Summary
Overview
Work History
Education
Skills
Software/Systems
References
Timeline
Generic

Beverly Jackson

Arlington,Texas

Summary

Senior Accountant with a track record of high productivity and efficient task completion. Demonstrated leadership abilities and strong communication skills, facilitating collaboration across teams to improve operational efficiency. Expertise in financial analysis, critical thinking, and problem-solving, contributing to organizational success. Dedicated to upholding accuracy and integrity in all accounting practices.

Overview

28
28
years of professional experience

Work History

Mortage Servicing Oversight - Senior Accountant

Colonial Savings, F.A.
Fort Worth, TX
08.2015 - Current
  • Liaised with Mortgage Servicing management to ensure accurate recording of transactions in the general ledger.
  • Coordinated communications between Corporate Accounting and Servicing teams to ensure accurate information was shared in a timely manner.
  • Developed streamlined procedures promoting increased efficiency in accounting operations.
  • Guided and trained team members to enhance performance and increase operational efficiency.
  • Formulated strategies to enhance accounting systems, servicing systems, and processes.
  • Generated ad hoc reports as requested by executive management team.
  • Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
  • Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
  • Compiled data from multiple sources for use in presentations or reports.
  • Identified opportunities for improvement in processes and procedures related to liaison activities.
  • Collaborated with senior management to identify areas of improvement within existing systems or strategies.
  • Presented findings to executive team highlighting areas of risk exposure and opportunities for improvement.
  • Analyzed financial data to identify trends, patterns and strategies.
  • Analyzed complex financial information to offer recommendations to management, driving decision-making.

Consultant – Business Analyst

Romack Inc.
Irving, Texas
09.2013 - 08.2015
  • Engaged with Corporate Accounting and IT/Application Support Teams in documenting existing processes, assessing business requirements, and determining suitable products for new accounting system.
  • Examine essential features, system functionality, and data transfer processes for existing systems
  • Evaluate and record essential features, functionality, data, and data movement for existing system.
  • Collaborate with developers to efficiently collect information and document mapping of existing and new input and output interfaces for new accounting system.
  • Facilitate thorough system and integration testing to verify operational integrity
  • Evaluated existing accounting system data extracts for accuracy, completeness, and usability for data conversion
  • Developed databases, incorporating tables and queries, to support Corporate Accounting Team in managing substantial volumes of General Ledger transactions and Accounts Payable vendor and payment history.
  • Guide Corporate Accounting and IT/Application Support teams in developing new accounting system architecture, application setup, and configuration.

Accounting Subject Matter Expert/Senior Business Analyst

Insphere Insurance Solutions, Inc.,A HealthMarkets
North Richland Hills, Texas
10.2010 - 05.2013
  • Functioned as subject matter expert for all accounting and agent compensation systems and applications.
  • Facilitated coordination between business unit and IT personnel in analyzing system requests, planning projects, and crafting system specifications for both new programming endeavors and ongoing systems maintenance.
  • Executed structured testing activities, integration, and user acceptance testing through development of data and test plans along with test execution
  • Authorized new code and code fixes for production implementation.
  • Managed knowledge transfer to business unit by executing comprehensive planning, organization, development, preparation, documentation, along with individual and group training sessions.
  • Supported business users with expertise in accounting and agent compensation systems
  • Adhered to internal standards and implemented change control procedures.
  • Assessed and formulated existing and prospective business processes while advocating for system and process improvements to address business unit needs and requirements.
  • Collaborated with accounting and agent compensation teams to assess current processes and propose enhancements for business efficiency, quality, and workflow while optimizing functionality of system applications.
  • Achieved annual savings of nearly $90,000 in payroll processing fees by partnering with accounting, agent compensation, and IT teams to create and deploy in-house payment distribution system for 1099 payments to a workforce of 5,000 independent and career agents

Accounting Subject Matter Expert/Business Analyst

Insphere Insurance Solutions, Inc.
North Richland Hills, Texas
06.2007 - 10.2010
  • Company Overview: A HealthMarkets, Inc. Company
  • Provided expertise in accounting operations, financial reporting, payment distribution, and agent compensation systems.
  • Implemented accounting principles, methods, and expertise in functional areas to fulfill requirements and provide automated solutions.
  • Cultivated and sustained partnerships with vendors, developers, project managers, and business users to align with strategic direction, processes, and business needs.
  • Participated in all phases of accounting, payment distribution, and compensation system development, with emphasis on planning, analysis, testing, integration, documentation, knowledge transfer, and training phases.
  • Engaged with executive team to create strategies focused on improving performance and aligning business objectives.
  • Provided advanced technical knowledge and analysis of highly specialized applications to management and business units.
  • Engaged with executive team to create strategies optimizing performance and outlining business objectives.
  • Guided resolution of confidential and complex challenges demanding extensive knowledge of accounting, agent compensation, and payment distribution systems.
  • Collaborated with commission and IT teams to revise advance and commission payment methods to enhanced in-house payment solutions for 3,000 agents in affiliate agency, ensuring process uniformity among several agencies.

