Balance Sheet Technician Ii
Resume:
STEPHANIE REEVES
CONTACT
***************@*****.***
Springfield, IL 62702
SKILLS
Journal entries
Bank reconciliation
Purchase order management
Client communication
Payroll processing
Invoice processing
Month-end closing
Balance sheet reconciliation
Problem-solving abilities
BioTrack
Microsoft
PROFESSIONAL SUMMARY
Detail-oriented professional with expertise in financial analysis, account reconciliation, and month-end closing processes. Skilled in client communication and problem-solving, with a strong foundation in journal entries and balance sheet management. Eager to leverage these abilities in a challenging new role that fosters growth and team collaboration.
EXPERIENCE
February 2022 - Present
Account Technician II
Secretary of State, Springfield, IL
Analyzed account activity to detect fraudulent transactions or errors in coding.
Maintained detailed records of all financial transactions including journal entries and account reconciliations.
Performed reconciliations between bank accounts and internal ledgers.
Developed monthly, quarterly, and annual financial reports for management review.
Posted journal entries by compiling and analyzing account information.
Developed monthly closing procedures to ensure timely completion of month-end close activities.
Reconciled financial discrepancies by collecting and analyzing account information.
Engaged in filing, recording, compiling and transmitting financial records.
Reviewed accounts for discrepancies to properly reconcile differences.
Supervised auditing of establishments and determined scope of investigation required.
March 2021 - February 2022
Provider Services Representative
Blue Cross and Blue Shield of Illinois, Springfied, IL
Processed incoming calls from providers regarding billing issues, account information, and technical support needs.
Assisted providers with setting up new accounts and navigating online portals for self-service options.
Researched providers inquiries using available resources to provide accurate responses quickly.
Responded promptly to emails from providers regarding their account inquiries or complaints.
Contributed positively towards achieving team goals through proactive collaboration with colleagues.
Coordinated with various departments for resolution of providers requests or concerns.
Handled escalated calls professionally by listening carefully to the needs of each individual customer before offering appropriate solutions.
Navigated multiple computer systems and applications and utilized search tools to find information.
Recorded details of inquiries or complaints to maintain up-to-date records of providers interactions and transactions.
Assisted customers in navigating through various web pages on the company's website during their process.
Determined charges for services requested and arranged for billing.
Recommended improvements in products, services or billing methods to prevent future problems.
August 2019 - October 2020
Training Manager
Shino'e Hana LLC, Springfield, IL
Provided feedback and coaching to employees on their performance after trainings.
Conducted assessments to measure effectiveness of training programs.
Presented training courses for employees, utilizing various approaches such as lectures, demonstrations, role-playing, and group activities.
Developed and maintained training materials, including user guides, quick-reference cards and job aids.
Organized workshops, meetings, conferences, and other events related to training initiatives.
Monitored progress of trainees during their program duration.
Reviewed standards against performance and developed measurable action plans to meet goals.
Arranged on-the-job training for new products.
Analyzed training needs to develop new training programs and modified and improved existing programs.
Trained instructors and supervisors in techniques and skills for training and dealing with employees.
Conducted research into current industry trends related to employee development strategies in order to stay ahead of competitors.
Educated customers and patients on products, methods of consumption and safety.
Verified proper paperwork, documentation, and ID to comply with regulations.
Collaborated with management and coworkers to improve personal and store performance.
Conducted regular inventories to monitor stock levels and alert supervisors of any discrepancies between physical counts and computer records.
Guided and directed patients and customers by advising on cannabis products based on preferences, needs and budget.
Performed restocking duties such as receiving shipments, verifying inventory and stocking shelves.
Demonstrated ability to accurately handle cash, credit card and check transactions while maintaining proper security procedures.
Utilized knowledge of state laws regarding the sale of cannabis products to ensure compliance with regulations.
Worked collaboratively with other staff members to achieve daily goals such as opening and closing store operations or meeting established quotas.
Generated sales through interpersonal interaction and suggestive selling.
Built positive relationships with vendors to ensure timely deliveries of high-quality products at competitive prices.
Liaised between customers, suppliers, distributors and other stakeholders within the cannabis industry.
