Олександра

OLEKSANDRA SERBUL
FINANCE & ACCOUNT OPERATIONS SPECIALIST
[open contact info](look above in the "contact info" section) | [open contact info](look above in the "contact info" section) | English: Upper-Intermediate+
PROFILE
Finance and Account Operations Specialist with 6+ years of experience across banking, accounting, insurance operations, and financial data management.Experienced in financial documentation, account reconciliation, data validation, payment-related processes, discrepancy resolution, and maintaining accurate financial records. Strong background in Excel and working with large volumes of financial and operational data.
Previous experience in banking and insurance operations developed a strong understanding of financial processes, compliance requirements, documentation review, and stakeholder communication. Detail-oriented, analytical, and highly organized, with experience working independently and collaborating with internal teams and external stakeholders.
WORK EXPERIENCE
Freelance - U.S. Client Part time November 2025 – Present
Finance & Operations Assistant
• Collect and consolidate weekly sales data from multiple delivery platforms, including Uber Eats, DoorDash, and other online ordering accounts.
• Extract sales and revenue information from platform dashboards and maintain accurate Excel reports.
• Analyze current sales performance against the same periods from the previous year to identify revenue trends and changes.
• Prepare payroll using ADP Payroll based on employee hours and payroll data.
• Analyze employee working hours and prepare related reports to support payroll and operational tracking.
• Maintain accurate financial and operational data and ensure consistency across multiple sources.
Polish Roman Catholic Union of America May 2025 – September 2026
Insurance Claim Adjuster
• Worked with large volumes of financial and operational data, ensuring accuracy, completeness, and consistency.
• Prepared and maintained monthly, quarterly, and annual financial reports related to the organization’s financial position and operations.
• Prepared reports and monitored outstanding loan balances and loan-related receivables.
• Managed and reconciled daily deposits, ensuring accurate recording and consistency with financial records.
• Analyzed financial data and operational information to support accurate reporting and decision-making.
La Flor by ANIC Trading August 2024 – May 2025
Bookkeeper
• Performed data cleanup and reconciliation for 300+ vendor accounts, significantly improving financial data accuracy.
• Identified and corrected discrepancies between vendors, customers, invoices, and payments.
• Used Excel extensively to track, validate, reconcile, and analyze financial data.
• Maintained accurate financial records and supported day-to-day accounting operations.
• Prepared financial summaries and reports to support business decision-making.

Law Firm “NAKAZ”May 2021 – August 2024
Accountant
• Managed day-to-day accounting operations and maintained financial documentation and accounting records.
• Calculated and processed employee payroll and related tax payments, ensuring accurate and timely processing.
• Created and issued invoices and service completion certificates for clients.
• Controlled invoice payments and followed up on outstanding balances to support timely settlements.
• Reconciled financial information and resolved discrepancies between invoices, payments, and accounting records.
• Supported the day-to-day operational needs of the office, including ordering office supplies and coordinating essential office services.
• Worked extensively with 1C: Accounting, Bitrix CRM, Excel, Google Docs, and MS Word.
OTP Bank September 2019 – May 2021
Credit Specialist
• Reviewed and processed customer credit applications and supporting documentation.
• Verified customer information and financial documents for completeness and accuracy.
• Analyzed applicants’ financial information in accordance with internal lending requirements.
• Prepared and maintained credit-related documentation and records.
• Communicated with customers regarding required documents, application status, and credit-related information.
• Worked with Excel and MS Office for data processing, documentation, and reporting.
SKILLS
Finance & Accounting: Accounts payable & receivable (AP/AR), account reconciliation, invoice & payment processing, payroll & tax processing, financial reporting, discrepancy resolution, financial documentation
Data & Operations: Financial data analysis, data validation & cleanup, process improvement, stakeholder communication, documentation review, credit application processing
Systems & Tools: Excel, 1C: Accounting, ADP Payroll, Bitrix CRM, QuickBooks, Microsoft Office, Google Workspace, Jira, Confluence, Notion, Figma, Slack, Diagrams.net (draw.io), ChatGPT
EDUCATION & CERTIFICATIONS
Genius Space Online School — Certificate, Business Analytics in IT (Sep 2025 - Feb 2026)
Udemy — Business Analysis Fundamentals, IIBA-endorsed (Sep 2025)
Polish American Association — General Office Information Support Assistant Certificate (Jan 2025 - May 2025)
Nederlandse Business School — Basiskennis Boekhouden (Feb 2024 - May 2024)
Kharkiv State University of Trade (Ukraine) — Bachelor's degree in Finance (2019 - 2021)
College of Economics (Ukraine) — Specialist degree in Finance (2017 - 2019)
LANGUAGES
English — Fluent (Upper-Intermediate+/Advanced) | Ukrainian — Native | Russian — Native | Polish — Basic