To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Human Resource Manager/Accounting Manager
Valparaiso First Insurance
01.2010 - Current
Recruited and oversaw personnel to achieve performance and quality targets.
Regularly reviewed project scopes to ensure appropriate allocation of resources based on changing priorities or unforeseen challenges.
Collaborated with department heads to identify staffing requirements, resulting in improved workforce planning and reduced turnover rates.
Resolved problems, improved operations and provided exceptional service.
Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Gained extensive knowledge in data entry, analysis and reporting.
Skilled at working independently and collaboratively in a team environment.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Complied with established internal controls and policies.
Completed bi-weekly payroll for company employees.
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Generated monthly and quarterly financial statements for executive review.
Managed banking reconciliations and monthly balance sheet statements.
Organized and detail-oriented with a strong work ethic.
Office Manager
Professional Resources
05.2007 - 05.2009
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Coached new hires on company processes while managing employees to achieve maximum production.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Organized travel arrangements for executives by researching cost-effective options while accommodating individual preferences.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Updated reports, managed accounts, and generated reports for company database.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Controlled finances to lower costs and keep business operating within budget.
Exercised leadership capabilities by successfully motivating and inspiring others.
Self-motivated, with a strong sense of personal responsibility.
Assistant Vice President Auditor
First National Bank, Valparaiso
05.1995 - 05.2007
Allocated work assignments and tasks to comprehensively manage administrative projects.
Reported issues to higher management with great detail.
Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
Ensured timely completion of audits, prioritizing tasks based on urgency and importance for efficient resource allocation.
Identified fraudulent activities by meticulously auditing customer accounts, leading to increased security measures.
Trained new employees on accounting principles and company procedures.
Strengthened the bank''s risk management framework through comprehensive assessments of operational risks.
Promoted transparency in banking operations by effectively communicating audit results to relevant stakeholders.
Streamlined internal controls for improved compliance with regulatory standards, reviewing policies and procedures regularly.
Administered auditing program to address risks and evaluate compliance with regulatory requirements.
Assessed internal control risks of network through information system audits.
Contributed to the bank''s reputation for integrity and compliance by diligently upholding high standards in all audit activities.
Prepared working papers, reports and supporting documentation for audit findings.
Developed audit policies, guiding administrative and technical functions.
Partnered with auditors to track errors and add contributions to maintain accuracy.
Optimized audit procedures by staying up-to-date on industry trends, best practices, and emerging risks in banking operations.
Reduced financial discrepancies by conducting thorough audits of bank statements and transactions.
Planned audits and audit activities to allocate necessary resources and determine consistency of plans with audit objectives.
Communicated with auditee staff to obtain necessary information for audits.
Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
Improved overall audit quality by continuously updating knowledge on accounting standards, regulatory requirements, and industry best practices.
Gained strong leadership skills by managing projects from start to finish.
Education
No Degree - Compliance
ABA Compliance School
IUPUI Indianapolis
Bachelor of Arts - Accounting, Human Resources, And Supervision
Purdue University - North Central
Westville, IN
05.2010
No Degree - Human Resources Investments And Management
University of Wisconsin Graduate School of Banking
Madison Wisconsin
08.2007
No Degree - Compliance Trust Audit School
Cannon Trust School
University Of Notre Dame
08.1997
Skills
Team Leadership
Documentation And Reporting
Customer Relationship Management
Performance monitoring
Phone and Email Etiquette
Detail Oriented
Supervision and leadership
Microsoft Office
Friendly, Positive Attitude
Critical Thinking
Analytical Thinking
Certification
Licensed Insurance Agent Indiana
Avid runner and gym enthusiast
When I'm not at work I'm likely in the gym or hitting the pavement running
Timeline
Human Resource Manager/Accounting Manager
Valparaiso First Insurance
01.2010 - Current
Office Manager
Professional Resources
05.2007 - 05.2009
Assistant Vice President Auditor
First National Bank, Valparaiso
05.1995 - 05.2007
No Degree - Compliance
ABA Compliance School
Bachelor of Arts - Accounting, Human Resources, And Supervision
Purdue University - North Central
No Degree - Human Resources Investments And Management
University of Wisconsin Graduate School of Banking