Accounting Specialist

• Oct 2021 - Present

Financial Analyst

• Oct 2018 - Sep 2021

Experienced Assurance Associate

• Jan 2017 - Oct 2018

Assurance Intern

• Jun 2016 - Aug 2016

National Accounts Credit Risk and Marketing Intern

• May 2015 - Jan 2016

• Analyzed Travelers databases to update Credit Risk bankruptcy data records that analysts use to observe trends and implement new sales strategies• Produced job aids for account executives based on research of current trends for four key industries• Created new portfolio of 35 customer-facing sales tools for Travelers claim service-only product• Corrected errors and finalized underwriting documents to transfer expiring account information to the next year’s record for renewal • Analyzed Travelers databases to update Credit Risk bankruptcy data records that analysts use to observe trends and implement new sales strategies• Produced job aids for account executives based on research of current trends for four key industries• Created new portfolio of 35 customer-facing sales tools for Travelers claim service-only product• Corrected errors and finalized underwriting documents to transfer expiring account information to the next year’s record for renewal

Office Assistant

• Aug 2011 - Apr 2015

• Recording accounting information within Microsoft Excel databases• Served as first point of contact for incoming customers and provided superior customer service• Triage incoming written correspondence to enhance overall office productivity• Answered multi-line telephone system and delivered messages as required based on priority • Recording accounting information within Microsoft Excel databases• Served as first point of contact for incoming customers and provided superior customer service• Triage incoming written correspondence to enhance overall office productivity• Answered multi-line telephone system and delivered messages as required based on priority

Service Clerk

• Jun 2010 - Aug 2011

• Provided overall positive shopping experience using a friendly, enthusiastic personality while working as a cashier and photo technician• Collaborated with colleagues to ensure store was clean and organized so customers could easily find what they needed• Highlighted new products on in store to increase sales • Provided overall positive shopping experience using a friendly, enthusiastic personality while working as a cashier and photo technician• Collaborated with colleagues to ensure store was clean and organized so customers could easily find what they needed• Highlighted new products on in store to increase sales