Summary
Overview
Work History
Education
Skills
Timeline
Training and Techinical Skills
Generic

Ayanna Thomas

White Plains

Summary

Accomplished Financial Technician with over 15 years of experience in customer service and the financial industry. Highly skilled in managing complex financial reconciliations within ERP systems, analyzing processes for improvement, and promoting best practices in financial regulatory compliance. Possesses detailed knowledge of government financial management, accounting practices, and procurement processes.

Overview

12
12
years of professional experience

Work History

Financial Technician

Department of The Navy
03.2024 - Current

Naval Intelligence Activity

Financial Management & comptroller (FMC)

  • Monitor travel costs for the purpose of comparing plans to actual expenditures, determining status of commitments and obligations and correcting discrepancies.
  • Reconcile RPMS, SNAPSHOT, SABRS, BIRT, and ERP comparing them all to make sure there are no discrepancies.
  • Prepared and organized documents and financial records to deliver successful audits.
  • Established standardized costing model for future financial projections and analyzed fixed and variable overhead costs.
  • Assisted with travel related inquires for PCS orders, the Government travel card and the Defense Travel System.
  • Perform daily research and analyze JTR ensuring compliance to policy for all travel voucher/liquidations processed.
  • Perform as LDTA to travelers creating new accounts, assisting travel requests and answering questions within two days of inquiry. Process command check in/out's and verify personal data. Maintain and assign permission levels.
  • Create/update lines of accounting and budget labels for specific agency's within three days of request. Create Organizations, reimbursable or direct cite funding lines.
  • Reconcile system access rights and troubleshoot/resolve travel issues to avoid delay in authorization/voucher process.
  • Routinely coordinate with co-workers on problem areas, to increase knowledge and build team recommendations for well-informed leadership decisions.
  • Assist with maintaining Government Travel Card cardholder database and file audit documents in individual files within five days for each cardholder
  • Assist with monitoring card delinquencies to ensure that falls below Department of Defense and Navy established threshold of 1% delinquent at 60 days.

Client Experience Specialist

The Motley Fool LLC
06.2021 - 03.2024

40 Hours Per Week

  • Provide personalized and comprehensive service to high-net-worth clients, ensuring their financial goals are understood and met effectively.
  • Collaborate with financial advisors and portfolio managers to devise customized investment strategies tailored to each client's risk tolerance and objectives.
  • Assisted sales team during pre-project phase with preparation and execution of bid research.
  • Proactively identify opportunities for portfolio optimization and asset allocation adjustments.
  • Champion client onboarding initiatives, streamlining processes, and enhancing overall client experience.
  • Trained over 5 internal teams, such as sales and customer support, on product features, updates, and best practices.
  • Assist in planning and execution of product launches, including coordinating cross-functional teams, setting timelines, and ensuring all necessary resources are available for successful launch.
  • Organize and conduct user testing sessions to gather feedback and insights to improve product's usability and user experience.

Member Service Representative/ Team Lead

Navy Federal Credit Union
10.2016 - 06.2021

40 Hours Per Week

  • Originated and processed mortgage loans, guiding members through the loan application process and ensuring compliance with lending regulations.
  • Analyzed applicants' financial situations to determine loan eligibility and recommend suitable mortgage products.
  • Resolved member concerns and complaints, ensuring a positive and professional service experience. Consistently achieved and exceeded monthly sales targets, earning recognition as a top-performing loan officer.
  • Proactively uncovers possible member needs to enhance overall experience and promote achievement of long and short-term financial goals.
  • Handled complaints with prompt, courteous service to uphold professional reputation.
  • Offers expertise to business continuity planners to guide, support and lead strategy development ultimately, improving processes for daily operations.

Team Lead/Assistant Administrative Secretary

Tanger Outlets Mall Office
11.2013 - 10.2017

40 Hours Per Week

  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Responsible for accounts payable, and accounts receivable processing.
  • Performed accounts receivable duties, including invoicing, researching charge backs, and discrepancies.
  • Assist with tenant meeting for over 70 managers of outlet suites. Recommended products to customers, thoroughly explaining details.
  • Work closely with other teams, such as sales, marketing, and product development, to share customer insights and improve overall customer experience.
  • Gather and analyze customer feedback to identify trends and areas for improvement. Use this information to enhance the overall.
  • Act as point of escalation for complex or challenging customer issues that require additional support or resolution.
  • Guided new hires through orientation and onboarding and explained documents requirements.
  • Identify training and development needs within teams and work with management to implement appropriate training programs.

Education

Associate of Arts - Criminal Justice

College of Southern Maryland
La Plata, MD

High School Diploma -

Oxon Hill High School
Oxon Hill
05.2013

Skills

  • ERP system proficiency
  • TS/SCI Security Clearance
  • Travel knowledge regular travel and PCS travel
  • Expert financial management & analyst
  • Financial reporting & Data process auditing
  • Ability to maintain confidential information
  • Resource budgeting

Timeline

Financial Technician

Department of The Navy
03.2024 - Current

Client Experience Specialist

The Motley Fool LLC
06.2021 - 03.2024

Member Service Representative/ Team Lead

Navy Federal Credit Union
10.2016 - 06.2021

Team Lead/Assistant Administrative Secretary

Tanger Outlets Mall Office
11.2013 - 10.2017

High School Diploma -

Oxon Hill High School

Associate of Arts - Criminal Justice

College of Southern Maryland

Training and Techinical Skills

  • Operating Systems: Microsoft Windows , Flank Speed, Teams
  • Software: Microsoft Applications (Word, Excel, PowerPoint, Access, Project, SharePoint)
  • DoD System Proficiencies: Defense Travel System (DTS), SLDCADA, DCPDS, Citibank Management System and the Navy ERP Financial system
  • Training: Defense Travel System (DTS), Financial Management Certification, Level 1, ERP, & Government Travel Charge Card Regulations.
Ayanna Thomas