Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Generic

Arielle Fletter

Davis,CA

Summary

Dependable finance professional acknowledged for reliability and quick-learning ability. Skilled in account reconciliation and analysis, data entry, and communication with customers and employees. Professional in appearance and demeanor and expertly completes assigned tasks with focus on quality.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Accounting Clerk I

Novate Solutions
01.2023 - Current
  • Used QuickBooks to create bills for accounts payable
  • Processed semi-monthly payroll
  • Set up new projects and used data to create budget worksheet
  • Managed all fleet vehicles in Excel

Associate Financial Representative

Northwestern Mutual, Matthew Occhipinti MBA
05.2022 - 11.2022
  • Assisted with client onboarding used Client Relationship Management software to track tasks
  • Contacted new clients directly to work with them through the insurance and investment process

Advising Intern

Northwestern Mutual
01.2022 - 05.2022
  • Created leads for advisors clients by contacting potential clients by phone, email, or in-person

Financial Analyst Intern

BVRT Water Resources
02.2020 - 05.2021
  • Prepared financial statements and budget projections
  • Organized cloud based files
  • Entered AP invoices into QuickBooks

Congressional Intern

Office Of Congressman Henry Cuellar
01.2019 - 04.2019
  • Assisted in research regarding Congressman Cuellar and other members of Congress
  • Took phone calls, reviewed casework, and contacted constituents to discuss their cases
  • Used Fireside database for recording of casework

Education

Enrolled in Accounting Certificate Program, UC Davis -

Bachelor of Arts - Economics

Trinity University
San Antonio, TX

Skills

  • Financial Accounting / Bookkeeping
  • Tableau Software
  • Microsoft Excel, Powerpoint, and Outlook
  • Spanish (intermediate level)
  • Budgets and Forecasting
  • Data Processing

Additional Information

  • Trinity University Student Government Association, Alpha Kappa Psi Business Fraternity, Trinity University Choir, Trinity University Eco Allies

Certification

Life and Health Certified

Securities Industry Essentials Certified

Timeline

Accounting Clerk I

Novate Solutions
01.2023 - Current

Associate Financial Representative

Northwestern Mutual, Matthew Occhipinti MBA
05.2022 - 11.2022

Advising Intern

Northwestern Mutual
01.2022 - 05.2022

Financial Analyst Intern

BVRT Water Resources
02.2020 - 05.2021

Congressional Intern

Office Of Congressman Henry Cuellar
01.2019 - 04.2019

Enrolled in Accounting Certificate Program, UC Davis -

Bachelor of Arts - Economics

Trinity University

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Arielle Fletter