I feel I have a high goal for high productivity and efficient task completion. Excel in problem-solving, communication, and time management to deliver accurate solutions.
Overview
25
25
years of professional experience
Work History
Financial Technician
Sentry Insurance
Stevens Point, Wisconsin
11.2019 - 04.2024
Processed monthly operating statements for all departments and lines of business
Helped Sentry Services controller with check and credit deposits. Processed journal entries. Monitored AP/AR for the cafe, hotel and golf. Ordered items when needed.
Identified opportunities for process improvements within the finance department.
Prepared journal entries and account reconciliations to ensure accurate financial reporting.
Verified vendor invoices against purchase orders prior to payment authorization.
Supported professionals in financial issues such as procuring payment, entitlements, and reimbursements.
Participated in special projects such as process improvement initiatives or cost reduction strategies.
Directed review of internal controls and service quality.
Collaborated with other departments on various projects related to finance activities.
Took minutes during our team meetings
Scheduled team “fun” activities
Payroll Analyst
Sentry
Stevens Point, Wisconsin
12.2016 - 11.2019
Generated year-end W2's for distribution to employees and IRS filing purposes.
Identified discrepancies in employee records and took corrective action as needed.
Created audit trails for all payroll transactions ensuring compliance with federal laws such as FLSA.
Paid Federal and State taxes
Processed expense reports
Processed W-4s
Accounting Analyst - Tax Department
Sentry Insurance
Stevens Point
12.2009 - 12.2016
Monitored loans and accounts payable to confirm payments are current.
Reconciled intercompany transactions between multiple entities owned by the company.
Monitored monthly activities and managed vendor invoicing to prepare appropriate financial reports.
Entered the tax budget
Processed all Canadian premium taxes & assessments
Mentored new associates by training and showing new associates/interns around Sentry
Mailed and copied all Premium Tax Returns
Input checks and journals to PeopleSoft
Helped implement a process to make the premium taxes less paperless
Worked with auditors/ICP to make sure the process of going paperless was within the rules
Processed power of attorney for all states that was needed
Product Support Processor III
Sentry Insurance
Stevens Point, Wisconsin
04.2006 - 12.2009
Processed underwriting related to cycle and auto policies
Maintained detailed policy records
Made sure work was completed efficiently and in a timely manner
Met and exceeded production set by upper management. Reached the minimum production goal and exceeded it by over 15% on a weekly basis.
Back-up when supervisor and/or lead was out of office
Processed reports
Started as a Processor I and promoted to II and then to III
Administrative Assistant
K&A Manufacturing
Wausau, Wisconsin
03.1999 - 04.2006
Coordinated and scheduled meetings, including room reservations, catering, and technical setup, for seamless execution.
Provided administrative support - including scheduling meetings and managing calendars.
Handled confidential documents in an organized fashion according to established protocol.
Accounts Payable & Receivable
Processed orders and scheduled shipping dates
Traffic and credit manager
Purchasing point of contact
Education
Some College (No Degree) - Medical Secretary
Northcentral Technical College
Wausau, WI
Skills
Administration assistant
A/P & A/R
Strong verbal communication and ability to multitask
Proficient in all Microsoft programs Also PeopleSoft, Workday and Quickbooks
Proficient in computers, fax and copy machines, multi line telephone system, ten key pad calculator