PAUL MILLER

ac3edx@r.postjobfree.com

*** ****** ****** ****: 617-***-****

Newton, MA 02461

ACCOUNTING CONTROL ADMINISTRATOR / FINANCIAL REPORTING ANALYST Highly organized, versatile Accounting Control and Financial Reporting professional with more than 23 years of progressive experience in accurate preparation, analysis and management of financial data. Results driven leader with superior motivational skills and ability to work collaboratively and interfacing with multi level professionals. Proven ability to efficiently prioritize, consistently meet deadlines and effectively evaluate problems and generate solutions.

PROFESSIONAL STRENGTHS

Leadership Financial Reporting Internal/External Audits Financial Research Project Management Quarterly and Month End Reporting CAREER HIGHLIGHTS

LEAVE OF ABSENCE Oct 2016 – Sept 2017

Full time care-giver during family member’s serious illness SUN TECHNICAL SERVICES, Reno, NV Dec 2015 – Sept 2016 Financial Systems Consultant

Member of core financial consulting team brought in to evaluate and integrate financial reporting system across entire enterprise

Help to create various financial trending reports against 2016 budgeting goals for divisional president.

Created system generated reports to identify discrepancies between all divisional client accounts.

Provided monthly sales figures to senior leadership as well as divisional operations management. DELAWARE LIFE INSURANCE COMPANY, Wellesley, MA Aug 2012 – Nov 2015 SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), Wellesley, MA Dec 1995 – Aug 2012 Accounting Control Administrator / Financial Reporting Analyst

Utilized system generated reports to identify discrepancies between mainframe and cashbooks.

Balanced monthly and year-to-date financial activity.

Provided monthly sales figures to Product Development, Marketing, Upper Management

Entered fixed interest rate onto the system. Work with Product Development to assure the accuracy of the rates that are being provided.

Reviewed daily unit prices and net asset values of the products.

Assembled monthly and yearly reports for issuance to USHO (United States Home Office Operations).

Assumed a leadership role in the Accounting Control Department and headed committees to resolve operations problems. Developed procedures and trained staff on new tasks.

Worked with Programming to develop and test new series, new enhancements and systems.

Coordinated RP&S External Audit. Assembled financial detail and provided explanations with regard to work flow and financial audit trail.

Represented Accounting Control at product meetings and reviewed business specifications to determine impact on our reports and systems (VPA, Essbase, and Mainframe). PAUL MILLER

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CAREER HIGHLIGHTS CONTINUED

SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), Boston, MA June 1994 – Dec 1995 Product Analyst II (Senior Level to Annuity Correspondent)

Reviewed legal documents submitted for the surrender of annuity, corresponded (verbally and written form) with client, agent or legal entity to clarify requirements.

Processed more difficult adjustments or other research items to calculate gain/loss caused by adjustments.

Conducted the training of new hires.

Set up monthly and year-to-date volume reports for upper management. SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), Boston, MA June 1992 – June 1994 Compliance Analyst

Balanced the TEFRA federal tax withholding ledger account to make the IRS required deposits to the bank and to complete Form 941-E Quarterly Fiduciary Federal Tax Withholding.

Coordinated, tested and issued client tax forms (i.e. 1099R and W-2P Forms)

Researched and responded to inquiries and complaints received from the Insurance Commissioner Office or other legal entities.

Performed research on State and Federal requirements applicable to our annuity products, thus keeping the company in compliance with all legislative changes and communicated these changes to the facility.

Acted as a legal resource regarding the suitability of legal documents submitted.

Worked with both internal and external auditors in conducting semi-annual audits of the operations controls. EDUCATION

Ohio State University, Columbus, Ohio

Bachelors of Arts in Economics, Minor in French

ADDITIONAL SKILLS

FINRA Series 6 Certification

Essbase, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, ACE, Harvard Graphics, Focus, CA Dispatch, BRIO and Lotus Notes.

Quick study with an ability to easily grasp new ideas, concepts, methods and technologies.

Easily adapt to new environments; identifying and implementing process improvements.

Excellent research skills. Able to analyze and resolve complex accounting and financial reporting problems.

Tested 99.7% accuracy in processing and reviewing surrenders (company average was 98%).

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