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Accounting Life Insurance

Location:
Hickory, NC, 28602
Posted:
July 05, 2011

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Resume:

Bethany White Sheldon

**** **** ****** **, ***. *4

Hickory, North Carolina 28602

Phone: 319-***-**** Email: *********@*****.***

OBJECTIVE To obtain a full-time accounting position in the Hickory, North Carolina area

EXPERIENCE

Investment Tax Analyst, Southern Farm Bureau Life Insurance Company, Jackson, Mississippi

July 2009 to present

• Prepare and enter journal entries for limited partnerships, limited liability companies, and the tax credit funds

• Reconcile Partnership System to quarterly financials

• Test new releases for Partnership Accounting System and EAS General Ledger System

• Create reports for the Partnership System and EAS General Ledger system using Crystal Reports Software

and publish the reports to the web using Recrystallize Software

• Download and create reports using SNL Financial

• Monthly balancing of the Charter checking account, Variable Fund accounts, and the Death Claims System

• Assist with the filing of the tax return for Southern Farm Bureau Life Insurance Company

Financial Systems Accounting Analyst II (part-time), AEGON USA Realty Advisors, Cedar Rapids, Iowa

September 2007 to July 2009

• Test new accounting applications and coordinate the movement of the application into production

• Develop procedures and documentations as required for each project

• Run daily accounting applications and load trades, ratings, and factors in accounting system

• Train new hires on the daily operations

• Create, maintain, or modify advanced level reports

Accountant I, AEGON USA Realty Advisors, Cedar Rapids, Iowa

May 2006 to September 2007

• Prepare and enter journal entries related to guaranteed tax credit funds to the partnership accounting system

and the general ledger system

• Prepare quarterly financial reports related to the guaranteed tax credit funds

• Coordinate the wire transfer activity for the guaranteed tax credit funds

• Preparation of invoices received for submission to the Accounts Payable Department

• Monthly reconciliation of bank accounts

• Reconciliation of general ledger accounts to the partnership accounting system

Temporary Assistant, Diversified Investment Advisors, Cedar Rapids, Iowa

February 2006 to May 2006

• Hand key cases

• Move money in the system to appropriate investments

• Balance cases in order to be ready to receive money

SPECIAL SKILLS

• Competent in Microsoft Office, Internet, Mail Merge, Sunguard’s Investran Accounting System, Sunguard’s

EAS iWorks General Ledger System, PAM Accounting Systems

• Competent in Microsoft Access, Crystal Reports Software, Recrystallize Software, and Biznet Software

• Familiar with Bloomberg and Aladdin

• Experience with Accounts Payable and Accounts Receivable

• Ability to multitask and complete projects in a timely manner

• Detail oriented and self starter

• Ability to comprehend and perform complex instructions

• Welcoming to all opinions

EDUCATION

Bachelor of Science in Accounting, December 2005

Mississippi College

Clinton, Mississippi

Courses taken included:

Intermediate Accounting I and II Tax Accounting

Cost Accounting Auditing

Governmental Accounting Advanced Accounting

Associate of Arts, May 2003

Southwest Mississippi Community College

Summit, Mississippi

HONORS AND ACHIEVEMENTS

Southwest Mississippi Community College Hall of Fame, 2003

President, Student Government Association, 2002-2003

Editor of the Whispering Pines annual, 2002-2003

Phi Theta Kappa scholastic honorary, 2001-2003

Member of Bear Trackers (student ambassadors), 2001-2003

Who’s Who Among Students in American Junior Colleges, 2001-2003

USA Today Academic All-American Team, 2003

National Dean’s List, 2001-2003

Freshman Class Vice-President, 2001-2002

VOLUNTEER WORK

Youth Ministry Leader, Crossroads of Life Church, July 2009 - present

Youth Ministry Leader, Stonebridge Church, January 2006-July 2009

Youth Ministry Leader, Utica Baptist Church, August 2005-December 2005

Youth Ministry Leader, Salem Baptist Church, 2002-2005

Salvation Army Angel Tree (Christmas), 2002-2006

REFERENCES

Available upon request



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