Accounting Technician 2 Resume Example Iowa Department For The Blind

ACCOUNTING TECHNICIAN 2

Professional Summary

Meticulous Accounting Technician successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent and focused professional.

Skills

Document management
Administrative support
Conflict resolution
Consistently meet goals
Organized
Teamwork and collaboration

Efficient multi-tasker
Effective leader
Verbal and written communication
Client account management
Staff training/development

Work History

Accounting Technician 2, 02/2020 to Current
Iowa Department For The Blind – Des Moines , IA

Currently getting approvals and paying incoming invoices for brailled school books, building maintenance, library, student and client services.
Creating invoices to bill Department of Education for all contract work performed including brailed material and library salaries.
Handling all incoming travel vouchers for staff and relocation vouchers for new staff members.
Responsible for handling all incoming loan payments, business enterprise program payments, as well as any other checks needing deposited via remote capture.
Preparing Gifts&Bequest request for director approval.
Enter monthly budget totals in the transaction file for reporting to the CFO. Preparing the indirect cost allocation spreadsheet and CDE.

Clerk Specialist, 12/2018 to 02/2020
Iowa Disability Determination Service Bureau – Des Moines, IA

Currently providing support services to supervisors, and disability examiners. This includes scheduling medical appointments, calling to verify that claimants kept their appointments. Following up to ensure medical records are requested, and consultative exam reports are received
Ensure that all incoming medical records, claimant, and attorney correspondence is correctly scanned and attached to the claimants electronic file. Research incoming faxes locating and attaching to the correct claimant file
Working with local Social Security Offices to ensure the Disability Determination office has the correct information to decision cases
Take incoming calls providing high quality customer service to our claimants answering questions in regards to their pending claims

Operations Assistant, 03/2014 to 12/2018
Citigroup Inc – Urbandale, IA

Our department was responsible for handling all incoming banking adjustments received from our depository bank and the Federal Reserve
Oversaw the operations of six investigators, ensuring their case load is handled correctly. In addition to the investigators I also oversaw the operations of the Financial Control representative responsible for handling funding between twenty different general ledger accounts. Ensuring the sub-ledger was in balance at the end of every day
Fully involved in the research process assisting the investigators in resolving their more difficult cases of missing payments, and processing errors, including but not limited to encoding errors, paid twice, misapplied payments, and non-confirming images
Performed quality performance audits on a monthly basis for each investigator to ensure procedures were being followed and quality standards were being met. When quality issues were identified side by side training was implemented
Cross trained and supported retail bank research and adjustments for Citibank checking account customers. Performed adjustments and corrections to ensure customer satisfaction and reduce bank risk. Occasional situations involved simultaneous correction of both credit card and checking accounts and required extensive knowledge and action to ensure all accounts involved were whole
Played a key role in the transitioning of our Citi Urbandale site to the new Citi Kentucky site. Traveling multiple times to assist with training new staff members and organizing the new department to be as productive as our original site was. Providing online daily support to the new team as they are learning the process

Financial Control Specialist , 05/2001 to 03/2014
Citigroup Inc – Urbandale, IA

Responsible for logging in and equally assigning all incoming work to the investigations team as well as accurately closing cases upon completion. Monitored aging of cases and prepared for write off when necessary. Prepared reports for management review using Access databases and Excel spreadsheets. Handled all incoming without entry draft claims (aka unauthorized draft or forgery items). Worked closely with security department to minimize exposure to fraud loss

Education

High School Diploma: 1997
East High School - Des Moines, IA

Accomplishments

I was nominated and won the Citi Quality Excellence award twice in the last 4 years based on ongoing and overall excellent performance.

community involvement

I served on Citi Diversity committee from 2009 to 2014 when the committee was dissolved due to the downsizing of our site.

During my years of service, I helped organize and was lead on multiple projects and events promoting diversity awareness.

I also volunteered many hours to community organizations such as YESS, Link, CelebraAsian, Highway cleanup and Hawthorn Hill Emergency Shelter.

References

Jill Rains

Assistant Vice President

Phone

515-480-3287

Cara Gates

Accounting Technician 2

Phone

641-682-5554

Joyce Castell

Accounting Technician 2

Phone

515-205-8307

Certifications

Completion of Introduction to State Procurement Training
New Horizons Computer learning Center - Excel training
Policy and procedure pre-audit training

Resume Overview

Companies Worked For:

Iowa Department For The Blind
Iowa Disability Determination Service Bureau
Citigroup Inc

School Attended

East High School

Job Titles Held:

Accounting Technician 2
Clerk Specialist
Operations Assistant
Financial Control Specialist

Degrees

High School Diploma : 1997

Accounting Technician 2 Resume Example

Resume Score: 80%

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