Summary
Overview
Work History
Education
Skills
Timeline
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Philip Mosley

Sacramento

Summary

Professional with strong background in operations and accounting, equipped to drive efficiency and accuracy in financial processes. Known for effective collaboration within teams and achieving results, adaptable to changing needs. Skilled in financial analysis, budgeting, and compliance, ensuring reliable and timely reporting. Valued for integrity, problem-solving abilities, and commitment to continuous improvement.

Overview

13
13
years of professional experience

Work History

Operations Accounting Specialist

Travelers Insurance Companies
01.2024 - Current
  • Reduced processing time for month-end closing activities by standardizing procedures and establishing a clear workflow.
  • Enhanced financial reporting accuracy through meticulous data analysis and reconciliation tasks.
  • Implemented robust tracking systems for fixed assets, reducing the risk of asset loss or misappropriation incidents significantly.
  • Ensured compliance with internal controls and company policies, maintaining accurate records for audit purposes.
  • Resolved complex accounting discrepancies, conducting thorough investigations to maintain data integrity.
  • Utilized advanced Excel skills to develop comprehensive reports that provided valuable insights into business performance trends.

Claims Adjuster, Automobile and Casualty

Travelers Insurance Companies
03.2019 - 01.2024
  • Worked closely with medical professionals to assess injury claims, ensuring proper compensation was provided.
  • Leveraged advanced negotiation tactics to secure favorable settlement terms on behalf of the company.
  • Coordinated with repair facilities for vehicle inspections, expediting claim resolutions.
  • Mentored new Claims Adjusters on best practices in handling automobile and casualty claims efficiently.
  • Provided exceptional customer service during the claims process, addressing concerns promptly and empathetically.
  • Exercised excellent time management skills while handling multiple high-priority cases simultaneously.
  • Collaborated with legal teams to defend against fraudulent claims, protecting company interests.
  • Handled complex claims involving multiple parties, navigating challenging situations with professionalism and tact.
  • Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.

Marketing Director

NSFIT and Jeffery T. Helm INC
09.2012 - 03.2019
  • Built strong relationships with industry professionals and influencers.
  • Developed comprehensive marketing plans in alignment with overall business goals and objectives.
  • Oversaw the creation of compelling marketing materials, including brochures, presentations, and social media content.
  • Directed trade show participation, maximizing exposure for company products and services.
  • Revamped website design and content strategy to improve user experience and increase web traffic.
  • Managed annual marketing budgets, allocating resources effectively to drive ROI on marketing initiatives.
  • Mentored junior team members, providing guidance on best practices for project management and marketing strategy development.
  • Expanded market share by identifying and pursuing new target audience segments through tailored marketing efforts.
  • Increased brand awareness by developing and implementing targeted marketing campaigns for product launches and promotions.
  • Maintained documentation, detailing assignments, in-progress work and completed project milestones.
  • Created and managed social media campaigns to increase brand engagement.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Served as a liaison between departments to facilitate effective communication throughout the company.
  • Organized and coordinated conferences and monthly meetings.
  • Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.

Education

Yuba City High School
Yuba City, CA
06-2005

Skills

  • Month end close
  • Bank reconciliation
  • Accounts receivable
  • Purchase order management
  • Cash flow management
  • General ledger
  • Customer service
  • Attention to detail
  • Microsoft Excel
  • Data entry
  • Invoicing and billing
  • Invoice processing
  • Payment processing
  • File and database management
  • Administrative support
  • Accounts payable and receivable
  • Financial management
  • Quickbooks
  • Finance

Timeline

Operations Accounting Specialist

Travelers Insurance Companies
01.2024 - Current

Claims Adjuster, Automobile and Casualty

Travelers Insurance Companies
03.2019 - 01.2024

Marketing Director

NSFIT and Jeffery T. Helm INC
09.2012 - 03.2019

Yuba City High School

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Philip Mosley