Experience

AGIA Affinity

• United States
• Insurance
• 100 - 200 Employee

• Financial Transaction Manager

  • Oct 2018 - Present

  Billing , Collecting, Disbursements, Suspense, Commissions, General Ledger, Claims, Internal Controls.

• FINANCIAL ANALYST

  • 2013 - Oct 2018

  CARPINTERIA CA Dig deep into issues until a root cause is found. Create document and implement process procedures. Cash Flow Forecasting. Reconcile 100,000 + credit card transactions a month. SQL query writing. Excel VBA programming. Systems Analysis. Visio flow charting of processes. Access database management.

• Cash Management Supervisor

  • Oct 2009 - Oct 2018

  Create and implement reconciliation procedures for payment collection. Write instruction processes both at a high level and at a granular level. Online bill pay analysis: converted 10,000 paper checks a year to be processed by online bill pay through query writing and creating an Excel VBA program to help process check payments in under 30 seconds while simultaneously extracting relevant check information to update and send to online bill pay consolidators to process future payments… Show more Create and implement reconciliation procedures for payment collection. Write instruction processes both at a high level and at a granular level. Online bill pay analysis: converted 10,000 paper checks a year to be processed by online bill pay through query writing and creating an Excel VBA program to help process check payments in under 30 seconds while simultaneously extracting relevant check information to update and send to online bill pay consolidators to process future payments electronically. Systems analysis and troubleshooting to ensure proper processing of over one million Insurance payments a year. Supervise 3 employees for payment collection accuracy.



Montecito Bank & Trust

• United States
• Banking
• 100 - 200 Employee

• Investment Analyst

  • Jan 2006 - 2009

  Analyze, purchase and sell Equities and Fixed income securities for client portfolios. Work with a network of Bond Brokers using Bloomberg Professional Services to find the best fixed income pricing including bonds with call options using Option Adjusted Spread analysis. Technology sector analysis.



Santa Barbara Polo Racquet Club

• Tennis Instructor

  • 1998 - 2005

  Carpinteria Taught tennis. Played tennis. Competed in tennis tournaments in Europe. Strong conversational French.



Family Vacation Center

• Counseler

  • 1998 - 2000

  Family Vacation Center Tennis Instruction. Event Plannning