Alicia M Lozano
Rigby
Summary
Experienced professional with several years of experience providing administrative, clerical and project support to accounting departments. Enterprising, cost-driven and well-organized with good project management skills. Sophisticated understanding of accounting systems and procedures. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
28
28
years of professional experience
Work History
Financial Specialist
Bank of Idaho
Idaho Falls
04.2020 - 10.2025
- April 2020-May 2021- Loan Accounting Specialist & PPP Loan Processor
- May 2021- March 2023- Accounts Payable Clerk
- March 2023-Present -Financial Specialist / Staff Accountant
- Most recently, I have taken a leadership role at BOI in the Accounting Department. I oversee the daily management of ledgers, record P&I and bond account balancing, pledge securities, reconcile leased assets, and process taxes and prepaids/accruals. I also serve as a direct backup to the bank's controller.
- Completed day-to-day duties accurately and efficiently.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Monitored and tracked expenses to keep business on track with financial targets.
- Managed accounts payable and receivable, improving cash flow management.
Assistant Manager
The Bank of Commerce
Idaho Falls
03.1998 - 02.2020
- Teller, Open New Accounts, Loan Secretary, Operations Officer / Assistant Manager - My talents and skillset allowed me to progress over a period of years to a management level position.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Supervised daily operations including scheduling shifts, assigning duties.
- Communicated regularly with customers to gain insights into their needs.
- Recruited and trained new employees to meet job requirements.
Education
High School Diploma -
Rigby High School
Rigby, ID05-1997
Skills
- Accounts payable / Account Balancing / Process Personal - Business CC expense
- GL Management
- Expense monitoring
- Recording P&I Bond Payments and Balancing
- Lease entries & Balancing
- WA B&O Tax / Pledging
- Processing Holdco sub-debt payments
- Workbooks - Monthly Recon Certifications
- Systems worked daily / Monthly - Concur- FHLB Safekeep Direct -eAdvantage -FED - PCBB - BBW -Intrafi - Performance Truest - Bond accounting - AVID - AP System, Prologue -Precision - AP System
Timeline
Financial Specialist
Bank of Idaho
04.2020 - 10.2025
Assistant Manager
The Bank of Commerce
03.1998 - 02.2020
High School Diploma -
Rigby High School
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