Financial Planning Customer Service

Lakisiha J. Brown

Capital Heights, MD • **********@*****.*** • 301-***-**** • linkedin.com/in/lakisiha-brown-39310893

Senior Accounting & Collections Manager

Collaborative, results-driven financial professional with 15+ years’ success driving operational excellence. Expertise

in financial planning, forecasting, budget management, cost accounting, A/P & A/R, collections, contract negotiation,

variance analysis, and financial statement preparation. Creative problem solver adept at identifying and prioritizing

impactful policy changes to maximize productivity, profitability, and customer satisfaction.

Passion for people development with talent for building relationship with and consensus among diverse stakeholders.

Thought leader with history of providing insightful analysis to guide data-driven decisions. Aptitude for systemizing

accounting functions with strong focus on record keeping, data management, and financial integrity.

Core Competencies

• Financial Planning & Analysis • Leadership & Staff Development

• Budgeting & Forecasting • Client Relations & Customer Service

• Risk Management & Internal Controls • Data Analytics & Performance Management

Career Experience

Department of Commerce

Enumerator, 7/2020 – Present

Enumerator collects secure Census Data by inquiring about a variety of specific information gather, record and

encode information from a survey; get in touch with individuals to be interviewed in their own home or office by

mail, phone, or in person; recognize and give an account of problems in obtaining data; submit completed tasks to

a supervisor and discuss developments daily; review data gathered from an interview to check if they are complete

and accurate; help people in filling out the questionnaires; and find and record addresses and households.

American Family Life Insurance Company, Laurel, MD

Insurance Producer/Agent, 9/2019 – Present

Identify potential clients and qualify leads to sell auto, home, and life insurance policies to individuals and

businesses. Liaise between clients and insurance company. Obtain quotes promptly. Generate reports. Deliver

superb customer service. Resolve billing issues. Ensure compliance with guidelines and policy requirements.

Key Contributions:

• Design and execute marketing strategy to attain sales goals; research target audience, conduct cold calls,

develop extensive referral network, and utilize strong negotiation skills to close sales.

• Deepen relationships with current clients to accelerate revenue growth; review and analyze client data to

recommend additional insurance products.

K. Neal International Co., Hyattsville, MD

Senior Manager, Accounts Receivable, 1/2007 – 9/2019

Conducted financial planning and analysis for full service, multi-location commercial truck, school bus, and

municipalities dealership. Directed accounting activities including A/P & A/R, invoice processing, collections,

customer credit lines, and account reconciliation. Compiled, analyzed, and summarized data linking financial results

to operational performance drivers. Reconciled monthly ACH, bank statements, and internal A/R reports for credit

status, collections, and legal recourse. Administered financial management systems, evaluating and integrating new

applications. Adhered to regulatory standards, HIPPA, and auditing requirements.

Key Contributions:

• Harmonized accounting processes to optimize performance; established standard operating procedures and

oversaw $2.9M in monthly revenue collection with 85% payment rate and only 15% carryover MoM.

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Lakisiha J. Brown • Page 2

• Bolstered risk management capabilities; supervised periodical internal and external financial audits.

• Cultivated collaborative relationships to promote quality assurance; produced monthly MBE Compliance

report and notarized corporate documents to expedite MVA title processing..

• Installed strong control environment; leveraged analytical and problem solving skills to research, investigate,

and resolve final billings, credit applications, and customer dispute claims.

National Automobile Dealers Association, McLean, VA

Product Manager, 3/2002 – 1/2007

Led full cycle product development and print team process from conception to commercialization. Performed

financial planning, cost project accounting, analysis, and forecasting. Managed billing, collections, A/R, and contract

negotiations. Kept meticulous records. Provided event and financial planning for non-profit organization.

Key Contributions:

• Delivered business intelligence solutions; increased circulation by 36% and revenue by 27%.

• Developed annual operating budget, assessed expenditures against budget, coordinated variance

explanations, audited accounting records, and confirmed accruals in proper periods and categories.

• Spearheaded forecasting efforts; evaluated capital expenditures, determined revenue potential, and

projected monthly expenditures and income.

• Served as trusted advisor to executives; created financial proposals, predicted margins, analyzed business

cases, consolidated findings in reports, and presented recommendations to Finance Director and COO.

Federal Communications Commission (FCC), Washington, DC

Office Administration, 7/1989 – 3/2002

Scrutinized and processed applications for national radio stations. Researched requirements, liaised with EEO, and

partnered with legal team to ensure grant renewal of licenses. Calculated attendance and time for payroll.

Key Contribution:

• Created filing system and database to streamline application processing and records management.

Education and Credentials

DC/MD/VA Insurance License, Department of Insurance, Securities, and Banking

Coursework in Business Management, Prince George’s Community College

Notary Public, State of Maryland

Technical Proficiencies: Outlook AS400/Lawson, 10 Crystal Reports, FTP Site Bar Code Pro, Peachtree,

QuickBooks, Paradox Access, GMIS/Computron, MS Office Suite, Adobe Illustrator

Certifications

COVID-19 Contract Tracing, John Hopkins University

Business Contract Writing, National Automobile Dealers Association (NADA)

Excel- Level 2, Office Experience, and Telephone Image, ExecuTrain

XED Version V Course, Organization & Time Management, and Time & Attendance Clerk Appointment, FCC

Foster Parent, DC/MD Child Family Services

Accolades

Outstanding Custer Service Award, Outstanding Performance Award, Outstanding Achievement Award, NADA

Special Act Award, Gospel Choir Award, FCC

Award of Patriotic Service, US Department of the Treasury

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