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RESUME

MARY K. HAMILTON

719.342.5604

mary@mhamiltonfinances.com

www.mhamiltonfinances.com

 

For the confidentiality and respect of my clients, I have kept their personal and business names private. In replacement, I have substituted the type of business of the clients I represent.

 

PROFESSIONAL EXPERIENCE

  • LIFE INSURANCE SALES AGENT, (2012 – present)

    • Meet bi-weekly to reconcile cash and credit accounts, cover and present payables on a personal basis.

    • Created an annual family budget and cashflow.

    • Provided the preparation for the tax returns and reviewed upon draft delivery before final was submitted.

    • Reviewed tax return and confirmed with tax accountants.

 

  • LIFE INSURANCE SALES COMPANY, (2014 – Present)

    • Prepare monthly close and month-end financials including reviewing Balance Sheet and Income Statement.

    • Manage, review and develop accounting and bookkeeping processes and practices.

    • Develop and maintained one-on-one relationship with CFO/COO, Owner and Chairman maintaining accurate and timely responses to questions and concerns and working closing to tackle financial challenges.

    • Reconcile cash and credit accounts daily.

    • Continuously identifying opportunities for cost savings.  This has resulted in an annual 12% decrease in company expenses.

    • Managed and controlled cash receipts and disbursements to meet the daily business needs of the organization. 

    • Initiated, prepared and presented accounting-related projected cashflows to describe more efficient processes and improved revenue collection.

    • Prepare and submit payroll through PEO service provider and enter journal entries accordingly.

    • Reconcile producer commission statements weekly and pay according to agreed commission percentage.

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  • HEALTH BENEFITS SERVICE PROVIDER, (2018 – present)

    • Provided a monthly reconciliation to cash and credit accounts, cover and present payables.

    • Submitted a monthly payroll

    • Met quarterly requirements for payroll tax forms

    • Provided year end reporting to help support tax preparations​

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  • INDEPENDENT ARTIST, (2019 – present)

    • Provided a monthly reconciliation to cash and credit accounts, cover and present payables.

    • Submitted a monthly payroll

    • Met quarterly requirements for tax forms

    • Provided year end reporting to help support tax preparations

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  • RETIRED REAL ESTATE INVESTOR AND DEVELOPER, (2016 – 2019)

    • Meet weekly to reconcile cash and credit accounts, cover and present payables.

    • Scans and organizes paperwork by vendor, date and year.

    • Upon reviewing accounts and have found several questionable charges and initiated the fraud process and reversals on said charges.

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  • PHOTOGRAPHER, (2015 – 2019)

    • Met monthly to reconcile cash and credit accounts, cover and present payables.

    • Provided reconciliation for prior years to assist CPA with amended tax returns.   

 

  • PROFESSIONAL ATHLETE, (2013 – 2017)

    • Met bi-weekly to reconcile cash and credit accounts, cover and present payables on a personal basis.

    • Provided the preparation for the tax returns and reviewed upon draft delivery before final was submitted. 

    • Managed third party projects when client was out of town or unavailable.

 

SOFTWARE EXPERIENCE

  • Certified QuickBooks ProAdvisor

    • QuickBooks (all versions and years)

  • Microsoft Excel

  • Microsoft Word

  • Microsoft PowerPoint

  • Microsoft OneNote

  • Microsoft Outlook & Calendar

  • Dropbox

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