Highly organized and dependable candidate skilled in effectively managing multiple priorities while maintaining a positive attitude. Demonstrated success in assuming additional responsibilities to achieve team goals. Committed to delivering exceptional results and contributing to the overall success of the organization.
Overview
24
24
years of professional experience
Work History
Audit Assistant
Elliott Davis, LLC/Decosimo
07.2012 - 11.2024
Worked as an audit assistant in public accounting within the Investment Company area; 170-180 audits per year; audit assistant to staff, managers, senior managers, managing directors and shareholders
Establishment and acceptance of new clients
Organizing files, creating workpapers, and revising templates
Drafting engagement letters and liaising with clients to secure signatures
Management of confirmations; documentation, dispatching, receiving and organizing responses
Arranging planning calls - coordinating various schedules and scheduling discussions with clients
Preparation of financial statements - ensuring accuracy, consistency, and proper referencing within files
Account testing - choosing samples for examination and communicating with clients regarding required documentation
Valuation assessment - determining investment prices through various sources
Issuance of reports - delivering final reports to clients
Assessed financial statements and records.
Enhanced audit efficiency by streamlining and automating various procedures.
Managed multiple priorities effectively, ensuring timely completion of assigned tasks without compromising quality of work.
Increased efficiency by implementing new processes and providing administrative support to management.
Insurance Customer Service Representative
State Farm
01.2008 - 08.2011
Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Assisted clients in filing claims, coordinating with adjusters to expedite processes and secure settlements.
Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
Collections Supervisor
CFI Investments
10.2000 - 06.2006
Supervised 12-15 employees; including coaching and performance reviews.
Enhanced collections efficiency by implementing and monitoring strategic collections plans.
Streamlined department operations by optimizing workflows, policies, and procedures.
Maintained a high level of customer satisfaction through professional communication and dispute resolution tactics.
Established performance metrics to evaluate team success and identify areas for improvement.
Education
Accounting AS -
Chattanooga State Community College
Chattanooga, Tennessee
05.2012
Skills
Microsoft Excel proficiency
Basic audit principles
Customer Service
Problem-solving abilities
Multitasking
Filing
Scheduling and calendar management
Meticulous attention to detail
Mail handling
Letter preparation
Timeline
Audit Assistant
Elliott Davis, LLC/Decosimo
07.2012 - 11.2024
Insurance Customer Service Representative
State Farm
01.2008 - 08.2011
Collections Supervisor
CFI Investments
10.2000 - 06.2006
Accounting AS -
Chattanooga State Community College
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