Category: FINANCE

         SENIOR FINANCE ASSISTANT       Summary    To obtain a position where I can be an asset to the company, along with development of new skills.      Highlights          4 years experience with Query, Access, Excel, Control D, Lotus Notes, Oracle, Peoplesoft, Billing online system    Thrives under pressure      Excellent time management skills        Analytical                Customer-oriented  Basic understanding of Quicken    Computer proficient     Critical thinking       Financial statement analysis                Accomplishments     Assisted in the centralization of accounting to the Bloomington-Normal corporate office.      When multiple co-workers were out of the office I covered all of the PZ01 forms that came into the mail box processing over 99% of them and keeping the team from falling behind on them for that day receiving an "On the Spot" award for my accomplishment.      I hold the record for the most Premium Fund Account reviews to be done in 1 day on my team completing 16 reviews in 1 day while still maintaining a quality score of 97%.      Came up with multiple ideas to make processes on our team more efficient for example sometimes we would get questions about what review materials we have received and what we still need from agents and we would have to go pull the file and locate it in the file room every time but instead I suggested we all get read only access to the tool we use to check in materials to be able to see on demand what they are missing and what we still need so no longer did we need to go track down files to complete this task.         Experience     07/2012   to   06/2016     Senior Finance Assistant    Company Name   -   City  ,   State     I worked on two different teams during my employment at State Farm, one was Suspense and the other was Premium Fund Account Review.       Suspense: (2012-2014)      Processed credit card refunds.  Processed PZ01 forms that would be requested mainly from the fire division to change policy information.  Worked Control D listings to clear items that didn't match off via journal entries in Oracle.   Worked Agent returns where retired or working agents owed State Farm money and we had to set up payment plans or collect on that money and then clear the listing.   Worked employee returns where employees would write bad checks at company stores or mail rooms for stamps or postage and we would have to contact those employees and collect from them.   Took phone calls and provided remarkable customer service to everyone that called in with a question and went out of my way to try to provide an answer to each caller even if it wasn't in my expertise I would try to get them to someone directly to get there question answered instead of just transferring them along as I try my best to make every call remarkable.   Had to complete "FARs" (Financial account reconciliations) on a monthly basis to make sure all the accounts you were responsible for balanced out at the end of every month via lotus notes program.      Premium Fund Account Review: (2014-2016)     Worked material check in where you would need to collect mail as well as faxes and check in the materials received from agents into the system and then file there folders to be reviewed.   Processed agent premium fund account reviews on a daily basis for compliance problems and making sure everything they did in the office was done correctly and timely.   Analyzed bank statements, quicken bank registers and reconciliations as well as manual copies, reviewed history of altered money reports and deposit to activity ratios to make sure everything matched up and that there was no money missing.   Made sure nobody was stealing in the agent offices and if there were any discrepancies informed the agent about them.   Assisted agents in finding or fixing reconciliation errors or balancing issues.   Took phone calls on a daily basis providing remarkable customer service.           07/2011   to   07/2012     Associate in Financial Shared Services for State Farm    Company Name   -   City  ,   State      Got placed on the Suspense Team processing emails and completing credit card refunds for customers throughout the united states for all agents when they needed a refund and sent through a refund request form.     ?        05/2007   to   07/2011     Laborer/Book Keeper/Apprentice    Company Name   -   City  ,   State      Schedule installs for customers.  Assist plumber in installing product.  Clean & restock the work vans regularly.  Do the accounts receivable and payable in the office.  Finish invoices and mail them out to customers.         05/2006   to   08/2006     Laborer/Yard Worker    Company Name   -   City  ,   State      Anything asked of me by the Yard Supervisor.  Running heavy machinery/implements to complete certain tasks.  Random labor intensive tasks such as shoveling/raking/digging.         05/2004   to   08/2007     Floor Installer    Company Name   -   City  ,   State      Clean and load truck with product.  Remove old product from the floor.  Install new product on to the floor.  Be as clean, organized, and courteous as can be on each and every job.          Education     2009     High School Diploma      Bloomington High School   -   City  ,   State             2010       General Studies    Heartland Community College   -   City  ,   State      ?1 Year of college completed              Fundamentals of Accounting Course completed through State Farm          Skills     - Fast Learner  - Organizational Skills  - Very efficient minded  - Problem Solver  - Fast Learner  - Very Adaptable  - Team Oriented