Quality Assurance Accounting

Debra Wright

**** * ****** ***, ******, C O. ****4 Phone: 303-***-**** E mail: abnob8@r.postjobfree.com

Education

Master of Business Administra tion, Emphasis in Accounting and Finance

Regis University, Denver, C O M arch 2007

Bachelor of Business A dministra ti on,

University of Denver, Denver, C O August 2002

Qualifications Summary

Results-oriented, highly motivated hand s-on professional with a successful record of accomplishments in the business

administration arena.

Seventeen years of training, quality assurance, fid uciary services, and program development including front-end

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and back-end portfolio processing.

Prof icient with integrated and networked computerized systems (Office Suite – Microsoft Word, Excel, Access,

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Outlook, PowerPoint)

Experience

STATE OF INDIANA, Grant A ccountant, Dept. of Natural Resources – Reclamati on Division

2/2009 – 8/2009

Acted as a liaison between DNR Reclamation staff and other State Agency / Federal Department staff concerning

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federally awarded grant projects.

Coord inated grant financial reports with the Reclamation Division to ensure that Federal and State stand ards and

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timelines are met.

Prepared and processed federal reimbursement draws and annual financial reports.

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Reconciled the revenue/ex pend itures for Reclamation Division in the DNR accounting system to the Auditor of

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State’s system.

Served as a liaison between other agency staff and federal government staff on grant related issues.

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Prepared journal entries, requested Auditor of S tate Journal Vouchers (JV’s), requested Federal fund ing sources,

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and input third party match information (when applicable).

Coord inated with the Purchasing and Accounting Divisions on behalf of the Grant Manager to resolve any issues

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that may have arisen concerning grant-related purchase orders, payments, etc.

Assisted with PeopleSoft accounting issues; reports process problems, overrides bud get errors, etc.

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Helped with the implementation of E ncompass.

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Performed additional duties and completed special projects as assigned.

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TIAA-C REF, Servi ce Rep., Wealth Ma nagement Middle Offi ce Opera tions

7/2007 – 12/ 2008

Processed all aspects of portfolio / accounts management, payout processes includ ing withdrawals, rollovers,

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direct transfers and minimum distribution payments.

Evaluated income tax bracket, investment and f inancial goals, risk comfort level and other factors relative to a

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personal investment portf olio.

Interf aced with internal departments to ensure timeliness of company deadlines.

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TIAA-C REF, Individual Consultant Trainee, Nati onal Contact Center

6/2006 – 6/2007

Handled in-bound inquiries and service calls addressed specialized needs of clientele.

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Identif ied service need s and provided detailed information regarding proper accounting for assets, payout of

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income and principal, oversight of special assets such as real estate, partnerships and closely held business

interests.

Analyzed account d ata and information from a variety of systems and other resources in order to inform clients

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about their account status.

Performed on-line transactions to f ulfill customer requests. Ensured accuracy and timeliness of on-line

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transactions.

Interpreted and promoted TIAA-CRE F products and services to clientele, ensuring customer satisf action.

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Displayed appropriate protocol and sensitivity when servicing difficult issues arising from d ivorce, death, d isability

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or other needs for emergency access to funds. Demonstrated good judgment, d iplomacy and creativity.

Shared new information learned through hand ling difficult situations with other department service centers.

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Provided feedback to management and business units as trend s occurred and service matters that were raised by

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clients.

CUSTOM TRAVEL LTD., A ccounting Specialist

12/1999 – 1/ 2006

Maintained d aily record s for 15 agents, editing transactions and identifying errors and omissions.

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Interf aced the global distribution system (Apollo, United Airlines Reservation System) with d aily transactions to

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compare and balance accounts.

Compiled and submitted the specialized weekly reports f or 2 agencies; assembled both weekly and monthly

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transaction reports for 10 state and 8 corporate accounts, both manually and using computer-based records.

Researched debit memos, and provided correspondence to various airlines, resulting in corrective actions, either

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reduction or removal from the account.

Assisted clients and agents with accounting inquiries, providing varied information and documentation based on

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specific requests.

Coord inated accounts receivable activities; applied payments to correspond ing invoices / accounts / commissions,

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and adjusted receivable accounts as needed; generated monthly billing statements for receivable accounts,

reconciling accounts to the general ledger.

Responsible for accounts payable activities; input checks into an accounting system; issued weekly checks to

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vendors.

CUSTOM TRAVEL LTD., Administra tive Assistant

10/1991 – 12/1999

Assisted travel agents with providing clients with the best fares available; prepared reservations and ticketed

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flights for customers – Utilizing the Apollo program (United Airlines Reservation System).

Processed airline tickets, provided quality control f or all tickets issued, reviewed tickets for errors; faxed

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itineraries; mailed tickets to clients.

Provided quality service to customers, answered incoming calls, assisted various requests.

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Debra Wright Page 2

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