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
Administrative support
Finance
MS Office Suite
Fiscal budgeting knowledge
Bookkeeping
Financial Management
Program options
Financial transactions expertise
Proficient in 10-key
Analytical skills
Customer service
Clerical skills
Eligibility guidelines
Financial analysis and reporting
Budget forecasting
Strategic and financial planning
Computer proficiency
Interpersonal Communication
Teambuilding
Written Communication
Good telephone etiquette
Multitasking abilities
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