Summary
Overview
Work History
Education
Skills
Timeline
Generic

Diana Seger

Public Accountant
Pueblo,CO

Summary


Personable and detail-focused professional with solid qualifications in public accounting principles and practices. Possesses comprehensive understanding of financial reporting and regulatory compliance, coupled with strong analytical and leadership skills. Dedicated to driving operational efficiency and fostering team collaboration to achieve organizational goals.

Overview

28
28
years of professional experience

Work History

Public Accountant/Owner

Assured Accounting & Tax Prep
02.2007 - Current
  • Accounting, Tax Prep, and Tax Planning for business and personal clients.
  • Enhanced financial accuracy by conducting thorough audits and identifying discrepancies in financial statements.
  • Implemented cost-saving measures by analyzing expenses patterns and recommending areas for improvement or consolidation.
  • Monthly bookkeeping, payroll, job costing, and business management.
  • Collaborated with clients to develop customized tax strategies that minimized liabilities and maximized savings.
  • Assisted clients in resolving disputes with taxing authorities, effectively negotiating favorable outcomes and reducing penalties.
  • Optimized cash flow management for businesses through insightful analysis of accounts receivable and payable patterns.
  • Managed multiple client projects simultaneously while maintaining strict deadlines and high-quality work standards.
  • Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
  • Performed audits on various agreements contracted with city governments and other organizations.
  • Maintained integrity of general ledger and chart of accounts.


Mortgage Broker/Owner

Main Street Mortgage
11.1997 - Current
  • Maintained a strong network of industry professionals, fostering valuable partnerships that benefited clients and business growth.
  • Implemented efficient documentation practices that expedited processing times while ensuring compliance with industry regulations.
  • Collaborated with lenders to secure competitive interest rates and terms, resulting in more affordable home financing options.
  • Facilitated smooth communication between all parties involved in transactions, resulting in successful loan closings and satisfied clients.
  • Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
  • Assessed clients' financial data to determine loan suitability.
  • Collaborated with different lenders to find best possible deal for homebuyers.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
  • Provided ongoing support for past clients to maintain strong relationships and encourage referrals for future business opportunities.

Realtor

Main Street Realty
03.2019 - Current
  • Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers.
  • Advised and informed prospective clients on current market activities and conditions.
  • Provided expert advice on property values, guiding clients to make informed decisions when buying or selling homes.
  • Delivered exceptional customer service by addressing client concerns promptly and professionally throughout the entire transaction process.
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
  • Wrote contracts to outline sales and purchases of properties.
  • Generated leads for potential buyers and sellers by hosting open houses, conducting market analysis, and networking within the community.
  • Resolved client concerns related to home purchases to maintain high satisfaction ratings.
  • Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.

Education

MBA - Business With Emphasis in Accounting

University of Phoenix
Tempe, AZ
05.2001 -

Skills

Tax preparation

Payroll processing

Budget planning

Fixed asset accounting

Cost accounting

Sales tax filing

Nonprofit accounting

General ledger maintenance

Financial statement preparation

Client relations

Quickbooks mastery

Bookkeeping and reconciliation

Client engagement and assistance

Effective problem solving

Timeline

Realtor

Main Street Realty
03.2019 - Current

Public Accountant/Owner

Assured Accounting & Tax Prep
02.2007 - Current

MBA - Business With Emphasis in Accounting

University of Phoenix
05.2001 -

Mortgage Broker/Owner

Main Street Mortgage
11.1997 - Current

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Diana SegerPublic Accountant