Elizabeth "Beth" Jones has over 30 years of experience in financial services, administrative support, program management, and office management roles. She has extensive experience with SAP, Microsoft Office, and various accounting and database software. Her background includes roles in risk management, financial analysis, project coordination, executive assistance, underwriting, and customer service. She holds a degree in Computer Information Systems and certificates in property and casualty insurance.

1. ELIZABETH “BETH” JONES
Fillmore, CA 93015 | emjones61@att.net |
(805) 209-9008
OBJECTIVE Utilize my experience obtained in current and previous employment within a stable working
environment. Career minded individual with experience seeking an opportunity within an
organization that will allow me to continue to grow professionally.
EXPERIENCE RISK MANAGEMENT / FINANCIAL SERVICES ADMIN CITY OF OXNARD.
MAY 2016 – AUGUST 2016
● Support Financial Services Manager and Budget and Assessment Analytics
● Reconciliation of Municipal Bond accounts
● Risk management requirement and approval including Certificate of Liability.
PROGRAM/PROJECT ANALYST SOUTHERN CALIFORNIA EDISON (SCE)
FEBRUARY 2006 – NOVEMBER 2014
● Data Mining and Reporting of Transmission & Distribution Business Unit
Operations, Asset Management, Maintenance and Inspection, and Resource
Performance and Planning Management
● Program and Database development for reporting and compliance with California
Public Utilities Commission (CPUC) filing requirements of planned outage
notification to SCE customers
● Team Leader; adhoc projects, data analysis, and Subject Matter Expert (SME) of
Payroll & Administrative Services for implementation and rollout of Systems
Application, Projects (SAP) Enterprise Resource Planning *ERP) Business
Intelligence (BI)
● Organization Chart Project (7 Business Units – 1,200+ personnel) analysis of
program needs, process development, author Process Guide, regular
maintenance and publish upload updates to intranet portal, train users for
continued processing
ACCOUNTANT ASSOCIATE R MATTHEW & ASSOCIATES
OCTOBER 2007 – JANUARY 2009
● Assist with tax return preparation and submission for individual and small
business proprietors
● Process income, expense, profit and loss reporting, payroll, state and federal tax
payments
ADMINISTRATIVE SUPPPORT / SALES REPRESENTATIVE SHIRLEY BRANDON, STATE FARM AGENT
MARCH 2005 – JANUARY 2006
● Subject Matter Expert (SME) in financial products, company philosophy, policies
and procedures, marketing, sales and customer service
● Quote premiums for residential, commercial, and automobile property and
casualty policy sales
● Claims reporting and handling
● Banking of Policyholder premium funds
● Maintain IT compliance with company standards and legal regulations
CONTRACT ADMINISTRATOR / EXECUTIVE ASSISTANT R & D TRANSPORTATION SERVICES, INC.
OCTOBER 2003 – DECEMBER 2004
● EA to CEO and senior management team of consulting and management
brokerage of transportation services for Regional Center and School Districts
throughout California
● Develop, prepare, negotiate, track and administer contract documents on behalf
of clients and third party vendors, company and client agreements
● Coordinate and facilitate meetings, appointments, events, travel arrangements
and communication logistics
OFFICE MANAGER / SUPERVISOR / BOOKKEEPER TOUCH OF MAGIC PRODUCTIONS
DECEMBER 2000 – DECEMBER 2004
● Manage telemarketing sales production staff, dispatch and deliver – 5 staff
members
● Prepare weekly, & monthly profit/loss reports
● Process payroll, accounts receivable, accounts payable, regular financial reports
PROGRAM MANAGEMENT COORDINATOR / EXECUTIVE ASSISTANT COUNTRY WIDE FINANCIAL

2. CORPORATION
SEPTEMBER 2002 – APRIL 2003
● EA for Customer Relationship Management (CRM) Program team; Sr VP and five
1st
VP Project Managers of software engineering, migrating legacy departmental
data and consolidating an operational system (AS400) into a customer based
unified system (Siebel application)
● Project coordination and facilitation of meetings, appointments, event logistics,
travel arrangements and communication
● Record, track and report project action items and personnel resource planning
and costs, using self-created and maintained Excel workbooks for tracking of
work project tasks, personnel resources and status
● Report and publish weekly and monthly project status reports to probrtam
managers and department executive
● Records minutes for executive and project meetings
● Supervised computer electronics and office equipment inventory and supply
purchasing
ANALYST / UNDERWRITING SPECIALIST STATE FARM INSURANCE COMPANIES
SEPTEMBER 1979 – JUNE 2002
● Research , develop and analyze data and various forms of information in order to
approve or decline automobile insurance application and establish premium rates
● Team leader, supporting, consulting and training management and co-workers on
underwriting, customer service and data processing procedure and issue
● Customer Service phone specialist; handled 46-60 calls daily
● Workstation Liaison between business s and technical staff at all levels
● Present and facilitate training sessions and department presentations
● Knowledge based operating program experience
● Joint Application Development (JAD) Meeting facilitation
● Catastrophe claim service: 1991 Hurricane Iniki, 1994 Northridge Earthquake
EDUCATION CALIFORNIA LUTHERAN UNIVERSITY COMPUTER INFORMATION SYSTEMS
1998 - 2003
LOS ANGELES PIERCE COLLEGE DEGREE AA
1993 - 1996
INSURANCE INSTITUTE OF AMERICA CERTIFICATE, IIA PROPERTY & CASUALTY LIABILITY
1990 1991
TECHNIAL SKILLS EXPERT IN THE FOLLOWING SOFTWARE APPLICATION AND INFORMATION
SYSTEMS, INCLUDES BUT NOT LIMITED TO:
● SAP/ERP/BI
● MS Office Access, Excel, Excel VBA, PowerPoint, FrontPage, Project 2000,
Outlook, Word, Visio
● LotusNotes, Domino, Shared data storage tools, external links in workbooks &
database sources
● Data mining and migration, Macros, Pivot Tables, and Vlookups and Hlookups
● Adobe Acrobat 7.0 Professional, Adobe Photoshop 6.0, Illustrator, Dreamweaver
● QuickBooks Pro
REFERENCES AVAILABLE UPON REQUEST
LINDA
PALACE
CYNTHIA
MARTINEZ
(805) 216-6801 Program/Project Analyst, SCE
(909) 912-2616 Business Analyst, SCE
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