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Skills

Advanced bookkeeping skills
ATX Total Accounting Office proficiency
Budgets
Financial planning
Budget administration
Market research
Presentation skills
MS Office
Risk advisory
Invoice coding familiarity

Work Experiences

Collaborated with project management to ensure that budgets were met.
Discovered major cases of fraud, embezzlement, and outstanding debts.
Assisted department staff with clerical and administrative tasks.
Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
Worked closely with clients to help them get the loans, inspections, and credit reports they needed.
Analyzed and researched reporting issues to improve accounting operations procedures.
Appraised over 3 properties, maintaining accuracy and utilizing knowledge of method markets for accuracy every one year.
Wrote weekly reports that included detailed information on prospects and distributed them to Licensed Agent.
Created and maintained customer accounts, including interactions, payments, and personal data.
Researched technical tax issues related to consulting projects ahead of time.

Summaries

Ready to provide Cedar Works with excellent results.
Engaging and personable, with the ability to instill a "client first" attitude.
Familiar with the regulatory and legal framework that applies to category businesses.
Both business and personal credit are areas where I excel.
Excellent interpersonal and conflict resolution skills.
Prepared to contribute 6 years of in-depth experience to help Meridian meet its objectives.
Clients of all backgrounds and financial levels are well-served by her.
Accountant with 10 years of experience successfully maintaining accurate accounting data for large-scale financial organizations.
ServiceNow is something I know a lot about.
Account Assistant with experience in workflow optimization and vendor management.

Accomplishments

Collaborated with team of 2 in the development of standard.
Built strong relationships with underwriters, improving policy approval rates by 85% while customizing solutions for key clients.
Resolved
Business Development: Initiated two key partnerships which resulted in category revenue growth.
Ensured
Recorded
Researched
Documented
Auditing: Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations (A-133).
Trained

Affiliations

Jaycees
Society of Women Engineers
Chartered Property Casualty Underwriters (CPCU) Society
Association of Insurance Compliance Professionals (AICP)
Mutual Insurance Association of Denver
Association of Professional Insurance Women (APIW)
Association of Registered Investment Advisors (ARIA)
Insurance Brokers Association of Denver
Freemason
Independent Insurance Agents & Brokers of America (IIABA)

Certifications

Certified Professional Insurance Agent (CPIA)
Accredited Customer Service Representative (ACSR)
Certified Public Accountant
Certified Annuity Specialist (CAS)
FDCPA
Professional Agent of the Year Award, 2020
Certified Public Accountant (CPA)
Property & Casualty License (Phoenix)
ServSafe
Chartered Life Underwriter (CLU)

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