Objectives

Seeking a career as a dedicated Analyst position. Offer strong analytical skills, detail oriented, organizational, task management, prioritization and strong problem solving skills. A self-starting, results-oriented and energetic. Possess a willingness to learn and adapt new process, new ideas quickly.

Experience

Date of Employment : 7/5/2011 – 5/22/2015

Kemper Corporation Services

Jacksonville, Florida

Internal Control Analyst II

Analyze, validate, and report security control deficiencies for management. Use results to recommend process improvements.

Daily monitoring and maintenance of enterprise data from information security incidents. Maintain and support the User System Access Provisioning tool by using the Nintex workflow process for On-boarding user.

Maintain and support the Contractor Review by using the Nintex workflow process.

Collect, review and validate information security compliance reporting data and distribute to Corporate Security management.

Assist and support in the development and implementation of information security functional processes and procedures to enable the most effective methods of data gathering for statistical reports.

Identifies opportunities and makes recommendations to improve internal control and operational effectiveness and efficiency.

Build and maintain strong relationships with business areas to reinforce information security delivery throughout the company.

Assist and support in investigating incidence of information security related events and reporting findings to Corporate Security management for direction and resolution.

Analyzing problems by evaluating available information and resources; develop effective, innovative and viable solutions to problem which can help drive effectiveness.

Review and validate of System User Access various SOX systems by using import/export tool, linked tables, pivot tables, formulas and functions, data validation, etc.

Respond to Internal Auditor, Deloitte Auditor on inquiry related to security control deficiencies.

Knowledge of relational database software and SQL query concepts.

Knowledge of the Nintex Workflow on SharePoint 2013. (e.g. SAR workflow, Contractor workflow)

Perform other duties as assigned

Experience

Date of Employment : 7/6/2004 - 7/1/2011

Kemper

Jacksonville, Florida

Tax Compliance Specialist

Ensuring compliance with State Insurance premium tax and Local Municipal Tax reporting requirements and laws.

Preparing various States insurance premium tax, Sale and Use tax, Municipal tax returns.

Conducting tax research, analysis and planning to ensure tax optimization.

Overseeing insurance premium tax audits, sale and uses tax audits.

Maintain and support the Premium Pro Tax Software.

Respond to various State Examiner as well Internal Auditor, Deloitte Auditor on inquiry related to Premium Tax Return.

Perform other duties as assigned

Experience

Date of Employment : 4/22/2002 – 7/2/2004

Kemper

Jacksonville, Florida

Data Analyst

Provide reporting and analysis to decision makers throughout the Company. This involves the creation, analysis and dissemination of repetitive reports, as well as ad hoc reporting and analyses based on customer requirements to various States.

Prepare Premium tax Return and assessment on a monthly, quarterly, annual basis to comply with various States Regulation.

Respond to various State Examiner as well Internal Auditor on inquiry related to Premium Tax Return.

Perform other duties as assigned.

Experience

Date of Employment : 3/2001 – 3/2002

VyStar Credit Union

Jacksonville, Florida

Assistant Lending Analyst

Review exception reports to identify errors and assist with corrections.

Review weekly, monthly exception reports to identify errors requiring corrective action and identify technical and/or underwriting training issues.

Assist with the handling of Soldier’s and Sailor’s accounts; Assist with the processing of employee loans.

Maintain a filing system and tracking spreadsheets for monitoring progress and/or timeliness of required actions on relevant loans/accounts.

Assist credit union employees with lending questions, policy or procedure interpretation and member questions.

Complete monthly Mortgage Audit Report utilizing The Number software.

Audit loans from various reports for quality of underwriting, trends and discrepancies.

Assist with handling member contacts, correspondence and takes appropriate action.

Assist with monthly loan analysis reports. Perform other duties as assigned.

Experience

Date of Employment : 10/2000 – 3/2001

Jax Navy Credit Union

Jacksonville, Florida

Human Resources Information System

Inputting and tracking all applicants, resumes, ECA information on original hire dates, etc.

Initial input of all employee data to ABRA system.

Develop, update, and modify codes, tables, reports, and other systems applications.

Maintain system to ensure continued operations and reporting efficiency, and works with vendors and IS, as needed, to resolve software and hardware problems.

