Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Excellent communication skills and extensive experience working with clients and partners. Proficient in written and verbal communication.
Overview
18
18
years of professional experience
Work History
Accounting/Auditing/ Stop Loss Manager
Insurance Management Services
01.2019 - Current
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Maintained professional, organized, and safe environment for employees and patrons.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Established team priorities, maintained schedules and monitored performance.
Maximized performance by monitoring daily activities and mentoring team members.
Accounting Department Supervisor
Insurance Management Services
03.2015 - Current
Developed internal controls, reducing the risk of financial inaccuracies or fraud within the organization.
Ensured regulatory compliance by staying apprised of tax laws, filing deadlines, and reporting requirements.
Championed continuous improvement within the accounting department by regularly reviewing processes for optimization opportunities.
Improved cash flow management with proactive accounts receivable monitoring and collections efforts.
Assisted in external audit preparations by compiling necessary documentation and addressing auditor inquiries.
Coordinated payroll processing activities, ensuring accurate compensation for all employees on a consistent basis.
Completed bi-weekly payroll for company employees.
Developed and implemented various procedures to improve accounting process.
Service Manager
Wells Fargo Bank, N.A.
09.2006 - 03.2015
Resolved customer complaints in professional and timely manner.
Met with customers to discuss service needs and offer available solutions.
Hired, trained and supervised team of service staff members to meet business goals.
Ensured compliance with industry regulations by staying current on relevant updates and adjusting company policies accordingly.
Established team priorities, maintained schedules and monitored performance.
Education
Bachelor of Science - Finance
West Texas A&M University
Canyon, TX
Skills
Operations Management
Complex Problem-Solving
Process Improvement
Emergency Response
Administration and Reporting
Needs Assessment
Maintaining Compliance
Risk Management
Audit Planning
Insurance understanding
Policies and procedures implementation
Timeline
Accounting/Auditing/ Stop Loss Manager
Insurance Management Services
01.2019 - Current
Accounting Department Supervisor
Insurance Management Services
03.2015 - Current
Service Manager
Wells Fargo Bank, N.A.
09.2006 - 03.2015
Bachelor of Science - Finance
West Texas A&M University
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