Talitha Ragle
Auburn Hills,MI
Summary
Dynamic Senior Accountant with extensive experience at Conifer Insurance, excelling in journal entry preparation and balance sheet reconciliation. Proven ability to resolve discrepancies and support audits, while demonstrating strong customer service and analytical skills. Adept in financial planning and proficient in Microsoft Excel, driving accuracy and efficiency in financial reporting.
Overview
7
7
years of professional experience
Work History
Senior Accountant
Conifer Insurance
Troy, Michigan
10.2021 - Current
- Prepare and post journal entries relating to all balance sheet accounts.
- Perform monthly, quarterly, and annual account reconciliations. Investigate and resolve discrepancies to ensure accurate tracking and reporting of financial data.
- Perform fixed asset tracking of acquisitions, disposals, and depreciation.
- Record, track, and process daily cash activity, including payments, account transfers, and collections.
- Track carrier and claim activity, including preparing monthly invoices and issuing payments.
- Support audits by preparing documentation to ensure audit readiness.
- Perform various analytical reviews of financial information.
- Coordinated with other departments on various accounting activities such as month-end close process or budget preparation.
- Assisted in the preparation and monitoring of the office budget, processing invoices and expense reports to track financial expenditures.
Accounts Receivables & Payroll Specialist
AdvisaCare
08.2019 - Current
- Weekly billing for health care services and medical supply including submitting Michigan no-fault auto insurance, Medicare, and Hospice claims.
- Weekly payroll for employees.
- Client database maintenance.
- Communicating with insurance companies to verify new patient coverage and follow up on denials and outstanding payments.
Tax Accountant
Excelsior Financial Services
01.2019 - 04.2019
- Prepared individual income tax returns for filing.
- Sought out optimal tax deduction options for each client.
- Evaluated accounting requirements during discovery meetings with potential clients.
- Completed monthly, quarterly, and annual bank reconciliations for clients.
- Proactively networked and marketed business to increase clientele.
Education
Bachelor’s Degree - Accounting & Finance
Grand Valley State University
Allendale, MI01.2018
Skills
- Journal entry preparation
- Statutory and GAAP financial statement preparation
- Balance sheet and account reconciliation preparation
- Individual and business income tax preparation
- Financial planning
- Sales and Marketing
- Office setting experience
- Remote work experience
- Customer service skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Accounts receivable
- Payroll
- Accounting
- NetSuite
- Fusion/Oracle
Volunteer Experience
- Volunteering on numerous occasions at the Salvation army soup kitchen
- Volunteering at the Lehigh County Humane Society
- Participating in numerous church events including food and clothing drives
- Participating in numerous 5k run/walk events for leukemia and Niemann-Pick Type C disease (NP-C)
- Volunteering for fundraising at Trident Swim Club during social/competitive events
- Circles Children and Youth Programming Volunteer, Grand Rapids, MI, 03/09/20, Current
Timeline
Senior Accountant
Conifer Insurance
10.2021 - Current
Accounts Receivables & Payroll Specialist
AdvisaCare
08.2019 - Current
Tax Accountant
Excelsior Financial Services
01.2019 - 04.2019
Bachelor’s Degree - Accounting & Finance
Grand Valley State University