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Manager Insurance

Location:
Menifee, CA, 92584
Posted:
July 07, 2011

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Resume:

Jean-Pierre Steyn

***** ***** *****

Menifee, CA 92584

Ph: 951-***-****

Email: abg594@r.postjobfree.com

Value Proposition: Accountant with 2 years experience in the

manufacturing and financial services industry. Self

starter, detail oriented, team player.

Education: National Diploma: Internal Auditing (cum laude)

Cape Technikon (South Africa) - 2001

Bachelor of Commerce Honours Certificate

University of Natal - Durban (South Africa) - 2002

Honors: Bachelor of Commerce Honours

University of Natal - Durban (South Africa) - 2003

USA Equivalent: Bachelors in Accounting (Certified by NACES

member firm)

Work Experience:

United States of America Work Experience

. Financial Services Representative - MetLife, Murrieta, CA, 13 July

2009 to present.

Duties include:

- develop and cultivate client base,

- market and sell appropriate products, including life

insurance, disability income insurance, long-term care

insurance, annuities, and investments,

- utilize data, market trends, and industry knowledge to

develop and implement a personal business and marketing

plan,

- demonstrate outstanding client service and support by

continuing to assist current clients in achieving their

changing financial objectives.

. Senior Associate - BDO Siedman, LLP, Los Angeles, CA, 5 January 2007

to 30 June 2007.

Duties included:

- planning audits on specialized audit software programs,

- managing and guiding staff on the audit,

- drafting financial statements, liaising with clients,

partners and managers over various aspects of the audit.

South Africa Work Experience

. Legal Entity Accountant - J.P.Morgan Administration Services (Pty)

Ltd, Cape Town, South Africa, 4 September 2007 to 14 November 2008.

Duties included:

- analysis of inter-entity charges,

- working with the JPM Johannesburg office to report on the

companies Black Economic Empowerment Scorecards,

- responsible for keeping the fixed asset register up to

date,

- assisted in monthly reporting to various departments,

- creating and submitting various management reports,

- consolidation of company General Ledger Substantiation

(GLRS) process,

- analyzing costs and other business performances and

reporting to upper management,

- preparing invoices and capturing to general ledger.

. Trainee Accountant - BDO Spencer Steward, Cape Town, South Africa,

1 March 2004 to 31 December 2006.

Duties included:

- planning audits on specialized audit software programs,

- managing and guiding staff on the audit,

- drafting financial statements,

- monitoring of audit budgets,

- liaising with clients, partners and managers over various

aspects of the audit.

. Junior Cost Accountant - International Colleges Group, Cape Town,

South Africa, 10 January 2002 to 8 January 2003.

Duties included:

- reconciliation of creditors and other inter-company

accounts,

- assisted in the development of a fixed asset register,

- traveling across the country and capturing the fixed asset

database,

- responsible for keeping the fixed asset register up to

date,

- assisted in the development and migration of a chart of

accounts to be used in a new accounting program,

- assisted in the completion of monthly reports to top

management,

- auditing of the current fixed asset register and ensuring

that company policies and procedures were adhered to.

References:

. Bradley Rogers - Audit Manager, BDO Seidman, LLP 310-***-****

. Sean Friedrich - Legal Entity Controller, J.P.Morgan Administration

Services (Pty) Ltd. +27-21-944****



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