Summary
Overview
Work History
Education
Skills
Timeline
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Alana Levitan

Queen Creek,AZ

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

6
6
years of professional experience

Work History

UIT Administrator

First Trust Portfolios L.P
Wheaton, IL
04.2023 - 01.2025
  • Managed the daily operations of multiple Unit Investment Trusts (UITs), ensuring compliance with regulatory requirements.
  • Facilitated the creation and launch of new UIT products, including drafting offering documents, coordinating with legal counsel, and liaising with marketing teams to ensure a timely product launch.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Reviewed completed work to verify consistency, quality, and conformance.
  • Trained new employees to meet job requirements.
  • Evaluated individual and team business performance and identified opportunities for improvement.

Staff Accountant

U.S. Ordnance
McCarran, NV
04.2021 - 01.2022
  • Maintained financial reports, records, and general ledger accounts using the ERP system, Epicor.
  • Prepared journal entries, analyses, and account reconciliations.
  • Assisted with the monthly close process.
  • Maintained documentation for accounts payable, and daily communication with vendors/suppliers via email and phone.
  • Transitioned the staff accountant role to a fully paperless system.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Reviewed accounts payable invoices for accuracy prior to payment processing.

Sales Operations Associate

Centuria Foods, Inc.
Carson City, NV
10.2018 - 01.2021
  • Managed all ad-hoc projects and kept track of improvements to be made for future projects.
  • Recorded journal entries into the general ledger in compliance with company standards.
  • Received, recorded, and processed cash, checks, and vouchers with close attention to detail.
  • Reconciled bank transactions daily.
  • The main point of contact for ongoing production projects for customers and management.
  • Tracked orders post-sale, updated customers on shipping, delivery, and resolved any concerns.
  • Processed all accounts receivable invoices, both domestic and international.

Education

Bachelor of Science - Elementary Education

Brigham Young University Idaho
Rexburg, ID
04-2018

Skills

  • Regulatory compliance
  • Financial reporting
  • Data analysis
  • Employee training
  • Process improvement
  • Customer service
  • Team collaboration
  • Effective communication
  • Problem solving
  • Staff training
  • Microsoft Office Suite
  • Adobe Acrobat Pro
  • Data confidentiality
  • Growth mindset

Timeline

UIT Administrator

First Trust Portfolios L.P
04.2023 - 01.2025

Staff Accountant

U.S. Ordnance
04.2021 - 01.2022

Sales Operations Associate

Centuria Foods, Inc.
10.2018 - 01.2021

Bachelor of Science - Elementary Education

Brigham Young University Idaho

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Alana Levitan