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Financial Analyst

Lawrenceville, GA
April 28, 2014

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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.


6/2005: GED earned

9/2002 5/2004: Rocky Mountain Academy Bonners Ferry, ID

8/2001 – 9/2002: Parkview High School, Lilburn, GA


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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