Rachel Lopez Email & Phone Number
Who is Rachel Lopez? Overview
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Rachel Lopez is listed as Negotiator at Beyond Finance, based in Winterville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Rachel Lopez.
Rachel Lopez previously worked as Digital Customer Success at Beyond Finance and Customer Sucess- Retention at Beyond Finance. Rachel Lopez holds Bachelor'S Degree, Financial Planning And Services from Southern New Hampshire University.
Email format at Beyond Finance
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About Rachel Lopez
I am a dedicated professional with extensive experience in customer success, data entry, and data analysis. With a strong background in CRM systems and data management, I excel at organizing, analyzing, and presenting data in a clear and actionable format. I thrive in customer-centric environments, always striving to improve service and enhance the customer experience.
Rachel Lopez's current company
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Rachel Lopez work experience
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Digital Customer Success
Customer Sucess- Retention
Sales Support Specialist
Collections Specialist
Appointment Setter
Accounting Specialist
• Proficient in managing both accounts payable and accounts receivable processes.• Accurately calculate financial amounts for various transactions and investments while maintaining meticulous records.• Conduct thorough audits to ensure accuracy and compliance, adhering to established industry standards and regulations.• Generate comprehensive reports summarizing auditing and bookkeeping activities to provide insights and recommendations for the business.• Consistently update commercial collections and ensure timely payments to minimize financial risks and maximize cash flow.• Prepared and filed business taxes for 1099 vendors and 1120 for LLC, demonstrating expertise in tax regulations and compliance requirements.• Conduct bank reconciliations to ensure the accuracy of financial statements and minimize errors.
Accounting Bookkeeper
• Spearheaded collections strategy, facilitating timely and efficient recovery of balances through direct payments and installment plans.• Communicated complex financial information to clients in a clear and concise manner, ensuring their understanding and satisfaction.• Maintained the accuracy of general ledger, ensuring compliance with accounting principles and standards.• Proficiently recorded, stored, and analyzed information using advanced accounting software, enhancing data accuracy and efficiency.• Compiled comprehensive budgets based on estimated revenue, expense, and historical budget information, utilizing forecasting and analysis skills to optimize financial outcomes.• Efficiently prepared bank deposits, verified receipts, and sent payments to banks, meticulously tracking transactions to maintain accurate financial records.• Kept financial records current by regularly posting transactions and ensuring completeness and accuracy, minimizing errors and discrepancies.• Conducted thorough audits to verify the correctness of records, minimizing financial risks and enhancing compliance.• Proactively minimized aging accounts by monitoring open balances and pursuing timely payments, maximizing cash flow and minimizing financial risks.• Successfully met tax obligations through timely filings and payments, ensuring compliance with regulatory requirements and minimizing financial penalties.• Revamped inventory management with targeted purchasing strategies, reducing costs and optimizing inventory levels.• Improved budgeting processes by collecting, compiling, and forecasting data, enhancing accuracy and efficiency in financial planning.• Expertly classified, recorded, and summarized data using journals, ledgers, or computers, ensuring data accuracy and completeness.• Balanced and reconciled discrepancies in financial records, ensuring data accuracy and compliance with accounting principles and standards.
Front Desk Office Manager
• Utilized advanced Microsoft Office skills to proficiently draft documents, presentations, and office correspondence, ensuring clarity and professionalism in all communications.• Eliminated resource waste by implementing monitoring systems and improving controls, enhancing operational efficiency and reducing costs.• Prepared comprehensive executive reports using operational, output, and revenue data, providing key insights and recommendations to support strategic decision-making.• Maintained up-to-date paperwork in compliance with internal standards and legal requirements, ensuring accuracy and completeness of records.• Minimized information leaks by implementing access controls to sensitive systems, reducing the risk of data breaches and ensuring data privacy.• Controlled labor costs by using demand-based workflows, optimizing resource allocation and reducing expenses.• Oversee employee recruitment, training, and onboarding processes, ensuring the selection of high-quality candidates and providing comprehensive training and mentoring to maximize performance.• Adapted to changing market conditions by tracking industry changes and revising strategies accordingly, optimizing operations and revenue.• Maximized employee performance by providing hands-on training and close mentoring, motivating and developing talent.• Investigated customer complaints, identified process faults, and implemented corrective actions to improve customer satisfaction.• Managed daily workloads by organizing schedules and delegating tasks, optimizing productivity and ensuring efficiency.• Stayed informed of industry patterns and trends to inform hiring and training decisions, ensuring the organization remained competitive.• Improved productivity through the review and modification of operations and workflows, optimizing processes and reducing waste.• Successfully hired qualified employees using targeted recruitment strategies to reach the best candidates.
Colleagues at Beyond Finance
Other employees you can reach at beyondfinance.com. View company contacts →
Shawn Grimme
Colleague at Beyond FinanceMiamisburg, Ohio, United States
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Zoe Ward
Colleague at Beyond FinanceHouston, Texas, United States
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Tyre Edwards
Colleague at Beyond FinanceHouston, Texas, United States
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LP
Luis Perez
Colleague at Beyond FinanceHouston, Texas, United States
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EJ
Erika Jones
Colleague at Beyond FinanceHouston, Texas, United States
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ZH
Zachary Hurst
Colleague at Beyond FinancePlano, Texas, United States
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NJ
Nancy Jones
Colleague at Beyond FinanceBeverly, Massachusetts, United States
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AD
Annette De La O
Colleague at Beyond FinanceEl Paso, Texas, United States
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KC
Kelli Crawford
Colleague at Beyond FinanceAlexandria, Virginia, United States
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ZK
Zachary Kaplan
Colleague at Beyond FinanceDouglasville, Georgia, United States
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Rachel Lopez education
Bachelor'S Degree, Financial Planning And Services
Associate Degree, Accounting And Finance
Frequently asked questions about Rachel Lopez
Quick answers generated from the profile data available on this page.
What company does Rachel Lopez work for?
Rachel Lopez works for Beyond Finance.
What is Rachel Lopez's role at Beyond Finance?
Rachel Lopez is listed as Negotiator at Beyond Finance.
Where is Rachel Lopez based?
Rachel Lopez is based in Winterville, North Carolina, United States while working with Beyond Finance.
What companies has Rachel Lopez worked for?
Rachel Lopez has worked for Beyond Finance, Openstax, Rice University, Cardworks, Deedshare, and Hometeam Properties.
Who are Rachel Lopez's colleagues at Beyond Finance?
Rachel Lopez's colleagues at Beyond Finance include Shawn Grimme, Zoe Ward, Tyre Edwards, Luis Perez, and Erika Jones.
How can I contact Rachel Lopez?
You can use AeroLeads to view verified contact signals for Rachel Lopez at Beyond Finance, including work email, phone, and LinkedIn data when available.
What schools did Rachel Lopez attend?
Rachel Lopez holds Bachelor'S Degree, Financial Planning And Services from Southern New Hampshire University.
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