed client correspondence, tracked records and handled internal communications.
Spearheaded special projects and efficiently carried out effective problem-solving. Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
Generated monthly Accounting reports to present decision-makers with valuable data. Supported Trust Advisor by verifying complete financial records accuracy for purchase orders, expense reports and cost center investments. Executed on-time, under-budget projects by solving complex issues for senior leadership.
Responded to customer issues to provide immediate resolution and improve retention. Operations Supervisor/Fraud Investigator
Smithtown, NY
Citibank/ Aug 1995 to Aug 2004
Trained, mentored and motivated employees to maximize team productivity. Developed initiatives for process improvement and reviewed and assessed ongoing operations.
Identified and implemented cost savings initiatives to meet company objectives. Met productivity goals by adhering to operating standards and managing labor and expenses.
Identified areas of deficiency and performed root-cause analysis to solve problems. Recruited, interviewed and hired talented professionals who each brought wealth of experience and exemplary skills to team.
Built strong operational teams to meet process and production demands. Managed scheduling and payroll for a team of 25 employees in busy financial office. Provided effective quality control oversight and eliminated downtime to maximize revenue.
Increased staff productivity with streamlined processes and improved automation. EDUCATION AND TRAINING
Associate of Applied Science: Accounting And Finance
Briarcliffe College May 1994
Patchogue, NY
Bachelor of Science: Accounting And Finance
Dowling College
Oakdale, NY
Contact this candidate