As Sr Advisor at Concentric with a strong background in financial advising and data analytics. Expert in streamlining invoicing processes, enhancing efficiency, and ensuring compliance. Recognized for analytical thinking and problem-solving skills, successfully improving payment processing accuracy and reducing costs. Proven ability to generate insightful reports and deliver impactful presentations.
Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
· Processing invoices: Ensuring Timely and accurate processing of invoices related to mortgage payments, services, or associate expenses.
· Verification: Verifying invoices against contracts, purchase orders, or service agreements to ensure accuracy and compliance.
· Payment's processing: initiating payments for approves invoices and maintaining records of payments made
· Reporting: Generating reports on invoice status, outstanding payments and related financial metrics as required.
Process improvements: identifying opportunities to streamline processes, improve efficiency and reduce costs in the invoicing function.
Analytical thinking
Time management
Loans
Financial advising
Data analytics
Banking