High School Accounting

Lea Staley

Email: ********@******************.***

Address:

City: Long Beach

State: CA

Zip: 90807

Country: USA

Phone: 909-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

10 plus years of professional insurance accounting experience. Possess a strong personal and business ethics with a professional attitude and a desire to succeed. Excellent ability to communicate with outside clients as well as fellow co-workers. Self motivated with an excellent ability to prioritize multiple assignments in order to meet strict deadlines. Possess strong analytical and problem solving skills. Ability to transfer technical accounting concepts into practical business solutions Willing to travel as necessary

Educational Background:

High School Dipolma from Angelina College, Lufkin TX 1/2001 to 1/1998 (Human Services)

High School Dipolma from Lufkin High School, Lufkin TX 1/2001 to 11/2012

Job History / Details:

Professional Profile

10 plus years of professional insurance accounting experience. Possess a strong personal and business ethics with a professional attitude and a desire to succeed. Excellent ability to communicate with outside clients as well as fellow co-workers. Self motivated with an excellent ability to prioritize multiple assignments in order to meet strict deadlines. Possess strong analytical and problem solving skills. Ability to transfer technical accounting concepts into practical business solutions Willing to travel as necessary

Experience

October 2010 to November 2012

ATR International, Inc.-Wells Fargo Long Beach, CA

Senior Accounting Business Analyst

Consults and provides influential leadership to project managers and project teams towards successful implementation planning, solution preparation, delivery to the field, and measurement of initiatives that are the most highly complex and strategic in nature.

Provides matrix leadership to cross-functional teams to accomplish project tasks and goals.

Evaluates current business environment to determining the most effective implementation strategy.

Ensures appropriate impact to normal business operations.

Collaborates with project managers to define projects / goals, design the appropriate change focused communications and identify the learning business process model and/or timing/bundling for implementations.

Assists in determining size, scope, impacts, risk, budget and strategy for initiatives that are corporate wide and have substantial impact to the bottom line.

Provides consultation, requirements, tools, direction and oversight to business units performing their own solution preparation ensure standards are met.

February 2006 to October 2010

XDimensional Technologies, Inc Brea, CA

Senior Accounting Business Analyst

Provided end-user support and analysis of software product Nexsure, an online insurance agency management system.

Worked directly with Accounting Development Team and Download Development Team.

Clearly articulated business requirements and system defects to the applicable Development Team.

Communicated with project managers, developers, and end-users throughout the software development lifecycle.

Developed accounting business requirements and provided functional specification documentation based on consultations with systems analysts, other programmers, and end-users.

Upon completion of correction, tested that the designed changes were implemented correctly, and recommended any necessary changes or enhancements.

Trained end-users and technical support staff to use and support program.

Tracked project through to implementation.

February 2006 to October 2010

XDimensional Technologies, Inc Brea, CA

Quality Assurance Analyst

Experience with QA processes and methodologies (automated and manual test processes, test case design, scripting and execution, automated test tools).

Developed and executed test plans and cases, analyzed results and published test summary reports.

Ability to analyze business requirements and design documentation.

Managed multiple assignments with close due dates (multi-tasking).

Interfaced with other departments to coordinate tests and implementation activities.

Understands industry best practice and SDLC (Software Development Life Cycle) process.

Capability of thoroughly understanding and replicating a business process.

Testing experience in enterprise applications using Microsoft tools.

Working knowledge of SQL Server.

Identify and understand scope, requirements, and target implementation.

July 2005 to February 2006

XDimensional Technologies, Inc Brea, CA

Nexsure Certified Accounting Training Specialist

Trained independent insurance agencies on-site and remote in the use of Nexsure.

Training consisted of accounting (administrative set up and conversion, daily, monthly and year end procedures), customer relations management (client and policy servicing including download procedures), reporting, marketing and set up of integrated Microsoft Office documents.

Provided end-user support and consulting.

Documented and forwarded end-user reported defect to the Development Team.

Provided Development Team with details and ramifications of reported defect.

Provided end- user with temporary workaround along with attached workflow steps to be used while defect is being processed.

Assisted in creating end-user accounting training manuals and procedures.

Worked on exclusive client projects, trouble shooting, balancing general ledger accounts to subsidiary ledgers and custom report testing.

Conducted insurance agency procedure and utilization audits and supplied detailed reports with suggested s.

December 2001 to May 2005

CCL Insurance Agency, Inc Yorba Linda, CA

Accounting Manager

Responsible for daily accounting activities within the agency, i.e.

Agency Bill/Direct Bill Invoicing, Accounts Receivables, Vendor Payables, Carrier Payables, Tax Authority Payables, as well as Producer Payables.

Process daily and recurring Journal Entries.

Ensure that transactions are properly allocated to the correct accounts and departments within the agency.

Responsible for reconciling reports pertaining to the above activities, i.e.

Aged Accounts Receivables, Direct Bill Commission Income receivables, Carrier Payables, etc.

Prepare and process State Surplus Lines filings.

Accurately maintain Chart of Accounts.

Setup, maintain, and reconcile both Operating and Trust Bank Accounts.

Manage and maintain daily General Ledger activities.

Process Month-end and Year-end closing.

Directly responsible for preparing Financial Reports including, Balance Sheet, Income Statement, Retained earnings, Cash flow, and all supporting schedules.

Analyzed Balance Sheet and Income Statem.

January 1999 to December 2001

Brown & Brown Insurance, Inc Calsurance, Inc Orange, CA

Payroll Specialist

Processed full-cycle, multi-state, semi-monthly payroll for 200 plus employees.

Researched and resolved payroll related inquiries, i.e.

direct deposit, deductions, garnishments, W-4.

Coordinated & processed annual and quarterly bonus payments and issue W-2's.

Acted as liaison between employees and Group Health Care Provider as well as 401k Administrator regarding transactions and information requests.

Interacted with Human Resources and Administration to coordinate any employee related issues that impact payroll.

Reconciled and maintained payroll general ledger accounts.

Worked directly with Controller in preparing necessary information for external auditors.

Education

Angelina College Lufkin, TX

Associate of Science Degree Human Services

Lufkin High School Lufkin, TX

Select One

Contact this candidate