Megan Cobb
Caldwell,ID
Summary
Detail-oriented accounting professional with experience in journal entries, ACH reports, payment processing, and financial data reporting. Known for accuracy, confidentiality, and streamlined daily record keeping.
Overview
17
17
years of professional experience
Work History
Financial Accounting Specialist
Elevance Health
04.2026 - Current
- Maintained confidentiality of sensitive financial information by adhering to strict data security protocols and implementing proper access controls.
- Handled day-to-day accounting processes to drive financial accuracy.
- Input financial data and produced reports using [Software].
- Streamlined daily reporting information entry for efficient record keeping purposes.
- process ach reports
- traced checks for clients
Bank Teller
Cottonwood Community Federal Credit Union
09.2022 - 03.2026
- Processed cash deposits, withdrawals, and transfers accurately while maintaining balanced drawer counts.
- Verified customer identification and account details to support secure, compliant transactions.
- Promoted credit union products and services based on member needs and account activity.
- Resolved routine account inquiries and referred complex issues to appropriate branch personnel.
Waitress
Prairie Smokehouse
10.2017 - 09.2018
- Greeted guests promptly and delivered attentive table service in fast-paced smokehouse dining room.
- Took accurate orders and communicated menu modifications clearly to kitchen staff.
- Recommended food and beverage pairings to support guest satisfaction and upselling.
- Processed payments through POS system and balanced checks efficiently at shift close.
Customer Service Representative
Citi Group
09.2012 - 08.2015
- Resolved customer inquiries regarding accounts, payments, and card services with accuracy and professionalism.
- Explained product features, fees, and account terms to improve customer understanding and satisfaction.
- Investigated billing disputes and transaction issues to deliver timely, effective case resolution.
- Processed account maintenance requests while following banking policies and compliance requirements.
Customer Service Representative/tech Support
WDS Global
06.2009 - 06.2012
- Resolved customer inquiries across phone, email, and chat with accurate, timely support.
- Guided customers through billing, account, and service questions with clear communication.
- Tracked cases in CRM systems to maintain complete records and consistent follow-up.
- Escalated complex issues to appropriate teams and coordinated prompt resolution.
Education
GED -
Homeschooled
Meridian, IDSkills
- Insurance accounting
- Financial reporting
- Journal entries
- Payment processing
- Payment tracking
- Purchase order management
- Accounting software expertise
- Analytical thinking
- Client relations
- Verbal and written communication
Timeline
Financial Accounting Specialist
Elevance Health
04.2026 - Current
Bank Teller
Cottonwood Community Federal Credit Union
09.2022 - 03.2026
Waitress
Prairie Smokehouse
10.2017 - 09.2018
Customer Service Representative
Citi Group
09.2012 - 08.2015
Customer Service Representative/tech Support
WDS Global
06.2009 - 06.2012
GED -
Homeschooled