Cassandra Jenkins
Tallahassee,FL
Summary
- Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
- SKILLS
- - Financial analysis and reporting - Investment and portfolio management - Financial planning and advisory - Risk assessment and mitigation - Client relationship management - Strong proficiency in financial software (e.g., QuickBooks, Excel, Microsoft Word.) - Compliance with financial regulations - Remote work proficiency - Excellent communication and presentation skills
Overview
6
6
years of professional experience
Work History
Senior Professional Accountant
Financial Services
Hybrid Remote
11.2023 - Current
- Analysis of and working directly with FLAIR systems
- Perform daily/monthly reconciliations and post audits of the employment tax trust funds following established procedures
- Interface with the agencies to ensure the correct processing of transactions
- Manage a hybrid work environment, effectively balancing in-person and remote interactions
- Responsible for the audit of employment tax refunds and collections requested by agencies
- Audit requests from agencies for annuity, deferred compensation, medical care reimbursement account refunds and dependent care refunds, and ensuring proper remitting and reporting of payroll taxes
- Initiate record updates, payments and collections as required.
Remote Representative/Video Teller
First Commerce Credit Union
06.2022 - 11.2023
- Responds to member inquiries including ATM, iBranch, debit, credit, payroll, ACH, wires, rates, Mobile Banking, uMonitor, Bill Pay, Pop Money and CPI premiums
- Accurately completes routine financial transactions including transfers, loan payments, adjustments, address changes, orders checks, wire transfers and loan coupons, maintenance on all types of accounts including but not limited to auto pay, auto transfers and EFT in accordance with established policy/procedures
- Identify needs that can be met with credit union products and services through cross selling including opening deposit product accounts
- Balances transactions on a daily basis.
Client Service Representative
Dermatology Associates of Tallahassee
Tallahassee, FLORIDA
09.2018 - 06.2022
- Scheduled appointments for clients, customers, and other visitors.
- Performed data entry tasks into various computer systems accurately and promptly.
- Maintained an organized filing system of confidential client information in accordance with company policy.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
Education
High School Diploma -
Booker T. Washington High School
Pensacola05-2008
Some College (No Degree) -
Pensacola State College
Pensacola, FLSkills
- Financial analysis and reporting
- Investment and portfolio management
- Client relationship management
- Strong proficiency in financial software (Excel, Microsoft Word)
- Compliance with financial regulations
- Remote work proficiency
- Excellent communication and presentation skills
Affiliations
Active in im my church
Websites
Timeline
Senior Professional Accountant
Financial Services
11.2023 - Current
Remote Representative/Video Teller
First Commerce Credit Union
06.2022 - 11.2023
Client Service Representative
Dermatology Associates of Tallahassee
09.2018 - 06.2022
High School Diploma -
Booker T. Washington High School
Some College (No Degree) -
Pensacola State College
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