HEIDI M.

AHLER
1724 Rockview Drive
Granbury, Texas 76049
817.219.7196
heidiahler719@gmail.com
LinkedIn.com/Heidi Ahler

SUMMARY OF MAJOR SKILLS AND ACCOMPLISHMENTS

Obtained a Bachelor of Science with major in applied mathematics. Accumulated 125 credits toward
Associate Designation from the Society of Actuaries. Worked twenty years as an employee benefits
consultant. Completed the following LinkedIn Learning classes: QuickBooks Online Essential Training,
Accounting Foundations: Bookkeeping, Financial Accounting Parts 1 and 2. Passed Texas Educator
Certification Examination 115 Mathematics 4-8.

PROFESSIONAL SKILLS
Communication Skills
 Presented reports and recommendations to city councils, school boards and other entities
 Negotiated with health care providers on behalf of clients
 Presented in-house informational meetings on IHG (Integrated Health Group) services
 Discussed monthly financial reports with middle school PTO board members
Research Skills
 Researched and recommended health insurers for clients
 Investigated and determined that a middle school PTO had never filed taxes; prepared and filed
appropriate forms for entity to ultimately become tax-exempt
 Researched, applied for and received Social Security Disability benefits for a disabled family member
Organizational Skills
 Created an efficient filing system for all employee benefits files
 Managed project costs for employee benefits clients
 Analyzed and summarized health insurance proposals including medical, dental, vision, life, etc.
 Organized PTO financial records: balanced PTO account to bank register every month for 3 years
Technical Skills
 Proficient in Excel, Word, Quicken, Sage, Quickbooks Online, Edge, Outlook Express
 Skillful at working with Laptops and Macs

EMPLOYMENT HISTORY
3/21–Current Granbury Independent School District: Substitute Teacher
4/20–6/20 Conversion Calls: Customer Service Representative
10/19–2/20 Bassi Financial Services: Administrative Assistant
3/19–5/19 MW Supply: Accounting Assistant
6/11–8/17 College Fund Landscaping: Bookkeeper
3/98–9/01 RWL Group: Senior Employee Benefits Consultant

EDUCATION
9/21 – Current Teachworthy Teaching Certification Program
8/15–12/15 Georgia State University Paralegal Certificate Program
10/83–6/88 University of California, Los Angeles, BS in Applied Mathematics