Summary
Overview
Work History
Education
Skills
Timeline
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Kim Hurst

Fayetteville,NC

Summary

Organized Financial Counselor with the knowledge, diligence, and skills to provide the highest quality individualized financial planning and assistance. Well Adapt in using commercial software packages. Strong attention to detail, motivated self-starter, effective time management. Excellent computer skills, including Microsoft Office Suite (Excel, Access, Word, and PowerPoint), and experience with the use and implementation of financial systems. Core competencies include: Problem- Solving skill Planning Finance Consulting, Leadership ,well informed with audio- visual, Motivated professional familiar with processing payments and invoices. Hardworking with team player with in-depth understanding of accounting standards and procedures. Detail-oriented accounting assistant bringing several years of experience in the accounting landscape. Ambitious professional with proven expertise in account reconciliation, payroll, and expense tracking. Skilled at updating accounts and producing reports to keep records accurate and support strategic planning. Experienced in diverse administrative areas and accounting management principles.

Overview

6
6
years of professional experience

Work History

Accounting Clerk

Vectus
Fayetteville, NC
03.2021 - Current
  • Performs various routine and defined clerical tasks in an office environment
  • Prepares files and maintains physical or electronic records and documents in required formats
  • Inputs data into a tracking database or system
  • Retrieves documents or responds to requests for information from internal or external customers by phone or e-mail
  • Assists with general office tasks such as copying, mailing, and ordaining supplies
  • Works under the close direction of senior personnel in the functional area
  • Maintains record keeping and filing unit requests for issue and turn-in documents
  • Prepares transaction history report
  • Conducts causative research and reviews ammunition-related documentation or accuracy
  • Uses the data browser to perform the automated issue, receipt, shipment, turn-in, and maintenance transfer of ammunition.
  • Scanned documents into digital format for storage purposes.
  • Compiled reports from various sources for management review.
  • Responded promptly to customer inquiries via phone or email.
  • Assisted with data entry, filing, sorting mail, and other office duties.
  • Monitored inventory levels of office supplies and placed orders as needed.
  • Created new client files and updated existing ones with relevant information.
  • Maintained accurate records of all documents filed or processed.
  • Resolved customer inquiries in a timely manner.
  • Tracked prepaid expenses ensuring they are amortized properly over their useful life span.
  • Assisted with the preparation of month-end close activities including journal entries, reconciliations, accruals.
  • Verified accuracy of vendor invoices against purchase orders before entering into system for payment processing.
  • Maintained up-to-date accounts receivable records and coordinated monthly billing activities.
  • Reviewed vendor invoices for accuracy prior to payment processing.
  • Ensured accurate recording of payroll related transactions such as employee benefits deductions, vacation payouts.
  • Processed invoices, payments, and statements in a timely manner.
  • Resolved customer inquiries regarding bills and payments.
  • Prepared bank deposits by compiling data from cashiers.
  • Reviewed banking activity regularly to identify any irregularities or unauthorized transactions.
  • Developed procedures to improve accuracy of financial data entry processes.
  • Analyzed variances between budgeted expenses and actual expenses.
  • Performed daily general ledger entries to record financial transactions accurately.

