- Tasked with the full time responsibilities of an interim Finance Account Manager which included financial outreach to 40+ individuals daily, overseeing a specific region of 9 states to ensure correct financial reporting and account balance management, and communicating detailed financial breakdowns for customers.- Helped lead a daily finance reporting project that refined and consolidated over $2,000,000 of payment data weekly for accounting purposes.- Participated and aided in financial outreach that led to the recovery of over $1,000,000 in receivables- Provided customer service support on phone queues to answer family, au pair, and local childcare consultant questions and concerns- Analyzed and ensured that over 2,000+ Department of State regulated items were completed and submitted in a timely and efficient manner.- Participated and supported a product wide business transformation that introduced entirely new systems and apps to both Cultural Care customers and staff.

Ran extensive error data reports on Salesforce to fix transaction mistakes on financial recordsProvided timely and efficient assistance with organizing wide breadths of spreadsheet data

Correct transaction and opportunity errors within CRM management systemsCreate detailed donor briefsConducted extensive research on financial portfolios to report errors and streamline data processes

Increased role responsibility while maintaining high quality research and buildingConducted experience meetings in order to better understand the different departments within the company and gain insightful adviceProvided valuable feedback on back-end product functions and how to improve themBuilt and researched over 500 vendors in multiple spaces to provide the best resources to clients

Conducted outbound calls to vendors regarding the Wellist directory and potential partnershipUnderstood market demand in order to do extensive research on viable vendorsBuilt out an entire directory for an employer client

Worked with software such as Salesforce, Excel, Mailchimp, and Form assembly to process and analyze dataInteracted with members and provided help with queriesCreated and ran reports on Salesforce to organize and analyze data groupsSent out Household Account Statements with detailed financial notes to over 1,000 households