Staff Accountant - Marsh McLennan (MMC) - West Des Moines, IA
(2024-10)
- Multi-Bank Reconciliation: Conduct daily morning audits of financial statements across tier-one banking platforms (Wells Fargo, JPMorgan Chase, Bank of America, Citi); accurately track, log, and reconcile high-volume debits, ACH rejects, returned items, and automated cash sweeps to maintain strict general ledger integrity.
- Oracle Ledger Processing & Master Data Support: Meticulously record bank adjustments and balance complex batch transactions within Oracle; maintain master lookup tables and financial data structures to ensure seamless data entry and system accuracy across multi-entity workflows.
- Audit Trail Governance & Cross-Functional Coordination: Direct Accounts Receivable on returned payments (NSF/stop-payments) to reactivate past-due invoices; generate complete, visual audit trails and system documentation to satisfy internal control and compliance standards.
- Global Team Collaboration & Process Support: Provide operational guidance and daily tracking updates to international operations teams, standardizing data management practices and resolving workflow bottlenecks across cross-functional workstreams.
- Account Compliance & Discrepancy Resolution: Research and resolve complex account and policy discrepancies; establish and update Supplemental Compensation (ECC) accounts, partnering directly with third-party carrier brokers to ensure alignment with financial reporting standards.
Accounting Clerk II – Life Payments Verification - Farm Bureau Financial Services - West Des Moines, IA
(2021-03 - 2024-10)
- Disbursement Approvals: Managed, verified, and approved complex disbursement and withdrawal requests within strict SLA guidelines using multiple legacy systems (SAP, Fast, NextGen).
- Payment & Check Control: Executed stop-payments, voided and reissued outstanding checks, and processed manual ACH transactions for multiple core financial units (Annuities, Call Center, Wealth Management).
- Discrepancy Resolution: Reconciled account payments, analyzed financial histories, and successfully resolved complex variances within policy accounts.
- System Testing & Reporting: Assisted with the development and testing of new accounting platforms and generated critical daily production and return reports.
Customer Experience Representative I - Farm Bureau Financial Services - West Des Moines, IA
(2021-03 - 2024-10)
- Navigated high-volume inquiries from policyholders, agents, and legal teams to initiate claims.
- Managed sensitive customer data while executing multi-system workflows and coordinating roadside and specialty services.
Payroll & Human Resources Coordinator - ServiceMaster Green - Des Moines, IA
(2018-10 - 2021-03)
- High-Volume Payroll Support: Processed, verified, and updated timekeeping records, calculated overtime adjustments, and maintained physical and electronic HRIS records for 325+ employees.
- Weekly Financial Reporting: Generated comprehensive weekly payroll distribution reports for the accounting team and coordinated check dissemination.
- Bilingual Onboarding: Led bilingual onboarding programs (English and Spanish) to ensure new-hire compliance with employment policies and system training.
