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Bio

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Amy Palmer is a seasoned finance professional with a strong background in accounting, management, and Microsoft Office. She has 4 years of experience as Financial Controller at Alan Stevens Associates, Inc., and previously worked as Accountant, Personal Banker/Teller Supervisor, and Client Benefit Administrator. Amy holds a Bachelor of Arts degree in Finance and Real Estate from the University of Northern Iowa.

Experience

    • Financial Controller
      • Jan 2020 - Present
    • Accountant
      • Feb 2017 - Jan 2020
    • United States
    • Banking
    • 300 - 400 Employee
    • Personal Banker/Teller Supervisor
      • Jun 2015 - Feb 2017

    • Personal Banker
      • May 2014 - Jun 2015

    • United States
    • Insurance
    • 300 - 400 Employee
    • Client Benefit Administrator
      • Aug 2013 - May 2014

    • Licensing and Surplus Coordinator
      • May 2012 - Oct 2013

    • Member Services
      • Aug 2010 - Apr 2012

      Advise customers on investment options and complete basic transactionsComplete deposits and withdrawals from member accounts accuratelyManaged and balanced a cash drawer up to $20,000. Decide account actions including holds, customer problems, and referrals

    • Finance Intern
      • May 2010 - Aug 2010

      Scanned official checks into system for record retentionCleared checks from accounting system dailyPrepared spreadsheets for internal reporting Worked daily on Excel, Word, Access, and private databases

    • United States
    • Retail
    • 700 & Above Employee
    • Mobile Consultant
      • Aug 2009 - May 2010

      Consistently achieved daily sales goals Sent weekly emails for co-workers and managers with numbers and suggestions for improvementWorked with customers to find the best cell phone solution for them and their familySpoke with customers about their concerns with their service through us and found resolutions for those concerns in collaboration in manager

    • Cashier
      • Apr 2009 - Aug 2009

      Sold protection plans on small electronicsHandled cash correctly during purchases

    • Summer Intern
      • May 2007 - Aug 2008
    • Office Assistant Summer 2007
      • May 2007 - Aug 2008

      Worked with Microsoft Office programs in compiling informational databasesEntered data into internal client databaseResponsible for daily bank depositsAssembled documents (Employee handbooks, new employee packets, specs)

Education

  • 2010 - 2012
    University of Northern Iowa
  • 2008 - 2010
    Kirkwood Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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