Daniel Flores
Houston,TX
Summary
Detailed in accounting clerical services with seven years of experience maintaining financial records and reviewing financial activity. Polished in spreadsheet creation, report preparation and data analysis. Quick and accurate to meet strict deadlines and manage multiple tasks.
Overview
10
10
years of professional experience
Work History
Analyst
Ryan LLC
HOUSTON, TX
03.2023 - Current
- Conducted market research to identify trends and customer needs.
- Reviewed client financial records and documents to ensure accuracy of reported income and deductions.
- Maintained up-to-date knowledge of changes in taxation laws and regulations.
- Provided guidance to other departments regarding compliance with applicable rules and regulations.
- Compiled data from multiple sources to prepare tax returns accurately and timely.
Delivery Driver
FedEx
Houston, TX
04.2021 - Current
- Coordinate routes for 10 drivers to complete delivery within our KPI.
- Conduct pre-deployment Inspection of 10 vehicles completing the checklist and documenting discrepancies ensuring the log remains at 100% accuracy.
- Maintain safe driving practices to protect company property as overcoming daily hazardous conditions.
Accounting Clerk / Premium Processor
New Era Life Insurance Company
Houston, TX
03.2014 - 09.2020
- Generate reports on a daily basis, run ACH bank transfers.
- Research accounts, audit policies.
- Processed and updated on average 50% of policyholders with new contracts, invoices, or payment discrepancies and documentation.
- Analyzed documentation and standard financial statements for accuracy.
- Accountable for posting premiums, loans, reversals, and percentage interest rates with 100% accuracy.
- Responsible for processing accounts and incoming payments in compliance with financial policies and procedures.
- Performed essential office duties, including answering phones, responding to emails, processing mail, filing, and other office responsibilities.
Education
Financial Accounting -
Cy Fair Lone Star
Cypress, TXHigh School Diploma -
Mayde Creek High School
Houston, TX05.2010
Skills
- Proactive and Innovative
- Strong organizational skills
- Complex problem solving
- Efficient
- Bilingual (Spanish)
- Very attentive to details
- Strategic Planning
- Audit support
- Strong client engagement & professionalism
Additional Information
- Mirosoft Office, Powerpoint, Excel, Access
- Proficient with LSP/DataEase/Provident American/LifePro
- Certification in TTT Driver Training for GroundCloud
- PTS Tools
- PropertyPoint
Timeline
Analyst
Ryan LLC
03.2023 - Current
Delivery Driver
FedEx
04.2021 - Current
Accounting Clerk / Premium Processor
New Era Life Insurance Company
03.2014 - 09.2020
Financial Accounting -
Cy Fair Lone Star
High School Diploma -
Mayde Creek High School
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