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Professional Profile

Experienced in P&A, operations finance, accounting, and financial systems. Adept at analyzing large data sets at a granular level. Able to communicate complex financial concepts to all levels of the organization. Consistently partner with senior management, delivering results in environments where strong analytical skills and accountability are required. Known for contributing solutions with positive long-term strategic impact.

Skills

o Budgeting and Forecasting
   o Profit and Loss Analysis
   o Global Financial Systems
   o Financial Modeling
   o Project Management

o Financial Analysis
  o Management Reporting
  o Ad-Hoc Reporting and Analysis
  o Process Improvement
  o GAAP

o Sales Support and Analytics
 o Quarterly/Year-End Reporting
 o Reconciliations
 o Commercial Credit
 o Banking

Highly proficient in Microsoft Office, Oracle Hyperion (Smart View, Planning, Essbase), SAP

Experience
Due Diligence Analyst 06/2017 to Current WELLS FARGO BANK@ROBERT HALF St Louis Park, MN
  • Perform open source and database research for ethics, litigation, due diligence, background check, and risk assessments
  • Perform database searches of key individual and company names across multiple databases and  analyze results.
  • Conduct due diligence on third party international marketing representatives, distributors, and others
  • Produce high quality and accurate written work with the ability to understand and summarize large amounts of information from diverse sources
  • Handled all AP, ledger, reconciliation and statement requirements to maintain records accuracy, integrity and compliance.
  • Managed accounting operations, accounting close, account reporting and reconciliations.
  • Performed research and due diligence to resolve issues in a timely manner.
Mortgage Loan Specialist 03/2016 to 06/2017 US BANK@Bartech St. Paul, Minnesota
  • Performed financial analysis of both secondary market loans as well as in-house loans
  • Calculated mortgage investor and portfolio pricing to meet the minimum yield
  • Monitored investor loans to ensure accurate pricing and invoices
  • Audited closing packages for compliance
  • Ensured accuracy of all mortgage documents, invoices, and procedures


Sales Representative 11/2014 to 03/2016 UPS - UNITED PARCEL SERVICES Edina, Minnesota
  • Managed day-to-day store operations, evaluating sales performance to forecast, financial positioning, task prioritization, and team productivity
  • Assessed effectiveness of team leads, providing consistent feedback to promote efficient performance management
  • Led strategic planning sessions, outlining transitional preparation, department valuation, and process expectations
Mail Processing Clerk 05/2014 to 09/2014 UNITED STATE POSTAL SERVICES Jacksonville, Florida
  • Managed customer service and administrative task.
  • Computed all mailing costs.
  • Assisted with filing customer's claims for damages.
Sales Representative 03/2013 to 05/2014 COMCAST Jacksonville, Florida
  • Established new customer's accounts, filled out major expense reports, and updated database with customer and sales information
  • Managed day-to-day store operations, evaluating sales performance to forecast, financial positioning, task prioritization, and team productivity
  • Recorded daily financial reports,  assisted with monthly inventory control, and scheduled daily production activities


Education
MBA: Finance 2020 Saint Mary's University of Minnesota Minneapolis, MN, United States
Bachelor of Science: Finance 2018 University of Minnesota - Crookston Crookston, MN, United States

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Professional Summary

Experienced Mail Processing Clerk with expertise in operating automated mail processing equipment to sort incoming and outgoing mail. Proficient in collating, bundling and transferring mail for delivery. Excited to take next career step as office service associate aiming to help achieve company goals and take on more responsibility as quickly as possible.

Skills
  • Excellent Time Management
  • Fast Learner 
  • Dexterous
  • Lift Heavy Objects
  • Great Customer Service
  • Skilled Problem Solver
Work History
03/2012 to 10/2016
Mail Processing Clerk Transcentra Rochelle Park , NJ
  • Loaded letters onto processing equipment, removed non-processable letters and maintained continuous sorting feed to sort, collate mail, and process transitions for clients such as Wells Fargo, Direct TV, Cellar and Iberdrola.
  • Gathered and verified all required client information for tracking purposes. 
  • Maintained accurate stock records and schedules for UPS and FedEx. 
  • Enforced the on-time shipment of products to create exceptional customer experiences.
10/2016 to 05/2017
Patient Transport Driver Perron Family Chiropractic Center Hackensack , NJ
  • Provided compassionate care and transport for elderly, disabled and temporarily injured individuals. 
  • Completed required documentation and submit same to appropriate parties and maintain confidentiality of patient information. 
  • Operated assigned vehicles safely and in accordance with applicable traffic laws. 
  • Cleaned and fuel assigned vehicle and care for and maintain; within reason, equipment and assigned apparatus, reporting deficiencies to proper personnel. 
05/2017 to 04/2018
Route Driver Fresh Direct Hackensack, NJ
  • Provided efficient and safe deliveries to customers within the NJ Metro area. 
  • Maintained trucks while in use and inspected them and other mechanical tools upon departure and return of long haul drives.
  • Enforced the on-time shipment of products to create exceptional customer experiences.
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
  • Fostered a positive work environment by consistently treating all employees and customers with respect and consideration.
04/2018 to Current
Medical Courier Bio Reference Labs Elmwood Park, NJ
  • Safely transport lab specimens, medical records, hospital supplies, interoffice mail, and related material in a timely manner. 
  • Operated a hand-held scanning device to accurately track items through the transportation cycle. 
  • Conducted pre/post trip vehicle inspections and maintain a clean, neat, and orderly vehicle.
  • Presented a professional image to clients and the public through appearance and interaction. 
Education
2015
Diploma: Electrical and Electronic Systems Technology
Lincoln Technical Institute - Mahwah, NJ
2009
High School Diploma
Fort Lee High School - Fort Lee, NJ
Accomplishments
  • Awarded for on time successful deliveries by upper management in April 2018.

