MELISSA MIX
Worcester
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
8
8
years of professional experience
Work History
Finance Manager
The Cottage Childrens Center
07.2023 - Current
- Created organizational structures to improve accounting and finance functions.
- Input financial data and produced reports using QBO.
- Helped reconcile bank statements and accounts and maintain accuracy and current records.
- Resolved discrepancies in financial data to increase accuracy and reduce potential backlogs.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Calculated payroll deductions by accurately using ADP and processed payroll to meet preset requirements.
- Responded to employee inquiries to provide information regarding payroll deductions and related issues.
- Managed and updated employee benefits information.
- Reconciled accounts receivable to general ledger.
Assistant Underwriter
Quaker Special Risk
12.2016 - 07.2023
- Performed data entry functions to track information such as payments, account updates and customer interactions
- Conducted comprehensive analysis and evaluated risk to control underwriting loss
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports
- Worked with colleagues to review, accept or deny new and renewal business
- Built and strengthened client relationships to form long-lasting, profitable bonds
Accounting Assistant
Quaker Special Risk
12.2016 - 07.2023
- Prepare month-end closing entries for detailed reporting and recordkeeping
- Reconcile direct billed accounts, monthly
- Prepare and review monthly financial statements
- Monitor accounts payable and receivable statuses and follow up on payment
- Prepare and send client invoices within expected timeframes to promote likelihood of on-time payments
- Review vendor invoices and expense reports, identifying discrepancies
- Verify vendor accounts by reviewing documentation, rectifying issues and contacting account holders
- Generate quarterly reports for financial reviews
- Verify, calculate and report monthly tax filings - per individual states
- Evaluate collection reports to determine collections status and outstanding balance amounts
Education
Associate of Arts -
Edison State
Fort Myers, FL01.2012
Skills
- GL reconciliation
- Month-end documentation
- Collections and invoice processing
- Financial audits
- Accounts payable
- Payment processing
- Financial reporting
- Accounts receivable
- Human resources
- Skilled in QBO
Timeline
Finance Manager
The Cottage Childrens Center
07.2023 - Current
Assistant Underwriter
Quaker Special Risk
12.2016 - 07.2023
Accounting Assistant
Quaker Special Risk
12.2016 - 07.2023
Associate of Arts -
Edison State
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