Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Mandy Sexton

Magna,UT

Summary

Experienced professional seeking a position that allows me to contribute my skills and expertise while maintaining a balanced focus on personal and professional priorities. I am looking for a role that aligns with my current needs, offering stability and the opportunity to support a team, even if its at a level below my previous responsibilities. My goal is to bring value through my experience while embracing a more flexible and supportive work environment.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Controller

Sentinel Security Life
08.2016 - 06.2023
  • Managed financial aspects of third-party administrative services for clients.
  • Created specialized policy solutions designed for TPA clients.
  • Provided comprehensive reports to clients and regulatory authorities.
  • Prepared balance sheets, cash flow reports and income statements.
  • Exhibited strong attention to detail by consistently identifying and correcting discrepancies in account records, ensuring accurate financial reporting for clients.
  • Provided reliable financial data to support executive decision-making, contributing to the overall success of the company''s strategic initiatives.
  • Provided mentorship to junior team in understanding insurance accounting standards.
  • Trained new employees on accounting principles and company procedures.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage recommendations for clients.
  • Developed strong relationships with both internal and external stakeholders, fostering a positive work environment and seamless communication.
  • Assisted clients in understanding complex insurance terms, leading to more informed decision-making regarding policy options.
  • Conducted thorough account audits, identifying discrepancies and implementing corrective actions to maintain financial integrity.

Accounting Manager

Wheeler Machinery
01.2008 - 08.2016
  • Reviewed analyzed, and improved the overall effectiveness of existing internal controls over financial reporting.
  • Created and maintained financial databases for data entry, tracking and reporting.
  • Coordinated efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
  • Generated monthly and quarterly financial statements for executive review.
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Project Accountant

University of Utah
08.2004 - 01.2008
  • Contributed to successful project completion by providing timely financial data analysis for informed decision-making processes.
  • Reduced discrepancies in financial reporting by conducting thorough account reconciliations and adjusting entries as needed.
  • Reviewed project employee credentials and approved or rejected account access as appropriate.
  • Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
  • Streamlined the grant application process, resulting in increased efficiency and higher success rates.
  • Monitored project progress against milestones, adjusting funding allocations as needed to ensure successful completion.

Education

Bachelor of Science - Business Administration And Management

University of Phoenix
Tempe, AZ
06-2014

Skills

  • Preparing financial statements
  • Staff management
  • Statement reconciliation
  • Bookkeeping
  • Financial forecasting
  • Account reconciliation
  • Regulatory compliance
  • Team oversight
  • ERP systems expertise
  • Month-end reporting
  • Interpersonal relations
  • Human resources

Accomplishments

  • Documented and resolved record retention for The company and clients which led to smoother audits, tax preparation and overall transparency.
  • Achieved accounting efficiency by introducing Unit4 for managing all TPA, captive and insurance company tasks.
  • Supervised team of 12 staff members.
  • Collaborated with team of 10+ in the development of new accounting software and reporting for the investment team.

Certification

  • QuickBooks ProAdvisor Certification – Intuit QuickBooks.
  • Google Cloud AI Certification
  • Forensic Accounting Certification – American Board of Forensic Accounting.
  • Microsoft Office Specialist, Excel Certification – Microsoft.

Timeline

Controller

Sentinel Security Life
08.2016 - 06.2023

Accounting Manager

Wheeler Machinery
01.2008 - 08.2016

Project Accountant

University of Utah
08.2004 - 01.2008
  • QuickBooks ProAdvisor Certification – Intuit QuickBooks.
  • Google Cloud AI Certification
  • Forensic Accounting Certification – American Board of Forensic Accounting.
  • Microsoft Office Specialist, Excel Certification – Microsoft.

Bachelor of Science - Business Administration And Management

University of Phoenix
Mandy Sexton