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Objective

Obtain a position in the field of Substance Abuse Treatment that will provide opportunities to develop and utilize my team building and leadership skills. These skills are developed through and based on persistence, positivity, problem solving and conflict resolution arising from my extensive experience in all aspects of Substance Abuse and Mental Health Care.

Skills

Managerial/Leadership 

Organizational 

Budgeting and Financing 

Positive 

Persistent 

Self-motivated 

Conflict resolution 


Strong verbal communication

Data management

Staff development

Employee scheduling

Efficient multi-tasker

Customer service-oriented

Extensive Experience 
Work History
Director Of Operations The First Step Health Foundation Inc - Tamarac, FL 02/2017 - 01/2018
  • Responsible for the supervision, training and monitoring of all staff.    
  • Coordinates with Clinical Director to establish program schedules and activities.
  • Makes decisions about consequences for a non-compliant patient.
  • Assist with patient interventions, as needed and appropriate.
  • Enforce all program rules.
  • Addresses any grievances or complaints from the patients or staff
  • Ensures weekly safety inspections of residence and facility occur.
  • Oversee and supervise BHT Supervisor and Nurse Supervisor for appointments, transportation needs of patients including medical visits and transferring patients between levels of care in a timely manner.
  • Oversee completion of routine maintenance in a timely, efficient manner.
  • Oversee completion of all inspections and safety reports and turn in on schedule.
  • Utilize independent judgement, strong initiative and decision making skills.
  • Responsible for the completion of projects in a timely manner.
  • Oversee the Coordination, planning and the scheduling of staff, events and activities critical to the position.
  • Generate monthly reports as identified.  
  • Makes a responsible effort to adhere to established safety procedures and practices in the work place and complies with information security policies, protocols and procedures.
  • Maintains confidential information in accordance with HIPPA, Information Security Policy, Protocols, Procedures and CFR – 42
  • This position may view, update and release information.  Confidential Information Sets: Social Security Data, Human Resources Data, Employee Records, Administrative and Clinical Information.
  • Oversees Supervisors to ensure staff schedules are best suited for shift coverage with supervisors.
  • Troubleshoot patient needs and delegate tasks appropriately.
  • Report problems, progress or concerns to CEO.
  • Maintain communication with managers regarding patient safety and well-being.
  • Liaison with housekeeping and maintenance staff as it relates to patient safety.
  • Hold mandatory monthly management to discuss any concerns, problems and for training purposes.
  • Seeks corrective criticism and has the ability to evaluate suggestions objectively.
  • Promotes a favorable/positive work atmosphere.
  • Ensures staff is familiar with the P&P Manual, Patient Handbook, Program Schedules, Group Schedules and Electronic Medical Record.
  • Attends in services and educational training as necessary and as assigned.
  • Seeks out learning experiences and incorporates new knowledge into practice.
  • Maintains flexibility and adaptability to expected and unexpected changes in the work environment.
  • Reports personal symptoms of suspected illness of contagious diseases to the Nursing Supervisor.
  • Reports incidents, accidents, and occurrences in accordance with policies and procedures.
  • Maintains safety of the physical environment in tandem with The First Step Health Foundation Inc. Safety Officer.
  • Communicate effectively both orally and in writing.
  • Independently solves problems and follow through.
  • Organize and function independently in an office environment.
  • Perform other tasks and duties as assigned.
  • Coordinate with ADP, Process Payroll, enter new hires into system Oversee and keep ledger for petty cash.
Behavioral Health Tech Supervisor Recovery First (AAC) - Davie, FL 12/2010 - 09/2016
  • Supervise over 30 Behavioral Health Technicians
  • Implemented innovative programs to increase employee loyalty and reduce turnover.
  • Coordinating staff schedules 
  • Lead Monthly Behavioral Health Technician meetings 
  • Determine and Coordinate employee improvement actions 
  • Payroll and Labor control 
  • Client funds and Accounts 
  • Managing Transportation 
  • Worked directly with all department to achieve facility goals
  • Maintain after hours call center operations
  • Tracking facility census 
CEO Bail Bonds - Opa Locka, FL 03/2003 - 10/2010
  • Managing daily operations
  • Solving daily conflict 
  • Processing inmates being released 
  • Keeping records of all clients 
  • Following up with inmates regarding court dates 
  • Purchasing business supplies 
  • Tracking inmates with remaining balance 
Mail Processing Clerk United States Postal Service 08/1994 - 03/2003
  • Operating flat sorting machines
  • Keying mail to the proper mail carrier 
  • Sorting outgoing mail for distribution 
  • Verifying postage 
  • Assisting with customer service 
Staffing Coordinator Supervisor Visiting Nurse Association - Miami, FL 06/1989 - 08/1994
  • Supervised over 10 employees
  • Scheduling Nurses and HHA for client in home visits 
  • Processing Payroll
  • Keeping all files 
  • Ordering office supplies 
  • Trained, coached and mentored staff 
Education
Accounting Beginning Certification : Accounting Nova Community School - Davie, FL 2005
Micro-Business Certification : Micro-Business Assets of Miami - Miami, FL 2004
Limited Surety Agent Certification : Limited Surety Agent Florida School of Bail Bonds - 2002