Financial Counselor

United States Army - Seattle Washington
Seattle, WA
04.2018 - 09.2020
  • Served as a Finance Non-Commissioned Officer in Charge
  • Responsible for company operation and communication with each member on update all Debt Management and consumer awareness
  • Responsible for advanced reporting, commercial company, and programs operating with all units appropriated funding and provided financial consulting services
  • Managed and reviewed each quarterly report and month reports to include financial training and seminars on a credit report for co-ownership investment opportunity following successful engagement as a business consultant
  • Developed extensive summary reports to include all funding sources, expenditures, reserves available for future training with the company
  • Designed and implemented outstanding operations with the company reporting systems and forecast and startup commitment company-wide programs as well as strategic planning with capital projects and tools for projects
  • Lead financial consultant for company operation and management information necessary strategic decisions
  • Reviewed pay authorization documents, determined entitlement, and processed pays benefits
  • Managed and helped with financial planning decision for retirement, education, and day-to-day invest, including provided individuals with an assistant in budget and portfolio management
  • Performed personally and assessed the financial situation to individuals' financial planning on both short-and-long-term financial goals
  • Managed to meet with clients regularly to assess marriage changes, job change or new birth, the will effective the financial invert
  • Also checked with clients to sell commercial products, new insurance policies, stocks, and bonds
  • Responsible for spending time and reached out to prospective clients and building a strong customer base
  • Consultants often travel or work non-traditional hours to meet with clients in their homes or businesses
  • Consultants on financial planning, classes, and seminars also reached out to potential clients.
  • Managed multiple cases simultaneously while ensuring all deadlines were met according to established policies.
  • Recommended resources such as local non-profit organizations or government assistance programs where applicable.
  • Conducted comprehensive financial assessments with clients to identify their current financial situation and develop appropriate action plans.
  • Maintained up-to-date knowledge of industry trends related to personal finance topics by attending conferences and seminars.
  • Reviewed bank statements for accuracy and discrepancies with clients to ensure proper accounting practices were being followed.
  • Prepared detailed reports summarizing each client's progress towards meeting their goals.
  • Negotiated payment arrangements with creditors when necessary on behalf of clients.
  • Provided financial counseling to clients on budgeting, credit management, and debt repayment strategies.
  • Analyzed client's credit reports and identified areas where they could improve their scores.
  • Provided guidance on creating a plan to pay off high-interest debts first while still contributing towards savings goals.
  • Educated clients on the importance of having an emergency fund in case of unexpected expenses.
  • Explained different types of loans available from lenders such as mortgages, car loans, student loans.
  • Researched debt relief programs that may benefit clients including bankruptcy filing information if needed.
  • Assisted patients without healthcare coverage to find resources, services and assistance needed.
  • Helped clientele gain access to available funding sources.
  • Advocated for patients by contacting insurance carriers and obtaining necessary benefits information.
  • Interviewed patients and families, answering questions regarding financial process during such sessions.
  • Liaised between physician, patient and insurance carrier to verify that each party had necessary information.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Negotiated with product providers to secure optimal terms and conditions for clients.
  • Prepared and presented detailed financial reports and performance analytics to clients during review meetings.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
  • Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
  • Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
  • Provided ethical, objective and holistic financial planning advice to clients.
  • Managed client expectations and resolved any concerns or issues promptly.
  • Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.

Education

Master’s in Business and Entrepreneur -

04.2021

Certified - Financial Planner, Counselor.

Penn Foster Career School
Scranton, PA
02-2017

Certificate in Tax Preparer, Seattle Washington -

01.2012

Associate Degrees in Financial for Fort Jackson S.C. -

03.2011

Skills

  • Strategic Planning
  • Finance Consulting
  • Startup Operations
  • Leadership
  • Financial Reporting
  • Staff Management & Training Information Systems
  • Financial Security
  • Financial Support
  • Financial Troubleshooting
  • Business Development
  • Investment Opportunities
  • Risk Management
  • Financial Planning
  • Conduct group financial planning
  • Records Management
  • Report Preparation
  • Research and due diligence
  • Training and mentoring
  • Life Skills Training
  • one-on-one workshops
  • Transition planning
  • Face-to-face training
  • Interpersonal and Social Skills
  • Telephone Etiquette

Timeline

Accounting Clerk

Vectus
03.2021 - Current

Financial Counselor

United States Army - Seattle Washington
04.2018 - 09.2020

Master’s in Business and Entrepreneur -

Certified - Financial Planner, Counselor.

Penn Foster Career School

Certificate in Tax Preparer, Seattle Washington -

Associate Degrees in Financial for Fort Jackson S.C. -

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