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An energetic, accomplished, and versatile professional with over 10 years experience in healthcare, corporate and academic settings; expertise in project management, employee and management training, group facilitation, process improvement and management.
Having provided organizations and executives with project leadership, training, and support that are necessary to achieve high levels of performance quality, I have over 10 years of experience exceeding objectives within health care and financial institutions. I offer my services to generate similar results for your organization and introduce you to my professional background and expertise. I am eager to utilize my knowledge to positively impact your operations. As a graduate of the University of North Carolina at Chapel Hill with a degree in Psychology; I have utilized my skills in a Human Resources capacity, however, I have changed my focus to accounting, based on my 4 years of volunteer work as an Accountant for my local church. I am also part-time student at Rowan-Cabarrus Community College majoring in Accounting with a long-term goal of becoming a CPA. I am still open to working in a Human Resources capacity but my ideal position would be in the accounting field, as it would afford me the opportunity to work in a financial capacity, increase my knowledge-base, and put the skills that I’ve learned through volunteering and in the classroom to action in a “real” business setting. I have a high level of knowledge in Microsoft Office and am proficient with many other software packages, as well as have experience compiling financial information and reports on a monthly basis to the Pastor and Board of Trustees, fiscal year closing of boards and auxiliaries, preparing other financial statements, as needed, as well as payroll, accounts payable, and contributions from my volunteering at my church. Confident in my ability to contribute your organization’s success, I have enclosed my resume for your consideration. I welcome the opportunity to meet with you in a more personal setting to discuss specific ways in which I can utilize my skills to enhance your client’s every day operations.
Financial Specialist
About Me
Major Responsibilities
Work Experiences
6/2007 - 12/2007
Hewitt Associates
Contractor / Freelance
- Managed and supervised Recruiting Coordinators for Internal Eligibility and Rehire Verification processes via PeopleSoft. Ran, reviewed, and distributed daily Cognos reports for Internal Eligibility. Served as point-of-contact for client escalations or Siebel tickets. Tracked candidate information and maintained up-to-date candidate status information. Assisted Directors of Human Resources and HR Leaders with all aspects of internal eligibility and rehire verification using Unicru, Deploy, and iTrac Database. Sent correspondence and followed up with information regarding background checks and any other pre-employment screen. Collaborated with Recruiting Manager on process improvement methods as well as quality analyst of the iTrac HRSS Tracking database to guarantee service level agreements exceeded expectations. Provided standard or ad hoc management reporting as requested. Developed, provided, and facilitated training and coaching for new hire associates (both permanent staff and contractors) on the Internal Eligibility process including training in Deploy and Unicru as well as use of the HRSS Tracking Database. Updated training materials and repository desktops, as needed.
11/2005 - 6/2007
Wachovia Corporation
Individual Contributor
- Collaborated with Bankers on all aspects of deal book/memorandum creation; served as the liaison between Administrative, Marketing, Analytical, and Banking Services. Created and/or replicated charts and graphs in Excel or PowerPoint, based on information provided by Banker, in Wachovia approved styles. Performed desktop publishing/graphic design duties including creation of presentations in PowerPoint, pitches, maps, as well as other types of presentation material. Proofread and edited presentations and deals for Mergers and Acquisitions to ensure accuracy and consistency of Confidentiality Agreements and miscellaneous documentation. Conducted research via the internet of Private and Public companies/investors in Capital IQ, Bloomberg, as well as other sites to research other projects. Promoted from Creative Support Specialist to Senior Creative Support Services Specialist.
7/2004 - 4/2005
Morehead Associates
Contractor / Freelance
- Demonstrated an understanding of customers’ tactical goals and effectively participates in the development and implementation of business solutions. Managed project risk through comprehensive mitigation assessment and planning techniques. Actively managed the work efforts of multiple functional resources through the project plan. Established basic scope control procedures and developed documentation, monitors and reports project status; assessed the effectiveness and accuracy of documentation. Initiated and maintained reporting relationships with
project stakeholders including client consultants, external managers, customers, vendors, and other affected internal and external departments to coordinate efforts across multiple business units and ensure continuous efficient management of projects, gathers input and feedback. Analyzed and reported project status and research information, monitors project performance to maintain the quality of services, deliverables, and content; assisted in directing both internal and external resources to achieve business solutions within project guidelines. Responded to operational issues and RFIs within defined areas of responsibility while progressing on project work; collaborated and communicated with other project managers and leaders to coordinate cross project initiatives and activities. Identified and eliminated obstacles to solution plans, business goals, or implementation. Assisted in the development and implementation of contingency plans and project budgets in compliance with the company’s financial practices. Provides change management consulting and assess impacts of project scope and implications throughout project timeline, including development of strategies, readiness assessment, development of training and communications.
9/2002 - 7/2004


