Michael Coffman
Tempe,AZ
Summary
As an Accounting Analyst with a diverse professional background, I have a strong focus on developing innovative strategies and conducting thorough data analysis. My aim is to leverage my combined expertise in accounting and sales consulting to contribute to a more dynamic and advanced role.
Overview
7
7
years of professional experience
Work History
Insurance Broker
Oscar Health Insurance
- Assisted customers with policy-related questions regarding sales
- Priority focus on developing innovative strategies, enhancing customer engagement at Oscar Health
- Provided vital support to policyholders, resolving queries with a focus on transparency and trust-building
- Analyzed customer needs, leading to a tailored policy consultation approach at Oscar Health.
Accounting Analyst
Circle K Corporate
09.2021 - Current
- Collaborate with Customer Loyalty & Category Managers to strategize effective programs and rates
- Extract manual accrual data for close and per period programs using Cube Data
- Innovatively set up Promotion Accrual Sheets using Smartsheet Promotions information from Price Book
- Assist in creating financial statements and management reports
- Focused approach in handling financial data, ensuring accuracy and reliability.
Independent Sales Consultant
Isagenix
05.2017 - 08.2021
- Collaborated with cross-functional teams to analyze sales data using Salesforce and to develop better marketing strategies
- Provided leadership and training to individuals to empower them in establishing and overseeing their own sales teams through recruitment and training endeavors
- Conducted client interviews to assess dietary habits and overall health, offering personalized recommendations and solutions
- Engaged in direct sales interactions with individuals and acted as a distributor through personalized web referrals.
Claims Specialist
Super Shuttle International
09.2017 - 08.2018
- Investigated and processed ride-share claims, including accidents, damages, and disputes, ensuring compliance with company policies and regulatory requirements
- Collaborated with customers, insurance providers, and witnesses to gather relevant information, assess liability, and negotiate settlements
- Communicated with customers via phone and email to address inquiries, provide updates on claim status, and resolve issues in a timely manner
- Documented claim details, correspondence, and outcomes accurately in claims management systems, maintaining comprehensive records for audit and reporting purposes.
Education
Bachelor of Arts - Accounting
University of Maine At Presque Isle
12.2026
Fintech Certification -
The University of Texas At Austin
03.2024
Diploma - General studies
Marcos De Niza High School
Tempe, AZ05.2009
Skills
- Financial Analysis
- Advanced Excel
- Quickbooks
- Oracle
- Power BI
- Azure
- GAAP
- SQL
Timeline
Accounting Analyst
Circle K Corporate
09.2021 - Current
Claims Specialist
Super Shuttle International
09.2017 - 08.2018
Independent Sales Consultant
Isagenix
05.2017 - 08.2021
Insurance Broker
Oscar Health Insurance
Bachelor of Arts - Accounting
University of Maine At Presque Isle
Fintech Certification -
The University of Texas At Austin
Diploma - General studies
Marcos De Niza High School
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