Experience

JDA Insurance Group, LLC

• United States
• Insurance
• 1 - 100 Employee

• Accounting Manager And Payroll Manager

  • Sep 2018 - Present

  All insurance accounting functions, included and not limited to: All banking functions, reconciliations, deposits, company payables, vendor payables, insurance company GL reconciliation, direct bill reconciliations, accounts receivable. I am involved in implementing a payroll service not only for our current clients, but we are open to any business that may be in need of this service. All insurance accounting functions, included and not limited to: All banking functions, reconciliations, deposits, company payables, vendor payables, insurance company GL reconciliation, direct bill reconciliations, accounts receivable. I am involved in implementing a payroll service not only for our current clients, but we are open to any business that may be in need of this service.



Slaton Risk Services

• Accounting Manager

  • Nov 2009 - Apr 2018

  All insurance accounting functions, included and not limited to: All banking functions, reconciliations, deposits, company payables, vendor payables, insurance company GL reconciliation, direct bill reconciliations, financial reporting not only to owner, but CPA, accounts receivable. Training and implementing procedures and IT Support, setting up computers, purchasing computer equipment. Administrative support where needed. All insurance accounting functions, included and not limited to: All banking functions, reconciliations, deposits, company payables, vendor payables, insurance company GL reconciliation, direct bill reconciliations, financial reporting not only to owner, but CPA, accounts receivable. Training and implementing procedures and IT Support, setting up computers, purchasing computer equipment. Administrative support where needed.



George V. Bullen & Son

• Accounting Manager

  • 2006 - 2009

  All insurance accounting functions, whether it be deposits, training, financials,payables, receivables, close contact with insurance companies. Basic IT work, Office Managment All insurance accounting functions, whether it be deposits, training, financials,payables, receivables, close contact with insurance companies. Basic IT work, Office Managment



Marsh & McLennan Agency

• Insurance
• 1 - 100 Employee

• Accounts Receivable Analyst

  • 2002 - 2006

  Handled all receivables, financing, bank recons, trained the company accounts payable department. Re-organized the filing system for the accounting department. Handled all receivables, financing, bank recons, trained the company accounts payable department. Re-organized the filing system for the accounting department.



Southeas Employee Management Co

• Payroll Admin and Corporate Bookkeeper

  • 2000 - 2002

  I was introduced to Employee Leasing in 2002 and at the time this was a new and upcoming concept. I started as a Payroll administrator for approximately 75-100 clients. I also helped HR with insurance enrollments when possible/time allowed. I was then moved from the payroll department into a new position heading up the corporate bookkeeping side of the business. I was introduced to Employee Leasing in 2002 and at the time this was a new and upcoming concept. I started as a Payroll administrator for approximately 75-100 clients. I also helped HR with insurance enrollments when possible/time allowed. I was then moved from the payroll department into a new position heading up the corporate bookkeeping side of the business.