Customer Service Real Estate

Frank La Rosa Jr.

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** ******** ***** ********, ** 07728 ? 732-***-**** ? *********@*******.***

PROFILE:

Highly dedicated, hard working Senior Financial Analyst who develops strong

working relationships and who produces quality work. Expertise includes

knowledge of Budgeting, Forecasting, Finance, Financial Statements,

Internal Controls, Web Development, Customer Service, Sales, Real Estate,

Investments and Retirement accounts.

EXPERIENCE:

MetLife, Bridgewater, NJ

2003-Present

MetLife, Inc. is a leading provider of insurance and other financial

services to millions of individual and institutional customers throughout

the world.

Senior Financial Analyst (2003- Present)

. Manage the monthly and quarterly financial reporting process.

. Manage the preparation of monthly and quarterly expense reports by

product used in quarterly financial results, as well as, projections by

organization and product.

. Provide assistance with the source data and appropriate audit trail for

the analysis of quarterly expense data for the MD&A Analysis.

. Manage 3 Financial Analysts who assist in the financial reporting

process.

. Prepare and analyze all aspects of information for the financial

reporting process.

. Assist with the integration of actual results with projections of

expenses for current year targets for business plan projections and

expense ratio analysis.

. Assist with projected expense by Product with Operational Review

reporting.

. Assist with the developing and implementation of new reports to extract

information on a monthly basis for variance analysis.

. Managed the monthly Expense Accrual Process for division of the company.

Merrill Lynch, Hopewell, NJ

1998-2002

Merrill Lynch is the worlds largest brokerage firm, provides investment,

financing, advisory, insurance, and related products and services on

a global basis to individual investors, small businesses, corporations,

governments, and financial institutions.

Senior Business Analyst (2001-2002)

Created requirements and QA analyses for product enhancements for award

winning 401k retirement website.

. Created and developed business requirements from a Business Partners

perspective including screen mockups, sample reports and flow charts.

. Ensured that the integrity and scope of requirements remained consistent

throughout a project life cycle.

. Developed and updated test conditions, scripts and schedules for each

task assigned with project team.

. Worked as part of a team ensuring all code for 401k was implemented

seamlessly without negative financial impact to clients.

. Successfully responsible for end-to-end testing on all impacted 401k

applications for product enhancements associated for each project.

. Assisted in creating 401k application training guide for internal

distribution (Participant Service Representatives, Client Relationship

Managers, Client Services, Investment Processing) for release

implementations.

. Managed a group of 7 Representatives who assisted in release

implementations for product enhancements.

Financial Analyst (2000-2001)

Managed and prepared client profitability reports and analyses for over

6000 companies. Conducted analyses of financial information.

. Assisted in management reporting and variance analyses for all 401k

clients.

. Prepared, uploaded and reviewed journal entries that ensured accuracy and

compliance.

. Analyzed and examined financial reports and statements.

. Prepared monthly client profitability reports, which required the

successful development and maintenance of Excel databases.

. Assisted Vice President in preparing annual budget and forecasts for all

departments within our division.

. Assisted in creating various ad hoc reports and projects successfully

analyzing and solving problems for Vice President of the division.

. Provided analyses of accounting books and records ensuring compliance and

reliability.

. Assisted in successful transition of information from Excel to Access

database, thereby reducing report and run times.

Participant Service Representative (1998-2000)

Processed transactions within clients' 401k accounts and communicated

regulatory rules to over 6000 companies.

. Acted as initial point of contact for client inquiries and provided

information on various products and services offered.

. Processed successfully fund transfers, withdrawals, loans, investment

direction changes, and savings rate changes within clients' accounts

without negative impact to the firm.

. Interpreted and communicated SEC, NASD, IRS, DOL and ERISA regulations to

clients.

. Managed and compiled statistics for Large Market and National Plans and

streamlined the process of completing tasks within a short time frame.

. Acted as a mentor, providing educational and technical support for newly

hired Participant Service Representatives.

EDUCATION and DEVELOPMENT:

B.S., Management Science-Finance, Kean University, Union, NJ

A.A., Accounting, Middlesex County College, Edison, NJ

Achieving Global Customer Service

Situational Leadership

Strategic Organizational Leadership

Powerful Presentations

COMPUTER SKILLS:

MS Word, MS Excel, MS Outlook, knowledge of MS Access, PowerPoint, Windows

95, NT & XP

PeopleSoft, Cognos, Hyperion Financial Management, Lotus Notes, QuickBooks,

LICENSES:

New Jersey Real Estate Salesperson License

Contact this candidate