Cara Everett Email & Phone Number

Westlake, Tx

Westlake, Tx

Remote

-Process financial and accounting transactions of business office of multiple Texas charterschools in line with FASRG guidance, Texas Education Association, and Federal regulations-Ensure timeliness of all schedules: internal, client imposed, and regulated by State orother agencies-Maintain financial documentation to always be audit ready and accessible -Prepare required financial reports as needed and on scheduled basis.-Prepare, review, and submit financial documentation and reports to support businessfinancial goals

United States

-Analyze accounting business processes and perform ad-hoc analysis that aids strategicplanning by increasing cost saving and reducing inefficient tasks-Establish and maintain depreciation and amortization schedules, journal entries, andfinancial statements-Develop more efficient Excel spreadsheets to ensure accuracy.

Grapevine, Texas, United States

-Aid with technical research on various state tax issues -File all Surplus Lines insurance policies written with State of New York-Decreased monthly fines by 95% due to efficiency and timeliness.

Westlake, Texas, United States

-Identify and reconcile data between company and insurance carriers to ensure accuratebusiness requirements and maintain outstanding relationships -Compile and analyze data to develop new reports monthly, and successfully evaluate risksand trends to draw conclusions for managerial action and strategy -Communicate findings as well as solutions to project and leadership team to mitigatecompany risk -Administer 100+ internal quality audits daily and assess results to inform corrective actionmeasures

Westlake, Texas

-Skillfully communicate and coordinate with 80+ insurance carriers to endorse policies,resolve billing issues, and create white glove experience for clients with multimillion-dollarcommercial accounts and risk portfolios resulting in increased client retention andsatisfaction -Educate and advise 50+ policyholders per day on insurance products available, resolvinggaps in coverage with specific focus on high-net-worth clients.

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Dallas/Fort Worth Area

Agent licensed to sell insurance through New York Life Insurance Company.

Bachelor'S Degree, Accounting And Finance

Activities and Societies: Walton College Finance Association Member, Volunteer Note Taker for “Legal Environment of Business” courseMinor.

High School Diploma, High School/Secondary Diplomas And Certificates

Activities and Societies: Allen High School Escadrille