Nikolas L. Email & Phone Number

Journal entriesProducing reportsProject account reconciliations.PayablesGrants accountingExcelCalculating reimbursements/invoicesAudits

• Training client accounting staff for professional development and team building• Posting cash receipts and collecting payments by monitoring accounts/incoming payments; depositing payments and posting to General Ledger• Invoice G/L Coding and B2B vendor customer communications to resolve discrepancies• Maintaining accounts payables/receivable files and records on E-Files and hard copies• reconciled expense and other financial reports with account balances and other office records. • paying vendors, including verification of federal ID numbers • Ensures outstanding obligations are credited upon payment, identifies discount opportunities, and issues purchase order amendments or stop-payment orders as needed. • Managing accounting records and ledgers by reconciling monthly statements and transactions. • Records entry of, verifies documentation for, and distributes petty cash. • Calculating and reports sales tax based on paid invoices.

• Acquiring and retaining clients using marketing tools sourced from third party companies and customer service• Analyzing products with customer needs to match various life insurance products to clients with suitable coverage• Underwriting insurance policies in accordance with State regulations and understanding insurance policies to represent client before insurance companies • Assessing clients' needs, identifying potential risks, and providing appropriate coverage solutions• Complying with insurance regulations and committing to industry compliance

Raleigh, North Carolina, United States

Master'S Degree, Accounting And Finance

Associate'S Degree, Accounting And Finance