Insurance Advisor - Mutual of Omaha Oct 2023 - Present
- Analyze client data to develop flexible financial plans that fit their unique goals.
- Collaborate with various departments to execute policies efficiently and with few errors.
- Communicate with prospective and existing clients daily.
- Create concise financial graphics to educate and improve client’s financial literacy.
Staff Accountant – Twinstar Credit Union Jul 2021 – Dec 2023
- Assisted the head of finance with financial projections and spreadsheets for daily internal communications.
- Multi-tasked to meet deadlines in various focus areas including currency exchange and new account balancing.
- Optimized and increased documentation archival process by identifying and eliminating inefficiencies within the existing system.
- Performed in-depth research on financial accounts for analysis and future reports.
Designed relational databases for cross-training efforts
