Financial Operations & Service Delivery Specialist
Resume:
Samantha Lloyd
Corona,
************@*****.***
EXPERIENCE
Service Integrator Aug 2024 — Nov 2025
Anderson Howard Electric, Inc - Irvine, CA
Developed and maintained relationships with customers, vendors, and suppliers. Managed service staff to ensure customer satisfaction and compliance with company policies. Developed strategies for improving customer experience through enhanced product features or improved processes. Implemented quality assurance protocols to ensure timely completion of projects according to customer specifications. Reviewed customer billing statements for accuracy prior to release. Created detailed reports on service activities for senior management review. Created employee work schedules to keep shifts properly staffed. Oversaw daily operations of the service department, including scheduling and workflow management. Project Cost Administrator / Project Coordinator Aug 2023 — Jul 2024 Convergint - Rancho Cucamonga, CA
Performed month-end closing tasks such as reconciling subledger accounts. Prepared monthly financial reports for management review and analysis. Reviewed customer accounts regularly to identify discrepancies in billing or payment history. Developed strong relationships with customers to ensure timely payment of outstanding balances. Verified vendor invoices against purchase orders prior to processing payments. Analyzed variances between projected and actual spending, identifying opportunities for improvement in processes or procedures.
Lead Fire Area Cash Specialist May 2017 — Jun 2023 Johnson Controls Fire Protection - Cypress, CA
Researched discrepancies between reported figures and actual amounts received or disbursed. Created journal entries to record various cash activities into the accounting system. Developed procedures to minimize bad debt losses. Managed customer invoices, payments and collections in accordance with corporate policies. Maintained accurate cash flow records by posting daily transactions. Provided support for external auditors during annual audits by providing requested.documents. Completed all requested project releases upon invoicing and confirmation of payments received. SUMMARY
Dynamic and results-driven
professional with extensive
experience in project coordination,
cost administration, and service
integration. Eager to leverage my
expertise in managing complex
projects and optimizing financial
performance to contribute to your
team's success. My passion for
delivering exceptional results and
fostering collaboration aligns
perfectly with your organization's
goals. I am excited about the
opportunity to bring my skills and
dedication to your esteemed team.
SKILLS
Customer relationship management
Quality assurance
Financial reporting
Project management
Data analysis
Billing accuracy
Organizational skills
Team collaboration
Cultural awareness
Analytical thinking
Project Coordinator / Construction Project Manager Feb 2012 — May 2017 SimplexGrinnell - Santa Fe Springs, CA
Managed a portfolio of $15 million dollars. Provided communication channels between various teams involved in the execution of complex projects. Developed and implemented project plans, established timelines, tracked progress and ensured deadlines were met. Provided direction, guidance, and support to team members throughout the duration of projects. Analyzed data related to projects in order to identify areas for improvement or optimization opportunities. Drafted presentations outlining the current state of specific projects for review by senior managers. Performed regular reviews of project documentation and communicated results with relevant personnel. Monitored performance metrics such as cost, timeline, quality control and customer satisfaction levels.
EDUCATION
Citrus College 1983 — 1987
Azusa Associate of Arts in Physical Education in Physical Education Citrus College 1983 — 1987
Azusa Associates of Arts in Accounting in Accounting Specialist Problem resolution
Workflow management
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