Neda E. Email & Phone Number

- Lead the accounting team in overseeing all aspects of financial operations, including general ledger management, accounts receivable and payable, payroll, and financial reporting, ensuring compliance with GAAP. - Direct long-term financial planning and forecasting to enhance organizational strategy, resulting in improved financial performance and resource allocation.- Facilitate financial literacy across all organizational levels by counseling team members on budgets, forecasts, and Group Retro Trust distributions, promoting a culture of transparency and accountability. - Cultivate and maintain strong relationships with lending institutions, auditors, investment bankers, and Board of Directors to ensure effective financial governance and oversight. - Analyze financial performance and generate comprehensive reports for senior leadership, highlighting trends, costs, and compliance with budgets to inform strategic decision-making. - Implement robust risk management practices by optimizing company development initiatives and financial health, ensuring stability and growth. - Oversee external audits and demonstrate strong vendor management skills, successfully managing multiple relationships that impact benefit offerings and overall financial performance. - Promote a culture of ethical leadership, fostering open communication and accountability among teams.- Establish and track KPIs and metrics defined in the company scorecard, driving performance improvements across financial operations.- Embrace and embody our GIFTED values by actively participating in initiatives to enhance Inclusion, Diversity, Equity, Accessibility, and Leadership within the organization.

- Lead customer success teams that consistently exceed goals that place in the top 10% of the company. - Collaborate with senior management, cross-functional teams, and partners on important company projects including Training and Development, Onboarding/Rostering 12,000+ seasonal employees, Case studies, Manager Communications, and Product Management. - Develop and create training content for 6 training teams ranging from manager training to expert training as well as manage and present live training sessions. - Work closely with product and developer teams to help streamline processes, improve efficiency, and build and analyze data using software including Tableau and Salesforce.- Lead multiple workstreams including retention projects, round-table discussions, and devised initiatives that successfully helped retain top talent.

- Built automations and configured tools including Salesforce Service Cloud, Knowledge Base, Community Help Site, Chat, Reports, Dashboards, and Bot for our support and onboarding teams. - Negotiated deals and contracts by influence through persuasion and consensus building that resulted in an impactful decrease of expenses and fostered collaboration within teams and across the customer lifecycle.- Worked regularly with leadership on executive level responsibilities including board meeting items, financial reporting, forecasting, projects, and budgeting estimates. - Proven track record of driving client satisfaction, retention, and growth. - Collaborated with cross-functional teams to streamline the onboarding process and increase efficiency. - Led internal and global international customer success teams that regularly surpassed customer onboarding and customer support goals. - Collaborated closely with cross functional teams including sales, marketing, product to enhance the entire customer journey and implemented effective strategies to enhance the customer and worker experience. - Developed team and companywide training initiatives, created training content and customer success material, flowcharts, help articles, customer communications, email templates, and handbooks.

- Was responsible for customer success and building and continuously expanding the company nationwide.- Work with numerous small businesses throughout the United States. - Led, managed, and coached remote teams including accountants, bookkeepers, marketing and sales personnel, trainers, recruiters, and administrative staff. - Developed metrics, proactively tracked KPI’s, and regularly achieved and exceeded NPS goals. - Successfully expanded and improved customer retention from 70% to over 90%. - Collaborated with partners and led multiple projects and campaigns. - Completed services including project management, remote transition of clients, CFO services, accounting, budgeting, bookkeeping, tax preparation, marketing, financial planning, and financial statement preparation.

Redford, Mi

Was responsible for the overall operation of the company. Responsibilities included customer success, project management, group management and development, CFO services, internal audits, accounting, bookkeeping, tax preparation, budget preparation/management, and financial report preparation and analysis. - Serviced companies in various industries while successfully managing vital projects that improved quality, cut costs, and increased profits steadily year after year. - Evaluated, analyzed, built, and transformed businesses and placed them on the road to success by implementing effective customer success strategies, reviewing financials, and implementing policies and procedures that helped keep employees and customers engaged. - Managed accounting services which include coordination of monthly closing, financial statement preparation and reporting, payroll processing and payroll tax filings, and completed individual and business tax returns.

Dearborn, Mi

- Managed the entire finance staff including accounting, payroll, and the administrative support unit. - Coordinated and directed the day-to-day activities of the Finance department which included centralized accounting, budget, payroll, purchasing, treasury, and administrative activities of the city. - Supervised a professional staff to produce a Comprehensive Annual Financial Report in accordance with professional pronouncements, federal, state, and local laws. - Was responsible for the research, modification, and implementation of accounting practices and procedures. - Assisted other departments in a variety of financial matters including budget issues, account balance concerns, account classification, personnel requisition preparation, and vendor payments. - Was responsible for budget forecasting, preparation, analysis, monitoring, and administration. - Led and managed multiple projects and consultants simultaneously including contracting and negotiating. - Was responsible for making sure the appropriate internal controls and review processes are in place.

Dearborn, Mi

- Was responsible for conducting audits and completing audit reports- Wrote manuals for the branch and trained team on banking policies and procedures - Conducted research, compiled data, and prepared reports for corporate security and operations department- Analyzed data in order to prepare reports and other confidential documents- Pay close attention to detail and submitted Suspicious Activity Reports if needed- Maintained, verified, and updated customer records- Handled multiple tasks in a fast-paced, high-volume, cash-handling environment- Awards acquired for delivering outstanding customer service, having exceptional cash balancing records, and detecting fraud