Jamee Drill
Salem,OR
Summary
Possessing detail-oriented and analytical mindset, adept at maintaining accuracy and integrity in financial records. Knowledge of financial reporting standards and proficiency in Excel. Committed to delivering accurate financial insights to support informed decision-making.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Accountant I
Oregon Emergency Management
10.2023 - Current
- Review and prepare grant reimbursement requests to ensure compliance with 2 CFR 200 and state policies.
- Prepare the weekly federal draw for all grant activities, including reimbursement requests, payroll, and travel expenses.
- Conduct monthly reconciliations to ensure that revenues and expenses are balanced.
- Prepare quarterly reports on grant activities promptly to meet deadlines.
- Research any errors in revenue or expenses and prepare the necessary documentation to correct them.
- Guide and support grant subrecipients on documentation requirements for the timely processing of reimbursement requests.
- Collaborate with grant program staff to ensure that accurate information is reported.
Associate Financial Advisor
Hourglass Planning
08.2017 - 05.2023
- Develop and implement comprehensive financial plans covering investment strategy, retirement planning, tax planning, estate planning, and risk management
- Monitor clients' plans, provide ongoing advice, and recommend financial products and services based on market changes or client needs
- Educate clients on industry changes that are relevant to their specific needs and provide personalized, tax-efficient investment advice
- Maintain accurate and secure client records to comply with industry regulations
- Implemented CRM software, resulting in a 15% increase in financial planning engagement and a 5% increase in net inflow due to improved efficiency
Licensed Paraplanner
Hourglass Planning
09.2003 - 08.2017
- Collaborate with financial advisors to collect and organize necessary client information to develop and implement financial plans
- Performed financial analyses, such as cash flow projections, retirement income projections, and tax analyses, to support financial plan development
- Prepare client reports, such as investment performance reports, portfolio analysis reports, and financial plan summaries
- Manage financial planning fees, billing, and invoicing procedures for clients
- Monitor progress towards practice goals and report updates to management
- Executed investment trades within client accounts for 250 households, ensuring accuracy and completeness
- Build and maintain relationships with clients, providing exceptional customer service and responding to inquiries
Education
Bachelor of Science - Accounting
Eastern Oregon University
La Grande, OR06.2012
Skills
- Data analysis and interpretation
- Time management
- Relationship management
- Account reconciliation
- Microsoft Excel
- Attention to detail
Certification
- CERTIFIED FINANCIAL PLANNER
- Finra Series 7
- NASAA Series 66
Timeline
Accountant I
Oregon Emergency Management
10.2023 - Current
Associate Financial Advisor
Hourglass Planning
08.2017 - 05.2023
Licensed Paraplanner
Hourglass Planning
09.2003 - 08.2017
Bachelor of Science - Accounting
Eastern Oregon University
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