Kaitlyn R. Dennis
Omaha,NE
Overview
5
5
years of professional experience
Work History
Accounting Associate
HUB International
09.2022 - Current
- Prepare month-end financial reports and perform bank reconciliations.
- Investigate and resolve ledger discrepancies to maintain data accuracy.
- Calculate monthly commissions for wealth management and retirement advisors.
- Record and monitor weekly bank activity, submitting revenue journal entries.
- Collaborated with multi-state team members via Zoom and Teams to close month-end reconciliations.
- Processed and communicated financial data remotely to cross-functional teams.
- Consistently met daily and monthly reconciliation deadlines with minimal supervision
Assistant Insurance Accountant
Applied Underwriters
11.2021 - 09.2022
- Processed invoices, ensuring correct account coding and general ledger integrity.
- Supported accountants with quarter-end and year-end filings and documentation.
- Prepared special Schedule P filings for state reporting (CA, KS, IL, etc.).
- Maintained organized filing and documentation for audits and compliance.
- Self-managed priorities in a high-volume financial operations role.
Timeline
Accounting Associate
HUB International
09.2022 - Current
Assistant Insurance Accountant
Applied Underwriters
11.2021 - 09.2022