Dynamic Operations & Accounting Manager with a proven track record at Applied Systems, and various insurance agencies. Skilled in financial reporting, other specialized reporting and payroll processing, Adept at mentoring teams.
Professional accounting leader with focus on financial accuracy, Department of Insurance Trust Account compliance. Skilled in financial reporting, and process optimization. Reliable team player adaptable to evolving business needs and committed to achieving organizational goals. Strong analytical abilities and strategic mindset enhance decision-making and performance.
Work History
Operations & Accounting Manager
S&G Mitchell Insurance Agency, Inc
2018 - 2025
Led monthly financial close process, ensuring timely reporting and compliance with industry standards.
Developed and implemented internal controls to enhance accuracy of financial statements.
Mentored junior accounting staff, fostering professional development and enhancing team performance.
Oversaw payroll processing and employee expense reimbursements, ensuring accuracy and compliance with regulations.
Completed bi-monthly payroll for company employees.
Created and maintained financial databases for data entry, tracking and reporting.
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Managed banking reconciliations and monthly balance sheet statements.
Generated monthly and quarterly financial statements for executive review.
Operations & Accounting Manager
Mitchell & Mitchell Insurance Agency, Inc.
2003 - 2018
Led month-end closing processes, ensuring accuracy and compliance with accounting standards.
Developed and implemented financial reporting systems to enhance operational efficiency.
Mentored junior accountants, fostering professional development.
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Managed banking reconciliations and monthly balance sheet statements.
Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
Completed bi-monthly payroll for company employees.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Generated monthly and quarterly financial statements for executive review.
Skills
Journal entries
Payroll processing
Bookkeeping
Financial reporting
Bank reconciliations
Accounts Payable and Accounts Receivable management
General ledger accounting
Bank account reconciliations
Applied Systems TAM, Applied systems EPIC, Quickbooks
Month-end reporting, Specialized Reporting
Documentation- Digital or E-filing rather than Paper filing
Staff management
Intuit QuickBooks
Experience as an Applied Systems Trainer
Experience with Direct Writers, Captive Agents, Independent retail Agents, MGAs, General Agencies, Wholesale Agencies
Mortgage Partnership Finance Program – Loan Administration at Federal Home Loan Bank Chicago – Through Contract Agency – Mitchell Martin Inc.Mortgage Partnership Finance Program – Loan Administration at Federal Home Loan Bank Chicago – Through Contract Agency – Mitchell Martin Inc.