Kristen Wells
Stacy
Summary
Professional Insurance financial specialist with robust experience in managing accounts and financial records. Demonstrates strong ability to collaborate within teams and adapt to changing business needs while consistently achieving results. Skilled in accounts payable/receivable, financial reporting, and reconciliation. Known for reliability, efficiency, and strategic problem-solving in financial operations.
Overview
37
37
years of professional experience
Work History
Part Time Consultant
Brown and Brown Insurance
06.2024 - 08.2024
- Facilitated the integration of billing and accounting systems during company merger.
Bookkeeper
McNamara Company Insurance Brokers
09.1987 - 05.2024
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Posted daily receipts and payments in accordance with corporate protocols.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
Education
High School Diploma -
Mahtomedi High School
Mahtomedi, MN06-1986
Skills
- Problem-solving
- Attention to detail
- Accounting and bookkeeping
- Accounts receivable
- Invoice processing
- Bank statement reconciliation
- Accounts payable
- Account reconciliation
- Bank reconciliation
- Applied System Epic
- General ledger management
- General ledger entries
Affiliations
- Property & Casualty License - MN
- Experienced with Applied Systems Epic
Timeline
Part Time Consultant
Brown and Brown Insurance
06.2024 - 08.2024
Bookkeeper
McNamara Company Insurance Brokers
09.1987 - 05.2024
High School Diploma -
Mahtomedi High School
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