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.

*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.