Вы находитесь на странице: 1из 1

Julie A.

Straith
9830 - 237th Place S.W.
Edmonds, WA 98020
206.291.5322 Cell: 206.715.8682
js44320e@westpost.net

QUALIFICATIONS:
Demonstrated superior performance working in sophisticated business environments
refining professional skills and operations techniques by being organized, flex
ible and adaptable. Knowledged in client service, attention to analytical detai
l, and problem solving. Proficient in operation of computer applications. Prac
tical knowledge in human relations with the ability to work well with an extensi
ve range of individuals.
WORK EXPERIENCE AND RESPONSIBILITIES:
Pacific Northwest Title Insurance Company - Seattle, Washington - July 2000
through October 2009
Controller - Was accountable for monthly preparation/completion of financial sta
tements, primary source of information on transactions in GAAP and Statutory fin
ancial reporting, audit and accounting issues, monthly update of account and ban
k reconciliation's, paying bills, drawing checks as needed and making bank depos
its in a timely fashion, completed and filed all tax and premium paperwork as ne
eded and supervision of employees. Utilized effective oral and written communic
ation skills when dealing with state agencies, investment companies or clients.
Updated annual budget with monthly reviews when completing the financial report
s. Coordinated with the licensed state agencies to meet tax deadlines or prepar
e and file quarterly statutory financials. Supervised and trained one employee
and worked in tandem with other employees while taking direction from the Presid
ent. Prior responsibilities included being the 401(K) and Aflac benefit adminis
trator for our companies.
George R Pierce & Associates - Seattle, Washington - July 1997-July 2000
Financial Assistant - Responsible for producing quarterly investment reports for
clients, complete transfer/re-registrations of partnerships, stock portfolios a
nd mutual funds, computer maintenance, compliance.
Financial Asset Management Ltd. - Seattle, Washington - October 1991-April
1997
V.P. of Administration/Executive Assistant to President - Responsible for produc
ing quarterly investment reports for clients, completing annual statements of ga
in/loss, compliance, complete transfer/re-registrations of partnerships and mutu
al funds, licensing renewals, supervision and training of employees including pa
yroll and human resources, individual computer set up and maintenance within a L
AN environment, balance checking accounts for firm as well as money management c
lients, daily accounting for a restaurant, handle life insurance processing as w
ell as dealing with clients on an ongoing basis.
COMPUTER APPLICATION EXPERIENCE:
* Office Applications * Word, Excel, Outlook
* FSI Oasis Statutory * Windows XP
* BOA Micro cash * 1099 Software
* Internal program using Access * Datafaction Accounting Software - QuickBooks
* Centerpiece Investment Software * Data max &Advent Investment Software
EDUCATION:
Associate of Arts, Accounting (Summa Cum Laude) from Shoreline Community College
, Shoreline Washington

Вам также может понравиться