Life Insurance Sales

E. Auden Brown

** ******** ****** 781-***-****

Norwood, MA 02062 ********@***.***

Senior Accountant

PROFESSIONAL QUALIFICATIONS

Results-driven, innovative and seasoned accountant with proven leadership

skills; an extensive background in corporate financial operations; and

expertise across the following broad-based competencies:

FINANCE AND ACCOUNTING ? REVENUE TRACKING ? FINANCIAL REPORTING ?

ACCOUNT RECONCILIATION ? REVENUE ANALYSIS ? NEW ACCOUNT ACTIVATION ?

ACCOUNTS RECEIVABLE ? JOURNAL MAINTENANCE ? STAFF TRAINING ?

CUSTOMER/VENDOR RELATIONS ? OPERATIONAL STREAMLINING ? PORTFOLIO

ADMINISTRATOR

> PROVEN INITIATIVE, DRIVE AND CREATIVITY. DEMONSTRATED SKILLS IN

VIRTUALLY ALL ACCOUNTING FUNCTIONS INCLUDING INVOICING, SALES COMMISSION

TRACKING, REPORTING, FINANCIAL ANALYSIS, BILLING AND ASSET VALUATION.

> DEMONSTRATED TRACK RECORD FOR CREATING SYSTEMS AND PROCESSES TO AUTOMATE

AND STREAMLINE FINANCIAL OPERATIONS. INTUITIVE ABILITY TO IDENTIFY AND

CAPITALIZE ON PROCESS IMPROVEMENT OPPORTUNITIES.

> EXCELLENT COMMUNICATION, INTERPERSONAL, INTUITIVE, ORGANIZATIONAL,

ANALYTICAL, PROBLEM SOLVING AND LEADERSHIP SKILLS. THRIVE IN BOTH

INDIVIDUAL AND COLLABORATIVE WORK ARENAS.

> HIGHLY-CAPABLE AND VERSATILE INDIVIDUAL ABLE TO MOTIVATE PEERS TO HIGHER

LEVELS OF PERFORMANCE. DEDICATED AND CONCEPTUAL ACCOUNTING PROFESSIONAL

WITH A SUPERIOR WORK ETHIC AND ABILITY TO THINK OUTSIDE THE BOX.

PROFESSIONAL EXPERIENCE

AMERICAN INCOME LIFE INSURANCE COMPANY- Woburn, MA 2012

Producer

. Sale of Life Insurance

. Presentation of Child Safety Kits to families.

The Boston Company Asset Management, LLC - Boston, MA 1995 - 2009

Accountant / Assistant Vice President

. Managed $160M in annual A/Rs, and calculated revenue return on $55B in

billable assets. Prepared invoices, aged receivables, calculated

accrual, created reports, analyzed revenue and posted cash receipts.

. Calculated quarterly sales staff commissions. Gathered and documented

financial data for quarterly board meetings. Compiled internal financial

data used to measure the company against competitor performance.

. Performed monthly and quarterly close. Wrote journal entries for

accounting transactions, and reconciled accounts at the end of each

month.

. Setup all new accounts on fee billing system using the contract as the

guide. Maintained SOX documentation.

. Resolved clients billing issues. Responded to clients requests. Monitored

past due accounts and initiated collections.

Significant Achievements

V Authored auditing guidelines subsequently used to develop a new

automated accounting system.

V Guided deployment of a new fee billing system that automated the

billing/revenue process.

V Cited by executive staff for streamlining operations resulting in

enhanced efficiency and performance.

Boston Safe Deposit & Trust Company - Boston, MA 1994 - 1995

Senior Reorganization Specialist

. Researched and notified clients of all corporate actions. Reconciled

stock split and dividend changes to actual records. Researched variances

in vendor support service charges. Trained staff from the PA office.

State Street Bank & Trust Company - Boston, MA 1990 - 1994

Portfolio Administrator / Mutual Funds

. Managed a $3B mutual fund portfolio. Processed transactions, generated

proofs and reports, prepared cash journals, determined investible funds,

and monitored security settlements and maturities.

. Booked trades and prepared journal entries.

morrill memorial library

Current

Volunteer

Delivery of books and library materials to seniors.

Rearrangement of books and shelves.

Contribute to projects when needed.

Education

University of Massachusetts - Boston, MA B.S. in Accounting

Training

Dale Carnegie & Associates Human Relations

MICROSOFT OFFICE

REDI 2 BILLING SYSTEM

Contact this candidate