With over 11 years of professional experience in Finance Operations and Accounts Receivable, I help businesses keep their financial processes organized, accurate, and running efficiently.
Throughout my career, I've worked in global shared services supporting clients with accounts receivable, cash application, billing, collections, account reconciliations, financial reporting, dispute resolution, and customer account management. I also served as an Interim Team Lead, leading daily operations for a team of 14 while supporting an additional 7 specialists, where I managed workload distribution, SLA performance, client communication, reporting, and process improvements.
In addition to my accounting background, I've expanded my skills into Virtual Assistant and Operations Support. I have hands-on experience with:
GoHighLevel (Forms, Websites, Funnels, Workflows, Automations, Opportunities)
CRM Management
Lead Generation & Online Research
Data Entry & Database Management
Process Documentation (SOPs & DTPs)
Workflow & Operations Support
Calendar and Appointment Management
Microsoft Excel (Advanced)
SAP ERP
Microsoft Office & Google Workspace
I'm known for being dependable, detail-oriented, organized, and quick to learn new systems. I enjoy improving processes, solving problems, and helping businesses operate more efficiently. Whether it's managing financial records, building CRM workflows, organizing projects, or supporting daily operations, I take pride in delivering accurate, high-quality work with minimal supervision.
I'm currently seeking a long-term remote opportunity where I can contribute my accounting expertise, operations experience, and Virtual Assistant skills while continuing to grow with a great team.
Experience: 5 - 10 years
Advanced Excel Functions: Utilized advanced Excel functions such as VLOOKUP and PivotTables to analyze large datasets and extract meaningful insights for financial reporting and decision-making. Financial Reporting: Prepared comprehensive financial reports, including income statements, balance sheets, and cash flow statements, using Excel templates and customized layouts to communicate financial performance effectively.
Experience: 5 - 10 years
Client Interaction: Interface with clients to present financial performance metrics, answer queries, and address concerns, demonstrating professionalism and confidence in financial discussions (weekly aging call/client visits). Cross-Cultural Communication: Adapt communication styles and approaches when working with diverse teams or international stakeholders, demonstrating cultural sensitivity and inclusivity in financial discussions.
Experience: 5 - 10 years
Financial Reporting and Analysis: Prepared and analyzed monthly financial reports, including income statements, balance sheets, and cash flow statements, ensuring accuracy and timeliness for management review and decision-making. Deadline Adherence: Consistently met reporting deadlines for regulatory filing ,internal financial updates, demonstrating strong time management skills and attention to detail.
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