Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Business Analyst with 10+ years of experience forecasting financials, examining audits and implementing strategies that optimize processes and drive business value. Design workforce development plans that strengthen employee partnerships and improve team performance, achieving goals and objectives.

Create career development plans that recruit, engage and train participants to be successful employees. Overlap career pathways with open positions, promoting diversity and inclusion. Communicate clearly and effectively across organizational levels, fostering a collaborative team environment.


• Business Planning Strategy
• Financial Analysis
• Workforce Development
• Process Optimization
• Budgeting & Forecasting
• Financial Reporting
• Audit Examination
• Data Analysis & Metrics
• Performance Management
• Team Leadership

  • Skilled in Customer Services. Accounting. Finance - Strong Finance professional with a Bachelor of Science in Business Administration, minor in Finance (Graduated with Honors). Proficient computer skills (Microsoft Office, Outlook, Skype for Business, Company Systems, such as AuSum, OnBase, ComPro, Mainframe and Commercial Edge). Excellent people skills -oral and written communication skills. Well- organized, goal -oriented, self-motivated and energetic. Presentation Skills. An innovative problem solver. Analytical. Research. Analyzing. Details orientated. Risk Manager. Logical. Attention to Details. Time Management. Self-motivation. Decision Making. Ability to Work under Pressure. Proficient in Serbo/Croatian and Bosnian, with translation ability.
  • Accounting, Translation
  • Accounting systems, Underwriting
  • Administrative support, Well- organized
  • Basic, Workflow
  • Billing, Written communication skills
  • Business Administration, Written communication
  • Coaching
  • Oral
  • Conferences
  • CRT
  • Customer Services
  • Database
  • Decision Making
  • Documentation
  • Edge
  • Finance
  • Financial
  • General ledger
  • Imaging
  • Inspection
  • Insurance
  • Legal
  • Logistics
  • Director
  • Mainframe
  • Meetings
  • Access
  • Microsoft Excel
  • Microsoft Office
  • Outlook
  • Excellent people skills
  • Policies
  • Presentation Skills
  • Problem solver
  • Research
  • Risk Manager
  • Self-motivated
  • Phone
  • Time Management
  • Workflow management
  • Special events planning
  • Event calendar management
  • Catering coordination
  • Guest relations
  • Fundraising
  • Cost estimating
  • Business growth
  • Scheduling
  • Training
  • Project management
  • Data entry
  • Team building
  • Administrative support
  • Quality assurance
  • MS Office
  • Staff supervision
  • Strategic planning
  • Technical support
  • Time management
  • Customer service
  • Conflict resolution
  • Vendor management
01/2016 to Current SR. PREMIUM AUDIT EXAMINER Utica National Insurance Group | City, STATE,
  • Examine and audit policyholder records to determine proper premium base for insurance coverage.
  • Reference manuals of all states for correct rates of classes added to policy.
  • Review audit worksheets, policies, endorsements and inspection reports to verify a complete and correct audit.
  • Perform necessary calculations, verify auditor's additions, make required corrections, check audit discrepancies, and when necessary, return audit to auditor for corrections or additional information.
  • Transfer exposures, rates and rate basis from auditor's worksheet to CRT's.
  • Communicate with agents by phone and in written communication, review audit invoices.
  • Review policies to insure adequate deposit premiums and notify Underwriting of any discrepancies.
  • Assist with new-hire training, provide coaching and guidance about audit processing, workflow management and department procedures.
01/2015 to 04/2015 Office/Conference ASSISTANT SUNY POLYTECHNIC INSTITUTE | City, STATE,
  • Assisted Director of Campus and Corporate Events with various tasks associated with the planning and execution of events, such as coordinating logistics for meetings, conferences and other events.
  • Maintained meeting minutes, managed the calendar of events for accurate information, and served onsite at events.
05/2005 to 06/2013 Accounts Sr. Assistant/Sr. Transaction Processor ACS Inc. | City, STATE,
  • Reviewed, analyzed and researched different types of documents to verify accuracy.
  • Utilized data imaging and processing to perform payment transfers and transactions.
  • Researched loan accounts and balances with lenders for consolidation.
  • Analyzed student accounts and identified and corrected errors in accounts.
  • Examined borrower paystubs, analyzed yearly gross income, and reviewed collection of interest capitalization.
  • Performed account analysis, reconciliation and general ledger maintenance, analyzed billing and invoices for proper documentation, documented data and made payments to Accounts, and prepared monthly financial and statement reports.
  • Processed AmeriCorps Vouchers pay offs for student loans and calculated interest.
  • Utilized Microsoft Excel and Access to reinstate rehabilitated loans to servicing systems.
Education and Training
Expected in 2018 Certificate of Finance | , , GPA:
Expected in 2015 BACHELOR OF SCIENCE | Business Administration, Finance , , GPA:
Graduated with Honors
Expected in 2015 Certificate | Foreign Language Proficiency Certification NYU School of Professional Studies, New York, NY , GPA:
Activities and Honors
  • Member, Alumni Association
  • Member, Small Business Association (2008 - present)

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