Customer Service Finance Assistant
Resume:
DOROTHY ABNER
Lexington, KY *****
**************@*******.***
Experienced Finance Assistant with 12+ years of experience in providing financial analysis and support services. Skilled in budgeting, forecasting, and financial reporting. Expertise in QuickBooks, Excel, and other financial software.
Professional Finance Assistant with a comprehensive background in accounting, budgeting, and financial analysis. Highly analytical with excellent problem-solving and communication skills. Detail-oriented Finance Assistant with excellent organizational and time management skills. Proven ability to analyze financial data and generate reports. Experienced in financial software such as QuickBooks and Excel.
Knowledgeable Finance Assistant with a proven track record of success in financial analysis and reporting. Proficient in QuickBooks and Excel. Highly organized and detail-oriented. Work Experience
Team Lead
Advantage Solutions-Lexington, KY
January 2019 to July 2022
assisted customers with sales, plans, and payments Developed and implemented financial policies and procedures Provided comprehensive administrative and financial support to the Finance team in a fast-paced environment
Performed data entry and maintained financial records Assisted with the preparation of budgets
Monitored cash flow and prepared cash flow forecasts Verified accuracy of financial data and documents
Developed financial analysis and reporting tools
Coordinated with vendors and suppliers to ensure timely payments Monitored budgets, tracked expenses, and created financial reports for management Managed financial transactions and tracked expenditures Prepared and processed invoices, purchase orders, and payroll Performed accounts receivable and accounts payable functions Developed and maintained financial databases, spreadsheets, and filing systems Generated financial reports for internal and external stakeholders Business Account Leader
WellCare-Lexington, KY
August 2018 to September 2021
Developed and implemented strategies to increase customer acquisition and retention Analyzed customer feedback to improve customer experience Managed customer inquiries and provided timely and accurate responses Developed and monitored key performance indicators Identified and implemented cost-saving initiatives to reduce operational costs Managed a team of 15 business account representatives Team Lead Manager
Faneuil-Lexington, KY
February 2020 to November 2020
took in-bound calls assisted customers with insurance plans and payments Analyzed customer data to identify customer preferences and improve customer service Formulated performance goals for customer service staff and tracked progress Established customer service metrics and monitored team performance against them Developed customer service training programs to improve customer service skills Resolved customer complaints and inquiries in a professional and efficient manner Improved team performance by providing individualized coaching and development plans Trained and mentored new team members to ensure consistency of customer service standards Owner
Own Business-Hazard, KY
August 2009 to January 2018
Built relationships with key stakeholders, including customers, vendors, investors, and community leaders
Provided leadership and guidance to the organization's executive team and employees, creating a positive company culture and ensuring employees were motivated and productive Evaluated and mitigated organizational risks, including operational, financial, and reputational Oversaw day-to-day operations, including finance, sales, marketing, and customer service Analyzed financial statements and reports to monitor the company's financial performance and identify areas for improvement
Deputy Court Clerk- Administrative of Courts
AOC-Hazard, KY
March 2007 to July 2009
Maintained accurate records of court proceedings and documents in accordance with court policies and procedures
Prepared and distributed court documents, such as summons, complaints, and subpoenas Managed and maintained court files, both electronically and in hard copy Answered phone inquiries and provided general information to the public about court proceedings Assisted judges, attorneys, and other court personnel in the preparation and filing of documents Scheduled court dates, hearings, and other court proceedings Processed and collected payments for fines, court costs, and other fees Prepared court orders and other legal documents for the judge’s signature Collaborated with other court staff to ensure efficient court operations Assisted in the preparation of court dockets and other court documents Coordinated and managed the daily court calendar
Secretary
John Hansan Law Firm-Hazard, KY
May 2006 to May 2007
Education
Bachelor of Business Administration in Business
Strayer University
January 2020
Skills
• Calendar management
• Reporting Project Management
Business Planning Financial Reporting
Accounts Payable Payroll
Credit Analysis Cash Management
Financial Modeling Strategic Planning
Business Development Data Analysis
Financial Analysis Auditing
Loans Administration Bookkeeping
Cash Flow Management
• Forecasting
• Organizational skills
• Customer acquisition
• Leadership
• Accounting
• Payroll
• Sales
• Financial analysis
• Databases
• Accounts payable
• Marketing
• Financial report interpretation
• Budgeting
• Microsoft Excel
• Team management
• Data entry
• QuickBooks
• Time management
• Mentoring
• Communication skills
• Customer service
• Customer retention
• Financial report writing
• Filing
• Accounts receivable
• Account Reconciliation
• Pricing
• SOX
• General Ledger Reconciliation
• Journal Entries
• GAAP
• Office Management
• Google Docs
• Front desk
• Administrative experience
• English
• Hotel experience
Certifications and Licenses
Food Handler Certification
Dorothy Abner
July 2024 to Present
Driver's License
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