Qualified Chief Deputy Auditor with comprehensive background in auditing financial records and compliance processes. Expertly conducted audits that enhanced operational efficiency and identified discrepancies. Proficient in risk assessment and internal control evaluations, demonstrating accuracy and attention to detail.
Work History
Chief Deputy Auditor
5 Years 3 Months
Camden County | 05.2021 - Current
Collaborated with other offices to gather necessary documentation for audits, ensuring timely completion.
Reviewed transactions and account reconciliations for accuracy and completeness.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Effectively communicated with other offices about payment needs and kept updated, detailed and accurate ledgers.
Handled day-to-day accounting processes to drive financial accuracy.
Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audit materials and data to detect non-compliance and facilitate recommendations.
Followed established auditing processes to meet internal and regulatory requirements.
Contributed to successful audits by preparing accurate work papers and following established guidelines consistently.
Conducted thorough analysis of financial records to ensure compliance with state statutes.
Insurance Agent
18 Years 3 Months
McGrath Insurance | 02.2003 - 05.2021
Developed tailored insurance solutions to meet client needs and mitigate risk exposure.
Analyzed clients' financial situations to recommend appropriate coverage options.
Educated clients on policy features, terms, and conditions to enhance understanding and retention.
Managed claims process, ensuring timely resolutions and customer satisfaction throughout the experience.
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Cross-sold insurance products to existing clients to reach sales targets.
Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
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