Salter_Resume 2015
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Martha Salter has over 5 years of experience in contract processing and accounting. She currently works as a Senior Contract Processing Specialist at Blackbaud, a $600 million software company, where she controls billing processes, trains employees, and ensured accurate revenue recognition. Previously, she worked as an accounting intern where she prepared tax returns and provided financial advising. She has a Bachelor's degree in Accounting from College of Charleston and is a CPA candidate.
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Lokesh D has over 9 years of experience in the banking industry and 5 years of experience as an Assistant Manager. He currently works for Concentrix Daksh Pvt Ltd in Bangalore, assisting a top UK bank. His responsibilities include ensuring metrics and SLAs are met, managing resources, training team members, and acting as a liaison between the client and various internal departments. He has expertise in areas like hiring, employee engagement, and process optimization. Previously he worked for 1 year as an executive for an audit firm and 1 year as an associate cashier for Metro Cash & Carry. He holds a B.Com degree from Bangalore University and various technical and soft skills certificates.
CV_maribhee.s.monzon
Maribhee S. Monzon is seeking a position in business administration and management accounting, specifically audit functions. She has over 10 years of experience in finance, accounting, auditing, and cash applications. Her most recent role was as an Accounting Lead at Accenture, where she managed teams and ensured compliance with accounting policies and procedures. She is proficient in SAP and Microsoft Office applications.
Career Group Finance Job Family Accountin.docx
Career Group:
Finance
Job Family:
Accounting
Job Stream: Role:
Technical
Revised Date:
November 2011
JOB PROFILE
JOB STORE # 335
TITLE: FINANCIAL ANALYST CLASSIFICATION:
POSITION #: 47525
SUPERVISOR’S TITLE: MANAGER, BANKING & CLIENT SERVICES
MINISTRY: FINANCE
DIVISION: PROVINCIAL TREASURY
BRANCH: BANKING & CASH MANAGEMENT
PROGRAM
The Banking & Cash Management Branch (BCM) enables government to collect and disburse funds through
financial transactions.
Under the authority of the Financial Administration Act (FAA) and government core policy and procedures,
BCM is responsible for the banking infrastructure and services that enable government to complete financial
transactions with citizens, customers, vendors and employees and ensures the effective management of
government funds related to these transactions.
BCM accomplishes its mandate by:
• procuring and implementing banking services;
• managing banking relationships, financial transactions and banking infrastructure (e.g. bank accounts);
• developing new revenue collection and payment solutions, and onboarding ministry client stakeholders;
• providing expert financial and banking advice to assist ministry stakeholders in the development of
their respective revenue collection and payment processes;
• operating several interdependent and interrelated systems that deliver core financial operations
relating to payments and revenue collection as part of the government’s corporate financial system;
• maintaining the security and compliance standards for financial transactions; and
• effectively managing the cash and investments of the Consolidated Revenue Fund, and forecasting the
daily balance of cash created and required by receipts and disbursements.
JOB OVERVIEW
The position is one of three Financial Analyst positions responsible for the management and daily
operation of corporate banking and payment services (Internet payment, Point of Sale machine, Online
banking, Pre-authorized Debit, Electronic Fund Transfer, Cheques) in use by all government business
programs. This includes ensuring all the payment services are available and uninterrupted, banking
transactions are processed by business critical systems accurately and revenues are recorded into CAS. All
Career Group:
Finance
Job Family:
Accounting
Job Stream: Role:
Technical
Revised Date:
November 2011
financial analysts are responsible to ensure the CRF accounts in all Financial Institutions are balance.
One of the primary functions of this position is to manage the Central Deposit Program which currently has
$1.2B in deposit from the SUCH sector. The incumbent works in highly challenging environment
coordinating amongst the Financial Institutions, Ministries and SUCH sector’s CFOs and financial staff.
ACCOUNTABILITIES
• Accountable for the uninterrupted operations, accuracy and integrity of the business .
JeffResume-cost analyst update
Jeffrey Herrick has over 15 years of professional experience in accounting, finance, and database administration. He has held various roles at companies providing community services, digital marketing, water treatment, fuel and convenience stores, engineering services, and aerospace/defense. Herrick has an MBA from Butler University and a Bachelors in Accounting from Indiana University. He maintains certifications in Six Sigma, CPA, Microsoft Office, and database administration.
