- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- H: (555) 432-1000
- C:
- resumesample@example.com
- Date of Birth:
- India:
- :
- single:
Dedicated accountant seeking a management position within a fast paced environment where I can utilize my knowledge and industry experience to enhance the growth and development of the organization.
Acquisitions, Cash Receipts, Payable, General Ledger, Invoicing
ARC Senior Specialist, 05/2016 - Current
Caliber Home Loans, Inc. – Orlando, FL, - Guide and monitor resource specialist team
- Provide training to Team and Operations Staff on transaction accounting and standard workflows
- Analyze, research and resolve complex problems
- Build and maintain positive working relationships with Client Service Operations Team
- Serve as an escalation path to the client service teams for urgent or mishandled transactions
- Provide direct support to the Department Manager as needed
- Analyze and research misapplied cash receipts, payables, and DB entries and work with accounting staff to correct by month end.
- Generate case reports for Management to determine what areas need training.
Trust Accounting Supervisor, 11/2010 - 05/2016
Koch Industries, Inc. – Dubuque, IA, - Lead, guide and monitor trust payable team
- Analyze, research and resolve complex problems
- Build and maintain positive working relationships with Client Service Operations Team
- Serve as an escalation path to the client service teams for urgent or mishandled transactions
- Perform approval process as needed in accordance with authority level
- Review and implement process effectiveness for the department
- Provide direct support to the Department Manager as needed
- Ensure payment requests are processed in an accurate and timely manner
- Research and resolve all billing discrepancies within assigned alpha split
- Generate all month end reports for assigned acquisitions
- Analyze, research and correct misapplied cash receipts
- Balance Epic payables to General Ledger at month end.
Trust Accountant, 01/2010 - 11/2010
Juniper Networks – New York City, NY, - Processed all trust payables and A.R. disbursements for Wescom and Ogilvy Hill Acquisitions.
- Assisted and trained Accounting Personnel with Cash Receipts and Direct Bill Postings within the AMS360 system.
- Generated all month end reports.
- Analyze, research and resolve complex problems.
Accounting Supervisor, 01/2007 - 12/2009
Juniper Networks – New York, NY, - Processed all payment disbursements for trust and operating
- Posted all direct bill commission statements
- Posted all cash receipts for trust and operating
- Provided direct support to Management as needed.
- Generated all financials and month end reports
- Coordinated all state license documents for the Department of Insurance
- Worked with both Commercial and Personal Lines Account Managers to ensure all billing corrections and invoicing was processed correctly within the system.
Commercial Account Manager, 01/2005 - 12/2006
Wescom Insurance Services – City, STATE, - Hallmark Insurance Services was acquired by Wescom Credit Union: Duties remained the same.
Commercial Account Manager, 04/1998 - 12/2004
Hallmark Associates Insurance Services – City, STATE, - Prepared Accord Applications for New Business and Renewal submissions
- Gather Loss Runs, MVR's and any supplemental information required by carriers to quote
- Used online rating programs to quote small business/package policies
- Provided customer service for half of the agency's commercial book of business
- Researched carrier/broker appetite for hard to place submissions.
- Reviewed all policies and endorsements to ensure the carrier supplied all coverages requested on the application/quote.
- Processed policy change requests submitted by the client by phone, fax and e-mail.
- Generated coverage proposals, binders and certificates of insurance Invoiced all agency bill premiums
- Supplied clients with financed terms when a payment plan was elected.
- Responsible for collection of premiums on all aged receivables.
Bachelor of Science: Accounting, Expected in 2019
-
California Baptist University - Riverside, CA
GPA:
Pursuing CPA completion
: Business Administration, Expected in 2002
-
Cerritos Community College - Norwalk, CA
GPA:
Completed most GE courses & Introduction to Accounting
High School Diploma: , Expected in 1998
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Warren High School - Downey, CA
GPA:
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