I am an Accountant with over 21 years of experience in the medical professional liability insurance industry. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Eager to contribute to team success through hard work and attention to detail and excellent organizational skills.
Overview
25
25
years of professional experience
Work History
Accountant - Unclaimed Property
The Jacobson Group (Ameritas Life)
Responsible for the following unclaimed property letter process: Updating addresses, communicating with external clients, and following up on questions
Emailing letters to Treasury Operation to replace checks that were not cashed
Helping with daily balancing of the unclaimed property accounts for multiple business units
Worked independently within established procedures.
Accountant - Investment Accounting
The Jacobson Group (Ameritas Life)
10.2022 - 06.2023
Performed general accounting activities for the investment area
Responsibilities include recording journal entries to the general ledger, monthly closing of the books, balance sheet reconciliation, and provide support as needed for audits/exams.
Accountant
Physicians Insurance A Mutual Company
10.1998 - 03.2020
Perform assignments such as required for general ledger accounting, billing, customer service, and investment accounting
Prepared accurate and timely financial statement reporting for SAP, tax, and other regulatory reporting
Maintain financial control by preparing timely and accurate account reconciliations including reviewing and analyzing accounting entries posted to general ledger to ensure proper recording of assets, liabilities, revenue, expenses, and/or equity
Reconciled Investment accounting including handling entries related to purchases and sales in accordance with SAP
Assist in development of internal controls to ensure division of duties within department regarding handling of payables, receivables, cash, general ledger accounts, payroll, and financial reports are complying
Assist with internal and external audits and year end footnotes disclosures