Heidi Jensen
Beaverton
Summary
Results-driven staff accountant skilled in managing financial operations, including journal entry compilation and data analysis. Known for maintaining organized records and ensuring compliance, contributing to improved efficiency and accuracy in financial reporting.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Staff Accountant
Bridge Specialty Insurance
Denver
08.2024 - Current
- Prepared monthly financial statements using accounting software.
- Reconciled bank statements with general ledger entries.
- Processed accounts payable and receivable transactions efficiently.
- Maintained organized records of financial documentation and transactions to support compliance and reporting needs.
- Reviewed invoices for accuracy before processing payments.
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
- Managed financial operations, month-end reporting, financial schedules and reconciliations.
- Compiled and prepared journal entries to ensure accurate general ledger records.
- Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances.
- Developed and implemented policies and procedures to enhance accounting functions and streamline operations.
- Analyzed existing accounting processes to recommend improvements in efficiency or effectiveness.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
- Produced detailed reports and organized documentation for review and analysis.
Accounting Assistant
Bridge Specialty Insurance
Denver
05.2022 - 07.2024
- Managed accounts payable and receivable transactions to ensure accurate financial reporting.
- Maintained organized filing system for financial records and reports.
- Collaborated with team members to improve accuracy and efficiency of accounting procedures.
- Assisted with accounts receivable activities such as invoicing, collections, and deposits.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Answered questions from customers regarding their billing or payment status.
- Prepared daily cash flow statements for management review.
- Researched and resolved discrepancies between invoices, purchase orders, and packing slips to maintain financial integrity.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
Underwriting Assistant
Hull & Company
Portland
10.2020 - 05.2022
- Reviewed insurance applications for completeness and compliance with underwriting guidelines.
- Streamlined documentation flow to facilitate timely underwriting decisions.
- Maintained database records accurately for tracking applications and policy renewals.
- Monitored regulatory changes to ensure compliance in underwriting practices and policies.
- Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
- Collected and reviewed third-party reports to support decisions.
- Coordinated communication among clients, agents, and underwriters to enhance clarity and understanding.
- Coordinated with Claims and Accounting departments to enhance communication.
- Evaluated data meticulously to support informed decision-making.
- Performed data entry functions to track information such as payments, account updates and customer interactions.
- Assisted in the preparation of presentations for prospective clients.
- Created and delivered submissions of documents to professionals.
- Participated in training sessions related to products, services and processes.
- Entered data into underwriting database to track activity during process.
- Prepared routine correspondence related to underwriting activities including letters of acceptance or rejection.
- Managed physical and digital files, monitored spreadsheets, and updated reports to coordinate project materials.
- Responded to requests for data searches, office memo drafts, or reference retrievals.
Education
High School Diploma -
Battle Ground High School
Battle Ground, WA06-1996
Some College (No Degree) - General Studies & Interior/Architect
Portland Community College
Portland, ORSkills
- Financial statement preparation
- Accounts reconciliation
- Accounts payable processing
- Journal entry compilation
- Compliance verification
- Data analysis
Certification
Oregon P&C Producer License
Accomplishments
Above and Beyond - 2025
Timeline
Staff Accountant
Bridge Specialty Insurance
08.2024 - Current
Accounting Assistant
Bridge Specialty Insurance
05.2022 - 07.2024
Underwriting Assistant
Hull & Company
10.2020 - 05.2022
High School Diploma -
Battle Ground High School
Some College (No Degree) - General Studies & Interior/Architect
Portland Community College