Dana Hock Email & Phone Number

Montpelier, Vt, Us

Manages company financial functions including full-cycle GL accounting, month-end close, financial analysis, budget vs actual, and tax coordination.Carries out all daily, weekly, monthly, and annual financial/accounting activities while constantly striving to make the business process more effective and efficient while strengthening the underlying internal control system.Communicate with vendors regarding information updates, invoice discrepancies, and payment.Oversee administrative tasks such as scheduling, record maintenance, drafting business documents, and customer service.Manage payroll, employee relations, benefits, and new hire onboarding.

Bloomington, Illinois, Us

Agent, 2008 – 2014 Agency Field Specialist, 2004 – 2008 Business Analyst, 2002 – 2004Supervisor – Payment Center, 2001 – 2002 Oversaw daily operations, accounting, office administration, staff management, and HR-related functions.Coordinated with external CPA firm regarding K-1 statement and yearly tax return.Led sales and marketing initiatives, outlining metrics and KPIs for various financial services and insurance products.Addressed customer inquiries related to insurance products and services. Discussed options, compared packages and premiums, and provided recommendations based on client’s needs.Ensured compliance with company, state, federal, and industry regulatory requirements and mandates.