Susan O'Neal
Temple Terrace,FL
Summary
Accomplished Fiscal Assistant and Senior Underwriter with a proven track record at University of South Florida and Aetna Casualty. Expert in streamlining financial and underwriting processes, enhancing efficiency by over 30%. Skilled in accounts payable and demonstrating exceptional attention to detail, I've significantly improved compliance and customer satisfaction through innovative solutions and continuous professional development.
Overview
38
38
years of professional experience
Work History
Fiscal Assistant
University of South Florida
01.1989 - 08.2014
- Contributed to annual audit preparation, gathering documentation and providing vital assistance to auditors.
- Ensured compliance with internal controls by adhering to established policies and procedures in all financial transactions.
- Reduced processing time for expense reimbursements by implementing a streamlined system for submission and approval.
- Streamlined the accounts payable process for increased efficiency and timely payments to vendors.
- Enhanced financial accuracy by reviewing and verifying invoice data, reducing errors in the fiscal department.
- Continuously updated knowledge on changing tax laws and regulations which helped ensure compliance.
- Worked closely with procurement staff to obtain necessary approvals and documentation for vendor payments, ensuring timely remittance.
- Assisted in preparing accurate monthly financial reports, contributing to informed decision making.
- Maintained organized financial records, ensuring easy access and retrieval for audits and reviews.
Senior Underwriter
Aetna Casualty
01.1977 - 06.1989
- Utilized underwriting guidelines and company policies to access the insurability of applicants.
- Participated in industry conferences and seminars to stay informed about the latest trends, regulatory changes, and best practices in underwriting.
- Mentored junior underwriters, fostering their professional growth and enhancing team performance.
- Streamlined underwriting processes for increased efficiency and faster turnaround times.
- Applied knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards.
- Maintain accurate records of all underwriting activities including correspondence, decisions made and supporting documentation.
- Collaborated with sales teams to develop tailored insurance solutions for clients, resulting in higher customer satisfaction rates.
Education
Bachelor of Science - Psychology
University of South Florida
Tampa, FLSkills
- Accounts receivable
- Purchase order management
- Accounts payable
- Internal auditing
- Customer service
- Attention to detail
- Auditing procedures
Timeline
Fiscal Assistant
University of South Florida
01.1989 - 08.2014
Senior Underwriter
Aetna Casualty
01.1977 - 06.1989
Bachelor of Science - Psychology
University of South Florida
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