Caroline Puryear
Junior Analyst @ Bell Tower Capital Management
United States
Roxboro
Financial Services
Legislation, Time Management, Documentation Practices, Fostering inclusivity, Communication, Writing, Business Networking, QuickBooks, Records Management, Data Entry, Management Accounting, Financial Reporting, Management of Financial Institutions, Financial Leadership, Meeting Facilitation, Macroeconomics, Microeconomics, Transparency, Interpersonal Leadership, Computer Literacy
Experience

Vice President Finance
- Oversaw and managed a $180,000 annual operating budget across eight departmental accounts, ensuring strategic allocation of chapter funds and adherence to financial policies. - Maintained 0% unsecured receivables by enforcing payment schedules, monitoring member accounts, and implementing proactive risk-management practices. - Promoted financial transparency by clearly communicating budgets, dues, and financial expectations to members and executive leadership.

Financial Administrative Assistant
Better Cable Systems Inc.
- Provided comprehensive administrative and financial support by reconciling bank statements, identifying discrepancies, and addressing why the discrepancies occurred; saved business thousands of dollars by recognizing employee abuse of financial resources, potential fraud, and unnecessary expenditures. - Accurately entered and tracked bills and expenses in QuickBooks to maintain organized records; promptly logged bills in Excel upon completion to ensure proper documentation and to streamline referrals. - Answered and directed phone calls to ensure clear communication with clients and personnel. Handled essential office errands, including regular bank transactions, to support smooth and efficient daily operations; filed documents systematically to maintain order, accessibility, and compliance in all record-keeping processes.
Caroline Puryear's Contact Information
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