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Finance Professional Seeking Opportunities

About Tristan Finley

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Tristan Finley is a seasoned finance professional with over a decade of experience in the office environment. Possessing a diverse skill set in data entry and administration, Tristan's background in direct customer interaction within sales has equipped him with the ability to foster relationships and ensure satisfaction, driven by his genuine passion for assisting others. Throughout his career, Tristan has learned the importance of executing tasks correctly on the first attempt, identifying ways to streamline processes, and committing wholeheartedly to every project. Additionally, Tristan's certifications and extensive work experience serve as a solid foundation to support and enhance the office's overall efficiency.

Professional Experience

Career Highlights

Office Executive

Doxiedor LLC

In my role, I was responsible for overseeing the review processes, ensuring that all documentation and procedures met the required standards for accuracy and compliance. I managed the processing of invoices, which involved verifying details and ensuring timely payments to vendors. Additionally, I coordinated vendor schedules to optimize workflow and maintain effective communication. My responsibilities also included editing time clock entries and conducting thorough attendance audits to ensure accurate payroll processing. I compiled comprehensive sales reports that provided insights into performance metrics, and I conducted financial audits to assess the integrity of financial records. Furthermore, I organized travel arrangements for team members, managing logistics to ensure smooth operations. I handled payroll functions meticulously, ensuring that all employees were compensated accurately and on time. In addition, I processed card authorization requests, resolving any discrepancies that arose. I also took the initiative to resolve disputes efficiently, maintaining positive relationships with both clients and vendors. Lastly, I distributed weekly newsletters to keep the team informed about important updates and developments within the organization.

Front Desk Executive

Don Small & Son Oil Co. / Sound Pump & Equipment

In my position, I was responsible for a variety of functions that centered around enhancing customer engagement and providing support. This included managing order processing and overseeing stock control to ensure that inventory levels met demand efficiently. Additionally, I handled collections and facilitated Cardlock services, which involved managing contracts and ensuring compliance with service agreements. My role also encompassed sales operations and data management, where I analyzed sales data to optimize performance and drive strategic decisions. Furthermore, I was involved in financial collections, access services, and the management of contracts, ensuring that all financial transactions were processed accurately and that contractual obligations were met in a timely manner.

Office Manager

Auto 206

I was responsible for overseeing inventory processes and systems, ensuring that all operations ran smoothly and efficiently. This included managing substantial transactions that often exceeded $15,000, which required a high level of accuracy and attention to detail. I implemented precise data entry practices to maintain the integrity of our records, which was crucial for effective inventory management. Additionally, I focused on building and nurturing strong relationships with vendors, which not only facilitated better communication but also enhanced our procurement processes. My efforts contributed to increased revenue through capitalized sales, while I also ensured that office operations remained organized and efficient. Furthermore, I handled title and license signing, which was an essential part of the administrative responsibilities associated with my role.

Sales Manager

K & J Management

I provided a wide range of services specifically designed to meet the needs of a diverse and substantial customer base, ensuring that each client received personalized attention and support. I consistently achieved record sales figures on a monthly basis, demonstrating my ability to drive revenue and foster customer loyalty. My responsibilities included the efficient management of deposits and payment processing, which streamlined financial transactions and enhanced overall operational efficiency. Additionally, I oversaw the ordering and inventory control processes, ensuring that stock levels were maintained to meet customer demand without overextending resources. To keep the team aligned and informed, I conducted weekly meetings focused on analyzing product performance, allowing us to make data-driven decisions and adapt strategies as necessary. I also facilitated significant cash transactions, handling large sums with precision and care. Throughout my tenure, I consistently met or exceeded monthly sales targets, reflecting my commitment to excellence and my ability to thrive in a competitive environment.

Education & Certifications

Professional Qualifications

Sales Experience & Customer Relations

Bachelor's Degree in Business & Finance

- Devry University

Bachelor's Degree in Information Technology Database Administration - University Of Phoenix

Advanced Data Entry Certification

Professional Achievements

Recognitions & Awards

Certifications

- Microsoft Database Development & Administration 2019

- Microsoft 365 (MO-100 & MO-300)

- WSIADA Title Certificate 2022

-QuickBooks, ASN, TOAST, Sage, Pinogy Experience.

Customer Satisfaction Awards

Acknowledged for developing and executing strategies that significantly improve customer satisfaction and enhance sales performance. I prioritize maintaining strong business relationships and providing exceptional customer engagement and support, ensuring that revenue is maximized while consistently meeting customer satisfaction goals.

Efficiency & Accuracy

Typing Speed: 71wpm

Received countless reward letters, positively impacted team and overall morale, demonstrated effective marketing strategies to increase sales, adapt, and willingness to be flexible and perform under pressure.

Streamline processing, committing to every project. Extensive work experience serves as a solid foundation to support and enhance the overall efficiency.

Team Leadership

Team members share their experiences working with Tristan and how his leadership has led to improved team dynamics and successful project outcomes.

 

"I have learned the importance of executing tasks correctly on the first attempt, identifying ways to streamline the process and committing wholeheartedly to every project." -Tristan Finley

References

Smith Gardens (WA)

District Manager

Stephanie Larue

​

United States Military

Nuclear Engineer

Barbara Quinn

​

Kaiser Permanente

Phlebotomist

Maggie Wass

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