Detail-oriented finance associate with nearly 40 years of experience in financial operations. Expertise in bank reconciliations and managing sensitive information ensures high levels of confidentiality and accuracy.
Overview
40
40
years of professional experience
Work History
Finance Associate
State Farm Insurance
Bloomington, IL
10.1986 - 04.2026
Retired on April 30th, 2026, after an almost 40 year career with State Farm Insurance in Financial Operations
Most recently posted and balanced the Merchant Clearing Account Bank Control for all credit card premium payments received at State Farm, as well as completed the monthly bank account reconciliation and Financial Accounts Receivable entries
Processed PeopleSoft journal entry uploads for financial information updates to People Soft General Ledger
Entered and approved ACH and Wire funds transfers through JP Morgan Chase and Bank of America
Functioned as backup to Daily Master Funding process to fund check and draft bank accounts for check/draft presentation, employee payroll, agency compensation, employee compensation,
Worked service tickets for reported unauthorized payments by both insureds and non-insureds to their bank account or their financial card.
Possess strong customer service skills with a passion for assisting customers
Proficient with Microsoft products (Office and Excel).
Proven ability to manage confidential and sensitive information with discretion as noted in my former job responsibilities with State Farm
Excellent customer service and communication skills
Previous budgeting experience at the State Farm Insurance Support Center in Phoenix, AZ., with both estimating and monitoring budget expenses
Exceptional attention to detail and organizational skills developed over my almost 40 years with State Farm Insurance
Current member of Holy Eucharist Parish-Merna. Volunteer as minister of hospitality on a regular basis.
New member of St. Vincent de Paul society and have volunteered to take on the group's treasurer duties with the upcoming out of state move planned by the current treasurer
Education
Some College (No Degree) -
Illinois State University
Normal, IL
Skills
Strong bookkeeping and accounting skills
Exceptional attention to detail and organizational skills
Ability to manage confidential and sensitive information with discretion
Excellent communication and customer service skills