As a Research Assistant at Truth In Accounting, I support research initiatives focused on accounting and financial regulation. My primary responsibility is assisting with research on SEC violations related to municipal bonds. My tasks include gathering and reviewing relevant data and contributing to preliminary research findings.

Assisted in managing the financial operations and accounting functions for a family business specializing in surety bonds. Key responsibilities and accomplishments included:Financial Reconciliation: Reconciled payments for over 500 bonds, including contracts valued up to $4.5M.Trust Account Management: Reconciled the company’s trust account for the first time since 2008, successfully processing over $250K in unbilled premiums.Process Improvement: Developed an Excel-based invoice tracking system that reduced collection time by 7 days and decreased past-due items by 20%.Daily Accounting Operations: Executed the daily accounting and cash handling responsibilities with 100% accuracy, processing 1000’s of invoices and 100’s of bank transactions.

Managed contract administration and coordinated communication between contract owners, contractor agents, and surety partners. Key responsibilities included:Contract Oversight & Communication: Oversaw contract statuses and facilitated regular communication with stakeholders to ensure accurate tracking of work progress and estimated completion dates, while proactively addressing and resolving any conflicts that arose. Reporting & Documentation: Maintained accurate records of contract progress and reported job completions to ensure compliance with surety requirements and prompt premium adjustments.Revenue Discovery: Identified $5M in contract increases, leading to the collection of over $125K in additional premium revenues.Contractor Financial Review: Reviewed financial records for hundreds of contractor files, ensuring accurate and current information for underwriting.