Manager Customer Service

MARC FINKELSTEIN

***-** **** *** *******, N.Y, 11361 • Email:*************@*****.*** • Cell: 516-***-****

SUMMARY OF QUALIFICATIONS

Hands-on executive with take charge, proactive management style. Extremely

comfortable in numbers-drivenenvironment, sensitive to bottom-line issues and adept at

working with demanding clients to produce positive results. Creative problem solver

capable of organizing difficult to manage, multifaceted projects from inception to

completion.

PROFESSIONAL EXPERIENCE

TOWER GROUP COMPANIES

2012 - 6/2013

Manager, Policyholder Services Support

• Manage all functions of cash application (wires, lockbox, (EFT’s) and reconciliation process

• Manage the timely processing of all cancellation notices

• Coordinate the timely payment of Producer commission payments

• Provide Policyholder Services manager with weekly and monthly status reports on all areas of responsibility

• Manage the timely issuance of manual checks to insured’s for Return Premium and Commissions

• Identify, analyze and implement process improvement solutions on an ongoing basis

• Take proactive steps to anticipate and plan for all workflow adjustments

Supervisor, Bank Reconciliation Department 2010 – 2012

• Ensure the timely and accurate preparation of bank and suspense account reconciliations.

• Prepare individual reconciliations and review of those prepared by the bank reconciliation unit.

• Coordinate with respective areas of Finance to ensure timely resolution of outstanding items identified on the reconciliation.

• Prepare monthly outstanding check reports

• Prepare Schedule E Part 1 on a quarterly basis

• Maintain and update account data base in excel

• Responsible for granting access to various entitlements on web based banking portals

• Transferred to Policyholder Services as Manager

U.S. TRUST COMPANY

2005 – 2008

Consultant, Asset Reconciliation

• Reconcile U.S. Trust vs. third party custodian books and records.

• Communicate cash and position breaks to appropriate party for timely resolution.

• Track status of open breaks and ensure breaks are properly reported and aged.

• Maintain and update account database in excel.

ADP CLEARING & OUTSOURCING SERVICES

2002 –2005

Assistant Manager, Management Control Department

• Promoted from Supervisor of the Bank Reconciliation and Correspondent Billing departments based upon outstanding work

performance.

• Instrumental in the management of four distinct areas comprising the Management Control Division, including; Bank Reconciliation,

Correspondent Billing, Security Audit, and Stock Record.

• Supervised the daily reconciliation of the firm’s 20 bank accounts, and prepared monthly billing statements for the firm’s 100 introducing

correspondent brokers.

• Directed the activities of 15 employees in their day-to-day responsibilities.

• Interfaced with upper level management.

• Responsible for the resolution of escalated customer service issues.

• Created new reporting system which streamlined and greatly enhanced departmental operations.

• Implemented new procedures that were effective in controlling and monitoring the movement of funds between customer bank

accounts and brokerage accounts.

FRED FRANKEL & SONS

1990 – 2002

Sales Manager

• Supervised 9 sales staff: Established goals, monitored individual sales performance on a monthly basis.

• Coordinated and initiated procedures for the movement of in-house inventory to a new off site location.

• Designed an effective accounting system for inventory control at on-site and off-site warehouses.

• Reconciled off-site inventory records with company records and researched any differences

• Trained and directed staff in proper inventory control procedures at both locations.

COLUMBIA UNIVERSITY

1986 –1990

Associate Business Officer

• Direct report to the Business Officer for the Health Sciences Division.

• Oversight of daily operation for the Business Office, which included general administrative supervision

and staff development.

• Full responsibility for accounting functions within the division. Implementation of new operational and financial procedures as

required.

• Assisted all departmental administrators and their staff members with financial issues as they arose.

Recognized as “trouble-shooter” for problems within the accounting/finance systems.

• Recorded and applied endowment funds to appropriate departments within the Health Science Division.

EDUCATION

Degrees awarded by C.W. Post College:

• Master of Science, Taxation• Master of Science, Accounting

• Bachelor of Science, Biology

SKILLS

• MS Excel – all advanced functions

• MS Word, MS Access, Bloomberg, Phoenix, Vantage, Point-IN, Sungard G/L

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