JULIE L. CALDER

Fort Lauderdale,FL

Overview

years of professional experience

ASSURED PARTNERS, LLC DBA CYPRESS INS. GROUP

Fort Lauderdale, FL

01.2015 - Current

Prepare and post journal entries in support of a personal and commercial lines insurance agency.
Process inhouse accounting books and execute timely payments.
Prepare and review reports detailing monthly expenses.
Provide detailed reports to Direct Billing specialists.
Introduce strategies for revamping existing systems to improve accuracy of accounting tasks.
Prepare MS Excel spreadsheets for monthly financial meetings designed to analyze and assess client activities.
Reconcile ACH, checks, and credit cards for monthly payments toward commission statements.
Initiate troubleshooting efforts to resolve invoicing issues and worker's compensation discrepancies.
Correspond with other departments to implement investigative methods to ensure proper commissions, percentages, and follow-throughs with payments from insurance companies.
Retrieve and review documents containing information on claim entries, renewals, and endorsements.

ARTIN JEWELERS INC.

Canton, MA

Headed day-to-day operations of an independent jewelry corporation with 5 employees for 12+ years.
Created and implemented store policies and procedures.
Handled all bookkeeping, A/R, A/P, and payroll functions.
Established and maintained operations budgets.
Tracked and monitored business expenditures and costs.
Oversaw matters involving inventory management and equipment leasing.
Ensured that customer inquiries and issues were promptly addressed.
Evaluated pricing for large-scale equipment and product repairs.
Reviewed merchandise purchases and sales.
Prepared business taxes while ensuring compliance with all applicable requirements and guidelines.
Identified and investigated discrepancies in financial accounts, resulting in a debt recovery amount of $150K in a two-year span, leading to the expansion from one location to three locations.
Hired, trained, and mentored new employees.