• Prospect and generate new business relationships with both clients and vendors• Enhance client and industry relationships, generate sales opportunities and tailor superior solutions for our client• Establish credibility so as to be viewed as a trusted business partner within client organizations and industry networks• Daily business to business prospecting for new accounts via phone and email• Maintained database of hundreds of clients with SalesForce

• Performed the required KYC screenings on customers documenting the information obtained on the clients as required by global KYC procedures.• Conducted enhanced due diligence on high-risk customers to identify potential legal, regulatory or reputational risk. Ensured that completed KYC Profiles are accurate and portray an accurate and detailed description of Bank customer• Provided guidance to the client onboarding teams and/or the business on anti-money laundering related matters.• Communicate effectively and efficiently with relevant internal and external parties to obtain KYC documents.• Perform further investigation on identified suspicious client and client’s transactions and report to KYC/AML compliance officer.

Functioned as a key member of Instructure’s accounting team. Hired mainly for cash reconciliations but role quickly evolved into handling many GL accounts included Prepaids, Sales Tax and Depreciation. Headed monthly cash meetings with Controller, VP of Accounting and CFO. • Managed all incoming and outgoing cash for company. Provided Accounting Executives with monthly cash reports. • Cleaned up General Ledger by consolidating unused GL accounts appropriating balances to correct accounts. • Key contributor to annual budget process, working with department heads to review historical activities, trends, and future obligations.• Perform comprehensive variance analysis and determine root-cause for significant variance. Strong Excel skills, creating reports and analyzing data by using Excel based formulas (VLOOKUP, MATCH, SUMIF, COUNTIF).• Reconciled cash accounts, handled prepaid monthly entries, ran monthly depreciation asset manager. • Worked closely with AP and AR teams making processes more efficient. Reviewed AP and AR teams journal entries at month end. Made adjusting journal entries when necessary.

Maintain full charge of all accounting functions for ClickBank including, Accounts Payable, Accounts Receivable, General Ledger, Financial Reporting, and Bank Reconciliations. Worked closely with the Controller and CFO to review costs, reconcile variances and identify areas for productivity and cost improvement.• Key contributor to annual budget process, working with department heads to review historical activities, trends, and future obligations.• Perform comprehensive variance analysis and determine root-cause for significant variance. Strong Excel skills, creating reports and analyzing data by using Excel based formulas (VLOOKUP, MATCH, SUMIF, COUNTIF)• Managed month-end closing cycle. Organized processes and procedures to support 50% reduction in month end close from 10 days to 5 days.• Reconciliation of key accounts monthly. Fundamental knowledge of Microsoft Dynamics (GP). Created monthly adjusting and posted directly to the General Ledger. • Oversee Accounts Payable operating and approval process and produced over 3,000 checks a month.• Worked closely with auditors to provide detailed documentation of journal entries and balance sheet schedules.• Provided company with analytical review of sales trends.• Experienced with creating and submitting 1099s. Created new processes in validating client’s TIN within ClickBank.• Managed mutli-currency bank accounts, including initiating currency conversion and month-end sweep of funds. • Monthly analytical review of Financial Reports (Balance Sheet, Income Statement, Cash Flows).

 Provide outsourced accounting solutions to nationwide non-profit organizations. Work specifically with Boy Scouts of America (BSA) council’s. Lead contact with Executive Directors of 3 BSA councils. Responsible for accuracy of financial statements, including monthly reconciliations of key accounts (A/R, A/P, Cash).  Manage weekly Accounts Payable runs, process semi-monthly Payroll, post month-end adjusting journal entries, and close month-end books

•Taking inbound calls from customers•Assessing customer needs and providing exceptional service•In-depth understanding of H.P. products, services and organizational procedures•Handled difficult customer situations effectively

Originated refinance loans through Internet leadsPre-approved clients and stacked own filesExtensive knowledge on guidelines in FHA, VA and Conventional LoansExperience with pulling and reading credit reports