Summary
Overview
Work History
Education
Skills
Core Capabilities
Languages
Timeline
Generic

Maricel Gata

Simi Valley,Ca

Summary

Experienced and skilled accountant who is successful at managing multiple projects and meeting deadlines under pressure. Have more than 5 years of experience supporting finance and accounting operations. Detail oriented, self-motivated, and proficient team player offering a proven expertise in collecting, summarizing, and translating financial data into comprehensive reports that drive decisions and facilitate corporate goals. Adept at streamlining accounting processes to reduce time and promote efficiency.

Overview

5
5
years of professional experience

Work History

Accountant

Farmers Insurance Group
09.2023 - 11.2024
  • Prepares and maintains financial records, statements, and reports for assigned companies; analyzes and interprets accounting records; prepares various internal management and external regulatory reports as assigned
  • Assisted in reporting of agents and district managers 1099 year end tax reporting, including reviewing and making sure correct adjustments are reflected on the agents/dm’s Income reports
  • Reviews, tests, and validates accounting impact from system changes and research accounting issues, providing recommendations and resolutions
  • Writes detailed project test cases/scenarios based on business requirements
  • Incorporates business and technical requirements into objectives that exercise new and existing functionalities of multiple Accounting on-line applications ACE-Agent Commission Exchange, SAP -System Application Process, AFI – Agent File Imaging, and E-Folio
  • Prepares reports and statements for various state and regulatory filings for assigned companies
  • Reconciliation of bank and general ledger accounts
  • Identifies adjustments, corrective action, and prepares documentation in support of the reconciliation
  • Provide and control deviation analysis reports for balance sheets and operating results
  • Maintains general and subsidiary ledgers and records for assigned companies
  • Assisted corporate accounting project as needed.
  • Worked full time - 40hrs a week.


Accounting Analyst

Farmers Insurance Group
01.2023 - 09.2023
  • Prepares and maintains financial records, statements, and reports for assigned companies; analyzes and interprets accounting records; research complex accounting issues and errors providing solutions; prepares various internal management and external regulatory reports as assigned
  • Reviews, tests, and validates accounting impact from system changes and research accounting issues, providing recommendations and resolutions
  • Writes detailed project test cases/scenarios based on business requirements
  • Incorporates business and technical requirements into objectives that exercise new and existing functionalities of multiple Accounting on-line applications ACE-Agent Commission Exchange, SAP -System Application Process, AFI – Agent File Imaging, and E-Folio
  • Reconciliation of bank and general ledger accounts
  • Identifies adjustments, corrective action, and prepares documentation in support of the reconciliation
  • Assigned miscellaneous special projects and other duties.
  • Worked full time - 40hrs a week.

Accounting Associate

Farmers Insurance Group
09.2019 - 01.2023
  • Analyzes business requirements and assists in defining the test parameters
  • Contributes to business, development, and testing requirements reviews
  • Writes detailed project test cases/scenarios based on business requirements
  • Incorporates business and technical requirements into objectives that exercise new and existing functionalities of multiple Accounting on-line applications ACE-Agent Commission Exchange, SAP -System Application Process, AFI – Agent File Imaging, and E-Folio
  • Creates or locates appropriate test data that will meet the requirements for individual test scenarios
  • Identifies, documents, and tracks all system or application defects, providing complete details and attaching documents relevant to defect resolution
  • Prepares, processes, and validates recurring and miscellaneous accounting entries (journals/payments)
  • Prepare and analyze financial statements, various reports, and financial records for assigned books of business or companies.
  • Worked full time - 40hrs a week.

Education

Bachelor of Science in Accounting -

DeVry University
12.2018

Skills

  • Auditing
  • ERP systems proficiency
  • Data inputting
  • Bookkeeping
  • A/P and A/R
  • Analytical research
  • Reporting
  • Accounting and bookkeeping
  • Finance
  • SAP expertise
  • Superior attention to detail

Core Capabilities

  • Demonstrates curiosity in action, asks the right questions, and accurately analyzes situations uncovering root causes; evaluates pros and cons, risks, and benefits of different solution options.
  • Identifies and provides solutions to work situations either autonomously or with people leader approval.
  • Able to read, write and communicate data in context, leveraging knowledge of data collection and preparation; able to use data for advocacy, storytelling, and decision-making, ices suggestions for improvements and/or efficiencies.
  • Drives operational excellence by embracing an agile approach to continually adapt and make incremental improvements that optimize work products and processes; surfaces opportunities and proactively voices suggestions for improvements and/or efficiencies.
  • Demonstrates organizational awareness, sees connectivity of work across functions and lines of business and applies working knowledge appropriately, understands what matters to the business most and prioritizes appropriately; understands the regulatory and/or financial impact of business decisions.
  • Communicates, listens, and interacts with others effectively.
  • Delivers messages in a clear, concise, compelling manner; attentively listens to others; adjusts to fit the audience and the message; works cooperatively with others to achieve shared objectives; delivers difficult messages effectively when needed.
  • Takes ownership of personal actions and is intentional about setting course, following it, and adjusting along the way.
  • Takes ownership of decisions, actions, and failures; demonstrates a sense of urgency; acts resourcefully to drive results; demonstrates initiative.
  • Is fair, respectful, and inclusive; actively seeks out different perspectives; contributes to a work climate where differences are valued and there’s a sense of belonging; applies others’ diverse experiences, styles, backgrounds, and perspectives to get results.

Languages

Tagalog
Native or Bilingual
English
Native or Bilingual

Timeline

Accountant

Farmers Insurance Group
09.2023 - 11.2024

Accounting Analyst

Farmers Insurance Group
01.2023 - 09.2023

Accounting Associate

Farmers Insurance Group
09.2019 - 01.2023

Bachelor of Science in Accounting -

DeVry University
Maricel Gata