Insurance Agent Financial

Location:

Posted:

July 11, 2011

Nancy J. Rivera

Belleville, NJ 07109

*****.*.*********@*****.***

Objective: An opportunity in an organization where I can utilize my

financial, administrative, and interpersonal skills.

Professional Experience:

Bethel Academy, Newark, New Jersey

June 1987- June 2011

Financial Secretary/Bookkeeper

. Managed financial records for a religious organization including nine

(9) departments, a school, and a summer camp;

. Responsible for administration of Financial Software packages

providing payroll, accounts receivable and payable, invoice entry and

payment, and incoming cash monitoring;

. Bank reconciliations monthly for five (5) separate accounts;

. Provide Financial Reports monthly for Executive Board/review with

Board Treasurer

. Counting, computer entry, and bank deposit for all monies received;

. Payroll coordinator for 25 employees, responsible for weekly payroll

of both salaried and hourly staff;

. Contact person for insurance agent and staff with insurance questions;

. Work on a daily basis with tuition management service (Smart Tuition)

by maintaining tuition accounts, recording funds transfers, aging

reports, parent communications, and referrals to collection agency;

. Central office responsibilities included greeting visitors, scheduling

appointments, answering telephones, and general duties such as filing,

typing, and faxing.

Computer and technical experience includes the following:

. Microsoft applications, including Outlook, Word, Excel, and

PhotoEditor

. Macintosh applications

. Financial Software programs

. Internet

. Email

. Database applications