Life Insurance Manager
Resume:
John Kaba
West Orange, NJ
Phone: 973-***-****
Alt: 201-***-****
********@***.***
SUMMARY
Motivated accounting professional with over 15 years of experience
maintaining general ledger accounting systems, creating spreadsheets to
assist various companies in their decision-making process and performance
of cash management functions, all for the purpose of implementing and
improving processes in order to provide a more efficient environment.
EXPERTISE AND ACHIEVEMENTS
Proficient utilization of investment accounting, general ledger and payroll
systems, specifically Quickbooks, Total Return, Investran and ADP.
Extensive usage of Excel to prepare spreadsheets for such items as cash
status,and profit and loss by individual client. Exceptional ability to
build client relationships and tend to their needs.
PROFESSIONAL EXPERIENCE
November 2009
to July 2010
March 2007 to
April 2010
February 2004
to January 2009
T Slack Environmental Services
Kenilworth, NJ
Accountant / Bookkeeper
Maintained general ledger system for 2 separate entities using Quickbooks,
tracking cash, accounts receivable, accounts payable through journal
entries.
Created and designed spreadsheets to track profitability for individual
commercial and residential clients on a case by case basis.
Communicated with clients and vendors regarding when payments were to be
received and when they would be made.
Performed cash management functions such as deposits of checks, processing
of credit card payments for clients and processing of checks to vendors.
F&B Fine Catering
Bloomfield, NJ
Bookkeeper / Payroll Manager
Prepared weekly payroll through ADP for 2 separate entities within company.
Updated general ledger system for 3 separate entities using Quickbooks.
Designed and compiled quarterly and year-end financial reports to assist
CPA firm.
JM Egan Wealth Advisors
Madison, NJ
Director of Emp. Benefits / Financial Planner
Automated enrollment process for large groups serviced in that it could be
done online for benefits such as medical, dental and life insurance as well
as 401 (K)
plans, making it very important for a client liaison to be available, which
was my role
4 out of 5 days a week.
Assisted in financial planning aspect of business in terms of meeting with
clients and
getting a better sense of what their needs were, ranging from
401 (K)'s, retirement accounts, life insurance, long-term
care, etc.
Administered a number of 401 (K) plans with a large vendor
who it had switched to previously from another vendor in that
coordination of accounts, records and loans outstanding had
to be done in a timely and efficient manner.
June 1997 to
July 2003
Rothstein Kass and Company (RK Consulting)
Roseland, NJ
Team Leader / Manager - Portfolio Accounting
Supervised the Portfolio Accounting Group, consisting of 8 people, part of
the Financial Services / Consulting arm of the firm. They performed
accounting services and maintained records for over 100 clients on two
investment accounting systems, Total Return, servicing hedge funds and
Investran, servicing private equity and fund
of fund vehicles.
Downloaded trade files into these systems so that a basic package could be
created, including trial balance, holdings report and income statement. To
supplement this, pricing sources were extensively used for the securities
held by these entities and these were downloaded in the systems, as well.
Provided secondary financial information such as rates of return,
performance analyses, and partner carveout on an as needed basis throughout
the year, in order
to get an idea of what these numbers would be like to be included for year-
end supplemental financial information.
Improved process of maintaining tax information (K-1's) in that databases
were created and archived for the purpose of generating a voluminous amount
of reports for a large number of clients.
EDUCATION
1995
1988
Saint Peter's College
Jersey City, NJ
Master's Management Information Systems GPA: 3.2
Saint Peter's College
Jersey City, NJ
BS Accounting GPA: 3.3
LICENSES
Series 6 Licensed most recently with JM Egan Wealth Advisors in 2005
NJ Producers License in Health and Life Insurance most recently with JM
Egan Wealth Advisors in
2008.
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