Daniel Vital
Lubbock
Summary
Accomplished auditing professional polished in risk mitigation and cost reduction strategies. Completes audits for clients in diverse industries and executes planning strategies to enhance financial positions. Focuses on delivering high-quality results and producing exceptional work.
Overview
17
17
years of professional experience
Work History
Premium Auditor
EXL
Jersey City, NJ
10.2024 - Current
- Performed post-audit reviews of policies to make sure they remain current with changes in operations or law.
- Collected data from policyholders, including payroll information and sales figures.
- Maintained accurate records of all client interactions and audit results.
- Analyzed financial records, such as balance sheets and income statements.
- Prepared detailed reports outlining potential risks and recommended corrective action plans.
- Investigated discrepancies in the insured's records.
- Conducted thorough audits to assess compliance with insurance regulations and industry standards.
Premium Auditor
Kahana Colorado LLC
Lubbock, TX
04.2024 - 09.2024
- Collected data from policyholders, including payroll information and sales figures.
- Maintained accurate records of all client interactions and audit results.
- Analyzed financial records, such as balance sheets and income statements.
- Prepared detailed reports outlining potential risks and recommended corrective action plans.
- Investigated discrepancies in the insured's records.
- Verified accuracy of documents related to workers' compensation policies.
Premium Auditor
EXL
Jersey City, NJ
02.2023 - 03.2024
- Performed post-audit reviews of policies to make sure they remain current with changes in operations or law.
- Collected data from policyholders, including payroll information and sales figures.
- Maintained accurate records of all client interactions and audit results.
- Analyzed financial records, such as balance sheets and income statements.
- Prepared detailed reports outlining potential risks and recommended corrective action plans.
- Investigated discrepancies in the insured's records.
Project Coordinator
Turn Co LLC
Lubbock, TX
03.2021 - 11.2022
- Assessed, monitored and reported on work progress.
- Oversaw adherence to project timeline and budget constraints.
- Set project goals and schedule with property managers and onsite team.
- Managed work streams for both routine and special projects simultaneously.
- Leased with project managers to evaluate project scope and define milestones and deadlines.
- Documented labor hours and budget expenses for projects.
Sales Associate
QVC
Lubbock, TX
03.2019 - 01.2022
- Processed transactions using a point-of-sale system.
- Assisted customers with product selection, sizing and styling.
- Provided accurate information about products, prices and services.
- Processed credit card transactions quickly and securely.
- Handled customer complaints in a professional manner.
- Maintained up-to-date knowledge of store merchandise and policies.
- Processed returns, exchanges, and refunds in accordance with company policies.
- Helped customers find specific products, answered questions, and offered product advice.
Sales Associate
Dillards Department Store
Lubbock, TX
09.2017 - 02.2019
- Arranged new merchandise with signage and appealing displays to encourage customer sales.
- Assisted teammates with sales processing tasks to meet daily sales goals.
- Trained new sales employees on effective sales, services and operational strategies to maximize team performance.
- Prepared cash deposits.
- Meet daily sales quotas assigned.
Accounts Payable/Receiving Manager
OTSC LLC
Seminole, TX
03.2009 - 12.2015
- Assisted with preparing journal entries related to accounts payable transactions.
- Collaborated with vendors, suppliers and staff members across departments to resolve any issues that arose.
- Entered data into accounting system to maintain accurate financial records.
- Performed account reconciliations as required including bank statement reconciliation, credit card reconciliations.
- Maintained accounts payable files and records in an organized manner.
- Assisted with month-end closing activities as needed.
- Monitored accounts receivable aging reports to ensure timely payments.
- Prepared checks for payment of vendor invoices on a timely basis.
- Processed invoices and payments in accordance with company policies and procedures.
- Conducted periodic reviews of vendor accounts to identify opportunities for cost savings or process improvements.
- Developed processes and procedures related to accounts payable operations.
- Ensured proper authorization for all purchases made by the organization.
Education
Associate of Science - Accounting
Midland College
Midland, TX03-2011
High School Diploma - undefined
Seminole High School
Seminole05.2006
Skills
- Data Interpretation
- Research capabilities
- Insurance knowledge
- Policy Interpretation
- Accounting expertise
- Process evaluations
- Time management
- Attention to detail
- Critical thinking
- Team collaboration
- Financial auditing
- Bookkeeping
Timeline
Premium Auditor
EXL
10.2024 - Current
Premium Auditor
Kahana Colorado LLC
04.2024 - 09.2024
Premium Auditor
EXL
02.2023 - 03.2024
Project Coordinator
Turn Co LLC
03.2021 - 11.2022
Sales Associate
QVC
03.2019 - 01.2022
Sales Associate
Dillards Department Store
09.2017 - 02.2019
Accounts Payable/Receiving Manager
OTSC LLC
03.2009 - 12.2015
High School Diploma - undefined
Seminole High School
Associate of Science - Accounting
Midland College