Jamie Samuel

Accounting Specialist at North Risk Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, Minnesota, United States, US
Languages
  • English -

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Experience

    • United States
    • Insurance
    • 200 - 300 Employee
    • Accounting Specialist
      • Sep 2016 - Present

      Serve as project manager for mergers and acquisitions to lead the integration of the accounting department. Train new employees within the accounting department and serves as a role model for Accounting Specialists and Associate Accounting Specialists. Seek out efficiencies via independently handling projects and executing them through to completion. Manage reporting process to ensure reports are being prepared timely for the leadership team. Responsible for carrier financial tracking including, monthly record keeping for carrier production, commission rates, and company contingencies. Enter direct bill P&C and Benefit commission statements. Receive, approve, code, and when necessary, investigate client account payable invoices. Organize, audit, and prepare analysis of accounts as requested. Reconcile GL balances and bank account balances at end of month. Responsible for general accounting functions: support service advisors with client balances, prepare journal entries, maintain balance sheet schedules and ledgers. Show less

    • United States
    • Plastics Manufacturing
    • 400 - 500 Employee
    • Accounting Intern
      • Mar 2015 - Jul 2016

      Prepared in an accurate and timely manner all accounts payable vouchers and ensured proper approvals and documentation. Verified, sorted, coded, processed and assembled invoices. Maintained an accounts payable filling system in a neat and efficient manner. Worked with other personnel to help investigate any vendor/accounts payable related issues. Responsible for weekly check run and positive pay report. Checked in detail, all expense reports and issue entertainment and travel reimbursement checks. Assisted in month end closing and year end closing. Assisted in year end inventory count and entry. Show less

    • United States
    • Wholesale
    • 700 & Above Employee
    • Tax Support Intern
      • May 2014 - Mar 2015

      Gathered, organized, and analyzed documents and data related to external sales and use tax audits. Assisted in the preparation and filing of returns (sales and use tax, VAT, personal property tax, and business licenses) for domestic and foreign operations. Assisted Fastenal stores, customers, and others with correct sales and use tax exemption requirements and other tax questions. Analytical review of financial and operational data. Continually worked to identify and implement procedural improvements to enhance efficiency. Completed special projects and other administrative tasks as required. Show less

  • Lefse Time
    • Fountain City, WI
    • Customer Service/Bookkeeping/Shipping
      • Aug 2011 - Jan 2015

      Completed customers’ orders according to standard operation procedures. Ensured that products processed for shipping were delegated to correct courier. Responded to customer’s requests and questions. Maintained and organized adequate inventory and shipping supplies. Received and inspected new inventory. Completed customers’ orders according to standard operation procedures. Ensured that products processed for shipping were delegated to correct courier. Responded to customer’s requests and questions. Maintained and organized adequate inventory and shipping supplies. Received and inspected new inventory.

Education

  • Winona State University
    Bachelor's degree, Accounting
    2011 - 2016

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