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Skills

  • Supervision
  • Client Satisfaction Improvement Strategies
  • Operational improvement
  • SAP expertise
  • Customer service
  • Corporate tax planning knowledge
  • Detailed month-end reporting
  • Process improvement
  • Budget analysis
  • Intuit QuickBooks specialist

Work Experiences

  • Conducted a thorough review of metric trust accounts.
  • Avoided $27,000 in penalties.
  • Conducted detailed cash flow analysis.
  • Researched technical tax issues related to consulting projects ahead of time.
  • Conducted detailed cash flow analysis for high-volume trust portfolios, reducing cost-margin analysis errors by 32%.
  • Analyzed trust tax obligations.
  • Achieved a 46% reduction in settlement disputes.
  • Collaborated with Legal Counsel.
  • Contributed to a 18% decrease in audit risks.
  • Collaborated with legal counsel to interpret trust documents, ensuring the proper division and distribution of $7 in assets.

Summaries

  • Decreased discrepancies.
  • Analytical Trust Accountant with a knack for resolving complex financial issues and reducing audit risks by 62%.
  • Offering 13 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 11 locations.
  • Dedicated and cost-conscious, with strong project management skills.
  • QuickBooks and Asana are two of my strongest skills.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Dedicated to maintaining accurate records and tight controls in order to meet all business requirements.
  • Within Miscellaneous, senior Trust Accountant and outstanding performer in stakeholder engagement and team leadership.
  • Trust Accountant with over 13 years of experience managing accounting systems for method organizations.
  • 10 years of experience in process improvement by a knowledgeable accounting professional.

Accomplishments

  • Reviewed and rectified discrepancies in trust investment portfolios, preventing a potential loss of $18 and mitigating financial risk.
  • Refined financial reporting workflows, cutting report-generating times by 64% and ensuring real-time data accuracy for client trust accounts.
  • Built and presented quarterly financial summaries that led to a 35% improvement in client satisfaction based on feedback and accuracy.
  • Implemented a new, cloud-based document management system for client trust files, improving accessibility and reducing retrieval time by 37%.
  • Managed the daily processing of over 14 client escrow transactions with zero errors, enhancing trust in investment management services.
  • Facilitated the successful transition to procedure, reducing data entry errors by 60% and cutting report generation time by one year.
  • Maximized return on dormant trust accounts by identifying missed investment opportunities, recovering unallocated interest of $13.
  • Audited and reconciled trust accounts, recovering misallocated funds totaling $5, ensuring compliance with regulatory guidelines.
  • Collaborated with the IT department to roll out new security protocols for handling sensitive trust account data in compliance with process.
  • Trained and mentored a team of 13 junior accountants in trust fund management, improving team productivity by 40%.

Affiliations

  • Certified Trust Auditor (CTA) certification
  • Certified Public Accountant (CPA) Certification
  • National Association of Social Workers
  • Professional Accounting Society of America (PASA)
  • American Society of Safety Professionals
  • Association of Information Technology Professionals
  • Society of Trust and Estate Practitioners (STEP)
  • National Society of Accountants (NSA)
  • Institute of Certified Bankers (ICB) Trust Division
  • Toastmasters

Certifications

  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association
  • Certified Trust and Fiduciary Advisor (CTFA) - 2022
  • Certified Trust Operations Specialist (CTOS) - Brightline
  • First Aid/CPR Certified
  • Trust Law and Compliance Certificate - Cedar Works
  • Certified Internal Auditor (CIA) - Vantage
  • Certified Estate and Trust Specialist (CES) - Vantage
  • SHRM Certified Professional (SHRM-CP)
  • Certified Valuation Analyst (CVA) - National Association of Certified Valuators and Analysts
  • Certified Fraud Examiner (CFE) standard

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