Train Human Resources Department and organization staff on system access and utilization.

Generate routine reports and designs special reports as requested using ABRA’s Report Writer.

Maintain accurate filing systems in support of HRIS.

Perform other duties as assigned.

Experience

Date of Employment : 08/1997– 10/2001

St. Catherine of Sienna

Orange Park, Florida

Secretary

Assist with handling Church/Non-Church member contacts in person or by phone, correspondence and takes appropriate action.

Maintain Church member’s record up-to-date utilizing MS Access and Excel. Assist with preparing weekly financial worksheet.

Prepare weekly Church Bulletin.

Attend and prepare minutes for the Monthly Church Council meeting.

Perform other duties as assigned.

Experience

Date of Employment : 02/1996– 08/1997

Barnett Banks

Jacksonville, Florida

Account Representative

Respond to collection call as well as bankcard holder’s inquiries utilizing auto dial phone system.

Experience

Date of Employment : 08/1991– 12/1995

The Union Central Life Insurance Company

Cincinnati, Ohio

Actuarial Administration Analyst

Research, analyze and respond to questions of various scope and complexity from policyholders, agents and other departments regarding Disability Incomes premiums, illustrations, policyholder rights, policy limits, policy claim and company procedures.

Prepare and analyze the Competitive Analysis reports pertaining to Disability Incomes’ premiums cost and policy contracts. Develop and provide actuarial support to software vendor in designing the Disability Incomes Sales Illustrations system.

Assist the VP of Actuary Department as well as other Actuary Associates in designing and pricing new Insurance products and various projects as needed.

Review various reports prepared by the Actuarial Dept. staff and other Actuary Associates.

Provide support to Internal Auditor and State Auditor staff in auditing the values from the financial statement reports.

Contact and advise other departments regarding product handling, policy values, policy limits, and policyholder rights.

Establish procedures to handle Disability Incomes scenarios not previously addressed. Initiate a computer program to identify cases and determine if system modification is justified and establish manual procedures if not justified.

Troubleshooting and communicate system problems to IS pertain to the Disability Income product.

Identify the problem and established sufficient test conditions for corrections. Verify output data from IS to fix problems and follow up.

Perform other duties as assigned

Experience

Date of Employment : 03/1985 – 05/1989

The Union Central Life Insurance Company

Jacksonville, Florida

Actuarial Valuation Analyst

Research, analyze and respond to questions of various scope and complexity from policyholders, agents and other departments regarding Life Insurance premiums, dividends, cash values, reserves, policyholder rights, policy limits and company procedures.

Collecting and compiling necessary data in preparing the financial statement.

Prepared and analyzed various financial statement reports on a quarterly and annually basis including statutory and complex tax reports pertain to premiums, dividends, cash values and reserves. Review policy exhibit and valuation reports on a daily basis.

Troubleshooting and communicate system problems to IS pertain to the Life Insurance product.

Identify the problem and established sufficient test conditions for corrections.

Verify output data from IS to fix problems and follow up. Review the studies from outside firms, e.g. LOMA, LIMRA, and Lincoln National

Perform other duties as assigned

Experience

Date of Employment : 08/1984 – 03/1985

The Union Central Life Insurance Company

Cincinnati, Ohio

Hazard Insurance Clerk

Review daily mortgage loans reports and maintain adequate homeowners insurance.

Maintain accurate record of clients’ escrow account

Troubleshooting and communicate system problems to IS pertain to mortgage loans Identify the problem and established sufficient test conditions for corrections.

Identify the problem and established sufficient test conditions for corrections.

Verify output data from IS to fix problems and follow up.

Perform other duties as assigned

Education

University of Cincinnati - Cincinnati, Ohio

Bachelor Degree in Mathematics – 5/1991

Skills

Strong relationship building skills and ability to interact effectively with all levels of an organization’s Management, technical and business departments

Financial Diagnosis, Corporate Finance, Analyzing Information

Legal Compliance, Results Driven, Deadline Oriented, Reporting Skills, Dealing with Complexity

Attention to Detail, Confidentiality, Thoroughness, Forecasting, Administrative Writing Skills

Proficiency in MS Office suites such as Excel, Access, Word

Knowledge of SharePoint, Nintex Workflow

Contact this candidate