Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shannon Aragon

Summary

Finance professional with a comprehensive background in accounting, ready to contribute to financial management and reporting. Recognized for accuracy in financial record-keeping and proficiency in auditing and tax preparation. Reliable team collaborator with a focus on achieving financial accuracy and supporting dynamic business needs through analytical problem-solving and effective communication.

Overview

16
16
years of professional experience

Work History

Accountant

Stine Enterprises
08.2024 - Current
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

COMMISSION SPECIALIST

Annexus
01.2022 - 08.2024
  • A hardworking leader with a history of streamlining operations and increasing results, currently responsible for the preparation, review, and distribution of weekly, bi-weekly, and monthly commission statements and managing reports for the company's passthrough accounts
  • I work with both internal and external customers, ensuring reporting and pay deadlines are achieved
  • I perform general accounts analysis and reconciliations, preparation of payment vouchers and reconcile monthly bank statements
  • Ensuring that advisor commissions are paid accurately and in accordance with finance policies and procedures while working in a high-volume processing/accounting environment
  • Resolved complex commission issues through dedicated research and problem-solving skills, leading to increased satisfaction among sales staff.

LICENSING SUPERVISOR

Oxford Life Insurance Company
01.2016 - 01.2022
  • Oversaw the licensing department and worked with independent advisors responsible for the sale of marketing of insurance, loan, or investment products, while ensuring compliance deadlines were met
  • Prepared payment vouchers and reconciled monthly bank statements

BILLING AND COLLECTIONS

Oxford Life Insurance Company
01.2009 - 01.2016
  • Oversaw department employees with reviewing invoices, approving payments, and working closely with the accounting department
  • Online banking experience
  • Prepared month-end adjusting journal entries and monthly bank reconciliation

Education

Bachelor of Science - Accounting

Grand Canyon University
02.2024

Skills

  • Reporting and Analysis
  • General knowledge of basic accounting concepts
  • Attention to detail and ability to work independently
  • Strong communication and interpersonal skills
  • Office365, including proficiency in Excel, such as data manipulation, pivot tables, formatting, and formulas
  • Bank account maintenance
  • Speed and accuracy in10 key data input
  • Accounting and bookkeeping
  • Bank reconciliation
  • Bookkeeping
  • Adaptability to change as well as the ability to grasp new concepts and processes
  • Account reconciliation

Timeline

Accountant

Stine Enterprises
08.2024 - Current

COMMISSION SPECIALIST

Annexus
01.2022 - 08.2024

LICENSING SUPERVISOR

Oxford Life Insurance Company
01.2016 - 01.2022

BILLING AND COLLECTIONS

Oxford Life Insurance Company
01.2009 - 01.2016

Bachelor of Science - Accounting

Grand Canyon University
Shannon Aragon