Andrew Simpson
Imperial,MO
Summary
Proven track record in enhancing operational efficiency, exemplified at Larson Financial Group by creating key training materials and ensuring accurate commission payments. Skilled in Microsoft Excel and adept at deadline management, I bring a blend of analytical prowess and unwavering commitment to achieving and surpassing financial objectives.
Overview
13
13
years of professional experience
Work History
Commissions Specialist
Larson Financial Group (Larson Network Services)
05.2017 - Current
- Enhanced department efficiency by creating comprehensive training materials for new hires on commission policies and procedures.
- Assisted in the creation of compensation calculation of advisor pay including 1099 and W2 advisors.
- Ensured timely payment of commissions through accurate tracking, calculation, and verification of sales transactions.
- Supported processes and met deadlines to drive timely and accurate payments.
Accounts Payable Specialist
Emerson – White Rodgers
06.2016 - 08.2016
- Using JDE processed invoices or routed them to the correct supervisor for approval and helped the accounting manager with a project to locate all assets that were disposed but still had value in the software
- Helped Accounting Manager with a project to prepare sale information for one product being sold and broke it down by state, county, and locality as need to ensure accurate sales tax was being paid for each jurisdiction
Associate Tax Preparer
Thomas Trog Tax
01.2012 - 04.2016
- Prepared individual tax returns for clients using the Drake software and reviewed other preparer returns to insure correctness
- Called clients to review tax information and to determine if there was anything they may have forgotten to bring in
- Worked over the summer preparing extensions and working part time helping with bookkeeping for a few self-employed business owners using QuickBooks
Business Analyst
Jones Lang Lasalle
11.2015 - 03.2016
- Working with a Robert Half Salaried Professional, created, adjusted, and receipted purchase orders using Oracle JDE Enterprise 1 software
- Assisted in cleaning up the system by canceling old purchase orders that were no longer needed and creating a new log to better track all purchase orders created
- Assisted department supervisors in set up new procedures to allow the purchasing and receipting to run smoothing and to help all departments stay under budget
Accounting Specialist
CitiGroup
09.2015 - 10.2015
- Using Extra mainframe entered debit and credit transactions filed by various bank branches and updated the Access database as needed
- Once all transactions for the day were complete and uploaded I used the system and Excel sheets to balance certain transaction per a set region
Bookkeeper
Community Christian Church
07.2014 - 09.2014
- Using ACS recorded contributions made by members, invoices, general ledger transactions, and prepared and distributed month end financial statements and reports
- Created and cut checks once a week, prepared bank reconciliations and account reconciliations, and prepared budget files
- Also preformed other office responsibilities such as sorting mail and making sure all items purchased were given to the correct ministry group leader
Education
Bachelors of Science - Accounting
Truman State University
Kirksville, MO05.2011
Skills
- Microsoft Excel
- Deadline Management
- Performance Analysis
- Commission Calculations
- Problem-Solving
- Time Management
- Attention to Detail
- Self Motivation
- Adaptability and Flexibility
- Stress Tolerance
- Dependable and Adaptable
Volunteer Experience
Kids Ministry at the Crossing Church, Small Group Leader, 2006, present, Led small group lessons and activities., Built relationships with kids.
Timeline
Commissions Specialist
Larson Financial Group (Larson Network Services)
05.2017 - Current
Accounts Payable Specialist
Emerson – White Rodgers
06.2016 - 08.2016
Business Analyst
Jones Lang Lasalle
11.2015 - 03.2016
Accounting Specialist
CitiGroup
09.2015 - 10.2015
Bookkeeper
Community Christian Church
07.2014 - 09.2014
Associate Tax Preparer
Thomas Trog Tax
01.2012 - 04.2016
Bachelors of Science - Accounting
Truman State University
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