Financial Analyst
Resume:
Whitney Steinberger
Lawrenceville, GA 30046
**************@*****.***
Motivated self starter with financial background
Work History
O'Reilly Auto Parts Lawrenceville, GA
6/2013 11/2013 Driver/Merchandiser
Delivered parts to commercial customers. Verified accuracy of order upon delivery, collected
payment, and performed customer service such as inquiring about items needing to be returned.
Was responsible for all merchandise. Checked cycle counts weekly and monthly to verify accuracy
of merchandise counts. Placed sale ads, updated prices, updated or reset planograms as needed,
and made sure that the store was clean and tidy at all times.
Atlanta Glamour Atlanta, GA
7/2011 2/2013 Personal Assistant
Responsible for coordinating schedules for company owner and several models. Answered and
prioritized phone calls and processed them appropriately. Managed several data sheets and
documents, updating them as needed. Made bank deposits for the company. Generated bills and
sent notification to clients. Developed ideas for company's organization, and growth. Assisted with
photo shoots including wardrobe choice, lighting and background setup. Ran errands as needed.
Primerica Life, Inc Duluth, GA
1/2006 7/2011 Reinsurance Analyst (data analyst)
Maintained special 'frozen' transactions. Researched and prepared proposals for release. Assisted
with treaty table updates and module changes. Completed monthly internal coding, testing, and
validation. Ran month end, quarter end, and year end ULTIM reports. Reviewed, compared,
summarized reports in Excel workbooks, and submitted findings to management. Ran and reviewed
month end reports for vendors and clients and reconciled with ULTIM findings, then prepared the
reports and documentation. Responsible for labeling, packing, and mailing vendor reports and
communications. Maintained over retention research and prepared manual calculations for annual
renewal or termination. Assisted with all financial database maintenance. Ran daily query reports
to review and process clients and monies through the system. Created queries to index internal
tables to validate integrity of data. Collaborated with IT, actuarial, and programming departments.
Received, reviewed, set up, and processed daily incoming death claims. Received electronic funds
transfer wire reports and prepared reports for processing. Researched and processed the billings
for legal and investigation expenses. Handled incoming vendor communications, reviewed and put
together responses for management review. Assisted with all internal and external audits. Prepared
all documents and research for audits, and worked closely auditors to insure a complete and
thorough audit. Accomplishments include improving efficiency of work flow for numerous
departmental processes.
PetCo Duluth, GA
9/2004 – 12/2005 Animal Specialist/Sales Associate
Operated cash registers and answered phones. Responsible for setting up merchandise and
displays. Assisted customers with product selection, answered questions, and resolved any customer
service requested. Assisted manager with opening and closing cash registers and accounting for
daily sales. Acted as liaison between grooming department and customer. Cared for animals.
S and ME, Inc. (formerly Qore Property Sciences) Duluth, GA
5/2004 – 9/2004 Mailroom Associate
Processed incoming and outgoing mail. Operated postage machine. Weighed and packed items to
be shipped and selected most cost effective shipping choice. Responsible for printing and spiral
binding presentations.
Education
6/2005: GED earned
9/2002 5/2004: Rocky Mountain Academy Bonners Ferry, ID
8/2001 – 9/2002: Parkview High School, Lilburn, GA
Skills
Proficient in all Microsoft Office tools, including Excel, Word, Power Point, and Access.
Proficient in Google tools and applications.
Proficient at 10 key typing.
Working knowledge of QuickBooks and PeopleSoft.
Proficient working knowledge of QMF mainframe.
Basic query writing skills (SQL).
Extremely organized and streamline focused.
Accustomed to a fast paced work environment with moving deadlines and priorities.
Able to read microfische
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