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Management Life Insurance

New York, New York, United States
October 27, 2016

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**-** ******** ****. ** *. KEW GARDENS, NY 11415

Phone: 347-***-****. Email:


Results-oriented individual with more than 15 years’ experience in Accountant and Finance, well-disciplined with pro strong team attitude, ability to manage multiple tasks/assignments efficiently, while meeting tight deadlines/schedules, balance maximum production with the goals and objectives of the company, was fortunate to be part of the management of $1.4 Bi l lion estate within our organization, and I believe that I possess the necessary skills and experience needed, and will make a valuable addition to your company/Organization.


Certified NYS Life Insurance Broker

11/2014 – 08/31/2016

Market life Insurance products to potential prospects/clients Set up meetings and make presentations on appointments Do financial facts finding on clients needs

Design financial solutions

Recommend suitable family protection needs

Prepare and Submit Applications

Deliver policies on schedule.

Fin /Accountant

03/2014 to 11/2014 (Ax ion, LLP)

On Contract to perform and manage special Projects for clients as assigned. Financial/Investment/Accountant/Analyst

01/1994 – 2013 (New York Liquidation Bureau, NY, NY) Supervise financial period ending consolidation and reporting, accounts receivables/payables, cash management analysis, electronic fund transfers, profitability analysis, budgeting, management reporting, general ledger analysis, Cash reconciliations, General expense and accruals G/L activi ties.


Maintain month/Quarter-end financial reporting package. Produced an annual Statement and 3 Quarterly financial statements and supporting schedules.

Manage effectively $ 15 mi llion/per month of structured settlement payments distribution on annuities. Review and process daily/monthly cash management activities; A/R, A/P and expense disbursements and accruals. Moni tor investment cash income and dividends from custodial banks. Reconcile custodial banks reports with the G/L. Develop standardized templates and update G/L new accounts codes. Built Trial balance account sub Templates. Successfully maintain monthly Bank reconciliations and resolve discrepancies/variances. Made appropriate G/L adjustments Coordinate monthly journal entries input and month end closing processing. Supervised 3 J/E Accounts clerks. Drove business developments with vendors and clients contractual terms and ensure compliance. Update vendor System files. Prepare study reports; account analysis, budgetary/financial forecasts/trends and variances. Advise Mgmt. on monthly and quarterly budgetary trends.

Prepare Quarterly and Year end journal entries to support financial statement reporting and year end closing . Provide CFO wi th source documents and data for external audit process. Coordinated Document procurements for auditors. Prepare various monthly/quarterly management reports as needed and assist staff wi th special project assignments Accountant /Project leader

12/86 – 12/1993 (First Executive Corporation’s Subsidiary –Executive Life of NY), Jericho, NY Manage an entire support framework from commissions payment distribution accounting. Organize high volume accounts payable operations, perform accounting journals and analysis, cash management reconciliations, daily electronic fund transfers, monthly/quarterly financial reporting, expense accruals and meeting statutory Tax requirements on a timely basis. Accomplishments:

Moni tor daily Annuities Fund Transfers on zero balance bridge accounts. Maintain Cash Management wire transfer reconciliations and repots. Process monthly/quarterly Ledger entries and accounts reconciliation for an effective period end closing. Perform General Accounting functions; A/R, A/P and vendor expense/1099 reports. Coordinate suspense accounts reconciliation, adjustment of aged accounts for period end closing. Review monthly/quarterly Annuity benefits payment reports and prepare journal entries/adjustments accordingly. Process monthly commission payments to General Agents and Sub Agents. Reconcile Agents files with suspense accounts. Prepare Quarterly/Annual statutory vendor 1099R and Mi sc. Tax returns for IRS and other state Governments . Provide monthly management Reports on Commission payments to Agents. Introduce new internal control and checklist on Dept. accounting/operational functions with proper support documentation Provide financial schedules for quarterly/ annual consolidated financial statements reporting to the parent Corporation. EDUCATION

M.B.A. (Finance)

B.Sc. (Accounting)

University of Alabama (A & M) Huntsville/Normal, AL SKILLS & PC /MAINFRAME

Analyti cal and objective

Excel lent communication both oral and written

Profi cient with Mi crosoft Office; Excel, Word, Access, power point, and various internal G/L packages. Excel lent knowledge in preparation of financial statement/schedules Knowledgeable in AS/400, Freedom G/Ledger and Freedom Financial statement packages, Investment systems; EPS & I -WORKS JD Edwards and Bloomberg investment software packages

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