Sharon Sy
@sharonsy
Results-driven leader with over 20 years in finance and administration.
What I'm looking for
I am a results-driven leader with over 20 years of experience in finance, education, and administration. My career has been marked by a consistent track record of exceeding goals through strategic thinking, effective communication, and problem-solving. I thrive in team environments and have been recognized as a high performer, adept at leading and mentoring others.
In my current role as a Financial Technician and Certifying Officer with the Department of Defense, I lead daily operations, conduct audits, and ensure compliance with U.S. Treasury regulations. My previous experiences include collaborating with merchants to reconcile credit card transactions and providing exceptional customer service in various financial institutions. I am committed to maintaining accurate records and delivering insights that enhance operational efficiency.
Experience
Work history, roles, and key accomplishments
Financial Technician – Certifying Officer
Department of Defense – Regional Disbursing Office Pacific -
Feb 2024 - Present (1 year 4 months)
Led and supported daily operations in the Fiscal section of RDO-P by providing insights, conducting audits, performing research, and delivering training. Ensured accurate record-keeping in CEDMS and monitored payment returns in ITS, assisting with successful repayments. Maintained accounts through daily reconciliation of transactions, ensuring compliance with U.S. Treasury, RFF-KCI policies, regul
Financial Technician
Marine Corps Community Services
Mar 2022 - Feb 2024 (1 year 11 months)
Collaborated with merchants and the finance team to reconcile all credit card transactions for over 90 merchants with average sales of $2 million annually. Utilized accounting systems and financial reports to identify and resolve discrepancies. Prepared year-end sales analysis, identified variances, and provided solutions to enhance processes and minimize financial losses.
Built relationships by assisting members with memberships, new accounts, and loan applications. Provided financial counseling and guidance to resolve conflicts and recommend solutions using internal resources. Maintained accurate records and ensured compliance with federal and state regulations.
Senior Financial Service Representative
Oct 2015 - Jun 2018 (2 years 8 months)
Provided exceptional service by handling financial transactions, resolving account issues, and opening new accounts. Collaborated with the team to address delinquent loans, achieving less than 4% outstanding bad debt quarterly. Managed vault operations, including cash flow projections, ordering, and daily balancing of nearly $1 million.
Title Specialist III
Alaska USA Federal Credit Union
Oct 2012 - Oct 2014 (2 years)
Communicated effectively with members, dealerships, finance clerks, all state DMVs, and other financial institutions to execute securing credit union liens on titles for goods acquired through a loan. Created an efficient administrative and communication system to accurately and successfully comply with all legal documents to secure titles to minimize the risk of monetary loss to the credit union.
Member Service Representative II
University and State Employees Credit Union
Apr 2009 - Jun 2012 (3 years 2 months)
Processed deposits, withdrawals, loan payments, check cashing, and shared branching transactions. Opened new accounts, handled loan paperwork, and resolved account issues. Assisted with credit card disputes, reissued cards, and reset PINs as needed.
Education
Degrees, certifications, and relevant coursework
San Diego State University
Bachelor of Arts, Public Administration
Completed a Bachelor of Arts degree in Public Administration. Focused on foundational principles and practices within public sector management and governance.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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