Nicole Rank

Provide support to small businesses and startups.

• Executed meticulous bookkeeping ensuring accurate financial analysis.
• Handled various aspects of business operations including marketing initiatives, sales efforts, and project management duties.
• Executed general administrative duties encompassing customer interaction and hiring protocols

• Maintain comprehensive financial data to support accurate reporting.
• Manage initial client queries, maintaining seamless coordination with Audit personnel.
• Oversee customer agreements focused on safeguarding revenue and processing payments.
• Maximize client engagement through strategic execution of marketing plans.
• Collaborate with Marketing and Operations teams to design innovative campaigns.
• Ensure all client on-boarding and training activities are completed within SLA.
• Organize targeted events that fostered client connections and contributed to client base growth.
• Ensure staff compliance with evolving regulations through curating effective educational learning materials.
• Monitored and secure project delivery within established deadlines.
• Ensure accuracy and retention of FICA records through thorough KYC reviews.

• Maintain accuracy of journals and ledgers regarding transactions.
• Review store cash-ups and operational cash controls for accuracy.
• Support resolution of debt-related inquiries.
• Maintain consistent service to existing accounts, boosting revenue.
• Contribute to financial month-end and year-end reporting processes.
• Participate in drafting and sustaining KYC and AML regulatory documents.
• Regularly review account statuses to detect non-compliance with payment agreements.
• Monitor financial and inventory risk through P&L tracking.
• Contribute to Risk Team's efforts in managing credit risk and limits

• Handle various daily payment transactions including EFT, cheque, and card.
• Conduct daily verification of cash book balances against bank statements.
• Enter stock data electronically for tracking purposes.
• Facilitate department manager's routine by providing comprehensive support in everyday tasks.
• Coordinate office supplies, refreshments, and equipment within budget limits.