Hi, I’m
Rachel Albin
Nixa,MO
Summary
Dependable Manager and team player with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments. Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations. Motivated individual with business acumen and willingness to take on challenging roles. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
34
years of professional experience
1
Certification
Work History
AKOS Solutions LLC Nixa, MO
Principal Officer/Accountant
05.2018 - Current
Job overview
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Discussed tax projections and related estimated payments with clients.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Responded to tax authorities and IRS notifications to discuss tax matters.
- Accurately filed federal and state income taxes for large organization following strict deadlines.
- Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Consulted with clients to develop customized insurance policy packages and advised clients on investment opportunities to safeguard assets while minimizing cash flow.
- Managed 7 staff members, creating strategic plans, administering benefits and directing employee relations to promote optimal productivity.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
Coats Tax Service LLCNixa, MO
Accountant Manager
01.1990 - Current
Job overview
- Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
- Handled accounting operations such as updating journal entries, pursuing collections and reconciling accounts.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Produced accurate and compliant financial statements, reports, documentation and budget frameworks.
- Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
- Developed budgets, prepared forecasts and monitored financial deadlines.
- Managed payroll processing and changes for 40 employees.
Education
Missouri State UniversitySpringfield, MO
Bachelor of Science from Accounting And Business Management
12.2014
University Overview
- Major in Accounting
- Passed first EA exam, taking #2 and 3# in the next month. All aspects achieved to sit for the CPA exam.
Ozarks Technical Community CollegeSpringfield, MO
Associate of Arts from Business Administration And Management
05.2012
Skills
- Experience in Leadership
- Content Management Expertise
- Business Management
- Program Evaluation
- Friendly, Positive Attitude
- Active Listening
- Training & Development
- Organizational Skills
- Team Management
- Relationship Building
- Customer Service
- Critical Thinking
- Good Work Ethic
- First Aid/CPR
- Supervision & Leadership
- Reliable & Trustworthy
- Computer Skills
- Conflict Resolution
- Data Management
- Tax Law
- Tax Advising
- Research/Due Diligence
Certification
- Licensed Property and Casualty Agent - 2007
- Licensed Health, Life, and Accident Agent - 2018
- Medicare AHIP Training - Annually
- Waste Fraud and Abuse Training - Annually
- Anti-Money Laundering Training - Bi-Annually
- Federal and State Income Tax Training - Annually
- Continued Education Insurance - Bi-Annually
Timeline
Principal Officer/Accountant
AKOS Solutions LLC
05.2018 - Current
Accountant Manager
Coats Tax Service LLC
01.1990 - Current
Missouri State University
Bachelor of Science from Accounting And Business Management
Ozarks Technical Community College
Associate of Arts from Business Administration And Management
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