Sheryl (Sherry) Tapia

Sheryl (Sherry) Tapia Email and Phone Number

Assistant/Beacon Advisor Group (an LPL Financial Advisor)
Sheryl (Sherry) Tapia's Location
St Peters, Missouri, United States, United States
About Sheryl (Sherry) Tapia

Dedicated to utilizing strategic financial analysis expertise in order to make direct contributions towards the advancement of company mission each and every day. Proven ability to maintain effective and efficient data while serving as a strong relationship builder and gatekeeper. Highly accomplished in proactively resolving complex problems, and meeting all quality, service, and productivity goals.

Sheryl (Sherry) Tapia's Current Company Details

Assistant/Beacon Advisor Group (an LPL Financial Advisor)
Sheryl (Sherry) Tapia Work Experience Details
  • Refinitiv
    Cash Applications Analyst
    Refinitiv Nov 2018 - Jun 2023
    London, England, Gb
  • Refinitiv
    Cash Applications Analyst
    Refinitiv Nov 2018 - Jan 2020
    London, England, Gb
    Specialize in guaranteeing efficient methods and driving improvements in order to achieve all critical objectives. Expert understanding of billing to cash processes. Enable smooth audits and keep all stakeholders fully informed. Administer in-depth process reviews by conducting thorough research and focusing upon resolving queries. Execute precise daily reporting, including skill-based routing and load-leveling workflow approaches. Identify root causes of faults and failures in order to successfully resolve inefficiencies and strengthen critical processes.
  • Thomson Reuters
    Credit Control Manager
    Thomson Reuters Jul 2017 - Oct 2018
    Toronto, On, Ca
    Analyzed A/R data for trends, pinpointed root causes, and eradicated barriers to increased performance. Partnered with stakeholders to fuel improvements and increase senior manager impact. Utilized communications and problem solving skills in order to continuously streamline customer service and boost satisfaction ratings. Guaranteed compliance with all laws, rules, regulations, and guidelines relevant to business operations. Conducted beneficial, informative review meetings with stakeholders. Led interviews for new team hires.
  • Thomson Reuters
    Manager Order Management
    Thomson Reuters May 2014 - Jul 2017
    Toronto, On, Ca
    Recruited, developed, and managed a team that remained dedicated to reaching all goals set before them. Enforced policies and procedures on a daily basis. Conducted monthly debt review meetings that fueled visibility and swift problem resolution.
  • Thomson Reuters
    Order Management Specialist
    Thomson Reuters Sep 2005 - May 2014
    Toronto, On, Ca
    Oversaw the entire ordering process including all associated teams, issues, communications, data, goals, and targets. Excelled at diffusing escalations in order to ensure customer experience success. Fully supported the billing team. Maximized the management of customer master data, group email account, and overall ordering processes.

Frequently Asked Questions about Sheryl (Sherry) Tapia

What is Sheryl (Sherry) Tapia's role at the current company?

Sheryl (Sherry) Tapia's current role is Assistant/Beacon Advisor Group (an LPL Financial Advisor).

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