Ronjanekia Walker
1232 13th Way, Pleasant Grove,AL
Summary
To obtain a professional position as an accounting specialist, utilizing accounting and organizational skills.
Accounting skills, Income Tax, QuickBooks, Computerized accounting, 10 key data entry, good verbal and written skills, detailed oriented, Microsoft word, Microsoft excel, and Netexhange Pro, and Winops. Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Commissions Analyst IV
Concourse Financial
Birmingham, AL
01.2014 - Current
- Compensate all Financial Advisors weekly by processing commission payments received from fund companies, insurance companies, and alternative investment companies
- Reconcile bank report and check log
- Issue commission checks for several reps
- Process and release suspended commissions
- Acted as supervisor during her time away for personal reasons or in meetings or trainings
Brokerage Transfer Specialist
Concourse Financial
Birmingham, AL
01.2005 - 01.2015
- Process incoming and outgoing transfers to different contra firms
- Process mutual fund and non acat transfers for different individual accounts, IRA accounts, corporate accounts, Trust accounts
- Reconcile mutual fund and non ACAT logbook
- Review and follow up on all Change of Dealer Requests
New Accounts Analyst
Concourse Financial
Birmingham, AL
09.2003 - 01.2005
- Processed new and updated brokerage and non-brokerage applications
- Collaborated with other departments to resolve billing disputes or customer inquiries.
- QC new account application paperwork before processing
- Analyzed financial statements for discrepancies and errors.
- Prepared monthly reports of income statement, balance sheet, cash flow, variance analysis, and other accounting documents.
- Evaluated the effectiveness of internal controls and made recommendations for improvement.
Tax Preparer
JMA Tax Service
Birmingham, AL
02.2006 - 04.2016
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Answered phones and common tax questions for individuals
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Provided guidance on financial decisions related to taxes.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
Tax Preparer
H&R Block
Birmingham, AL
01.2000 - 04.2006
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Provided guidance on financial decisions related to taxes.
- Maintained accurate records of all client transactions and filings.
- Assisted customers with any questions they had about their taxes or filing status.
- Filed electronically through approved software programs.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Organized paperwork for efficient review by senior staff members.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
Clerical Specialist
Regions Financial Corporation
Birmingham, AL
08.1998 - 08.2003
- Balanced daily Personal Trust Check Clearing and ACH Collection accounts
- Keyed reconcilement, printed, posted, and loaded daily Trust checks onto Interact system
- Issued stop payments and reversals on Trust checks
- Balanced and posted all of Birmingham Trust Operations transactions, and keyed onto an excel spreadsheet
- Answered incoming calls and directed inquiries to the appropriate parties.
- Processed customer orders and maintained accurate records of transactions.
- Compiled data and generated reports for management review.
- Organized files, documents, and other office materials in an orderly manner.
- Assisted with special projects as needed such as mailings or filing system updates.
- Maintained database systems by entering new and updated information.
- Performed data entry duties using a variety of software programs.
- Operated standard office equipment including copiers, printers, fax machines.
- Proofread documents for accuracy prior to submission or distribution.
Education
Associate in Applied Science - Accounting
Virginia College
Birmingham, AL01.2007
Skills
- Compliance Risk Assessment
- Salesforce Expertise
- Contract Analysis
- Strategic Pricing Development
- Data-Driven Forecasting
- Strategic Market Analysis
Functional Summary
- Accounting skills
- Income Tax
- QuickBooks
- Computerized accounting
- 10 key data entry
- Good verbal and written skills
- Detailed oriented
- Microsoft Word
- Microsoft Excel
- Netexchange Pro
- Winops
Certification
Jul 2004-2007
Virginia College Birmingham, AL
Associate in Applied Science-Accounting
Timeline
Commissions Analyst IV
Concourse Financial
01.2014 - Current
Tax Preparer
JMA Tax Service
02.2006 - 04.2016
Brokerage Transfer Specialist
Concourse Financial
01.2005 - 01.2015
New Accounts Analyst
Concourse Financial
09.2003 - 01.2005
Tax Preparer
H&R Block
01.2000 - 04.2006
Clerical Specialist
Regions Financial Corporation
08.1998 - 08.2003
Jul 2004-2007
Virginia College Birmingham, AL
Associate in Applied Science-Accounting
Associate in Applied Science - Accounting
Virginia College
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