Nelson Romano
14076 S Widmer St, Olathe,KS
Summary
Talented Financial Account Representative with significant background in Finance and Customer Service over 4-year career. Decisive leader with exceptional analytic and communication skills. Proactively identifies credit risks and advises C-Suite management of corrective action.
Overview
4
4
years of professional experience
Work History
Financial Account Representative
RTS Financial
01.2022 - Current
- Advised C-Suite management of potential credit risk with prospective business partners.
- Leading representative by volume managing book of clients at $180M/year.
- Audited client invoices to verify accuracy, identify fraud, and ensure cashflow efficiency.
- Fraud Prevention Bonus recipient 4/22.
- Collected on client accounts to minimize aging and increase profit margin on factored funds.
- Prevented potential risk and/or loss by monitoring open balances, reserve escrow, and monthly sales.
Processing Specialist
Empower Retirement
05.2020 - 01.2022
- Advised clients on federal IRS regulations, and classification programs, including 401(k), 403(b), and IRA.
- Managed a book of $150M total assets, processed payroll reports, and resolved compensation discrepancies.
- Generated compensation reports using SQL to research client inquiries.
- Answered customers' financial questions completely and accurately to cultivate trusting and loyal relationships with clients.
- Utilized Salesforce to monitor lifecycle of correction requests.
Finance Intern
Ultimate Software Group Inc.
Weston, FL
2019.06 - 2020.05
- Managed daily incoming wire transfers and direct deposits of $1,000,000+.
- Obtained experience with Salesforce, Epicor, Concur, Smart Client, and UltiPro.
- Implemented a more efficient method of remotely processing expense reports.
- Internship offer extended remotely for 10 months.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Leveraged computerized accounting software to create and maintain accurate customer account records.
- Investigated daily variances and corrected errors to resolve discrepancies.
Education
Bachelor of Science - Finance
12.2020
Associate of Arts - Liberal Arts And Sciences
08.2018
Skills
- 3 Years in Financial Operations
- 2 Years in a C-Suite Advisory Role
- Data Analysis
- Credit Analysis
- Power BI
- Salesforce
- Invoice Auditing
- Microsoft Excel
Timeline
Financial Account Representative - RTS Financial
01.2022 - Current
Processing Specialist - Empower Retirement
05.2020 - 01.2022
Finance Intern - Ultimate Software Group Inc.
2019.06 - 2020.05
University of Kansas - Bachelor of Science, Finance
Johnson County Community College - Associate of Arts, Liberal Arts And Sciences
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