Sarah Roclevitch
Pensacola,FL
Summary
Business-focused professional with experience in accounting support, financial reporting, and office operations. Proven strength in budget forecasting, account coding, and compliance review, with a commitment to improving process accuracy and efficiency.
Overview
13
13
years of professional experience
Work History
Executive Team Member
Trident Partners, LLC
Pensacola, Florida
08.2020 - Current
- Prepared presentations, reports, and briefing documents for executive review.
- Assisted in preparing quarterly and fiscal financial statements and reports, ensuring timely delivery for executive review.
- Supported the finance team with ad-hoc projects and financial analysis.
- Assisted in the preparation of budget forecasts and monitored budget variances for current and future investment ventures.
- Managed daily operations and overhead costs of Florida office, optimizing resource allocation and operational effectiveness.
- Coordinated invoice processing and account coding for accounting team, improving accuracy and efficiency.
- Reviewed expense reports for policy compliance and missing backup documents.
- Organized financial files and secured records for accounting department.
ESL Specialist
SLP 은평구
Seoul, South Korea
06.2015 - 05.2016
- Designed interactive lesson plans tailored to diverse learning styles and proficiency levels.
- Collaborated with Korean teachers to develop lesson plans and provide targeted classroom support, enhancing overall student engagement.
- Led dynamic discussions that promoted critical thinking and improved communication skills in students.
- Facilitated peer-to-peer interactions, fostering confidence in language use and expression among students.
First Mortgage and Equity Loan Officer
Navy Federal Credit Union
Pensacola, FL
10.2013 - 05.2015
- Advised Navy Federal members on suitable consumer loan options, ensuring understanding of eligibility requirements.
- Reviewed loan applications for compliance with credit policies and ensured completeness and accuracy.
- Collected and verified income, asset, and debt documentation to support lending decisions.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
- Reviewed loan agreements to confirm completeness and accuracy.
- Monitored loan pipelines and updated status in lending systems.
Education
Bachelor of Science - Professional Accountancy
The University of West Florida
Pensacola, FL08-2012
High School Diploma -
Pensacola Catholic High School
Pensacola05-2005
Skills
- Financial analysis
- Budget forecasting
- Invoice processing and management
- Executive communication
- Presentation software proficiency
- Microsoft 365
- Adobe Acrobat Pro
Affiliations
- Holy Spirit Council of Catholic Women
- Prayer Shawl Ministry
- St. John the Evangelist Catholic School PTO
Timeline
Executive Team Member
Trident Partners, LLC
08.2020 - Current
ESL Specialist
SLP 은평구
06.2015 - 05.2016
First Mortgage and Equity Loan Officer
Navy Federal Credit Union
10.2013 - 05.2015
Bachelor of Science - Professional Accountancy
The University of West Florida
High School Diploma -
Pensacola Catholic High School