Megan Thaiss
Cheney,WA
Summary
Detail-oriented Fiscal Analyst proficient in analyzing financial data and investigating variances with previous experience in long term financial planning. Self-motivated with a keen eye for details and the ability to work multiple projects under pressure. Seeking a position that offers professional challenges utilizing analytical and problem solving skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Fiscal Analyst 3 - Payroll
Eastern Washington University
2023.12 - Current
- Conducted regular reconciliations of general ledger accounts related to payroll transactions for accurate financial reporting purposes.
- Aided employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
- Assisted with tasks that required compliance with federal, state, and local tax regulations through meticulous record-keeping and accurate reporting.
- Prepared and verified vendor payments and journal entries including electronically uploading payroll data and payments.
Relationship Banker
JPMorgan Chase
2021.09 - 2023.11
- Worked with clients to develop financial planning and budgeting strategies and solutions through evaluation of finances.
- Enhanced client understanding of different banking products through clear and concise communication.
- Conducted comprehensive needs assessments to tailor banking products effectively to individual client requirements.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Associate Banker
JPMorgan Chase
2018.06 - 2021.09
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Processed wide variety of retail banking transactions for personal and commercial customers.
Student Data Assistant
Whitworth University
2015.10 - 2018.05
- Formulated process and procedure for quality data collections to meet expected adequacy, accuracy, and legitimacy targets.
- Used standard document management tools to register documents and maintain databases to produce logs and other reports.
- Assisted in training other Student Data Assistants in process and procedure for a new customer relationship management database.
Education
MBA - Concentration in Accounting
Eastern Washington University
Cheney, WA12.2021
Bachelor of Arts - Business Management With A Minor in Accounting
Whitworth University
Spokane, WA05.2018
Skills
- Financial Planning
- Budgeting advice
- Critical Thinking
- Analytical Skills
- Interpersonal and Written Communication
- Accurate Recordkeeping
- Microsoft Excel
- Account Reconciliation
Certification
- WA State Notary License
- FINRA Licenses: Series 6 & 63
- WA State Life Insurance License
- NMLS Registered
Timeline
Fiscal Analyst 3 - Payroll
Eastern Washington University
2023.12 - Current
Relationship Banker
JPMorgan Chase
2021.09 - 2023.11
Associate Banker
JPMorgan Chase
2018.06 - 2021.09
Student Data Assistant
Whitworth University
2015.10 - 2018.05
MBA - Concentration in Accounting
Eastern Washington University
Bachelor of Arts - Business Management With A Minor in Accounting
Whitworth University
- WA State Notary License
- FINRA Licenses: Series 6 & 63
- WA State Life Insurance License
- NMLS Registered
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