Zachary Funk Email & Phone Number

Omaha, Nebraska, United States

Providing daily bookkeeping, weekly payroll services, and monthly financial reporting to small franchisee home service businesses.

Omaha, Ne

• Gathered Regulatory Documents from various clients in order to start production of newly acquired product lines.• Created a Pivot Table report out of survey data in order to help management highlight strengths and weaknesses in various database software platforms being reviewed by a focus group.• Updated ingredient specifications in SAP.• Coordinated workflows for the New Ingredient Writing Process by assigning tasks in Outlook, InfoPath, and SharePoint.• Communicated with Vendors to gather Regulatory documents for new ingredients.• Used WebEx meetings to get new ingredients screened and approved prior to new product launch dates.• Consolidated workflow feedback in order to update and improve raw ingredient specifications in Oracle.

• Reported to Gary Showers, the head of the Underwriting Department at least once a week to discuss business process development as a member of his team of Business Analysts.• Assisted the Director of Life Underwriting in conducting a Predictive Value Study to assess the usage of Motor Vehicle Reports in the application process of Life Insurance policies.• Mined and processed hard data from multiple sources to report on new pilot business platforms and processes.• Gathered and downloaded data from SAP Business Objects to create distribution reports according to policy type and underwriter specifications.• Compiled daily dashboard reports to calculate time of service, pending policy inventory, and the percentage of policy completion according to agency.• Created a multi-user Access database to improve the time sheet data collection process for underwriter managers.• Reassigned workflow as needed to increase efficiency and productivity among temporary underwriters.• Calculated and verified accuracy of invoice statements.• Processed and administered check requests to accounts payable.

• Approved ACH transfers, wire transfers, internal transfers, and completed other banking functions.• Received special recognition from the fraud detection department for exposing a breach in a client’s security by following strict wire transfer policy compliance instructions. • Searched for the base line cost of transferred client stocks to address discrepancies in Realized Gain/Loss Reports.• Volunteered to troubleshoot and administrate solutions for GainsKeeper software discrepancies on the ThinkorSwim website.• Created team compliance error reports for the Assistant Team Managers to address and monitor error percentage standards.• Operated telephone, email, and live website customer service.

• Utilized QuickBooks to keep track of expenditures and transactions for various clients.• Assisted in preparing monthly and quarterly Profit and Loss Reports, Balance Sheets.• Prepared bank reconciliations, entered journal entries using QuickBooks.• Created Excel business expense reports for new clients.

Bachelors Of Science, Business Administration

Activities and Societies: Maverick Investment ClubBusiness Finance, Financial Markets & Banking, and Investment Portfolio Management..

Associates, Accounting

Education record