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Accounting and Finance/ Customer Service

Location:
Atlanta, GA
Posted:
January 13, 2010

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Resume:

Willie Mae Sheffield

**** ********* ******* *** *********, GA 30294 Home 404-***-****

Cell 770-***-****

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

PROFESSIONAL PROFILE

• Over 10 years of professional experience in providing customer service in the public, employees and corporate clients in the banking industry

• Results oriented professional with progressive accomplishments in financial operations.

• Disciplined self-starter exhibiting high ethics, dedication, competency and confidence, underscored by a personal commitment to understanding professional performance.

• Ability to multi-task with attention to detail.

• Ability to work independently and under pressure to meet targeted deadlines.

• Strong verbal and written communication skills as well as listening skills.

• Strong decision making skill.

AREAS OF EXPERTISE

Accounting Policies and Procedures Excel

Accounts Payable Microsoft Office XP Professional Credit Cards

Accounts Receivable General Ledger (G/L) Query

Budgets Quick Books Accounting Software

Payroll Customer Service

Sales & Use Tax Quick books payroll

Financial Reporting/Analysis PeopleSoft Software

PROFESSIONAL BACKGROUND

Provide management and planning for assigned financial and operational activities for various organizations.

Activities include: assessing of financial and operational requirements; developing strategies for improvement and monitoring implementation processed to ensure compliance with identified objectives and tax planning..

• Implement the technical set-up of corporate payroll input/output records.

• Implement accounting software conversion.

• Evaluate various company processes, procedures, and software and implemented modifications to increase productivity and efficiency.

• Account reconcilement knowledge and experience-GL, chart of accounts company/cost center hierarchy.

PROFESSIONAL EXPERIENCE

AA-Accounting and Tax Service, Inc 2008 - Present

• Prepare payroll checks (including earning statements, direct deposits, cash, time sheets reporting earning taxes, and deductions Journals General Ledger.

• Prepare tax preparations & filing for both personal and business clients.

• Reconcile bank statements

• Facilitate a positive banking relationship

Bank of America

Customer Service Representative and Implementation Analyst 2001 – 2008

• Reconcile general ledger accounts, monitor exceptions, balance financial spreadsheets and report findings to management on daily basis

• Tracking and reporting of reconciliation delays, missing issues and errors

• Identified, resolved and/or responded to corporate client inquires (via phone and email )

• Participate in meeting with clients on-site and off-site or via conference calls

• Established and maintain relationship with peers, employees, internal partners and corporate clients

• Implement the technical set-up of Corporate payroll input/output records

• Assist in designing, documenting, implementing and monitoring of new products/service

• Assist management with escalations both internal and external customers

Bank of America

Loan Administration Service Representative 1996-2001

• Primary contact regarding the set-up and maintenance of Commercial Real Estates

• Ability to read and interpret the terms on Loan Notes/Modifications/Renewals and Extensions

• Book new loans, process interest/principle/interest payments throughout the life of the loan

• Evaluate incoming request and make sound operating decision

• Bank contact to lenders who purchased Participants and Syndicate loans

Education

• Glynn Academy High School - Brunswick, GA – Diploma

• Atlanta Area Technical, Atlanta GA – Basic Accounting

• Ongoing formal and in-house training on accounting-specific applications, finance compliance, computer hardware and software



Contact this candidate