This document is a resume for Athilia Chau Banh. It lists her contact information, skills including accounting practices and software, and experience. Her current role is a Client Service Representative at State Street Corporation where she provides oversight of offshore teams, ensures trades settle accurately, and responds to client inquiries. She previously held roles as an Accounts Receivable Analyst and intern where she performed accounting tasks like invoice processing and assisted with tax preparation trainings.
1. Athilia Chau Banh
172 Sammett Street, Malden, MA 02148
Phone: (617) 642-6426 Email: athilia.banh@gmail.com
Skills and Qualifications
Excellent written and verbal communication, collaboration and customer service skills
Comprehensive knowledge on various accounting practices, procedures,financial balance
Profound knowledge of Microsoft Office Suite and Global Plus Accounting Platform
Ability to establish and retain effective working relationships with other colleagues and to communicate clearly
and effectively
Ability to multi-task effectively and to work well under pressure, fast-paced and deadline driven work
environment
Detail oriented, analytical and organizational skill
Successfully completed 2013 IRS's VITA/TCE intermediate course and obtained Intermediate Certification
Fluent in English, Vietnamese and Cantonese
Experience
State Street Corporation, Quincy, MA Apr 2013-Present
Client Service Representative, Associate II (Apr 2014-Present)
Provide oversight to offshore team for Cash Operations to ensure cash movements are processed accurately
Perform daily cash General Ledger to ensure the accuracy in balance of incoming and outgoing cash in accounts
Respond promptly to inquiries from operational and shared service teams
Accurately oversee clients’ trading activities to ensure trades settle as scheduled
Ensure all daily inquiries from client are properly researched and resolved in a timely manner
Administrate account openings, billing set up, market updates, security registration and system access
Effectively support client with any issues in online applications set up, training, resolving data integrity issues and
assisting with new product roll-outs
Analyze and collect data to produce client - customized reporting
Accounts Receivable Analyst (Apr 2013-Mar 2014)
Carefully processed and posted transactions accordingly to clients’ requests
Processed and analyzed the daily outgoing and incoming wires for the client
Analyzed and maintained daily and weekly generalledger and ensured all the information was accurately updated
Projected and analyzed accounts receivable data to prepare reports for management and to provide client
necessary support for upcoming events
Prepared monthly and quarterly invoices and sent to end clients
Processed checks from end client and updated payments in general ledger
Gathered information and wrote procedures of monthly reports and tasks to assist management during offshore
transition
Prepared cross training agendas and provided daily training to the offshore team
Boston EITC, Boston, MA Jan 2013 - Mar 2013
Internship as Manager Assistant
Provided assistance in managing budget grants and invoicing
Drafted annual contracts with partners
Communicated tax law updates from tax websites
Assisted Operation Manager with VITA trainings
Assisted Site Coordinators throughout tax season with any questions regard to taxation
Education
Bachelor of Science in Business Administration in Accounting
University of Massachusetts Boston,Boston, MA