Alissa Robbins Email & Phone Number

Frederick, Md, Us

• Monthly intercompany expense allocations• Review and reconciliation of bank statements, credit card transactions, and budget versus actuals using Excel, Google Sheets, and QuickBooks Desktop• Financial Statement preparation for three separate entities and restricted grants• Invoice entry and approvals using bill.com and Expensify• Recruiting, training, and managing finance associates• 1099 and audit preparations

Manchester, Connecticut

• Reconciliation of financed accounts using Excel and SAP GUI• Analyzation of customer account variances, refunds, and balances• Month end reporting and reconciliation• Investigation of potential fraudulent orders using Kount, LexisNexis, White Pages• Bad debt analyzation and prevention

Rocky Hill, Connecticut

• Accounts Payable and Accounts Receivable• Preparation of fixed asset schedules and financial statement review• Data entry for individual income, business income, and property tax returns

Bristol, Connecticut

• Multi-line sales for clients including property, umbrella, and fire policies• Sale and process of applications for bank loans, credit cards, and deposit accounts • Onboard and coach new staff for successful sales and client retention