High School Diploma: American High School - Miami Lakes, FL 1987
Professional Summary

Director of Operations with solid experience managing all levels of large scale projects, including budgeting and administration.

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Summary
Dedicated and focused Purchaser/Mail Room Clerk, who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.
Skills
  • Microsoft Office proficiency
  • Excel spreadsheets
  • Meticulous attention to detail
  • Self-directed
  • Results-oriented
  • Time management
  • Professional and mature
  • Strong problem solver
Experience
Mail Processing Clerk / Purchaser
St.Joseph, MO
SST/ May 2017
■ Track and order company supplies
■ Download and process monthly FedEx report
■ Assist supervisor with helping our team. 
■ Process incoming and outgoing FedEx or UPS shipments 
■ Prepare outgoing statements and letters
■ Process various requests via email 
■ Process incoming and outgoing Postal Service Mail
■ Prepare outgoing statements and letters
■ Prepare and process Return Mail
■ Prepare and process all correspondence on a tracking manifests and distribute accordingly
■ Tracks daily incoming and outgoing numbers for management.
■ Tracks FedEx shipments for billing
■ Tracks Signature Confirmation mail for company audit
■ Notifies couriers of special outgoing shipment
■ Tracks shipments upon request
■ Runs daily reports on the postage meter. Inputs information into tracking file, insuring daily balancing between reports
■ Notifies Purchasing Clerk concerning arrival of office supplies and equipment
■ Tracks any issues with printers and calls for service when needed
Owner And Operator
St.Joseph, MO
Mid West Motors/ Jun 2016 to May 2017
■ Reduced time and costs and increased efficiency by introducing new accounting procedures online.
Renegotiated payment terms with dozens of suppliers.
Calculated figures such as discounts, percentage allocations and credits.
Verified details of transactions, including funds received and total account balances.
■ Placing liens on vehicles
■ Assisting in financing accounts
■ Purchasing vehicles from the auto auction
■ Preparing vehicles to be sold
■ Conduct title work on vehicles
■ Notarize Lien releases
■ Track and Order Supplies
■ Provide monthly reporting for the IRS
■ Collect monthly payments
■ Accounts
Mail Processing Clerk
St.Joseph, MO
SST/ Mar 2003 to Jun 2016
■ Process incoming and outgoing Postal Service Mail
■ Prepare outgoing statements and letters
■ Prepare and process Return Mail
■ Prepare and process all correspondence on a tracking manifests and distribute accordingly
■ Tracks daily incoming and outgoing numbers for management.
■ Tracks FedEx shipments for billing
■ Tracks Signature Confirmation mail for company audit
■ Notifies couriers of special outgoing shipment
■ Tracks shipments upon request
■ Runs daily reports on the postage meter. Inputs information into tracking file, insuring daily balancing between reports
■ Notifies Purchasing Clerk concerning arrival of office supplies and equipment
■ Tracks any issues with printers and calls for service when needed
Education and Training
High School Diploma Elwood High School 2003 Elwood, KS, Doniphan