Summary
Overview
Work History
Education
Work Availability
Skills
Quote
Timeline
OperationsManager

Lindsey Zimmermann

Accountant
Knoxville,TN

Summary

CPA Candidate with the required 150 semester hours. Currently studying for the Financial Account and Reporting (FAR) portion of the exam. Organized, accountable, and successful at managing multiple priorities and accounts with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

5
5
years of post-secondary education
8
8
years of professional experience

Work History

Financial Aid Manager

Aveda Arts And Science Institute
Franklin, TN
07.2015 - 01.2018
  • Counseled all students and parents about financial aid options and program details.
  • Helped individuals complete physical and electronic paperwork such as FAFSA.
  • Authored presentations and documentation for distribution to current and prospective students.
  • Accepted and processed account payments.
  • Processed federal financial aid verifications per Department of Education guidelines.
  • Provided financial aid counseling to enrolled and prospective students.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Analyzed student accounts to monitor payments and financial aid awards.
  • Audited all ( anywhere from 80 to 100) student files to ensure compliance regarding documentation needed for student applicants.
  • Maintained financial aid spreadsheets for student body pertaining to their financial aid.
  • Audited other school locations financial aid spreadsheets to determine errors and missing financial aid disbursements.

Financial Aid Coordinator

ITT Technical Institute
Nashville, TN
09.2013 - 06.2015
  • Helped anywhere from one to ten individuals a day complete physical and electronic paperwork such as FAFSA.
  • Counseled students and parents about financial aid options and
  • Processed unique financial aid profiles for programs, including undergrad and post-grad applications.
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
  • Provided financial aid counseling to enrolled and prospective students.

Account Analyst/Customer Care Representative

Edfinancial Services
Knoxville, TN
03.2010 - 06.2013
  • Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
  • Maintained strict client confidentiality in personal, telephone and email interactions to comply with preset standards and regulations.
  • Utilized computer programs to create invoices, letters and other documents.
  • Monitored flags and resolved urgent items with accuracy and efficiency.
  • Delivered exceptional level of service to each customer by listening to concerns and answering questions.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Used Microsoft Word and other software tools to create documents and other communications.
  • Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Took anywhere from 50 to 100 calls a day while in customer care.
  • Quickly and efficiently solved and reconciled 50 to 100 customer applications, emails, or research inquiries a day.

Education

Master of Science - Accounting

Western Governors University
Tennessee
03.2021 - 08.2021

Bachelor of Science - Accounting And Business Management

Western Governors University
Tennessee
03.2019 - 12.2020

No Degree - Web Design

Pellissippi State Community College
Knoxville, TN
06.2010 - 12.2012

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Skills

    Account Reconciliation

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Quote

Everyone you will ever meet knows something you don’t.
Bill Nye, the Science Guy

Timeline

Master of Science - Accounting

Western Governors University
03.2021 - 08.2021

Bachelor of Science - Accounting And Business Management

Western Governors University
03.2019 - 12.2020

Financial Aid Manager

Aveda Arts And Science Institute
07.2015 - 01.2018

Financial Aid Coordinator

ITT Technical Institute
09.2013 - 06.2015

No Degree - Web Design

Pellissippi State Community College
06.2010 - 12.2012

Account Analyst/Customer Care Representative

Edfinancial Services
03.2010 - 06.2013
Lindsey ZimmermannAccountant