Katie Jennings
Summary
College graduate seeking a finance/accounting position to build upon my educational foundation. Highly-motivated individual with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Sophisticated understanding of accounting systems and procedures. I am eager to maximize my interpersonal skills and dedication in an engaging and challenging environment.
Overview
5
5
years of professional experience
Work History
Trade Settlement Analyst
RICH PRODUCTS CORPORATION
Saint Simons Island, GA
12.2023 - Current
- Responsible for creating, approving, and researching deductions and payments from customers for accuracy.
- Managed trade settlements including validation of the settlement, resolving discrepancies with the customer, and obtaining proper approvals.
- Maintained accurate records of all settlements activities in line with company polices.
- Assist Trade Settlement Team with special projects and tasks.
Financial Analyst
Island Capital Partners
Saint Simons Island, GA
07.2023 - 12.2023
- Prepared monthly balance sheets, income statements, cash flows statements, budgets.
- Verified documented and requested disbursements to facilitate payments.
- Evaluated financial records for accuracy and conformance to regulations.
- Assessed requisitions each month to ensure accuracy and reconciled transactions.
- Identified discrepancies in financial data and recommended corrective actions to resolve them.
Move Money Solutions, Specialist
Charles Schwab
El Paso, TX
03.2023 - 06.2023
- Provided outstanding service to new and long-standing clients by attending closely to concerns and developing solutions related to deposits and transfers.
- Performed work and conducted research with a strong attention to detail with the use of internal processing systems, phone and email.
- Promoted high client satisfaction by resolving problems with knowledgeable and friendly service.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Verified amounts and integrity of every check or funds transfer.
- Developed and maintained professional, long term relationships with various individuals, including internal personnel through dynamic communication and active listening skills.
Financial Accounting Intern
BX Healthcare Systems, inc
Saint Simons Island, GA
06.2019 - 01.2023
- Assisted with end-of-year accounting and internal audit processing.
- Worked with spreadsheets, cloud-based accounting software and bank account statements.
- Prepared bank reconciliations and reviewed accounting records for accuracy.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Assisted with smooth preparation of monthly journal entries and accounts reconciliation.
- Applied regular updates to accounting database.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
Education
Bachelor of Science - Accounting
Young Harris College
Young Harris, GA05.2022
Skills
- Proficient in Microsoft Office (MS Word, Excel, Access, Powerpoint)
- Bookkeeping and organization
- Financial Statements
- Budgeting
- Time management
- Efficient and Detail-Oriented
- Complex Problem Solving
- Verbal and Written Communication
Leadership Experience
Gamma Psi Sorority
Treasurer, 2021-2022
- Track expenses using comprehensive Microsoft Excel sheet to ensure the sorority stays within budget
- Calculate and balance budget for the sorority for the purpose of organizing social events
- Organized funds and documentation for all income and expenses
Activities Director, 2020-2021
- Planned and organized all social events
Affiliations
- Volunteer at Humane Society of South Coastal Georgia, Brunswick, GA
- Volunteer at Ebenezer Baptist Church, Blairsville, GA
References
References available upon request.
Timeline
Trade Settlement Analyst
RICH PRODUCTS CORPORATION
12.2023 - Current
Financial Analyst
Island Capital Partners
07.2023 - 12.2023
Move Money Solutions, Specialist
Charles Schwab
03.2023 - 06.2023
Financial Accounting Intern
BX Healthcare Systems, inc
06.2019 - 01.2023
Bachelor of Science - Accounting
Young Harris College
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