Angel Robles
Dallas
Summary
Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring valuable insurance industry experience and take on challenging new role.
Overview
6
6
years of professional experience
Work History
Controller
Acacia Insurance Managers
02.2024 - Current
- Manage a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
- Collaborate closely with department heads to establish accurate budgets and monitor performance against targets.
- Ensure compliance with regulatory requirements by conducting thorough internal audits and implementing necessary corrective actions.
- Prepare balance sheets, cash flow reports and income statements.
- Oversee all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
CONTROLLER
ACRISURE LLC (CIS)
01.2022 - 02.2024
- Prepare and Submit Monthly Financial Statements
- Set and Maintain Internal Controls and Procedures
- Prepare Revenue and Variance Reports
- Overlook Invoicing and Suggest Corrections as Needed
- Issue Monthly Commission Payments to Producers
- Experience Filing Surplus Lines Tax and Sales Tax Monthly
- Monthly Processing Expense Reports
- Proficient in Applied Epic AMS Software
- Generate Finance and Accounting Reports
- Budgeting
STAFF ACCOUNTANT/ SENIOR ACCOUNTING ANALYST
BRAZOS SPECIALTY RISK INC.
08.2021 - 01.2022
- Prepare Monthly Financials for CFO & CEO
- Experience Reporting Monthly Premium Statements & Paying Insurance Carriers
- Process Wire transfers
- Generate Excel Accounting Reports for CFO
- Experience with Commercial Insurance Accounts Payable & Receivable
- Proficient in IMS Software by MGA Systems
- Responsible for Booking Reinsurance
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Tracked funds, prepared deposits and reconciled accounts.
FINANCIAL SERVICE OFFICER
TEXAS TRUST CREDIT UNION
06.2020 - 08.2021
- Review and Approve Customer Credit Applications
- GL Account Balancing and Reconciliation
- Generate Daily Balancing Reports and Cash Balance Sheet
- Process Wire transfers
- Generate Excel Reports for Management.
SOLE PROPRIETOR
CHEAP FINDZ DISCOUNTS
12.2018 - 02.2020
- Filed and Issued Payment for Sales and Use Tax to State Comptroller
- Ran Books using QuickBooks Accounting Software
- Performed Weekly Bank Account and Credit Card Reconciliation
- Responsible for Processing Employee Payroll.
Education
Master of Professional Accounting - Accounting
STEPHEN F. AUSTIN STATE UNIVERSITY
08.2024
BBA - Accounting
STEPHEN F. AUSTIN STATE UNIVERSITY
05.2020
Skills
- US GAAP
- Knowledge in IMS, QuickBooks, and Xero Accounting Software
- Applied EPIC
- IMS by MGA Systems
- Experience in Full Cycle Accounting
- Exceptional Communication Skills
- Proficient in All Microsoft Software
- Great Critical Thinking Skills
- Great Listener and Fast Learner
- Applied NET 22' Training
- Applied NET 23' Training
- Insurance Accounting
Timeline
Controller
Acacia Insurance Managers
02.2024 - Current
CONTROLLER
ACRISURE LLC (CIS)
01.2022 - 02.2024
STAFF ACCOUNTANT/ SENIOR ACCOUNTING ANALYST
BRAZOS SPECIALTY RISK INC.
08.2021 - 01.2022
FINANCIAL SERVICE OFFICER
TEXAS TRUST CREDIT UNION
06.2020 - 08.2021
SOLE PROPRIETOR
CHEAP FINDZ DISCOUNTS
12.2018 - 02.2020
BBA - Accounting
STEPHEN F. AUSTIN STATE UNIVERSITY
Master of Professional Accounting - Accounting
STEPHEN F. AUSTIN STATE UNIVERSITY
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