Cathleen Yori
Brooklyn, MI 49230
Email:
abmod6@r.postjobfree.com
EXPERIENCE:
Senior Actuarial Technician
American Community Mutual Insurance Company, 39201 Seven Mile Rd,
Livonia, MI 48152
* Prepare and analyze small group renewal data monthly for the renewal
process
* Calculate and review renewals to assure compliance
* Prepare reports and worksheets for the underwriters to use in order to
calculate renewal rating factors.
* Track and categorize outside expenses needed for Group Actuarial
Department
* Compile data using Access to gather small and large group cert counts
into a report for accounting
* Track changes made to Stepwise system (used for small group,
individual, large group quotes, and small group renewals)
Financial Analyst
10/2002 to 11/2005
American Community Mutual Insurance Company, Livonia, MI
* Prepare budget expense reports for every department head and for CFO
to review and analyze.
* Track expenses and make correcting journal entries during the month.
* Balance several accounts pertaining to payroll expenses, health
reimbursement, employee loans, etc.
* Compare budget to actual per department regularly in order to keep
expenses paid as budgeted.
* Analyze budget variances and prepare reports to explain them per
department.
* Contact department heads to get and give expense details
* Track the American Expense card expenses to make sure the expenses are
in compliance with company policies.
* Work with Accounts Payable in order to help keep expenses paid into
correct accounts.
* Review and approve accounts payable for a file uploaded to the bank
daily.
* Prepare premium tax reports quarterly for several states.
* Work as part of a team tasked with setting up new data tables,
balancing daily and monthly conversion data, and implementing
efficient procedures for continued accounting system upgrades and
conversions. Maintain accounting system accounts/reports.
* Gather information to support internal, private and state auditor
requests for all financial inquiries.
Assistant Accountant
American Community Mutual Insurance Company, Livonia, MI
11/98 to10/2002
. Code invoices with correct account numbers
. Pay invoices
. Track expenses
. Update vendors in the system
11/97 to 11/98
Investments Assistant
American Community Mutual Insurance Company, Livonia, MI
* Corrected and updated 1099s
* Reconciled Investment accounts.
* Prepared investment reports to provide to the board as bonds were
bought and sold.
Accountant
7/95to 11/97
Van Masters Management, Southfield, MI 48180
* Recorded and tracked expenses for 25 Kentucky Fried Chicken stores
* Entered hours and prepared payroll.
* Maintained insurance files and paid premiums for all employees
carrying insurance
* Dispatched maintenance crew to stores when needed.
* Paid store expenses and tracked deposits daily.
EDUCATION:
University of Phoenix
Bachelors in Accounting
Degree 06/06
Schoolcraft Community College
Associates in Accounting
Degree 12/01
Christopher Leadership Course
Public speaking, interpersonal skills, confidence builder
Diploma 05/91
Health Insurance Association of America (HIAA)
Courses: An Introduction to How Health Insurance Works Part A
Completed 05/07
A Guide to Health Insurance Company Operations Part B
Completed 11/07
Technical Skills/Experience: Crystal Reporting, Sungard Budget system,
EAS Accounting system, TSO Mainframe, Access database, ADP Payroll,
Microsoft Outlook, Word and Excel
REFERENCES: Available upon request.
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