Rachel Dumas
Slidell,LA
Summary
Compassionate, highly-organized, driven, Financial Accountant with 9+ years of experience in managing and gathering financial data. Holds associate and bachelor degrees in Accounting and Business Administration. Licensed as a Life Insurance agent in Louisiana. Completed 700+ CFP Board experience hours. Committed to upholding ethics, professionalism, and client satisfaction. Seeking to expand expertise as a Financial/Investment Advisor. Skilled multitasker dedicated to providing exceptional customer service and fostering a balanced and efficient work environment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Accounting Claims Clerk
WCJ Consultants - Hybrid
New Orleans, LA
01.2024 - 06.2024
- Processed and calculated military refund claims for retirees.
- Advised agencies and instructed on required actions needed to proceed with processing out-of-balance military retiree accounts.
- Maintained accurate records of all claims activities in accordance with company policies.
- Investigated complex cases requiring additional research or review of refund claim for accuracy.
Accounting Clerk II
USDA/National Finance Center - Hybrid
New Orleans, LA
07.2019 - 11.2023
- Acting supervisor, when lead supervisor is out of the office.
- Successfully processed retirement payments for over 100 retirees on a monthly basis, ensuring accurate and timely disbursement of funds using ServiceNow.
- Implemented a streamlined process for retirement payment calculations, resulting in a 20% reduction in processing time using Excel spreadsheets.
- Advised agencies on how to move forward with complex payment discrepancies for retirees, resulting in improved satisfaction and trust in the retirement payment process.
- Reconciled financial discrepancies by collecting and analyzing account information on unpaid balances.
Accounting Clerk
A New Day Consulting - Remote
Snellville, GA
06.2018 - 07.2019
- Assisted in the preparation of financial reports including balance sheets, income statements, and statement of cash flows.
- Maintained and reconciled general ledger accounts using QuickBooks.
- Processed accounts receivable invoices, payments, and refunds.
- Conducted monthly reconciliation of bank statements.
Accounting Clerk
North Dallas Honey - Hybrid
McKinney, TX
03.2017 - 05.2018
- Maintained up-to-date accounts receivable and accounts payable records and coordinated monthly billing activities.
- Assisted in the successful completion of an annual audit, ensuring compliance with all regulatory requirements.
- Verified accuracy of vendor invoices against purchase orders from companies such as Walmart, Costco, Amazon, and PF Changs before entering into the system for payment processing.
- Entered invoices for over 30 companies into account software while maintaining updated accounts records using QuickBooks.
Accounting Clerk/New Hire Processor
Party City Holdings - Onsite
Kenner, LA
07.2014 - 12.2016
- Advised store managers, through email, on missing actions needed to proceed with processing employee new hire applications.
- Reconciled daily sales receipts and sales returns using Excel.
- Created general ledger reports daily for over 18 stores.
- Tracked and completed over 200 new hire application packets by ensuring accuracy of information provided by employees, using E-verify, resulting in a seamless integration into the company.
Certified Tax Preparer
H&R Block - Onsite
Gretna, LA
01.2008 - 05.2014
- Conducted initial client interviews to determine tax preparation needs and preparer eligibility.
- Provided advice on strategies for minimizing taxes owed and maximizing refunds due.
- Created and updated individual and business tax returns in accordance with IRS regulations.
- Developed and maintained strong relationships with clients, resulting in a high client retention rate and increased referrals.
- Consistently met or exceeded monthly tax preparation quotas, demonstrating strong time management and organizational skills.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH11.2023
Skills
- E-Money Proficiency
- Life Insurance Proficiency
- SalesForce Proficiency
- AssetMap Proficiency
- Advanced QuickBooks Skills
- MoneyGuide Pro Proficiency
- Redtail Proficiency
- AssetMap Proficiency
- Advanced Office 365 Skills
- Claims Processing
- Account management expertise
- Customer Service
- Client Interviews
- Recordkeeping Organization
Activities
- CFP Board Candidate
- The National Society Of Leadership
- AFCPE
Certification
- Associate degree in Accounting
- Life Insurance License (Louisiana)
- BLX Internship Program
- Searcy Financial Internship (Summer 2023)
- Amplified Planning Externship (Summer 2024)
- 3rd Decade
- FPA Financial Planning Association
- Habitat for Humanity (Volunteer Hours)
- PAX International Exchange Student Program (Volunteer Hours)
References
References available upon request.
Timeline
Accounting Claims Clerk
WCJ Consultants - Hybrid
01.2024 - 06.2024
Accounting Clerk II
USDA/National Finance Center - Hybrid
07.2019 - 11.2023
Accounting Clerk
A New Day Consulting - Remote
06.2018 - 07.2019
Accounting Clerk
North Dallas Honey - Hybrid
03.2017 - 05.2018
Accounting Clerk/New Hire Processor
Party City Holdings - Onsite
07.2014 - 12.2016
Certified Tax Preparer
H&R Block - Onsite
01.2008 - 05.2014
- Associate degree in Accounting
- Life Insurance License (Louisiana)
- BLX Internship Program
- Searcy Financial Internship (Summer 2023)
- Amplified Planning Externship (Summer 2024)
- 3rd Decade
- FPA Financial Planning Association
- Habitat for Humanity (Volunteer Hours)
- PAX International Exchange Student Program (Volunteer Hours)
Bachelor of Science - Business Administration
Southern New Hampshire University
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