Finance Assistant

Posted on: 2008-01-15

WENDY CASE 52357-1 Huron Court (254) 833-4568 Fort Hood, Texas 76544 [email protected] SKILLS SUMMARY  General Accounting/Bookkeeping  Payroll/Cash Handling  Budgeting/Auditing/Reconciliation  Research/Analysis/Verification  Customer Service/Public Relations  Computer Proficiency/Data Entry  Positive Attitude/High Energy \"People\" Person  Industrious and Motivated with Initiative  Attentive to Detail/Articulate  Highly Effective Communicator  Well-Organized/Innovative/Analytical  Multi-Tasker/Efficient Time Manager  Work Well with Diverse Work Force  Ability to \"Fill In\" Where Needed  Meet Deadlines/Remain Calm Under Stress  Decisive and Results-Oriented Dependable...Goal-Oriented...Focused...Flexible...Resourceful...Ability to Work Unsupervised Professional, Mature Demeanor...Dedicated...Perseverant...Self-Directed...Multi-Tasking...Hard-Working  Highly dependable and reliable individual with two years of work experience with increasing responsibility while simultaneously pursuing a bachelor\'s degree in accounting.  Excellent customer service skills/working with the public; cheerful, outgoing, professional personality.  Versatile, cross-functional performer with success in administrative and financial management.  Experience working in fast-paced work environments; productive work habits; strong work ethic.  Ability to learn new tasks quickly and adapt to continually changing requirements.  Demonstrated ability to efficiently manage time, prioritize, and organize to maximum potential as evidenced by maintaining simultaneous full-time employment, being a full-time student, and wife/mother.  Computer Proficiency: Windows XP, Excel, Access, Word, PowerPoint EDUCATION BS in Accounting [GPA:3.32], Kaplan University - Expected December 2008  Courses in: Accounting I and II Intermediate Accounting Statistics Quantitative Methods Finance Business Law Human Resources Management Microeconomics  Work 40 hours weekly while attending college full-time -- self-funding education 100%. AAS in Business Administration/Management [GPA:3.72-Magna Cum Laude], Kaplan University - 2007  Member Alpha Beta Kappa National Honor Society - 2006 to Current Six Sigma Foundations, Certificate of Completion - 2006 Education/Training has provided a solid foundation in the following: General Accounting/Bookkeeping  Ensuring general ledger and subsidiary ledgers balance.  Entering journal voucher adjustment entries to bring ledgers in balance.  Performing daily, monthly, quarterly, annual, and specially required accounting cycles.  Servicing accounts receivables and accounts payable ensuring accurate and timely processing.  Properly balancing vouchers against verifying documents; posting data to general ledger accounts.  Preparing annual pre-closing and post-closing trial balance; analyzing and verifying year-end reports.  Servicing a variety of financial and general ledger accounts to include current and accrued income, liabilities, and expenses; central cost ledgers; and expense accounts.  Possess a thorough working knowledge of the relationship of the accounts affected and determining the nature of errors to make adjustments to a variety of inter-related accounts. Budgeting  Preparing quarterly budgets (computerized spreadsheet/Excel) to reflect actual and historical data.  Updating estimated and actual budgetary dollar amounts for monthly and quarterly reports.  Preparing a monthly narrative comparing actual dollars versus budget estimates. WENDY CASE Page Two Payroll/Cash Handling  Maintaining and inputting payroll records for 6 persons; recording annual leave, sick leave, overtime, holiday leave, administrative leave, and compensation time.  Calculating/compiling civilian manpower reports based on work output and employee hours worked. Research/Analysis  Analyzing and classifying accounting documents entering the system by appropriate type action code.  Analyzing/reconciling monthly reports for accuracy of statistical data; verifying abnormal balances.  Researching numerous listings and financial queries to identify errors. Entering adjustments. Reconciliation  Reconciling cash collections and disbursements; researching discrepancies; making adjustments.  Reconciling and adjusting obligations to disbursements verifying accuracy regarding dollar amount. AREAS OF EXPERIENCE Financial Management:  Maintaining accountability of large sums of cash daily; preparing cash reports.  Reconciling sales to funds collected; investigating and resolving discrepancies.  Analyzing financial statements; investigating and initiating corrective action. Administration:  Compiling and maintaining business transactions and office activity records.  Maintaining and updating month-to-date and year-to-date statistics.  Developing, maintaining, and updating alpha and numeric filing systems.  Maintaining and meeting suspense dates on all internal and external actions. Public Relations:  Interacting effectively and courteously with customers and staff.  Resolving customer issues using tact and sound judgment.  Communicating effectively face-to-face and using the telephone. Office Management:  Ensuring documentation is generated in compliance with state/federal laws.  Updating and maintaining integrated, multi-functional databases. PROFESSIONAL EXPERIENCE Ashley Furniture Homestore, Killeen, Texas, 2/07 to Present Finance Assistant/Loan Processing  Work closely with sales staff and customers to facilitate \"closing the sale\" in the this facility with $11 million in annual sales.  Receive and process 20+ loan applications daily (by phone, internet and in person). Conduct loan processing procedures to include:  Verifying borrower\'s address and employment  Reading, analyzing, and interpreting borrower\'s credit report  Calculating income/expense ratios and budgets  Recommending loan approval/disapproval  Consulting with customers to explain credit terms and obligations  Liaison with CitiFinancial, MAC, MCS, Wells Fargo, and American General to secure customer lines of credit, update customer data, and start/stop/change allotments.  Complete all required documentation and finalize customer loans; bill and post payments.  Calculate, collate, generate, and print monthly reports of business activity.  Cross-trained to order furniture per customer purchase and in receiving merchandise. Motorola, Newington, Virginia, 9/06 to 12/06 Service Coordinator  Provided administrative support for equipment maintenance and repair. Advantage Cable Services, Woodbridge, Virginia, 5/05 to 4/06 Administrative/Human Resource Assistant  Prepared and maintained times cards for six employees; conducted background and sex offender checks.  Distributed new hire packets and dispatched employees to work sites using Genie dispatch system.