James Whitney Email & Phone Number

Washington, United States

Gainesville, Florida, United States

• Managed Accounts Payable: Account Reconciliations, Prepaid Expense tracking, Asset Amortization/Depreciation.• Conducted monthly Gain/Loss assessment for $800,000+ ETF portfolio holdings.• Facilitated AR Data & Workflow Consolidation project between Finance Department and UF Externship cohort. • Successfully processed data backlog of 63 accounts(2,500+ AP transactions) in 4 weeks for year-end reconciliation.

Gainesville, Florida, United States

• Utilized cloud-based as well as industry-specific ERP software to manage service center’s Accounts Payable.• Implemented Labor Task Allocation Project. o Collected data on hundreds of competed jobs from employees in our Vehicle Restoration Department and conducted analysis for compensation adjustments based on performance metrics.• Analyzed documents and accounts for discrepancies, managed $50,000+ in monthly account relationships with 7 core Vendors.

• Coordinated with management for ATMs, debit card machine inventory verification, and other administrative tasks. • Identified cross-selling opportunities for products and services matching member needs. o Referred member accounts meeting financial asset threshold to our Investment Services Department. o Sourced $480,000 in prospect-held discretionary funds for our Investment Services Team.• Performed maintenance of member accounts and conducted retroactive account analysis to resolve member inquires.