Laura Fulmer
Glen Mills,USA
Summary
Experienced accounting professional prepared for this role, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.
Overview
27
27
years of professional experience
Work History
Accountant/Office Manager
Keller Williams Real Estate
05.2016 - Current
- Monthly bank reconciliations
- Prepare depreciation journal entries
- Process monthly payroll
- Prepare annual 1099-MISC and 1096 to IRS
- Prepare monthly financial statements using Account Edge software
- Perform monthly audits to be in compliance with PA State Real Estate Commission
- General computer experience, with focus on Microsoft Excel & Office products
- Purchasing (ordering, paying and journal entries)
- Assist Team Leader in managing agents and office
- Supervise office staff
- Systems implementation
- Maintain office equipment and technology
- Create agendas and record meeting minutes
- Hiring, training, and consulting personnel
- Collaborate with other Keller Williams offices to find best practices and be a dynamic leader
Customer Financial Analyst
Highmark
06.2013 - 06.2015
- Responsible for 140 Self-Insured Clients.
- Collect and update ASO rating information within internal database and assure that financial records are appropriately recorded.
- Identify discrepancies within reconciliations and complete journal entries.
- Work closely with Sales and Underwriting to maintain most accurate financial rates.
- Identify risks associated with projects, contract approvals and other client accounting issues.
Senior Accountant
Blue Cross Blue Shield of Delaware
01.1999 - 06.2013
- Invoiced approximately 900 invoices per year, for claims and administrative costs, to Administrative Services Only (ASO) clients.
- Balanced monthly general ledger accounts to accurately record cost and month end accruals for all BCBSDE ASO clients and Vendors related to ASO arrangement.
- Researched and resolved, through reconciling processes, accounts payable and accounts receivable discrepancies.
- Composed effective accounting reports summarizing GL accounts related to operations of ASO Finance Department.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Reconciled income and expenses, based on various product lines per client to ensure GAAP were applied. Approximately $75M annually.
- Calculated all working capital amounts to maintain in reserve.
- Analyzed income and expense variances to report to management and Board of Directors.
- Collaborated with Underwriting to compile financial information to include in client's settlement (from 5500). Communicated settlement results with client and collected or disbursed funds appropriately.
- Recorded settlement variances for financial impacts to income and accounts receivable accounts.
- Recommended operational improvements based on tracking and analysis.
- Coordinated with Legal Department on class action litigations to determine pro-ration between Fully-Insured and ASO clients.
- Ensured clients were communicated with efficiently and refunded all litigation funds.
- Guaranteed superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
Education
Bachelor of Arts - Accounting
Goldey-Beacom College
Wilmington, DE01.1995
Skills
- Analysis skills
- General ledger accounting
- Cash flow statement preparation
- Payroll including 1099s
- Accrual accounting
- General Ledger Reconciliation
- PeopleSoft
- Microsoft Office
- Budgeting
- GAAP
- Leadership
- Supervising experience
- Quickbooks
- Accounts payable/receivable
- Bank Reconciliation
- Office Management
Accomplishments
- Streamlined workflow by consolidating lengthy processes and redundant documentation which resulted in more effective and timely completion of commission handling.
Timeline
Accountant/Office Manager
Keller Williams Real Estate
05.2016 - Current
Customer Financial Analyst
Highmark
06.2013 - 06.2015
Senior Accountant
Blue Cross Blue Shield of Delaware
01.1999 - 06.2013
Bachelor of Arts - Accounting
Goldey-Beacom College
Awards
Who's Who Among Colleges & Universities, April 1995, Who's Who" is a nationally recognized award. Over 2,300 college and universities in the U.S. select outstanding students to be named for this award. Generally, seniors are selected based on leadership ability displayed in the areas of scholastic aptitude, community service, and extracurricular activities.