Katrina H. Email & Phone Number

Omaha, Nebraska, United States

• Maintain a constant line of communication between banks and financial advisors to resolve bookkeeping discrepancies and ensure precise financial reporting for mutual funds with market values ranging from $20M to $100M
• Adhere to a strict schedule with multiple deadlines throughout the day to ensure all financial reports are accurately completed and shared with advisors in a timely manner
• Take initiative within a team of seniors and colleagues to analyze problems and propose solutions to ensure uniform bookkeeping

Gretna, Nebraska, United States

Gretna, Nebraska

• Led initiatives to coordinate product donations and engage with local organizations, demonstrating project management and strategic planning skills
• Analyzed the business plan to ensure daily sales goals were achieved and implemented new strategy throughout our employees to ensure Key Performance Indicators were consistently met
• Coached sales associates to provide superior customer service and share feedback to ensure individual growth -Operate the cash register in a timely manner and capture 80% participation in the rewards program

Omaha, Nebraska, United States

Lincoln, Nebraska, United States

• Perform extensive research for outstanding invoices and purchase orders to compile a year-end closing report
• Compiled accounts payable invoices with purchase orders to book payments on outstanding accounts
• Balanced my time between accountants to aid in performing day-to-day tasks as well as year-end reports