Financial Services Charge Bookkeeper

Katherine Freeman

**** ******** ***. ******, ** *1335 818-***-**** E-mail *********@*****.***

Summary

Committed Financial Services Sales Professional With Integrity

Expertise in Client Sales Development/Full charge Bookkeeper GAAP accounting Professional

Direct and aggressively drive the growth, retention and profitability of portfolio of Commercial, Property & Casualty and Life Insurance products. Cultivate and strengthen beneficial relationships through integrity and persuasive communication skills. Proven ability to effectively present and articulate products. Determined sales goals and formulated marketing plans to capture business opportunities. Identified, secured and implemented strategic alliances and partnerships. Consistently exceed client expectations by providing the highest level of quality service.

Driven and motivated Financial Services Sales Professional, with an additional 25+ years Full Charge Bookkeeper/Accounting working experience. Proven self motivator with exceptional ability to work both independently and as a team player who can contribute to an inclusive environment, organizational skills and attention to details. Demonstrated track record of sales success and meeting monthly sales quotas, with proven ability to sales through objections

Natural communicator and team leader with strong motivational and interpersonal relation skills. Easily establish and maintain strong working relationships with clients and co-workers at all levels. Outstanding networking abilities.

Strengths & Experience

Acct development & Retention

Time & Task Management

Cold calling, Prospecting & closing

Entrepreneurial Spirit

Real Estate Residential Negotiating Buying & Selling

Client Relations

Regulatory Guideline Proficiency

Full Charge Bookkeeper/Accounting Profession

Insurance Sales Property & Casualty

Alliances & business Partnership

Skilled Problem Solver & Innovative

Technical Skills

Effective Communicator/ Negotiator and excellent interpersonal and listener

Microsoft Office Suite. Intermediate proficiency Excel, Word, PowerPoint, Internet

Contact Management Software: ACT, Outlook, Agent Office

Data Entry: alphanumeric, numeric 10 key by touch

Strong knowledge of GAAP accounting principles and practices A/P, A/R & P/R.

Financial Reporting: Balance Sheet, Profit Loss Statement & Cash Flow

Proficiency in bookkeeping software and tools: ERP, Data faction, QuickBooks Online/Desktop, Payroll: Paychex & Worker Comp reporting, Real Estate; NAR Winforms, Google Suites spreadsheets & Excel

Attention to detail and accuracy in data entry and record keeping.

Excellent organizational and time management skills.

Ability to work independently and meet deadlines.

Professional Experience

Self Employment

B2B Contract Independent Bookkeeping Services (Hybrid Remote)

LDAR Group (Private Investor Property Asset Management) Oct 2023-Present

Perform general bookkeeping duties, including but not limited to: Maintaining accurate and up-to-date financial records. Recording financial transactions in accounting software. Reconciling bank statements and other financial accounts. Managing accounts receivable and accounts payable processes. Regular administrative tasks.

Contract Independent Life Insurance Producer Feb 2021-Present

Delivering and explaining policy to policyholders: Analyzing insurance program and suggesting additions or changes, or changing beneficiaries. Contacting underwriter and submitting forms to obtain binder coverage. Conferring with clients to obtain and provide information when claims are made on a policy. Providing clients information and suggesting insurance policies and products.

Farmers Insurancr Jan 2018-Jan 2021

Insurance Producer

Efficient insurance agent with 20+ years of experience, skilled in upselling and qualifying leads. Through directed qualifying conversations delivered 20% more upsells than agencies average. Maintained 85% sales rates on inbound queries through active listening, interpersonal skills, and product knowledge. Booked $600K in new sales annually thanks to following selling best practices and efficient use of time.

Phenix Salon Suites/Express Professional Jan-April 2017

Site Manager

Managed Salon Suites property for 37 individual salon business owners: marketed available unoccupied suites to salon professionals, provided detailed personal tour of facilities including presenting the contractual obligations of lessee, maintain property, collected weekly rents, managed day to day operations.

Pinnacle Estate Properties, Inc Oct 2006-Jan 2010

Realtor Associate

Successfully guided homebuyers and sellers through the sale and purchase of properties. Generated lists of properties that were compatible with buyers' needs and financial resources.

Coordinated appointments to show homes to prospective buyers. Established positive flow of communication with other agents, buyers and sellers, mortgage officers, title personnel and attorneys involved in the home buying and selling process.

Presented purchase offers to sellers for consideration. Negotiated contracts on behalf of clients. Coordinated property closings, overseeing signing of documents and disbursement of funds.

Prudential California Realty-John Aaroe Division

Realtor Associate

Market homes in the local community by utilizing a proven successful marketing plan. Provide virtual tours on web site of homes listed providing them with additional exposure

Create sales brochures for each listing to profitably market the home. Promote sales of properties through advertisements, open houses, and participation in multiple listing services

Negotiate the best possible contract for clients. Work with home inspectors and appraisers to determine any and all actions that need to be taken prior to closing. Ensure that all terms of the contract are met prior to

Auto Club of Southern California, Woodland Hills, CA Apr2000–Jul2004

Sales Agent

Assigned Licensed Insurance Agent, Selling Personal: Auto, Home, Watercraft and Umbrella Insurance products to AAA Club’s Membership base.

Target Promotional Corporate Group Discounts programs and referral based cross selling other departments product line.

Monitor, summarize and communicate progress of the project to sales/customer as required

Interact Database Technologies, Los Angeles, CA October 1999-2000

Selling and training Goldmine (CRM) & Heat (help desk) software solution through a Value Added Reseller. Consulted with small to mid-sized companies to understand their IT business strategy and provide valuable long-term information data solutions

Telecheck Services, Inc. /First Data Corp, Glendale, CA March 1999-Sept. 1999

Area Representative

Selling Business-to-business check and credit card processing services to retail businesses

Time Warner Communications, Chatsworth, CA June 1997–Feb. 1998

Direct Sales Representative

Territorial Direct field Sales, Upgrade Fiber Optic Media Cable Services to New and Existing Customers base, increased sales for new service and exceeded monthly sales quotas

Braunstein Company, Los Angeles, CA February 1995–April 1997

Merged with Gudvi, Sussman & Oppenheim 2003 (William Braunstein, partner)

Account Manager/Full Charge Bookkeeper

Managed entertainment clients financial reports: analyzed financial statements, General Ledger posting, supervise A/P allocations, generated monthly, quarterly & annual financial statements & reports, Payroll, DGA/WGA/AFTRA earning statements reconciliation, bank statement reconciliation, daily bank transaction for balancing accts, A/R checks, credit card and ACH auto payment posting, analyze and maintain P&L, month-end close & special projects

Software: Datafaction software conversion from Franklin PC software, Excel, Word & Electronic Data Interchange

Training & Education

1985-1988 California State University Los Angeles, CA

Business Administration/ Accounting (Undergraduate Studies)

References

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