Manuel Huerta
Azusa,CA
Summary
Accomplished auditing professional polished in risk mitigation and cost reduction strategies. Completes audits for clients in diverse industries and executes planning strategies to enhance financial positions. Focuses on delivering high-quality results and producing exceptional work.
Overview
5
5
years of professional experience
Work History
Insurance Examiner
Department of Insurance
Los Angeles, CA
05.2023 - Current
- Assisted in the financial examinations (audits) of insurance companies to determine their financial status, solvency, and the legality and propriety of their operations.
- Reviewed and assessed the effectiveness of the insurer's audit function as well as the enterprise risk management function; exercise judgment to identify and assess solvency risks facing the insurer; identify relevant controls and/or risk mitigation strategies to address risks identified and perform tests of controls to evaluate their effectiveness; as well as examine related records to
appropriately determine insurer's compliance with state laws, rules, regulations and
standards/guidelines prescribed by the National Association of Insurance Commissioners - Attended conferences related to current trends in the insurance industry.
- Interpreted complex legal documents related to insurance contracts and claims.
- Analyzed financial statements and other documents to evaluate the solvency of insurers.
Bookkeeper
Supermarket Promotions Inc.
Commerce, CA
07.2022 - 12.2022
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
Sales Associate
BootBarn
Upland, CA
12.2021 - 06.2022
- Helped customers find specific products, answered questions, and offered product advice.
- Engaged customers in friendly, professional dialogue to determine needs.
- Answered incoming telephone calls to provide store, products and services information.
- Developed trusting relationships with customers by making personal connections.
- Built and maintained relationships with peers and upper management to drive team success.
- Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
- Collected payments and provided accurate change.
Service Representative
Norm Reeves Honda Superstore West Covina
West Covina, CA
08.2019 - 07.2020
- Cultivated relationships with teammates to assist customers with inquiries or resolve problems.
- Updated accounts with recent information and processed customer payments.
- Resolved customer concerns with friendly and knowledgeable service.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Consulted with customers regarding needs and addressed concerns.
- Upheld strict standards for quality and performance.
Education
Bachelor of Science - Accounting
California State Polytechnic University, Pomona
Pomona, CA12-2022
Associate of Science - Business Administration
Citrus College
Glendora, CA05-2020
Skills
- Policy analysis
- Data Interpretation
- Claims Evaluation
- Policy investigations
- Critical Thinking
- Team Collaboration
- Client Interviewing
- Decision-Making
- Risk Management
- Accuracy and Precision
- Regulatory Compliance
- Confidential Information Protection
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Insurance Examiner
Department of Insurance
05.2023 - Current
Bookkeeper
Supermarket Promotions Inc.
07.2022 - 12.2022
Sales Associate
BootBarn
12.2021 - 06.2022
Service Representative
Norm Reeves Honda Superstore West Covina
08.2019 - 07.2020
Bachelor of Science - Accounting
California State Polytechnic University, Pomona
Associate of Science - Business Administration
Citrus College
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