Eric Godfrey
Bozeman,MT
Summary
Versatile Financial Representative with experience enhancing client satisfaction and streamlining financial processes. Skilled in leveraging bilingual Spanish communication and accounting expertise to deliver tailored solutions and support smart business practices. Currently pursuing CPA licensure; proficient in Microsoft Excel, R-Studio, IDEA, Lacerte, Premier Bank Support, and QuickBooks. Recognized for strong analytical abilities, a passion for problem-solving, and the ability to identify data trends that empower clients to achieve their financial goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Stockman Bank
02.2025 - Current
- Conducted routine audits to strengthen procedural compliance, ensure accurate use of general ledgers, and reduce risks of fraud and misstatement
- Drove growth and revenue through promoting product and services to current and new clientele
- Prepared accurate account documentation and maintained strict compliance with CIP, BSA, and other federal banking regulations during all client interactions
- Prioritized daily high-volume and time sensitive tasks; including opening accounts, sending wires, preventing fraud, and protecting assets for 40-50 customers a day
Teller
Stockman Bank
11.2024 - 01.2025
- Assisted the vault teller with ATM balancing reports and prepping large money orders ($500k+) for the Gallatin Valley Market and local customers
- Over 18 months, balanced a $12,000 till daily with zero discrepancies prioritizing the protection of the bank and clients assets
Tax Intern
Rudd & Company
01.2024 - 04.2024
- Prepared federal and state tax returns across diverse entity types including individuals, nonprofits, partnerships, and corporations
- in large amounts of complex client information to create efficient workpapers that followed the tax flow to assist higher ups with more difficult tax returns
- Prepared various tax forms and documentation associated with tax compliance, audits and refunds
- Reviewed clients' current tax processes to identify inefficiencies, providing enhancements to improve procedures and reduce tax exposure
Education
Bachelor of Science - Accounting And Finance
Montana State University
Bozeman, MT12-2024
Skills
- Complaint Resolution
- Customer Service
- Quality Control
- Accounting Knowledge
- Risk Identification
- Intermediate Spanish
Certification
- Certified Notary Public for the State of Montana
- Thompson School District Seal of Biliteracy
- Wilderness First Responder
Timeline
Customer Service Representative
Stockman Bank
02.2025 - Current
Teller
Stockman Bank
11.2024 - 01.2025
Tax Intern
Rudd & Company
01.2024 - 04.2024
Bachelor of Science - Accounting And Finance
Montana State University