Detail-oriented finance and operations professional with 5+ years of experience in financialauditing, account reconciliation, data management, reporting, and business operations. Bachelor ofScience in Business Administra…
Detail-oriented finance and operations professional with 5+ years of experience in financialauditing, account reconciliation, data management, reporting, and business operations. Bachelor ofScience in Business Administration major in Financial Management, also with bookkeeping trainingusing QuickBooks Online and Xero. Experienced in reviewing financial records, validatingtransactions, maintaining documentation accuracy, preparing reports, and working withincompliance-driven processes. Seeking a growth-oriented company where I can contribute myskills and knowledge while continuing to build hands-on experience.
<p>Conducted comprehensive financial audits, account reconciliations, and month-end reporting, ensuring 100% data integrity and strict adherence to internal control and regulatory standards.<br>
Managed end-to-end insurance claim processing and underwriting reviews in full compliance with U.S. regulations, including complex workers' compensation audits and payment validations.<br>
Served as a primary liaison resolving complex client inquiries regarding claims and underwriting; collaborated with Finance, Operations, and Underwriting teams to drive swift resolution.<br>
Monitored operational queues and tracked key performance metrics to consistently meet and exceed client Service Level Agreements (SLAs).<br>
Maintained meticulous digital records—including quotes, settlement agreements, and claim statuses—using enterprise database systems to streamline audit readiness.</p>
<p>Generated and maintained detailed repair orders, cost estimates, and service records, ensuring strict data accuracy, documentation integrity, and seamless billing.<br>
Monitored service queues and coordinated directly with technical teams to optimize turnaround times, streamline workflow efficiency, and meet operational SLAs.<br>
Analyzed customer vehicle histories and service records to identify upsell opportunities, consistently promoting tailored maintenance packages that contributed to revenue growth.<br>
Tracked repair statuses and delivered data-backed updates to clients; analyzed feedback to resolve complex inquiries and maintain high customer satisfaction (CSAT) ratings.</p>
<p>Leveraged sales data and customer interaction insights to develop targeted outreach strategies, consistently meeting and exceeding key performance indicators (KPIs) and sales targets.<br>
Evaluated customer profiles, preferences, and market trends to deliver tailored product presentations, driving high conversions and achieving top customer satisfaction (CSAT) ratings.<br>
Assisted sales and service leadership with invoice generation, contract processing, and financial documentation, ensuring 100% data accuracy and record compliance.<br>
Maintained accurate database records for sales pipelines, customer interactions, and invoicing to ensure streamlined operational handoffs between sales and service departments.</p>
<p>Executed high-volume financial transactions, returns, and promotional adjustments with a focus on data precision, consistently maintaining a balanced register and zero-reconciliation-error rate.<br>
Operated digital POS database systems to process purchases, log customer transactions, and update inventory records accurately during peak seasonal volumes.<br>
Analyzed transactional discrepancies and customer inquiries on-the-spot, applying problem-solving skills to resolve complaints promptly and streamline checkout queue flow.<br>
Adhered strictly to company auditing guidelines, payment security standards, and daily financial closing procedures to support audit readiness.</p>
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