KALEE COSTELLO
Roseboro
Overview
4
4
years of professional experience
Work History
Staff Accountant
Sampson-bladen Oil Company, Inc
Cliff
05.2025 - Current
- Managed daily financial transactions and maintained accurate accounting records.
- Prepared monthly financial statements and reconciled account balances.
- Utilized accounting software to streamline data entry and reporting tasks.
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
- Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances.
- Maintained fixed asset registers in accordance with GAAP requirements.
Financial Services Officer
NCSECU
Dunn
01.2023 - Current
- L.C.E certified- certification required to begin loans
- Educate individuals on loans and lines of credit
- Competency in MS office, databases and accounting software
- Hands on experience with spreadsheets and general ledger accounts
- Knowledge of loan approval process
- Compile and analyze credit reports
- Thorough understanding of financial planning process
- Strong customer service skills
- Notary Public
Financial Services Representative
NCSECU
Dunn
01.2023 - 08.2023
- Created new memberships
- Processed wire transfers
- Compiled and analyzed miscellaneous reports
- Reconcile cash daily and bank statements monthly
Teller/secretary
NCSECU
Dunn
05.2022 - 08.2023
- Ensured accurate cash management
- Executed financial transactions promptly
Education
High school diploma -
Midway High School
Associates of Art -
Sampson Community college
Bachelor of Business Administration - Finance
Campbell University
Master of Business Administration - Finance
UNC Pembroke
Skills
- Financial analysis
- Account reconciliation
- Accounting software
- Credit report analysis
- Data entry accuracy
- Attention to detail
- Organization
- Data entry
Volunteer Experience
Finance Club at C.U., 2020-2022, Assisted in organizing canned food drive
Timeline
Staff Accountant
Sampson-bladen Oil Company, Inc
05.2025 - Current
Financial Services Officer
NCSECU
01.2023 - Current
Financial Services Representative
NCSECU
01.2023 - 08.2023
Teller/secretary
NCSECU
05.2022 - 08.2023
High school diploma -
Midway High School
Associates of Art -
Sampson Community college
Bachelor of Business Administration - Finance
Campbell University
Master of Business Administration - Finance
UNC Pembroke