Kept up-to-date on industry trends through attending seminars, reading trade publications.
Greeted customers and ascertained what each customer wanted and needed.
Opened and closed cash registers, balanced cash drawers, and made deposits.
November 2019 - August 2020
Defect Manager
Shino'e Hana LLC, Springfield, IL
Performed code reviews in order to identify errors prior to release into production environment.
Managed defect tracking tools in order to effectively monitor progress towards resolution goals.
Facilitated communication between cross-functional teams to ensure timely resolution of defects.
Identified root causes for recurring defects and created strategies to prevent their recurrence.
Coordinated with stakeholders across multiple departments in order to ensure efficient workflow processes are followed when dealing with defects.
Monitored trends within the industry related to bug identification methods, tracking systems, and quality assurance processes.
Analyzed customer requirements and identified potential issues that could arise during development, testing, and deployment stages.
Maintained detailed records of all defect reports including severity, priority, status, and resolution details.
Ensured compliance with relevant regulations regarding software development life cycle procedures through ongoing audits of existing processes.
June 2018 - June 2019
Office Manager
Visiting Angels, Springfield, IL
Managed day-to-day operations of the office, such as ordering supplies, maintaining equipment and managing calendars.
Resolved customer inquiries and complaints with timeliness and professionalism.
Utilized excellent organizational skills to prioritize tasks effectively.
Delivered quality customer service to staff and customers.
Trained and onboarded new office staff members.
Processed payrolls on a weekly basis using accounting software.
Supervised administrative staff, driving front office operations and continuous workflow.
Led meetings, keeping staff informed of changes or new requirements in policies and procedures.
Leveraged multi-line phone system to answer and transfer calls to staff members.
Prepared reports summarizing operational activities for upper management review.
Created and reviewed schedules, maintaining staffing levels to meet service goals.
Resolved conflicts between staff members through mediation or other methods.
Organized travel arrangements and itineraries for Owner.
Trained employees in job-specific tasks and evaluated continuing education needs to improve team performance.
Collaborated with department leads and senior management to coordinate operations and drive improvements.
Resolved escalated complaints and answered questions regarding policies and procedures.
Established and implemented policies and procedures to improve the efficiency of office operations.
Supervised direct reports and enforced adherence to established procedures and deadlines.
Implemented and enforced corporate and departmental policies and service standards.
Drafted and monitored employee scheduling to support effective resource allocation.
Interviewed potential candidates and provided thorough reviews to HR to aid in hiring decisions.
Developed emergency management plans for recovery decision-making and communications.
Supervised a team of 75+ Customer Service Coordinators in daily operations and provided coaching to enhance their skills.
August 2014 - June 2018
Service Coordinator Supervisor
Help At Home, Springfield, IL
Ensured compliance with company standards as well as state laws and regulations related to client operations.
Provided training sessions for new hires on how to use the software tools efficiently and effectively.
Assisted customers through email correspondence by responding promptly with accurate information.
Developed and implemented customer service policies and procedures to ensure high quality of services.
Monitored employee attendance records and took corrective actions if needed.
Analyzed customer feedback data to identify areas for improvement and develop strategies to increase satisfaction levels.
Tracked progress against goals on a weekly basis using various metrics such as call wait times, resolution rates.
Managed inventory of supplies.
Utilized problem-solving techniques when dealing with difficult customers or challenging situations.
Conducted regular meetings with team members to review performance, discuss issues, and provide guidance.
Managed customer inquiries in a timely manner while ensuring accuracy of information provided.
Created detailed reports on customer service activities and presented them to management on a regular basis.
Maintained an up-to-date knowledge of State laws.
Supervised a team of 90+ Customer Service Coordinators in daily operations and provided coaching to enhance their skills.
Monitored service delivery to verify quality standards.
Generated weekly reports to inform management on service performance.
Managed client accounts, maintaining accurate records and following up on requests.
Scheduled appointments, coordinated logistics, and ensured smooth service delivery for client.
Prioritized workloads and managed multiple tasks efficiently to meet deadlines.
Monitored progress of projects, identified areas for improvement and implemented corrective action plans when necessary.
