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Horne LLP Denver, COQA/QC Accounting AnalystStreet Address /2021 - 05/2024 Maintained up to date knowledge of products and assistance programs. Handled customer calls and responded to applicants queries about services, program malfunctions, and billing.Complied with federal, state and company policies, procedures, and regulations regarding the California Rent Relief Program.Performed accounting functions for the program including budgeting and approving of funding for program participants.Kilgore Cihon Advisor Group Denver,COClient Associate06/2020 - 08/2021Managed and opened 401k accounts for new participants. Conducted all troubleshooting and answered questions for all 401k members.Oversaw the opening requirements for client accounts including: 150 IRAs, 55 individual accounts, 65 employer 401K accounts, 25 life insurance contracts and 10 annuities for employers and individual clientsDeveloped and maintained software client information on Redtail and Salesforce. Train new employees on CRM software to deliver high quality service. Merrill Lynch/ Bank of America 80221,COSummer Analyst Program/ ClientAssociate06/2018 - 10/2019Assigned to weekly projects regarding analyses of SMA and ETF portfolios, Excell projects including Vlookup and annual forecasting projectionsAnalyzed companies nancial performances through development of ratios, helped small companies analyze their business performance and market conditions to create forecasts.United States Navy USAviation Administration Petty Ocer01/2011 - 01/2015Served as lead for 15 enlisted personnel while performing overseas missions in the Pacic eet (Japan, South Korea, China, Thailand, Philippines, Malaysia, Guam, and Australia)Part of the administrative data analysis team; created formulas and maintained ght hour data in MS Excel, maintained ight records for 12 aircrafts, created ight planning schedule for deployment, ran meetings and presented data analysis to top brass pilots and chiefs on a weekly basisResponsibilities include logistic ight planning, recordkeeping, maintenance planning in accordance with data analysis, and training and managing 8 junior sailorsCreated and implemented training procedures to enhance skills of personnel. Reviewed publications to stay current with changing requirements. Bachelor of Science in Finance and ManagementExperienceEducationJGMetropolitan State University of Denver Denver, CO December 2019GPA: 3.5November 2009Accounts Payable/ Accounts Receivable/ AccountingLedger/ Salesforce  Customer Support/Service Financial Services  Asset Management Credit Analysis  Military Service Customer Relations  Retail Sales Customer Service Sta Training  Customer Relationship Management Call Center Operations Bilingual: English & Spanish (written & oral)SkillsLanguages