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Work Background
PEOPLEASETreasury Customer Relations Manager
Feb. 2022Charleston, South Carolina, United States☑ Oversee cash liquidity management by collecting funds from large clients, maintaining financial stability and optimizing cash flow
☑ Resolve client escalations swiftly and amicably through proactive client-facing interactions, enhancing client satisfaction and retention
☑ Prepare and manage annual and special bank-related reporting and requests, including TRP documentation and initial bank setup, ensuring compliance and accuracy
☑ Configure and optimize back office systems to streamline treasury operations, increasing efficiency and reducing processing time
☑ Develop and implement credit policies and procedures to mitigate risk and improve collections efficiency
☑ Lead training sessions for team members on best practices in credit and collections, fostering a high-performance culture
☑ Analyze financial data to identify trends and areas for improvement, providing strategic recommendations to senior management
TriNetCash Management Specialist
Aug. 2018 - Jan. 2022☑ Managed overall client financial health and setup, ensuring successful payroll submission and accurate payroll tax reconciliation
☑ Handled remittance of funds and direct deposit payments via ACH and RFW transmission, ensuring timely and accurate transactions
☑ Conducted UAT testing for new financial systems and processes, identifying issues and ensuring smooth implementation
☑ Developed and maintained banking setup and client account maintenance, optimizing financial operations and client satisfaction
☑ Analyzed cash flow and liquidity to support effective financial decision-making and strategic planning
☑ Collaborated with cross-functional teams to resolve payment discrepancies and improve cash management processes
☑ Provided detailed financial reports to senior management, offering insights and recommendations for process improvements
☑ Trained and supported clients on cash management tools and processes, enhancing their financial operations and compliance
3MSales Analyst, HCB Unit
Jul. 2017 - Jun. 2018Maplewood, MN☑ Managed end-to-end processing of high-volume monthly client claims, including chargebacks, error resolution, ERP updates, credit adjustments, and resubmissions
☑ Conducted UAT testing for new system implementations, ensuring seamless integration and minimal disruption to operations
☑ Analyzed claim data to identify patterns and root causes of recurring issues, implementing corrective actions to reduce errors
☑ Collaborated with sales and finance teams to ensure accurate and timely processing of client claims and adjustments
☑ Developed and maintained detailed reports on claim activities, providing insights and recommendations for process improvements
☑ Streamlined claim handling procedures to enhance efficiency and reduce processing time
☑ Resolved complex client issues related to claims, maintaining strong client relationships and satisfaction
☑ Supported the implementation of new ERP features and updates, providing feedback and ensuring alignment with business needs
Combined InsuranceInsurance Agent
Apr. 2017 - Sep. 2017Greater Minneapolis-St. Paul Area
ECMCTreasury Accountant
Jan. 2017 - Mar. 2017Minneapolis☑ Managed end-to-end processing of high-volume client loan payments, including receipts, transfers, reconciliation, and claims
☑ Conducted quarterly tax filings, ensuring compliance with regulatory requirements and accuracy
☑ Utilized SQL for financial data analysis and reporting, enhancing decision-making and operational efficiency
☑ Reconciled complex financial transactions, maintaining precise and up-to-date financial records
☑ Collaborated with internal teams to resolve discrepancies and improve treasury processes
Syngenta SeedsInvoicing Specialist
Apr. 2016 - Nov. 2016Minnetonka MNMonitor and process all invoice documents for non-commercial Seed Divisions.
Syngenta SeedsCustomer Account Specialist
Sep. 2012 - Mar. 2016Territory Central and Western Nebraska, Eastern Colorado and Western Kansas. Responsible for fully supporting Sales Reps and their Retail Seed business during crop season and beyond. During this 3.5 year tenure I successfully strenghtened and help build customer relationships which resulted in higher sales and profitability for the divisions I supported.
Syngenta SeedsData Analyst / Technical Support Specialist
Jul. 2012 - Sep. 2012Hopkins, MN
Ajilon Finance SolutionsAP Accountant
Jun. 2011 - Jan. 2012Eagan, MNWorked for Barbri @ Thomson Reuters. Barbri was divested from The TR portolio. I was hired to fulfill their AP Accounting needs for 15 nationwide Barbri locations during the transition of Barbri's new Corporate office in Dallas TX
Come On Home Realty; Zip Realty; WebDigsRealtor
Jan. 2005 - Jan. 2011Greater Minneapolis-St. Paul AreaAwesome Realtor for over five years who genuinely cared and listened to my clients.
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