Allison Holmes Resume 07-12-16

2
ALLISON HOLMES 6622 Hayman Dr. Katy, Texas, 77449 (210) 264-1769 [email protected] EDUCATION Texas A&M University, San Antonio, San Antonio, TX Master of Business Administration (Finance), May 2016 Key Coursework: Corporate Valuation and Strategy, International Finance, Financial Markets and Institutions, Investment Analysis, Management Science, Computer Technology & Its Applications, Advanced Business Policy Prairie View A&M University, Prairie View, TX Bachelor of Business Administration (Accounting), Dec 2008 Member of Beta Gamma Sigma International Business Honor Society Key Coursework: Federal Income Tax I & II, Advanced Accounting, Fund Accounting, Accounting Information Systems (Peachtree) WORK EXPERIENCE PRONTO GENERAL AGENCY, San Antonio, TX Performance Consultant, Dec 2014 – Apr 2015 Facilitated self-study for the general lines property and casualty insurance licensing exam for new hires. Led new sales agent and manager training for captive agencies and franchises. Underwriting Auditor, Dec 2011 – Dec 2014 Responsible for the monthly audits of auto insurance policies written in captive agencies, franchises, and independent agencies. Analyzed audit trends and identified areas of opportunity regarding underwriting practices. Prioritized independent audit schedule based on agency audit result history. Prepared and presented monthly and quarterly audit results and trends to agency and district managers during quarterly company-wide meetings. Created tools and designed templates for the audit team, enabling the improvement of information collection, and uniform audit result communication and follow-up. Revitalized relationship between underwriting department and agency employees through open communication Sales Agent, Mar 2011 – Dec 2011 Responsible for accurate underwriting of auto insurance policies, and marketing to potential customers within the agency’s vicinity through one-on-one contact and establishing business-to-business relationships. Tax Specialist, Nov 2010 – Feb 2011 Prepared simple income tax returns for local residents and Pronto auto insurance customers. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances. SIX FLAGS FIESTA TEXAS, San Antonio, TX Financial Operations Coordinator, May 2009 – Apr 2010 Managed fifteen to twenty-three employees of the cash control department, depending on peak/off-peak season.

Transcript of Allison Holmes Resume 07-12-16

Page 1: Allison Holmes Resume 07-12-16

ALLISON HOLMES6622 Hayman Dr. Katy, Texas, 77449 (210) 264-1769 [email protected]

EDUCATIONTexas A&M University, San Antonio, San Antonio, TXMaster of Business Administration (Finance), May 2016

Key Coursework: Corporate Valuation and Strategy, International Finance, Financial Markets and Institutions, Investment Analysis, Management Science, Computer Technology & Its Applications, Advanced Business Policy

Prairie View A&M University, Prairie View, TXBachelor of Business Administration (Accounting), Dec 2008

Member of Beta Gamma Sigma International Business Honor SocietyKey Coursework: Federal Income Tax I & II, Advanced Accounting, Fund Accounting, Accounting Information Systems (Peachtree)

WORK EXPERIENCEPRONTO GENERAL AGENCY, San Antonio, TX Performance Consultant, Dec 2014 – Apr 2015

Facilitated self-study for the general lines property and casualty insurance licensing exam for new hires.Led new sales agent and manager training for captive agencies and franchises.

Underwriting Auditor, Dec 2011 – Dec 2014 Responsible for the monthly audits of auto insurance policies written in captive agencies, franchises, and independent agencies.Analyzed audit trends and identified areas of opportunity regarding underwriting practices.Prioritized independent audit schedule based on agency audit result history.Prepared and presented monthly and quarterly audit results and trends to agency and district managers during quarterly company-wide meetings.Created tools and designed templates for the audit team, enabling the improvement of information collection, and uniform audit result communication and follow-up.Revitalized relationship between underwriting department and agency employees through open communication

Sales Agent, Mar 2011 – Dec 2011 Responsible for accurate underwriting of auto insurance policies, and marketing to potential customers within the agency’s vicinity through one-on-one contact and establishing business-to-business relationships.

Tax Specialist, Nov 2010 – Feb 2011 Prepared simple income tax returns for local residents and Pronto auto insurance customers.Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

SIX FLAGS FIESTA TEXAS, San Antonio, TX Financial Operations Coordinator, May 2009 – Apr 2010

Managed fifteen to twenty-three employees of the cash control department, depending on peak/off-peak season.Reduced the labor budget by $10,000 from 2009 to 2010 through increased efficiency and accuracy, enabling a reduction in the amount of time and staff needed to process cash tills.Maintained theme park ATMs and vault. Monitored armored car pick-ups and drops-offs.Assimilated cash till and park sales information into the “Daily Operations Report” for distribution to departmental directors.Performed credit card reconciliation reports between the theme parks POS system and credit card terminals.  

PROFILE AND ADDITIONAL SKILLS Computer Skills: Advanced Microsoft Excel skills, including VLOOKUP, pivot tables, and chart/report creation.

Basic QuickBooks knowledge gained through shadowing the Finance Director at West End Baptist Church for seven years. Four years of experience in utilizing the Google Suite (Docs, Sheets, Forms, Slides, Sites, Hangouts, and Calendars) to improve work efficiency.

Other Skills: Strong technical skills, including being detail-oriented and analytical. Adept at problem solving and critical thinking. Ability to adapt to working independently or part of a team, and as a leader or a team member. Five years of experience planning and coordinating events as a leader in the West End Baptist Church Youth and Young Adult Departments. Total of ten years of work experience, with approximately half involving direct customer contact.