Multifaceted Accounting, Insurance, and Service Professional
Resume:
Kathy Ross
***********@***.***
Round Rock, TX 78665
Summary
Experienced professional with a strong foundation in accounting, insurance,
Experience
CSI Companies of Florida
and healthcare operations. Recognized for outstanding client service and ability to manage complex systems, contributing to top-performing teams in national rankings. Excels in navigating the challenges of diverse industries with a keen eye for detail and a commitment to operational success.
Skills
•Insurance industry expertise
•Accounting Proficiency
•Experience in Healthcare Operations
•Problem-solving
•Effective communication
•Adaptability
•Team leadership
•Project management
Education
Real Estate ACC
Austin, TX
Real Estate, 05/1990
Licenses /Training
/Achievements
•Real Estate Agent • State of Texas
•Insurance Agent - Prop & Casualty - State of Texas
•Insurance Agent - Life and Health
Epic EMR Analyst ATE Tech and remote help desk. 03/1/2022 to Current
•Provide remote help desk assistance for Epic go live projects
Independent Accountant
Independent Accountant 03/1/2016 to Current
•Managed comprehensive accounting services for diverse clients, ensuring accurate financial reporting and compliance with tax regulations.
WNS Global Services, Inc
Licensed Insurance Service Rep 04/01/2024 to 04/2025
•Provided remote assistance and policy support for personal lines in P&C insurance, enhancing customer satisfaction and operational efficiency.
Wichert Insurance Agency, Inc / David Barclay Ins Agency, Inc
Insurance Agent I Lago Vista, USA 07/1/2007 to 03/1/2016
Drove agency growth and maintained top national performance by managing a wide range of insurance policies and accounting duties.
Trilogy Software
Sr. Accountant I Austin, USA 07/1/1998 to 06/2001
•General Accounting projects as needed including lntercompany, International, Balance Sheet and Audit activities
•Oversee GL close processes for month and year-end across multiple companies and subsidiaries.
•Great Plains Dynamics-Integration projects as needed
•Manage Intranet Policy site, write policies and document procedures
Agent, State of Texas
•CAAT Certification - EMR
•Agency was in top 5% of NATION in 2007
•Nominated for I'm Exceptional award at IXC by Manager
• Identify procedural improvements and business risks
•Manage infrastructure activities for close including allocations
•Participate in IPO readiness activities including internal auditing and controls
•Documented and enforced procedures for Fixed Assets management.
•Supported various audit tasks and filed property tax for several corprations
•Executed a range of general accounting tasks.
•Conducted thorough analysis of corporate systems for IRS audit and completed audit process.
Exclusive Client-Trilogy Software Consultant I Special Projects I Austin,TX 8/1/1998 to 10/1999
•Document and implement procedures, maintain & report Fixed Assets
•Property tax returns for multiple corporations
•Assist with various audits as needed
•Identify and implement process improvements
•Various General Accounting activities
•Perform International Accounting & document International processes
•Various Audit - domestic & International projects
•Corporate Systems Analysis identified and prepared for IRS Audit
IXC Communications
Fixed Assets Manager I Austin, Texas 02/11/1997 to 08/1998
•Led technical and user implementation of Oracle Fixed Asset Module.
•Evaluated and rectified IT needs for problematic initiation of Project Accounting module - Oracle.
•Managed duties related to mergers and acquisitions within the accounting domain.
•Maintain alignment with KPI and SLA terms.
Hobbies and Interests
•Designed and built last three homes.
•Former Advisory Board Member - Disability Services of the Southwest.
•Participant representative - Quality Circles Group - Medicaid Waiver Community Living and Support Systems (CLASS).
•Songwriter and Entertainer.
KR
Contact this candidate