Jacqueline Parrish
Cypress
Summary
Team-oriented professional prepared to take on leadership responsibilities with a focus on driving results and fostering collaboration. Proven success in managing teams, overseeing project execution, and adapting to dynamic work environments. Known for reliability, flexibility, and strong organizational skills, ensuring seamless team operations and achievement of goals. Experience with financial analysis and reporting, ensuring accuracy and compliance. Utilizes knowledge of accounting software and financial regulations to streamline processes. Strong understanding of financial data analysis, budgeting, and tax preparation.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Team Lead/Supervisor
AIG
Houston, TX
06.2018 - Current
- Facilitated communication between clients and external service providers to streamline access to resources.
- Collaborated with interdisciplinary teams to ensure comprehensive care and support for clients.
- Processed vendor invoices accurately and efficiently, ensuring timely payments.
- Managed reconciliations of accounts to maintain financial accuracy.
- Led cross-functional teams to enhance operational efficiency and improve project outcomes.
- Developed and implemented strategic initiatives that streamlined workflow processes and reduced bottlenecks.
- Led escalation processes to resolve complex customer issues effectively and efficiently.
Claims Representative
State Farm
Homewood, AL
03.2014 - 05.2018
- Processed and evaluated insurance claims to determine coverage eligibility and settlement amounts.
- Communicated with policyholders to gather information and clarify claim details efficiently.
- Processed and reconciled customer payments using ERP software, ensuring accuracy in accounts receivable records.
- Assisted in preparing financial reports, contributing to month-end closing activities and audits.
- Collaborated with cross-functional teams to resolve payment discrepancies and improve cash flow management.
- Resolved customer inquiries regarding claims processing and payment status.
- Collaborated with internal teams to streamline claim adjudication processes.
Tax Preparer
HR Block
Birmingham, AL
12.2011 - 04.2018
- Prepared and filed federal and state tax returns for diverse client portfolios.
- Conducted thorough reviews of financial documents to ensure compliance with tax laws.
- Provided expert advice on tax deductions and credits to maximize client savings.
- Streamlined tax preparation processes, reducing turnaround time for client filings.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
Education
MBA - Business Administration
University of Phoenix
Birmingham, ALMaster of Science -
Southern New Hampshire University
Hooksett, NH05-2026
Bachelor of Science -
Trine University
Angola, IN06-2007
Skills
- Coaching and mentoring
- Customer focus
- Conflict resolution
- Attention to detail
- Bank reconciliation
- Microsoft Excel
- Journal entries
- MS office
- Training and mentoring
- Goal oriented
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Supervised team of 10 staff members.
- Collaborated with team of 5 in the development of Genesys program.
- Achieved retaining clients by completing testing of IVR with accuracy and efficiency.
Certification
Supervisor Training, 6 months
Languages
English
Full Professional
Timeline
Team Lead/Supervisor
AIG
06.2018 - Current
Claims Representative
State Farm
03.2014 - 05.2018
Tax Preparer
HR Block
12.2011 - 04.2018
MBA - Business Administration
University of Phoenix
Master of Science -
Southern New Hampshire University
Bachelor of Science -
Trine University