Camila Posadas
Houston,TX
Summary
Business-minded Finance Manager promoting more than [Number] years of expertise overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills. Results-driven [Job Title] experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
3
3
years of professional experience
Work History
General Lines Manager
MP INSURANCE
12.2020 - Current
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Protected company assets with strategic risk management approaches.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Created documents to display financial reports and data using [Software].
- Identified and capitalized on community business opportunities with effective networking.
- Monitored budget, revenue and variance trends for $[Amount] company, regularly apprising CEO of company's financial standing.
- Audited, balanced and reconciled payroll for more than [Number] personnel.
- Resubmitted overdue invoices and contacted [Job title]s to determine when payments would be received.
State Farm Agent
State Farm
12.2019 - 12.2020
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Obtained underwriting approval by completing application for coverage.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Education
Associate of Applied Science - Insurance
Kaplan University
Davenport, IA10.2022
Associate of Applied Science - Business Administration And Management
Houston Community College
Houston, TX12.2021
Skills
- Financial Institution Programs
- Corrective Actions
- Verbal and Written Communication
- Visual Merchandising
- Customer Financing
- Delivery Schedules
- Customer Satisfaction
- Customer Retention
- Development Planning
- Deal Structuring
- Lender Relationships
- Operational Efficiency
Timeline
General Lines Manager
MP INSURANCE
12.2020 - Current
State Farm Agent
State Farm
12.2019 - 12.2020
Associate of Applied Science - Insurance
Kaplan University
Associate of Applied Science - Business Administration And Management
Houston Community College
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