Deborah Bates Email & Phone Number

Sheboygan, Wisconsin Area

Sheboygan, Wisconsin, United States

Sheboygan, Wisconsin

*Analyze risks for the purpose of providing insurance for auto, property, general liability, workers compensation, and various miscellaneous coverages while maintaining underwriting policy and standards.*Responsible for developing and maintaining relationships with independent insurance agents within territory in order to grow a profitable book of business. *Develop insurance premiums for commercial accounts based on overall review of each risk.

*Specialized in the preparation of taxes for individuals, sole proprietors, partnerships, and S-Corps.

*Responsible for annual budget process and filing of annual financial returns with Arizona Department of Education. *Reconciled cash to treasurer’s report and monitored actual spending to encumbrances/budget balance.*Responsible for fixed assets, inventory, and internal controls.*Created and maintained expenditure budget reports for board of directors

*Work with and support Regional Sales Managers throughout the United States. Maintain quality systems to enable sales staff to better understand their business and reporting needs.*Direct daily cash operations for domestic and foreign bank accounts including wires, investments, and foreign exchange activity.*Facilitate and organize company budget process including planning, process improvements, system implementation, and combining business data to create consolidated financials.*Managed payroll staff of two – ability to train, motivate, and supervise members as a team. Helped implement new bonus payment system as a company wide initiative. *Responsible for all facets of project accounting for $2.2M capital plan. Compared cash outflow of projects against capital plan, set-up new assets at project completion, depreciate assets, and dispose of assets.*Led and organized company capital education initiative.*Maintained fixed asset general ledger accounts and recorded gain/loss on disposal of assets as well as like-kind exchange activity.*Analyzed project charters and IRR as well as compared lease/buy analysis