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Skills

  • Fiscal budgeting
  • Purchase contracts
  • Delinquent account management
  • Bookkeeping
  • Budget administration
  • Team Leadership
  • Financial planning
  • ERP (Enterprise Resource Planning) software
  • SPSS/STATA/SAS software proficient
  • Procedure equipment

Work Experiences

  • Assisted department staff with clerical and administrative tasks.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Was in charge of all phases of certified audits for an 85-person CPA firm.
  • Returned customer calls within 16 hours, ensuring that problems were quickly resolved.
  • Was in charge of processing payments and applying them to customer balances.
  • Updated the statements and mailed them out.
  • Wrote the annual audit reports in their entirety, including all footnote disclosures.
  • Educated over 11 weekly clients on the buying and selling processes to improve customer satisfaction and understanding.
  • Collaborated with engineering, manufacturing, and corporate accounting to ensure that quality standards were met.
  • Monthly expense variances and explanations were collected and reported.

Summaries

  • Trained in the use of Power BI and knowledgeable about local markets.
  • Eager to advance professionally by utilizing my communication and problem-solving skills.
  • In fast-paced, demanding environments, talented Licensed Agent is highly effective at managing a high volume of collections calls.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • Clear understanding of budget management and quality assurance as well as vendor management training.
  • Credit Control Officer with extensive experience in collections, payment plans, and regulatory compliance.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Tax accounting specialist with a strong analytical background and a track record of working quickly and accurately under pressure.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • In the method industry, eager to take on high-volume operations.

Accomplishments

  • Researched
  • Improved
  • Resolved product issue through consumer testing.
  • Monitored
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved
  • Trained
  • Developed and managed a comprehensive referral program, increasing new client acquisition by 28% in 6 months.
  • Solved
  • Proposed

Affiliations

  • National Association of Health Underwriters (NAHU)
  • Rotary International
  • Association for Computing Machinery
  • Association of Professional Insurance Women (APIW)
  • American Academy of Financial Management
  • Independent Insurance Agents & Brokers of America (IIABA)
  • Professional Insurance Agents (PIA) Association
  • Certified Risk Managers (CRM) International
  • Insurance Brokers Association of Denver
  • American Marketing & Insurance Management Association

Certifications

  • FDCPA
  • Certified Annuity Specialist (CAS)
  • Cisco Certified Internetwork Expert (CCIE)
  • Associate in Risk Management (ARM)
  • Financial Services Certified Professional (FSCP)
  • Professional Agent of the Year Award, 2020
  • Associate, Life Management Institute (ALMI)
  • Certified Protection Officer (CPO)
  • Google Certified Professional Cloud Architect
  • CompTIA Network+

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