Sofia Leon
North Aurora,IL
Summary
Meticulous Claims Investigator effective at collecting and analyzing data used to devise fair and cost-effective settlements.
Overview
7
7
years of professional experience
Work History
Catastrophe Claims Adjuster
The Hartford
Naperville, IL , IL
2024.06 - Current
- Developed plans for rebuilding homes or businesses destroyed by catastrophes.
- Assessed the need for temporary housing arrangements while permanent residences are being restored after a disaster.
- Performed field audits of contractor estimates for large-scale repairs or replacements of buildings or equipment.
- Analyzed financial records, including receipts, invoices, bank statements, to ensure accuracy of claim payments.
- Drafted statement of loss to summarize damages, payments and underlying policy coverage.
Accountant
Butler Accounting and Taxes
Warrenville , IL
2022.12 - 2024.06
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Performed general ledger reconciliations on a timely basis.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Participated in tax audits and payroll duties.
- Managed payroll processing activities including data entry into payroll systems, updating employee records, reviewing timesheets and preparing reports.
Business Analyst
Equity Residential
Chicago, United States , United States
2019.12 - 2021.08
- Managed nation-wide utility recovery program (RUBS) and energy management and sustainability initiatives.
- Managed and budget $61M in RUBS income for 70k+ apartment homes and 500 retail spaces.
- Contributed utility expense and recovery guidance for existing portfolio and acquisition/development opportunities.
- Managed business relationships with RUBS billing vendors and utility providers.
- Synthesized current business intelligence data to produce reports and polished presentations, highlighting findings and recommending changes.
URT Analyst
, Inc
Lombard , IL
2018.08 - 2019.11
- Conducted quantitative analytical work in support of various regulatory proceedings, provided support in cost allocation, revenue recovery, and rate design proposals; developed/reviewed/analyzed revenue and rate forecasts; implemented rate and cost recovery-related policies and programs and developed and maintained relationships with various team members from a variety of departments to ensure customer satisfaction.
Implementation Specialist
Realpage Inc.
Lombard , IL
2017.06 - 2018.08
- Met or exceed 98% accuracy in calculation and data entry, Developed and maintained exceptional knowledge of the company’s products and services – RUBS methods, Sub-metering (water, gas, electric and HVAC), invoice processing and billing services, Developed and maintained an excellent understanding of the company’s systems, tools and services, Performed all aspects of property billing program start, Completed, presented and processed data for all new billing programs, Completed and submitted various tracking reports, Demonstrated ability to create plans and track projects to completion, Demonstrated ability to evaluate project status and communicate consistently and effectively to ensure projects are completed on-time with high customer satisfaction, Participated in company special (client requested) items as requested, This included custom reports and special data requests and/or explanations, Demonstrated ability to problem solve and analyze disorganized date quickly to meet deadlines, Communicated both written and verbally with both external clients as well internally, Demonstrated adept knowledge of Excel and other microsoft products.
Education
Associate of Applied Science - Accounting And Business Management
Waubonsee Community College
Sugar Grove, IL2026-01
Associate of Arts and Sciences - AAS - Computer Programming
Waubonsee Community College
2015
Skills
- Proposals
- Strategic Planning
- Data analysis
- Web-Based Reporting Tools
- Forecasting and Planning
- Pivot tables
- Project Management
- HTML and CSS
- SQL and databases
- Business Planning
- Microsoft Office Suite
Timeline
Catastrophe Claims Adjuster
The Hartford
2024.06 - Current
Accountant
Butler Accounting and Taxes
2022.12 - 2024.06
Business Analyst
Equity Residential
2019.12 - 2021.08
URT Analyst
, Inc
2018.08 - 2019.11
Implementation Specialist
Realpage Inc.
2017.06 - 2018.08
Associate of Applied Science - Accounting And Business Management
Waubonsee Community College
Associate of Arts and Sciences - AAS - Computer Programming
Waubonsee Community College
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