Julie Montesdeoca
67 Hillcrest Road Whitinsville, MA 01588 (774) 276 2984 [email protected]
Education
Nichols College, Dudley, Massachusetts
Bachelor of Science in Business Administration
Double Major: Accounting and Finance
Expected: May 2017
GPA: 3.62
Professional Experience
Unum Group, Worcester, MA
Policy Service Scholar
August 2016 - Present
Prepare insurers policy schedule using Customax imaging system to import into the companys Business Edge System
Technology software
Preform Paul Revere life policy update using Unums Package Automated Life Liability Maintenance program to report
any active policies to our subsidiary
Assist in changing policy holders information using our BEST and Customax system to expedite the billing process
El Paso Electric Company, El Paso, TX
Financial System and Budget Intern
May 2016 August 2016
Prepared weekly security audit reports to comply with Sarbanes-Oxley Act and Federal Energy Regulatory Commission
Created a new 2016 Operations and Maintenance Budget featuring a relate-back period comparing projected rate
increase revenue to the current rate revenue
Developed a spreadsheet for weighted average number of shares outstanding to provide to the board of directors
Provided oversight to annual corporate social responsibility initiative by managing information and education goals
resulting in El Pasos first Born Learn Trail
OConnor, Maloney & Company, P.C. Worcester, MA
February 2016 April 2016
Seasonal Tax Intern
Assisted in scanning and preparing individual state and federal tax returns by validating clients 1099R, 1099INT, SSA1099, 1099DIV and K-1 forms
Released all electronic federal tax returns to government database by April 18 th 2016
Unibank for Savings, Northbridge, MA
Bank Teller
May 2015 January 2016
Provided account services to customers by receiving deposits, issuing withdrawals and bonds up to $100,000
Reported any suspicious customer activity to bank managers in compliance with rules and regulations
Leadership Experience
Nichols College, Dudley, MA
Head Tutor
August 2016 - Present
Facilitate new tutor training and provide oversight of tutoring arrangements within the Academic Resource Center
Provide academic guidance and support to 21 tutors by responding to concerns raised by tutors and tutees
Peer Tutor
August 2014 Present
Effectively assess and improve students needs by tutoring college coursework to improve academic performance
Tutor 75 students a semester with a focus on accounting, finance and writing
Student Admission Ambassador
August 2015 May 2016
Facilitated open house, decision days and provided campus tours to prospective students and families
Communicated with high school guidance counselors about prospective student admissions status, to ensure proper
admission and financial aid packages
Resident Assistant
August 2014 May 2016
Developed engaging programs for residents by managing bi-annual budget to promote community living goals
Communicated confidential information to 6 area coordinators resulting in a safe living environment for 42 residents
Technical Skills
PowerPlan
Microsoft Word
Microsoft Access
Cherwell Service Management
Microsoft Excel
ProFX
Accelerated Financial Reporting Manager
Microsoft PowerPoint
Legacy Mainframe