Assistant Treasurer and Director of General Accounting

Agency Marketing Group
North Richland Hills, Texas
01.2003 - 06.2007
  • Company Overview: A Division of HealthMarkets, Inc.
  • Oversaw daily functions of accounting operations team of seven employees, managing general ledger, accounts payable, fixed assets, cash management, account reconciliations, and month-end closing.
  • Oversaw bank accounts and short-term investments for seven companies.
  • Conducted monthly, quarterly, and annual expense and cash flow analysis.
  • Joined forces with CFO for comprehensive financial analysis, reconciliations, ad hoc reporting, and specialized initiatives.
  • Facilitated coordination of internal and external audit requests in conjunction with Department of Insurance (DOI) examiner requests.
  • Collaborated with commission and IT teams to strategically develop and launch ACH Management, Direct Deposit, and In-House Advance systems along with business processes facilitating weekly advances and monthly commission distributions to 3,500 agents.
  • Optimized weekly advance processing timeframe from 1.5 days using three full-time employees to 0.5 day with a team of two employees
  • Collaborated with accounting departments throughout 40 divisions companywide to integrate Oracle Financials, completing migration and setup of general ledger, accounts payable, fixed assets, and cash management modules for seven entities originating from two different accounting systems.

General Accounting and Financial Reporting Manager

UGA-Association Fields Services
North Richland Hills, Texas
08.1999 - 06.2002
  • Company Overview: A Division of Mega Life & Health Insurance Company/UICI
  • Coordinated daily functions of financial reporting team and accounting operations, overseeing general ledger, accounts payable, fixed assets, cash management, and account reconciliations.
  • Led team of up to five members, fostering collaboration and productivity.
  • Directed oversight of bank accounts and short-term investments across seven companies.
  • Assisted CFO in executing complex analyses and reconciliations.
  • Oversaw preparation of GAAP and statutory financial statements in addition to accruals.

Financial Reporting Staff Accountant

MEGA Life & Health Insurance Company/UICI
North Richland Hills, Texas
04.1997 - 08.1999
  • Produced monthly, quarterly, and annual GAAP and statutory financial statements for three to four companies, completing necessary accrual entries.
  • Coordinated schedules for 10Q and annual statements
  • Prepared accrual entries and performed complex analysis and reconciliations.
  • Consolidated monthly and quarterly financial statements of seven to ten self-employed divisions into one comprehensive management report.
  • Managed DOI examiner requests.
  • Produced ad hoc reports, reconciliations, analyses, and special projects.

Education

B.B.A. - Accounting

Texas Wesleyan University
Fort Worth, Texas
01.1995

Skills

  • Analytical thinking
  • Attention to detail
  • Problem solving
  • Time management
  • Process optimization
  • Workflow optimization
  • Team collaboration
  • GAAP proficiency
  • Cash management
  • Accounts payable management
  • Fixed assets management
  • General accounting management
  • Financial reporting management
  • Account reconciliation mastery
  • Internal controls
  • Data analysis
  • SQL proficiency
  • Effective communication
  • Business process improvement
  • Accounting software implementation
  • Project management
  • Multitasking
  • Accounting software
  • Cross-functional collaboration
  • Training and mentoring
  • Data analytics
  • Strong analytical skills
  • Interdepartmental collaboration
  • Accounting solutions integration
  • System implementation
  • Process management

Software/Systems

Microsoft Office Applications (Word, PowerPoint, Visio, Excel, Access), Accounting Systems (Prologue

Financials, Oracle Financials, QuickBooks, MACOLA and CYMA), SQL Management Studio, IBM Cognos,

VUE Compensation System

References

References available upon request.

Timeline

Mortage Servicing Oversight - Senior Accountant

Colonial Savings, F.A.
08.2015 - Current

Consultant – Business Analyst

Romack Inc.
09.2013 - 08.2015

Accounting Subject Matter Expert/Senior Business Analyst

Insphere Insurance Solutions, Inc.,A HealthMarkets
10.2010 - 05.2013

Accounting Subject Matter Expert/Business Analyst

Insphere Insurance Solutions, Inc.
06.2007 - 10.2010

Assistant Treasurer and Director of General Accounting

Agency Marketing Group
01.2003 - 06.2007

General Accounting and Financial Reporting Manager

UGA-Association Fields Services
08.1999 - 06.2002

Financial Reporting Staff Accountant

MEGA Life & Health Insurance Company/UICI
04.1997 - 08.1999

B.B.A. - Accounting

Texas Wesleyan University

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