Versatile Financial/Administrative Professional with 27+ Years

Sedra Fredrick **** S. Jamaica St., Englewood, CO 80112, #720-***-****

********@*****.***

Qualifications Statement:

Highly motivated and well organized professional that is operationally compliant, with knowledge of the financial industry. Over 27 years of managerial experience and a finance background with proven success in collections and client retention within the corporation. Energetic approach to learning and interactions that are necessary and needed to be successful in my roles or to help me advance to the next level. Whether contract or permanent placement I am always looking for advancement and the chance to learn and develop myself.

Competencies:

Strongly proficient in Microsoft Office and Google Suite, with intermediate to advanced skills with Excel. Human resource trained with knowledge of federal and state regulations. Familiar with multi state sales tax. Experience with QuickBooks, ADP, Oracle, NETSuite, Sage, Workday and other software. Knowledge of GAAP. Proficient in Accounts Receivable and Accounts Payable. Long history of financial background and implementations.

Career Profile:

Financial Contract Positions; August 2022 - Present Dano’s Do Right Services, LLC, Financial Administrative Analyst; December 2021 to Present

• Small business start up

• Licensing of company

• Bookkeeping

• Hiring and payroll, HR duties

• Budgeting, purchasing – all cash handling

• Contract negotiation

• Hands on painting staining cleaning demolition

ML Distribution, Credit Analyst, Denver, CO; March 2021 to January 2022

• Managed a portfolio of 100+ clients, within 6 subsidiaries

• Reviewed & finalized contracts & purchase orders on behalf of the company

• Processed invoices and payments for clients within and outside of my portfolio

• Completed Journal Entries throughout the month for month end reconciliation we

• Handled the collections for all companies clients and vendors

• Responsible for balancing and data analysis needed on clients accounts

• Analyzed account history and relationships for new equipment credit approval

• Implemented a new 3rd party software to help and streamline the collection process and ensured proper usage between the ML companies and the vendors

• Handled the team mailbox and incoming phone calls Appliance Factory, Accounts Receivable Collections Supervisor, Thornton, CO; August 2019 to March 2021

• Daily reconciliation of accounts in the Fine Lines division

• Daily deposits for the company and balancing of customer accounts

• Invoicing and draws for contracting companies

• Collections and small claims for the company, including the Midwest

• Research and transferring of money and outstanding transactions

• Corrected tax errors for all store locations throughout the company Dana F. Cole & Company, LLP, Staff Accountant/ Administrative Assistant, Grand Island, NE; Sept 2017 to August 2019

• Handles payroll, weekly, monthly, quarterly and annually for approximately 35 clients

• Consistently maintains accounting and bookkeeping records for around 20 clients

• Assists 4 CPA's with scheduling and preparation of tax returns

• Completes accountant payables and receivables for multiple companies and clients

• Processes and files tax returns and depreciation schedules Stravolo Wealth Management, Executive Administrative Assistant, Spartanburg, SC; Nov 2016 to Sept 2017

• Maintains calendars and scheduling for all the financial advisors.

• Screen calls, takes messages, and responds to all email inquiries and requests from clients

• Schedules and coordinates in office meetings and training.

• Supports records management and retention schedules

• Opens and transact on all new accounts for clients and scans paperwork for principal review KeyBank, NA, Client Service Mgr. / Personal Banker/ Branch Mgr., Denver, CO; Jan 2012 to Nov 2015

• Oversees and reviews all operational and Branch audits

• Reviews and submits daily, monthly, and quarterly branch reports

• Helps with research and investigations of branch differences and losses

• Assists in daily balancing of branch cash and General Ledgers

• Consistent focus on client service and new client acquisition

• Manages the staff to highest standards and expectations to be #1

• Actively opens new accounts and loans for current and perspective clients Public Service Credit Union, Branch Supervisor, Thornton, CO; Feb 2010 to Jan 2012

• Responsible for the branch operations and daily procedures of the teller line

• Ensured scheduling was complete and the branch was running efficiently

• Promoted excellent member service to members

• Regularly developed new relationships suiting all member needs

• Provided feedback to staff to help in job development and promotion

• Acted as active Branch Manager when manager was out Wells Fargo Bank, NA, Service Manager II, Denver Metro Area; Nov 2004 to Feb 2010

• Managed a staff of 10-20 direct reports at multiple locations in the Metro area

• Developed annual goals based on branch specific anticipated losses

• Researched and helped in recovering losses prior to effecting branch staff and numbers

• Partnered with HR to individually and panel interview new candidates of the institution

• Consistently received incentives for outstanding sales goals and numbers

• Administer all escalated service requests internally and externally Recognition:

Signature Circle 2012 & 2013

Referral Committee Member 2012 & 2013 Quarterly Recognition 2004 through 2012 Ranked #4 in the country for sales numbers 2012

Ranked #6 for sales as a Personal Banker 2013

Ranked in the 2nd Quartile for sales production 2014 Education & Certifications:

Grand Island High School, Grand Island, NE 2001.

Ashford University, B.A. Finance - Online Forbes Business Accredited Program / In process (to be determined)

QuickBooks certification 2022

Volunteer Work:

Appliance Factory, Thornton, CO – started an in-house recycling program for the corporate offices to expand to all locations

Ronald McDonald House Aurora, CO

Warren Village Denver, CO

YWCA. Boulder, CO.

Community Works, Upstate Carolinas

References upon request.

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