Tara Beachy Kimble Email & Phone Number

I am a highly skilled business professional with a solid Accounting, Finance, Administrative and Human Resource background.I am currently seeking my next opportunity and can be reached at: tlbeachy@yahoo.com

Responsible for the case management and facilitation of all life settlement cases from origination to completion of the transaction.• Monitored and maintained contact and communication with member offices, advisors, life settlement providers, and vendors.• Trained, mentored and tracked progress of intern to ensure progress, retention, and goal satisfaction.• Ensured that life settlement state requirements and regulations were followed and met with accuracy. Participated in and… Show more Responsible for the case management and facilitation of all life settlement cases from origination to completion of the transaction.• Monitored and maintained contact and communication with member offices, advisors, life settlement providers, and vendors.• Trained, mentored and tracked progress of intern to ensure progress, retention, and goal satisfaction.• Ensured that life settlement state requirements and regulations were followed and met with accuracy. Participated in and managed weekly meetings to maintain quality and completion of each case. • Streamlined case management procedure to enhance efficiency and effectiveness. Show less

Responsible for all levels of business accounting, including Accounts Receivable and Collections,managing Account Payables and payments. • Reconciled external financial accounts including bank statements, credit cards, and loans.• Maintained operational spreadsheets including asset worksheets and licenses. Prepared financial statements for internal and external stakeholders.• Performed monthly collection and analyzation of company data to ensure that all reporting was in… Show more Responsible for all levels of business accounting, including Accounts Receivable and Collections,managing Account Payables and payments. • Reconciled external financial accounts including bank statements, credit cards, and loans.• Maintained operational spreadsheets including asset worksheets and licenses. Prepared financial statements for internal and external stakeholders.• Performed monthly collection and analyzation of company data to ensure that all reporting was in compliance with regulatory and reporting requirements.• Prepared and monitored setup and processing of recurring agreements and invoices, including all billing functions.• Managed QuickBooks accounting system and ConnectWise accounting and billing software.• Managed Human Resources activities including Payroll and Sales commissions. Administered and maintained company benefits programs. Performed hiring and onboarding of new employees.• Played key role in smoothly transitioning responsibilities from previous Director of Accounting and Administration under estimated time while creating an immediate positive impact on processing time.• Achieved maximum expense control and productivity by streamlining multiple accounting procedures. Ensured more timely and accurate billing and accounts receivables.• Held key role in Licensing and compliancy audits with Microsoft for SPLA program.• Managed QuickBooks upgrades and knowledge transfer.• Reduced onboarding time by personally training and managing new administrative staff member. Show less

Responsible for lead customer contact management through the utilization of custom mailers, email campaigns, and scripted phone calls. • Monitored and maintained customer database to increase greater efficiencies in reaching customers. • Gathered data to debrief executives regarding customer sales trends. • Implemented efficiencies in customer database to increase customer retention.• Increased customer satisfaction as documented by repeat sales and customer… Show more Responsible for lead customer contact management through the utilization of custom mailers, email campaigns, and scripted phone calls. • Monitored and maintained customer database to increase greater efficiencies in reaching customers. • Gathered data to debrief executives regarding customer sales trends. • Implemented efficiencies in customer database to increase customer retention.• Increased customer satisfaction as documented by repeat sales and customer referrals.• Created time efficiencies for executives by overseeing master customer list and identifying and recommending customer touchpoints resulting in the most profitable sales opportunities. Show less

Master Of Business Administration - Mba, Business Administration

Bachelor Of Arts - Ba, Finance And Community Health