RUTH KATAAM

Driven and analytical professional with a successful track record in financial advising, seeking to leverage expertise in data analysis, strategic planning, and problem-solving to excel as a Business Analyst. Eager to apply comprehensive financial knowledge and analytical skills to drive business insights, optimize processes, and contribute to organizational growth in a dynamic and challenging environment.

• BANKERS LIFE, CEDAR RAPIDS, IOWA, Insurance Agent, 10/2018, Current, Call potential clients to expand customer base, Interview prospective clients to gather data about their financial resources and discuss existing coverage, Explain the features of various policies, Analyze clients' current insurance policies and suggest additions or changes, Customize insurance programs to suit individual clients, Handle policy renewals, Maintain electronic and paper records, Assist policyholders in settling claims
• TRANSAMERICA, CEDAR RAPIDS, IOWA, Tax Accountant I, 06/2015, 09/2017, Prepare State returns and Quarterly Provisions using Long View and Vertex, Research tax laws and accounting principles and draft memos, Complete monthly deliverables accurately and timely, Prepare Investment Credit Tracking for Premium State taxes, Oversaw State Compliance for Investment Credit by working with the Investments Group, Oversaw daily deposits for Product Withhold and complete Monthly and Quarterly analysis, Implemented Project plans with the help of Project leads, Communicated effectively with outside parties, Uploaded journal entries to balance the books, Worked to create process documents and improve controls in our premium tax process, Prepared spreadsheets for billing and paying clients using Excel
• HOGGERS LTD, NAIROBI, KENYA, Accounting Intern, 08/2009, 12/2010, Prepared incoming checks for bank deposits, Oversaw daily closing activities, closed the books, and printed statements, Substantiated financial transactions by auditing documents, Secured financial information by completing database backups, Prepared spreadsheets for billing and paying clients using Excel