A highly motivated and adaptable professional with strong time management and problem-solving abilities. Recognized for dependability and a quick learning curve, this individual is dedicated to using their skills to support team objectives and company expansion. With a solid background at American Fidelity, they have a proven track record in various roles, including Tech Services and Accounting Supervisor, and have honed expertise in Software Quality Assurance (SQA), Qlik, and teamwork. Thorough team contributor with strong organizational capabilities.
Monitored project progress to ensure deadlines were met.
Executed basic database queries using SQL.
Conducted data analysis to identify insights.
Developed insightful dashboards using Qlik.
Performed comprehensive software quality assurance assessments.
Successfully integrated LEAN strategies for efficiency.
Developed expertise in utilizing Microsoft Forms for data collection and analysis.
Automated workflows using Power Automate.
Managed operations of Commissions, Accounting and Reporting, and Premium Accounting groups.
Annual Reporting including CRS/FATCA, MCAS, Tax Reporting
Completed the division budget
Internal/External Audit Management
Procedure Writing/Annual Review
Reconciled daily cash sheets for multiple companies.
Executed journal preparation processes.
Performed monthly reconciliations of ledger entries.
Completed month-end reports.
Managed assembly of essential records for audits.
Acquired experience in utilizing Qlik and UIPath Robotic Process Automation.
Led special project initiatives.
Executed accurate and timely bank account reconciliations.
Processed COBRA payments across multiple financial records.
Revised invoice details to reflect premium changes.
Recorded daily financial activities.
Handled comprehensive check printing processes.
Performed thorough analysis of accounts receivable and payable.
Innovation Award Winner
LEAN Facilitator