Joyce Johnson
Lakefield
Summary
Dynamic Financial Analyst with extensive experience at Lake Michigan Credit Union, excelling in financial management and operational reporting. Proven track record in enhancing data integrity and supporting strategic initiatives. Skilled in Microsoft Excel and adept at training staff, fostering collaboration, and driving results in fast-paced environments.
Overview
6
6
years of professional experience
Work History
Financial Analyst
Lake Michigan Credit Union
06.2011 - 01.2014
- Assisted the Finance department with a variety of periodic reports and analyses.
- Supported LMCU's lines of businesses by providing on-going financial and operational reporting and analysis,as well as ad hoc reporting and analysis.
- Participated in special projects with Finance and/or LMCU's lines of business.
- Assisted with internally driven campaigns intended to increase debit card usage, Courtesy Pay activation and the usage of various LMCU products and services.
- Supervised the Courtesy Pay program on a daily basis by managing limits and responding to internal and member inquiries.
- Continuously gathered, monitored and refined relevant Courtesy Pay data to maintain data integrity and improve.
- Worked closely with the VP of Finance in rolling out a new program for our overdraft protection services.
Accounting Specialist
Lake Michigan Credit Union
06.2009 - 05.2011
- Worked closely with the VP of Accounting to reconcile mortgage accounts and transactions.
- Trained new accounting staff.
- Created manuals for internal processes and procedures.
- Assisted branch staff with balancing and posting issues.
- Processed wire transfers for credit union members.
- Processed ACH transactions.
Bank Teller
Lake Michigan Credit Union
06.2008 - 05.2009
- Processed customer deposits and withdrawals accurately, enhancing overall customer satisfaction.
- Maintained organized cash drawers, ensuring easy access to funds and efficient transaction processing.
- Conducted thorough account verifications to prevent fraud and protect customer assets.
- Facilitated account openings and closures, guiding clients through necessary documentation.
- Processed disputes, stop payments, card services requests, check orders and loan payments efficiently.
- Performed end of day vault reconciliation.
Education
Bachelor of Science -
Philippine School of Business Administration
Quezon City, Philippines04-1999
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
Languages
English
Native or Bilingual
Timeline
Financial Analyst
Lake Michigan Credit Union
06.2011 - 01.2014
Accounting Specialist
Lake Michigan Credit Union
06.2009 - 05.2011
Bank Teller
Lake Michigan Credit Union
06.2008 - 05.2009
Bachelor of Science -
Philippine School of Business Administration