Cynthia Hernandez
Austin,Texas
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Administrative Accounting Lead
National Western Life Ins Co.
08.2018 - Current
- Oversee the Policy Audit Team
- Make sure they perform audits appropriately and that Internal Controls are being followed
- Monitor individual performance and provide ongoing feedback to team members; conduct annual performance reviews
- Perform Audits to improve service and operational effectiveness by reducing the number of Internal Control Deficiencies in the Client Services areas
- Make sure audit controls are followed for the suspense accounts in the administration departments
- Work with Internal/External Auditors during their walk-thru audits and provide backup documentation as required
- Create Suspense Accounts Month-End Reports for CAO
- Assist different departments with suspense account reviews/research if needed
- Act as liaison between CAO departments and General Accounting for suspense accounts issues/management
- Work with our Tax Form Provider to make sure 1099 extracts are getting uploaded to their site and make corrections to tax forms as needed
- Prepare and transfer the1042s & 5498 yearly files to our Tax Form Provider for proper printing and filing
- Run Daily Ledger Reports for Federal Withholding accounts and send payments to the IRS for the 945
- Research discrepancies for 945 tax forms from previous years if notified by the IRS
- Serve as back up to process State Withholding Payments.
Tax Preparer, AFTR
Self-employeed - Seasonal
01.2014 - Current
- Assist subcontractors and small businesses organize and prepare all their documentation and receipts for tax season.
- Complete and file tax returns for individuals, subcontractors, and small businesses
- Utilized tax software to prepare returns and meet deadlines.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepare 1099NEC forms for clients’ subcontractors
- Prepare & Report clients’ Sales and Use Taxes.
- Collaborated with clients to answer questions and provide advice on tax matters.
Premium Collection Supervisor
National Western Life Ins Co.
01.2018 - 07.2018
- Day to day supervision of team’s productivity by monitoring, adjusting and/or addressing issues with workflow
- Monitored individual performance and provided ongoing feedback to team members; conducted annual performance reviews and disciplinary actions
- Provided recommendations in regards to hiring and firing of team members to management
- Mentored and developed team members to respond professionally, courteously, quickly and accurately to all inquiries from policyholders, agents, and internal customers
- Enforced company & departmental policies and procedures
- Assigned work to employees in a daily basis
- Reviewed and researched department clearing account reports
- Reviewed Credit Card Error Reports and assign to employees for correction
- Approved Journal Entries and checks
- Reviewed & submitted Credit Card Group Billing batches
- Prepared and uploaded report for the 1042s for our international clients to OneSource.
Client Service Supervisor
National Western Life Ins Co.
08.2011 - 01.2018
- Day to day supervision of customer services team’s productivity by monitoring, adjusting and/or addressing issues with workflow
- Monitored individual performance and provide ongoing feedback to team members; write and conduct annual performance reviews and disciplinary actions
- Provide recommendations in regards to hiring and firing of team members to management
- Mentored and developed customer service team members to respond professionally, courteously, quickly and accurately to all inquiries from policyholders, agents, marketing organizations and internal customers
- Trained and supervised new customer service representatives on best practices & procedures to meet organization goals.
- Enforced company & departmental policies and procedures
- Journal Entries and check approvals
- Reconciled, researched, and resolved discrepancies on department clearing accounts
- Prepared and uploaded report for the 1042s for our international clients to OneSource.
Client Service Specialist
National Western Life Ins Co
08.1999 - 07.2011
- Processed Benefit Changes and reinstatement for policies in the system.
- Calculated premiums and policies values associated with changes to life policies.
- Provided customer service to agents, policy holders and insured person(s) by phone and/or email in regards to changes and reinstatements of life insurance policies
- Provided assistance to customer services team on policy calculations.
- Communicated potential impact of benefit changes to agents and policy holders
- Evaluated lapsed policies, calculate the premium due and advice agent, policy holder and/or insured of reinstatement requirements
- Reinstated policies, applied premium payments once requirements were satisfied.
- Reconciled, researched, and resolved discrepancies on department clearing accounts.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
Education
Bachelor of Science of Business Administration - Accounting
DeVry University
Austin, Texas02.2012
Skills
- Account Reconciliation
- Auditing Skills
- Microsoft Office (Excel, Word, Outlook, Visio, PP, SharePoint, and other)
- Tax Preparation Skills
- GAAP Knowledge
- Journal Entry
- Research
- Bilingual - Spanish
- Effective Project Completion
Certification
- LOMA: Level 1 Certificate, ACS, ALMI, ASRI designations
- AFTR Certificate
Languages
Spanish
Native or Bilingual
Timeline
Administrative Accounting Lead
National Western Life Ins Co.
08.2018 - Current
Premium Collection Supervisor
National Western Life Ins Co.
01.2018 - 07.2018
Tax Preparer, AFTR
Self-employeed - Seasonal
01.2014 - Current
Client Service Supervisor
National Western Life Ins Co.
08.2011 - 01.2018
Client Service Specialist
National Western Life Ins Co
08.1999 - 07.2011
Bachelor of Science of Business Administration - Accounting
DeVry University
- LOMA: Level 1 Certificate, ACS, ALMI, ASRI designations
- AFTR Certificate
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