Katrina Gatson Email & Phone Number

Sacramento, California, United States

• Prepares billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
• Processes bill reminders and consulted with third-party collection agency to resolve past-due customer accounts.
• Applies proper codes to invoices, files and receipts to keep records organized and easily searchable.
• Leverages computerized accounting software to create and maintain accurate customer account records.
• Reports financial data and updated financial records in ledgers and journals.
• Creates own spreadsheets for analysis and tracking of customer information and financial reporting.

El Dorado County, California, United States

• Assists with monthly budgeting and financial analysis
• Educates clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
• Improves financial status by analyzing results, monitoring variances and recommending actions to management staff
• Presents results of financial analysis to clients verbally and in written form* Develop and install procedures and practices to ensure success of business owners* Manage, train, and consult with professionals to grow.

Encino, CA

• Put together realistic budgets based upon costs and fees for successfully operating business.
• Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals
• Maintained daily, monthly and quarterly records of costs and revenue
• Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports
• Capitalized on social media platforms to increase market awareness
• Maintained updated knowledge of regulatory changes to adjust business operations accordingly

Kalamazoo, Michigan, United States

• Trainer/ Sales Representative/Financial Analyst PNC Bank, Kalamazoo, MI
• Communicated client satisfaction trends and product usage to marketing, sales and product development groups.
• Informed customers of sales and promotions to build customer base, boost traffic and increase customer loyalty.
• Handled customer inquiries and high volume calls to solve billing and ordering problems, independently resolving 70% of issues.
• Achieved 90% average customer satisfaction rating to date, surpassing team goal by 15%.
• Collected information about company objectives and employee deficiencies in order to assess training needs.