Established and maintained relationships with other community agencies and organizations to meet community needs and avoid duplication of services.
Facilitated partnerships with community organizations to increase program reach and effectiveness.
Prepared and maintained records and reports, such as budgets, personnel records, and training manuals.
Provided direct service and support to individuals and clients, such as handling referral for elder abuse issues, conducting needs evaluation, and resolving complaints.
Consulted with agency staff and other community programs on program-related federal, state, and county regulations and policies.
Spoke to community groups to explain and interpret agency purposes, programs, and policies.
Planned and administered budgets for programs, equipment and support services.
Analyzed proposed legislation, regulations and rule changes to determine how agency services could be impacted.
February 2011 - February 2014
Chief Clerk
SIU School of Medicine, Springfield, IL
Ensured compliance with organizational policies and procedures related to financial management, personnel administration, payroll processing, budgeting, purchasing, inventory control, shipping and receiving, facility maintenance and safety programs.
Provided technical support to employees in areas such as software installation or troubleshooting computer issues.
Facilitated communication between Staff and Doctors.
Organized large-scale events such as conferences or workshops for up to 100 attendees at a time.
Implemented strategies for improving operational efficiency across departments within the company.
Created detailed reports for senior management regarding project progress or other relevant topics.
Managed daily office operations, including tracking and filing documents, answering phones, and responding to student inquiries.
Supervised staff of 5 clerks while providing guidance on administrative tasks, procedures, and policies.
Compiled data from various sources into comprehensive reports for review by executive leadership.
Developed and implemented efficient filing systems to store and track confidential information.
Coordinated meetings between staff members from different departments within the organization.
Monitored inventory levels of office supplies ensuring availability of necessary items at all times.
Utilized excellent written communication skills when drafting emails or memos to colleagues.
Processed invoices for payment according to established guidelines while monitoring cash flow levels.
Assisted department personnel in completion of routine tasks to meet deadlines.
Completed data entry tasks with strong focus on accuracy and data integrity.
Delivered messages to staff and management via email and in person.
Supported seamless office operations with full accountability for clerical tasks.
Updated databases and company files with current data.
Stocked products using rotational procedures to avoid stockpiling.
Operated office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
Compiled, copy, sort and file records of office activities, business transactions, and other activities.
Answered multi-line telephone system to direct calls and take messages.
Scanned, faxed, and filed invoices and sales receipts.
Maintained and updated filing, inventory, mailing and database systems, either manually, and used computer.
Processed and prepared business and government forms and expense reports.
Made travel arrangements for office personnel.
Collaborated with colleagues across multiple departments to streamline internal processes.
Created backup plans in case of technical difficulties or unexpected changes.
Monitored audio levels throughout the entire recording process for optimal results.
Identified potential risks associated with audio projects prior to initiation.
Provided technical support to doctors during live performances and class sessions.
Set up, test, and adjusted recording equipment for recording sessions and live performances.
Developed and maintained sound systems for live events.
Adjusted audio levels to ensure optimal sound quality during recording sessions.
Prepared for recording sessions by performing such activities as selecting and setting up microphones.
Ensured that required repairs were made.
Tore down equipment after event completion.
Kept logs of recordings with content details.
February 2010 - February 2011
Optician
Vision Care Associates, Springfield, IL
Verified insurance by contacting insurance companies for authorizations and co-pay information.
Resolved customer complaints in a professional manner while demonstrating empathy.
Educated customers on lens types, frames, tints and coatings available in order to help them make informed decisions.
Provided excellent customer service to patients, ensuring their satisfaction with the services provided.
Assisted customers in selecting fashionable frames that complemented their facial features.
Entered new patient information into computer to file and manage patient charts.
Collaborated with optometrists or ophthalmologists regarding patient diagnoses or treatment plans.
Processed payments for purchases made by customers using point-of-sale systems.
Demonstrated strong knowledge of optical products and services as well as eyewear fashion trends.
Troubleshot technical issues with ophthalmic equipment in order to keep it functioning properly.
Adjusted frames and lenses according to customer specifications while providing advice on fit and aesthetics.
Provided assistance to walk-in patients in need of eyeglass adjustments and minor repairs.
