Becky Grant

• Managed commercial lines of the organization's Corporate Insurance to include risk assessment and analysis, research, policy procurement, claims management, compliance and cost optimization. Worked closely with internal departments and insurance broker to mitigate potential risks and ensure adequate insurance coverage across the company which included Builders Risk, Operational Property, Marine Cargo and Railroad Rolling Stock for the plant
• Reviewed premise leases, equipment leases and service contracts to advise on insurance requirements, potential liability and ensure coverage in place upon execution
• Collaborated with external auditors to complete annual WC audits
• Provided support to the CFO and Director of Treasury & FP&A with Commercial Insurance, Treasury due diligence requests, ESG Reporting and other departmental project requests
• Provided support to the Intellectual Property Department to draft and execute Non-Disclosure Agreements with counterparties
• Assisted with grant applications and management of annual government registration renewals

• Managed the daily financial operations within the company to include Payroll, Employee Benefits, Tax Reporting , Detailed Customer Invoicing, Accounts Payable, Accounts Receivable, General Journal Entries, Tax Reporting and Bank Reconciliation

• Prepared, analyzed and generated financial documents including weekly/monthly/annual reports and budget analysis

• Participated in the execution of changes to procedures, policies and systems to facilitate expansion and scaling of the business

• Provided exceptional customer service for existing and new customer accounts

• Assisted and worked directly with Owners and supported overall company goals and objectives

• Managed the Branch Accounting Team and performed month-end accounting close for Seven Parts & Services branches to include reconciling accounts, reviewing transactions, adjusting journal entries, analyzing variances, preparing reports and ensuring accurate financial records to balance

• Conducted monthly branch cycle count process and on-site audits to validate and balance physical inventory, investigated and reported discrepancies, and took corrective action to prevent future occurrences while working with cross-functional peers to resolve

• Reviewed branch customer credit applications for approval upon assessment of generated credit reports, monitored parts & services accounts receivables, and analyzed to recommend changes to improve financial impact

• Prepared and monitored Branch Accounting Policies and Procedures and provided recommendations to improve efficiencies and results

• Assisted with development of company business plan and established marketing and sales strategies

• Managed the daily financial operations within the company to include Payroll, Employee Benefits, Tax Reporting , Customer Invoicing, Accounts Payable, Accounts Receivable, General Journal Entries, Tax Reporting and Bank Reconciliation

• Prepared, analyzed and generated financial documents including weekly/monthly/annual reports and budget analysis

• Participated in the execution of changes to procedures, policies and systems to facilitate expansion and scaling of the business

• Developed strong relationships with customers and vendors to ensure timely communication and issue resolution

• Managed the daily business tax and investment operations and financial responsibilities in accounting and investment software programs
• Coordinated and assisted with client tax and investment meetings, financial planning, special events and seminars
• Established and maintained client investment accounts, prepared portfolio reports, answered queries and continuous communication with the brokerage firm
• Aided in the management of investment accounts and ensured the business adhered to laws and regulations
• Assisted with client annual tax return preparation and filing
• Obtained Nebraska, Life, Health and Annuity License