*** *. ******** **. #*** • WEST CHESTER, PA *****

PHONE 732-***-**** • E-MAIL: actcqt@r.postjobfree.com

Daniel Rosen

SUMMARY:

To obtain a position that will give me an opportunity to add value to a team with my prior experience in Finance, Operations, and Automation, while allowing me to grow and expand upon my current skillset.

WORK EXPERIENCE:

Voya Financial (Formerly ING)

July 2004-Present

1475 Dunwoody Drive, West Chester, PA 19380

Retail Life Financial Operations – Financial Operations Analyst Aug 2012 – Jul 2015

Complete Monthly Close and Reconciliation of over 300 Accounts, including Suspense Accounts as well as Balance Sheet Accounts pertaining to Pending Claims, Premium Deposit Fund, & Gain/Loss.

Primary developer and distributor for all correspondence associated with the Gain/Loss Analysis Process including Monthly Dashboard, Weekly Activity Report, Notable Items, & Breakage Reports, to be used by upper management for monitoring compliance with contracts with outside vendors.

Took ownership of Key Risk Indicator Process for both Retail Life & Employee Benefits, determining which categories would be in scope, automating, and distributing monthly, to upper management.

Performed historical trending analysis to guide management in forecasting appropriate risk thresholds.

Served as key contact in developing and altering workflows in primary system used by the business, assisting areas such as Policy Services, New Business, & Death Claims, as well as Financial Operations.

Spearheaded group Quality Assurance Testing for new Oracle Data Warehouse Tool verifying both data integrity as well as functionality of User Interface.

Lead training team in transition of processes to overseas resources as part of the Expense Management Initiative.

Serve as key liaison to business partners & upper management for all issues regarding reporting or analysis.

Created automated Suspense Reporting Databases for both Life and Employee Benefits, allowing for the generation of over 20 reports, pulling from nearly different 30 sources, eliminating 4 hours on manual work weekly.

Developed and maintained dashboards for Employee Benefits Suspense Reporting, allowing management to quickly determine how to allocate their resources for optimal impact.

Served as mentor for all Access Database issues associated with various processes including One-Time ACHs, JP Morgan Electronic Fund Transfer Imports, Account Ownership, & Reinsurance Reporting.

Developed an automated process using multiple platforms to download and format Monthly Reinsurance Reports, eliminating 2 hours of manual work monthly.

Automated JP Morgan Electronic Fund Transfer Process, eliminating the potential for error by reducing manual touches.

Assisted in transition to PDF Monthly Reconciliation Signoff Process, eliminating printing and binders.

Integrated SharePoint into weekly reporting process significantly reducing emails for all associates.

Trained and supervised new employees through their transitions.

Retail Life Financial Controls – Accounting Analyst Mar 2008 – Aug 2012

Set up Matrix for new line of business (Employee Benefits) to be rolled into existing Retail Life processes, paving the way for eventual integration of all best practices.

Timely completion of all Month End Processes including adding backdated entries to extracts to tie to ledger, booking Deferred Compensation & GAAP Entries, as well as completing all manual reconciliations & analyses in compliance with Sarbanes-Oxley mandates.

Generate weekly reports and provide analysis to business partners, pertaining to Suspense Inventory, Recoverable Disbursements, High Risk Items, & Delinquent Policies.

Streamlined and server as key external business contact for Monthly Third Party Administrator Admin Fee Calculation Process for 10 separate TPAs carrying over 500 individual Employee Groups of business.

Responsible for manual workaround implementation/automation for terminated mainframe reports enabling operations to continue to efficiently capture necessary data through IT changes.

Preparation of over 50 Annual State Reporting Forms, pulling Census and Premium Data as needed.

Retail Life Financial Controls – Associate Accountant Feb 2006 – Mar 2008

Developed process for manual reconciliation of 16 accounts associated with a new Admin System, reducing manual activity from 32 hours monthly to only 4.

Daily Master-File Balancing for all Legacy Systems allowing for early detection of ledger interface failure.

Streamlined and maintained NSCC (Automated commissions payment process) Activity

Monitored and researched errors regarding Cash Clearing process for high volumes of daily premium for various source systems.

Lead Cost Allocation Project related to record retention for different lines of business, requiring in-depth organizational skills dealing with large amounts of data.

Variable Annuity Treasury – Associate Accounting Coordinator Jul 2004 – Feb 2006

Balanced and reconciled daily release of all pending disbursements.

Responsible for many disbursement-related activities including, processing Stops/Voids, revising payee information, and the initiation and confirmation of various wire transfers on a daily basis

Investigated several types of system errors and their impact on daily processes.

Maintained statistical data on operational processes.

Setup policies for recurring PAC transactions allowing automatic premium payments.

Generation of Crystal Reports for Daily Check Registers.

EDUCATION:

Penn State University – Graduated December 2003

Bachelor of Science Degree (Management Science & Information Systems)

GPA: 3.2/4.0

COMPUTER SKILLS:

PeopleSoft, Rumba, Blue Zone, ING Mainframe, Microsoft Outlook, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Lotus Notes, Adobe Acrobat, Microsoft SQL Studio, Aqua Data Studio, Monarch PRO, SharePoint, nVision, Citrix, Crystal Reports, Oracle, OBI (Oracle Business Intelligence), Snagit, Experience in creating macros and making adjustments to current macros in Excel, V-Lookups, Pivot Tables, Workflow Development, Process Automation across multiple platforms.

INGLearn Certification for Microsoft Access Development Class.

Live Meeting Classes for SharePoint and PeopleSoft

VOLUNTEER EXPERIENCE:

Habitat for Humanity of Chester County: Various stages of home construction for subsidized homes (2008-2011)

Junior Achievement: Teaching structured civic curriculums to local elementary school students (2012-2015)

OTHER AWARDS AND ACCOLADES:

Recipient of Employee Recognition Award on several occasions for various efforts throughout my tenure.

One of five delegates selected from my High School to participate in the NJ Boy’s State Leadership Program

Recipient of the Edward J. Bloustein Distinguished Scholarship from the State of New Jersey

2nd Degree Black Belt in United States Black Cat Kenpo

Member of the Phi Delta Theta Fraternity

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