Assisted patients with frame and lens selection by acquiring accurate measurements for proper fit.
Operated manual lensometer and other tools to achieve proper fittings and adjustments for clients.
Helped patients pick glasses best suited for lifestyle and work.
Attended seminars or workshops related to new technologies in the field of optometry.
Conducted follow-up visits with patients to ensure proper fitting of eyeglasses or contact lenses.
Developed relationships with vendors to obtain best prices for optical products or supplies.
Managed inventory levels by ordering supplies when needed and maintaining an organized stockroom.
Ensured compliance with all applicable laws regarding health care privacy regulations.
Wrote clear, detailed work orders and instructions for grinding lenses and fabricating eyeglasses.
Sold goods such as contact lenses, spectacles, sunglasses, and goods related to eyes, in general.
Ordered and purchased selected frames and lenses.
Measured clients' bridge and eye size, temple length, vertex distance, pupillary distance, and optical centers of eyes.
Recommended specific lenses, lens coatings, and frames to suit client needs.
Arranged and maintained displays of optical merchandise.
Repaired damaged frames.
September 2000 - January 2010
Dispatcher II
At&t - Insight - Comcast, Springfield, IL
Excelled in multitasking to manage a high call volume with professionalism and efficiency.
Proficiently used computer systems for data entry, tracking, and managing of driver information.
Responded quickly to emergency situations involving drivers or vehicles.
Assigned loads to drivers based on designated routes and driver location.
Maintained accurate records of dispatches, pickups, and deliveries.
Provided timely updates on order status and delivery times to customers and drivers.
Monitored GPS systems for real-time tracking of vehicles during transit.
Successfully managed the scheduling of drivers' routes based on customer orders.
Prepared, updated and dispensed daily route schedule.
Monitored routes and locations to verify timely services and accurate information.
Relayed work orders, messages, or information to or from drivers by telephone or two-way radio.
Utilized excellent communication skills to coordinate deliveries between drivers, customers, and vendors.
Provided guidance on appropriate actions when unexpected delays occurred during transit.
Employed sound judgment when making decisions related to dispatch operations.
Reported driver performance issues or concerns to appropriate management for resolution.
Handled conflict resolutions and mediation between drivers and management.
Performed troubleshooting to resolve technical issues related to dispatch equipment or software programs.
Oversaw dispatch activities and enforced compliance with laws and regulations.
Demonstrated strong problem solving skills in resolving customer inquiries and complaints.
Communicated clearly and concisely to reduce errors and provide complete dispatch data.
Created detailed reports on all dispatched jobs, which included information such as arrival times and completion times.
Proactively identified potential dispatch issues before they occurred and took corrective action as needed.
Oversaw dispatch communications within specifically assigned territories.
Scheduled and facilitated required repairs to restore service and schedules.
Received and prepared work orders in alignment with established procedures.
Monitored dispatch board for unscheduled delays or hazards and relayed to field personnel.
Determined personnel and equipment requirements and generated work orders to facilitate dispatch.
Quality Assurance Analyst II
At&t - Insight - Comcast, Springfield, IL
Established metrics and tracked trends within QA process over time.
Trained junior QA analysts on best practices when conducting tests on products and services.
Assisted in developing strategies for improving efficiency of overall QA process.
Collaborated with cross-functional teams to ensure product quality and compliance with regulatory standards.
Documented all test results including, defects, discrepancies and issues reported during testing cycle.
Provided technical support for users experiencing problems with application performance or functionality.
Designed test plans, scenarios, scripts, and procedures.
Documented test procedures to produce replicability and compliance with standards.
Reviewed software documentation to confirm technical accuracy, compliance, and completeness.
Identified, analyzed and documented problems with program function, output, online screen, and content.
Developed and specified standards, methods, and procedures to determine product quality and release readiness.
Coordinated user and third-party testing.
Collaborated with field staff and customers to evaluate and diagnose problems and recommended possible solutions.
Conducted historical analyses of review results.
EDUCATION
June 1997
Lanphier High School, Springfield
Business
Lincoln Land Community College, Springfield
CERTIFICATIONS
Account Technican II
Certification
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