Delivering Exceptional Student Service
Educational institutions are being challenged to become more flexible, responsive, efficient, and focused on serving students' needs. Join us to learn how Wayne State University developed a Student Service Center where phone calls, emails, and walk-in visits from prospective and current students are aggregated at a central location, enhancing recruitment and retention by providing service that is responsive and accountable. Delivering superior customer service every day also requires strong business processes and continuous improvement practices to be effective. Wayne State will share how they leverage ERP data while listening to students, provide prompt responses and solve problems to improve the student experience.
Who Should Attend:
Student Services
Student Affairs
Academic Affairs
IT
Speakers:
Ann Elinski, Assistant Director of the Student Service Center, Wayne State University
Ann received a Bachelor's Degree in English and Spanish language, and a Master's Degree in Business Administration, from Eastern Michigan University. Elinski has spent the past thirteen years in Higher Education specializing in student service. Ann currently acts as the Salesforce super user for the Division of Enrollment Management.
Nicole Brandenburg, Associate Director of Campaigns for Salesforce CRM, Wayne State University. Nicole previously worked in the undergraduate admissions office at WSU and transitioned to her current role when the university first brought a CRM solution to the campus in 2010. Nicole works closely with the university's Marketing office, Enrollment Management units and various departments to assist in the development of communication plans and implementation.
Adam Lincoln, Lead Systems Integrator, Wayne State University
Adam Lincoln is a developer for central IT at Wayne State University, working primarily on native salesforce.com development and integration with campus systems. He has been writing software for 10 years, ranging from web applications to terminal utilities. Previously, Adam taught physics and astronomy courses and analyzed experimental data.
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Salter_Resume 2015
- 1. Martha Salter (Betsy) 29 Cooper St. Apt C Charleston, SC 29403 • 757.407.9233 • marthasalter@gmail.com Summary of Recent Experience Blackbaud, Inc. (NASDAQ: BLKB) August 2013 – Present Charleston, SC A $ 600 million publicly-traded worldwide company that provides cloud-based and on-premise software solutions and related services for nonprofit organizations Senior Contract Processing Specialist • Promoted to Senior Contract Processing Specialist (September 2014) • Control billing processes within SAP; verify pricing and confirm accurate receivables push to accounting • Train new employees on back office processes and various contract processing systems • Ensure accurate revenue recognition in SAP and work with accounting to resolve revenue discrepancies (in-depth knowledge of contract processing systems critical to proper revenue recognition in applying new ASU 2014-09) • Audit incoming contracts for accuracy and completeness • Interface with Credit and Collections, Sales, Support and other internal departments to maintain correct and cohesive customer database information and assist in resolving discrepancies Salesforce.com Implementation (“Project ONE”) • Acted as Contract processing SME for Blackbaud’s implementation of Salesforce.com • Acted as primary contact between the Project team and Finance Departments • Provided key analysis to the Salesforce.com project team as it relates to processing contracts • Worked with internal auditors to build requirements in order to automate the approval process • Developed training collateral and job aids as part of the change management process for Contracts and Finance • Redesigned back office processes to be automated via Salesforce.com • Gathered use cases and delivered requirements specific to the roll out of the auto-renewal process • Provided training demos for Contracts, Finance, and Sales teams on Salesforce.com and Apttus • Served as lead trainer for Finance departments to certify a smooth transition to the new system • Performed user acceptance testing to ensure Contracts and Finance requirements were met by the project team John Ratliff III, CPA, LLC January 2013 – August 2013 Charleston, SC Accounting Intern • Prepared tax returns for individuals, partnerships, and small businesses • Provided financial advising assistance and general ledger bookkeeping for small businesses • Prepared compilations from general ledgers of small business and partnerships and participated in one-on-one client meetings Other Relevant Experience Delta Gamma Fraternity, Eta Sigma Chapter January 2010 – May 2013 Charleston, SC Charter member Vice President of Finance • Prepared annual budget, determined dues and fees for membership, held members to financial responsibility • Reconciled monthly bank statements, managed the chapter’s bank accounts, prepared monthly reports Education College of Charleston May 2013 Charleston, SC Bachelor of Science – Accounting Skills and Other Qualifications • CPA Candidate • Proficient with various types of software (SAP, Salesforce.com, Apttus, Clarify, SalesLogix, and Microsoft Applications such as Outlook, Excel, Word, and PowerPoint) • Technical writing (delivered 30 page training document for Salesforce.com applications and processes specific to Contracts and related finance departments) • Received accolades and recognition from department heads and managers for my contributions related to the implementation of Salesforce.com and ability to problem solve contract issues that affect other departments • Selected to teach and lead a presentation on new Salesforce software system to various department heads throughout the Company