Summary
Overview
Work History
Education
Skills
Certification
References
Languages
References
Timeline
Generic

Sherean Joseph Frederick

Miami,Florida

Summary

Dynamic and qualified analyst with extensive knowledge of accounting principles and business procedures. Excel at prioritizing, completing multiple task simultaneously and following through to achieve project goals with attention to detail. Very effective in communicating orally and in writing, exercising diplomacy in contentious situations, and accommodating in stressful working environment. Demonstrating ability to establish effective working relationship and interact tactfully with employees, City Council, officials, subordinates, and the General Public.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Accountant 2

Miami-Dade County
Miami, Florida
10.2023 - Current
  • Perform reconciliation of Bank accounts, General Ledge (GL) entries, Florida Retirement Systems (FRS) and review financial reports.
  • Plan, assign, and supervise the work of subordinates.
  • Assist the Unit Supervisor in compiling information to perform, monthly, quarterly and annual financial reports and required filing for Workers' Compensation, Retiree payments, employee benefits, general liability, auto liability, health benefit funds (Health, Vision, Life & Dental), property insurance, and unemployment.
  • Research and resolve inquires made by retirees, employee, ISD Division, County Departments, Municipalities and vendors, to ensure that payments and billings are processed as scheduled.
  • Prepare, review adjustment entries and reclassification of transactions to properly reflect entries and requirements, responsible for creating the monthly wire for AvMed Retiree First Program.
  • Assist with special projects and emergency requests as needed.

Accountant 1

Insurance Accounting Unit, Budget & Finance Division, Internal Services Department, Miami-Dade County
Miami, United States
09.2022 - 09.2023
  • Process daily payments for Worker's Compensation
  • Execute weekly payment transfers to a bank account for expenses incurred for health insurance
  • Administer bi-weekly payments for Dental, Vision Life benefit premiums for current County employees including those on Leave of Absence, municipalities, as well as payments from retirees on a monthly basis
  • Collect financial information, compile necessary documents, and conduct audits of financial reports.

Licensed Insurance Agent

Independent Insurance Broker
Miami, United States
12.2020 - 03.2022
  • Promote the insurance companies to customers who need coverage
  • Network with potential customers
  • Educate customers on types of insurance coverage and make recommendations based on their needs
  • Evaluate current insurance policies and recommend additional coverage when needed.

Marketing Executive

Melaleuca - The Wellness Company
Idaho Falls, United States
05.2020 - 06.2021
  • Create and build awareness of the organization and its products
  • Develop marketing plans unique to particular products.

Recoveries Supervisor

The Bank of Nevis Limited
Charlestown, Nevis
01.2015 - 12.2017
  • Examination of delinquent accounts considered to be uncollectible to ensure maximum efforts have been taken before assigning 'bad debt' status to the account
  • Reviewing collection reports to ascertain the status of collections and balances outstanding
  • Reviewing the effectiveness of current collection policies and procedures
  • Assign responsibility for investigation of fraud cases and possible legal action and collection for insignificant checks and delinquent bills.

Assistant Manager

Philsha's Guest House
Charlestown, Nevis
06.1998 - 12.2017
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies
  • Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs
  • Created organization systems for inventory control, merchandising, financial reports, and schedules, dramatically increasing operational efficiency
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.

Accounts Officer - Card Services Department

The Bank of Nevis Limited
Charlestown, Nevis
01.2011 - 12.2014
  • Key experience in organizing, analyzing, and managing large data for reconciliation success
  • Working effectively and collaboratively with team members to maximize productivity and efficiency
  • Process Visa and MasterCard Reports
  • Developed process improvements to increase efficiency and productivity and presented to management for approval.

Vault Custodian

The Bank of Nevis Limited
Charlestown, Nevis
01.2009 - 12.2009
  • Replenish and balance ATM weekly, by removing cash and checks deposited by customers
  • Make sure ATM balances weekly and conducts weekly audits
  • Maintain vault balance sheets
  • Balance and stay in compliance with monetary limits and bank procedures.

