Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

Amy Duncan

Lubbock

Summary

Developed management skills in collaborative and fast-paced environment, focusing on team leadership and operational strategies. Seeking to transition into new field where these skills can be applied to drive efficiency and success. Dedicated to adapting and thriving in diverse professional settings.

Overview

9
9
years of professional experience

Work History

Larson Tax Partners

Staff Accountant
10.2023 - Current
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.

Veterans United Reality

Flex Reality Coordinator
11.2022 - 08.2023
  • Take call-ins and pull homebuyer leads and connect VA home buyers with a network agent and, when needed, a partner lender.
  • Ensure all needs are met and homebuyer is receiving excellent customer service by assigning to a team member for review and follow-up.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.

Betenbough Companies

Closing Specialist
01.2022 - 11.2022
  • Handled as many as 45 closing files each month by effectively organizing, multitasking and prioritizing closing work.
  • Acting as intermediary between all parties involved in mortgage loan transactions.
  • Audited variety of critical financial documents for completeness and accuracy, noting and resolving deficiencies and errors.


Guest Service Specialist

  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.

Wilcox & Associates PC

Staff Accountant
01.2019 - 11.2021
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements and month-end accruals.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Prepared federal and state income tax returns for individuals.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.

Carter's and OshKosh B'Gosh

Store Manager
12.2015 - 01.2019
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Consistently exceeded monthly sales goals by 10% or greater.
  • Managed inventory control, cash control, and store opening and closing procedures.


Assistant Store Manager - Chesterfield, Missouri

  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.

Education

Bachelor of Science - Accounting

Columbia College
Columbia, MO
2017

Associate of Arts - Accounting

St. Charles Community College
Cottleville, MO
2013

Skills

  • Quick learner
  • Multi-tasking strength
  • Team player
  • Relationship building
  • Excellent Communication
  • Analytical and Critical Thinking

Licenses

Real Estate License, Missouri, 2022

Timeline

Larson Tax Partners

Staff Accountant
10.2023 - Current

Veterans United Reality

Flex Reality Coordinator
11.2022 - 08.2023

Betenbough Companies

Closing Specialist
01.2022 - 11.2022

Wilcox & Associates PC

Staff Accountant
01.2019 - 11.2021

Carter's and OshKosh B'Gosh

Store Manager
12.2015 - 01.2019

Associate of Arts - Accounting

St. Charles Community College

Bachelor of Science - Accounting

Columbia College
Amy Duncan