I have over two years of experience as a Finance Operations Specialist, supporting clients with day-to-day financial operations. My responsibilities include managing accounts receivable and payable, creating and sending customer invoices, and preparing, processing, and paying vendor bills. I also assist with account reconciliations, review financial reports for accuracy, and help maintain organized and up-to-date financial records.
Every January, I support clients with tax-related filing tasks through -----------, ensuring required documents and payments are processed accurately within the platform. While I am not a licensed tax professional, I am familiar with the ----------- tax filing workflow and compliance-related processes handled within the system.
Prior to transitioning into finance operations, I gained one year of experience in customer service and sales, where I assisted customers with product inquiries, resolved concerns through troubleshooting, and identified opportunities for upselling and cross-selling. This background strengthened my communication, problem-solving, and client-management skills, which I now apply in my finance operations role when working closely with clients and internal teams.
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