Supervisor Medical
Resume:
PATRICIA M. VELEZ
Parlin, New Jersey 08859
Mobile: 732-***-****
******@*****.***
EDUCATION
Rutgers University
Newark, New Jersey-January 1998
Bachelors of Science in Finance
ADDITIONAL SKILLS
Proficient with Excel, Word, PowerPoint, Access, Outlook, Internet
Explorer, Visio, Smartstream, Freedom Software, PeopleSoft, SQL, and SAP
Fluent in Spanish.
PROFESSIONAL EXPERIENCE
AMERICAN INTERNATIONAL GROUP
New York, New York
October 2008 - Present
Supervisor
Disburse payments for expenses related towards company wide Benefits,
special projects and divestiture initiatives.
Ensure monthly funding for Qualified and Non-Qualified Pension accounts. In
additional, monitor these accounts for any activity such as lump sum
payments and expenses to be paid out of these accounts.
Research and arrange solution for dilemmas concerning refunds for employees
or retirees.
Process budget and forecasts for Benefits department.
Balance the medical trust account on a daily basis. Ensure that the account
contains sufficient funds to process payments.
Fund the ISP, Medical Trust, and CERA accounts on a weekly payroll basis.
Ensure balancing is within limits and resolve any technical issues
immediately.
Provide premiums collected to outside vendors - Dental, Vision, LTD.
Monthly reconciliation of Benefits' lockbox account.
Pay vendor and consultant fees on a miscellaneous basis.
Calculation of Cobra Subsidy
Work closely with Divestiture team on payroll benefits for stranded
companies.
AMERICAN INTERNATIONAL GROUP
New York, New York
May 2007 - October 2008
Analyst Support
Provide administrative support on special financial projects and
initiatives by leveraging extensive experience to accurately analyze
situations and information.
. Build and maintain productive relationships with diverse team members at
all levels, effectively communicating ideas, opinions, and findings.
Selected Accomplishments
. Assessed business needs to define data requirements and recommend
incorporation of various tools and capabilities. Once completed, produce
presentation documentation for traveling teams.
. Requested by management to assist the Remediation Team with finishing the
re-audit of the firm's Annual Statement that involved reviewing schedules
and footnotes to verify assets, income, and cash flow data.
AXA EQUITABLE
New York, New York
June 1999 -May 2007
Supervisor - General Ledger Administration
Accountable for the timely and accurate close of the General Ledger.
Administer Freedom Software and oversaw production of all schedules and
exhibits for statutory filings, verifying accuracy and completeness of
information.
Coordinated daily and month batch feeds, as well as incorporated new
products.
Managed the journal scheduling function, leveraging system capabilities to
streamline workflow.
Assisted with GAAP, IAS, US GAAP, and STAT analysis to confirm standards
were maintained.
Supervised bi-weekly tests for Microsoft patches to proactively identify
and resolve issues.
Supervised and mentored staff to form a knowledge and productive team.
Selected Accomplishments
Contributed to a successful migration from PeopleSoft version 7.5 to 8.8,
completing feeder process testing and conversion to new ADMIN and EZ
filters to ensure information flow between systems.
Played a role in complying with Sarbanes Oxley a year ahead of schedule by
analyzing processes to ensure appropriate controls were in place and
participating in audits with PWC, Internal Audit, and Risk Navigator.
Protected company interests by collaborating on updates to Disaster
Recovery and Business Continuity plans.
Honored with AXA's Outstanding Performance Award on eight separate
occasions.
PRUDENTIAL FINANCIAL
Newark, New Jersey
November 1992 - June 1999
Accounting Specialist
Performed monthly reconciliation for the Investment Accounting unit with
responsibility for analyzing records to identify, investigate, and resolve
variances.
Confirmed accuracy between summary dollar balances and PRISM balances,
which were used by the unit to record any activity related bonds, stocks,
and short-term investments.
Maintained the Asset, Income, Gain, Loss (AIGL) database, entering and
updating data in a timely manner.
Reviewed and allocated actual and accrual aggregates to both product and
division.
Prepared clear requests to support Investment Accounting investigations or
audits.
Guided a team of five staff accountants, assigning tasks and monitoring
performance.
Selected Accomplishments
Enhanced capacity by participating in conversion to a new Smartstream
system with responsibility for:
Investigating and resolving errors in the old system to ensure only correct
data was migrated to the new ledger as part of the BOY process.
Updating all allocations within Smartstream and helping to determine
appropriate fund disbursements.
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