Proof Clerk & Customer Service

The Bank of Nevis Limited
Charlestown, Nevis
09.2005 - 12.2009
  • Receive checks, money, debit, and credit payments from clients
  • Answer all accounts - and banking-related inquiries
  • Preparing cashier's checks, wire transfers, and open accounts
  • Solve any issues that pertain to the transactions
  • Prepare Clearing House Settlements.

Bank Teller

St. Kitts Nevis Anguilla National Bank Limited
Charlestown, Nevis
06.2001 - 12.2004
  • Receive checks, money, debit, and credit payments from clients
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
  • Turned in excess cash to maintain drawer security
  • Reconciled cash drawer and resolved discrepancies
  • Sold and cross-sold bank products to new and existing customers.

Teacher

Nevis Island Government
Pinney's Estate, Nevis
09.1998 - 09.2000
  • Communicated frequently with parents, students, and faculty to provide feedback and discuss instructional strategies
  • Planned and implemented integrated lessons to meet national standards
  • Kept students on-task with proactive behavior modification and positive reinforcement strategies
  • Completed daily reports, meal count sheets, and attendance logs.

Education

Accounting, Associates of Science Degree -

Penn Foster College, Scottsdale, Arizona
03.2017

Skills

  • Account Management
  • Analytical Skills
  • Customer Service
  • Financial Analysis
  • Leadership Qualities
  • Problem Solving
  • Relationship Building and Management
  • Time Management

Certification

  • 02/16/2024 Miami-Dade County Lean Six Sigma Orange Belt
  • 01/19/2024 Miami-Dade County Lean Six Sigma Blue Belt
  • 11/30/2023 Government Supervisors Training 2023
  • 07/28/2023 Miami-Dade County Lean Six Sigma Yellow Belt
  • 12/01/2020, Florida Insurance License 2-15 Life, Health and Variable Annuities Agent
  • 10/01/2021, 2022 Medicare + Fraud, Waste, and Abuse Training
  • 09/01/2020, American Amicable - Anti-Money Laundering
  • 09/01/2019, Miami Bayside Foundation's Certificate Series - Marketing
  • 06/01/2007, Caribbean Credit Card Corporation - Operational & Business Perspectives Seminar
  • 11/01/1999, Nevis Island Administration - Department of Tourism - Teacher Tourism Education
  • 06/01/1998, LCCIEB - Typewriting
  • 06/01/1998, Caribbean Examinations Council - Secondary Education

References

  • Colleen Linares, Teacher, Miami-Dade County Public School, 1450 NE 2nd Ave., Miami, Florida 33132
  • Franklin Johnson, Operations Manager of Public Works & Engineering, City of Miami Gardens, 954-993-3451

Languages

English
Full Professional

References

References available upon request.

Timeline

Accountant 2

Miami-Dade County
10.2023 - Current

Accountant 1

Insurance Accounting Unit, Budget & Finance Division, Internal Services Department, Miami-Dade County
09.2022 - 09.2023

Licensed Insurance Agent

Independent Insurance Broker
12.2020 - 03.2022

Marketing Executive

Melaleuca - The Wellness Company
05.2020 - 06.2021

Recoveries Supervisor

The Bank of Nevis Limited
01.2015 - 12.2017

Accounts Officer - Card Services Department

The Bank of Nevis Limited
01.2011 - 12.2014

Vault Custodian

The Bank of Nevis Limited
01.2009 - 12.2009

Proof Clerk & Customer Service

The Bank of Nevis Limited
09.2005 - 12.2009

Bank Teller

St. Kitts Nevis Anguilla National Bank Limited
06.2001 - 12.2004

Teacher

Nevis Island Government
09.1998 - 09.2000

Assistant Manager

Philsha's Guest House
06.1998 - 12.2017

Accounting, Associates of Science Degree -

Penn Foster College, Scottsdale, Arizona
Sherean Joseph Frederick