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Life Insurance Accounting

Location:
Antelope, CA
Salary:
$52000
Posted:
November 29, 2016

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Resume:

SAHAM S SIAVASH

Insurance Agent: LN # *K*****

Roseville, California Financial Services

Current

New York Life Insurance Company

Previous

California Department of Transportation, California Student Aid Commissions, California Student Aid Commission

Education

California State University-Chico

Summary

Result Driven and innovative, business leader with 15+ years of experience growing sales, containing costs and enhancing customer satisfaction for multi unit operations.

Strategic thinker with resourcefulness, decisiveness, and acumen proven through major contributions from start-ups to industry leaders. Charismatic, Superb organizational skills,

Experience

Insurance Licensed Agent New York Life Insurance Company September 2016 – Present (2 months) Whole Life Insurance Policy, Term Life Insurance, Burial Insurance, Variable Life Insurance, Universal Life Insurance. College Fund; Section 529 Plans, Coverdell Education Savings Account, secure Care, Long - Term Care Insurance, Retirement Income, Investment Annuities and Mutual Fund.

Governmental Fund Acctg Spe California Department of Transportation May 2008 – May 2014 (6 years 1 month) Project Accounting District 10 North California Region 2008-2013, Reviewed Cooperative Agreement set up contributors account, reviewed appropriations, allotments, encumbrances and expenditures, performed all aspects of financial billing; and monitored reports, analyzed appropriateness of expenditures; and account receivables transactions, monitored accounting transactions and the records. Monitored system reports; and monitored all statutory and legal requirements have been satisfied. Liaison to the Bank of America and set up and monitored Electronic Fund Transfer, performed reimbursements payments for Capital Outlay Project, State Transportation Improvement Projects for about 2500 Caltrans Delivered project. (Collections)

Training and Advancement California Student Aid Commissions May 1991 – May 2014 (23 years 1 month) Sacramento, California Area Trainings, Certificates and Accomplishments: Certificate of Completion; Training Webinar for California State employees, Department of Personnel Administration June 9, 2011 Certificate of Completion; Sexual Harassment Prevention Training for California State Managers and Supervisors, State Personnel Board June 8, 2011 Certificate of Completion; Communications Skills, CPS Human Resources Services, September 23, 2009 Certificate of Completion; Conflict Management, CPS Human Resources Services, September 24, 2009 Certificate of Completion, Legislative Budget Analyst, California Department of Transportation, October 9, 2008 Certificate of Completion; Project Management Fundamentals, California Student Aid Commission, October 22, 2007 to January 31, 2008 Certificate of Appreciation, California Student Aid Commission, October 9, 2002, October 10, 2003 and November 11, 2004 Certificate of completion of Financial Accounting System, California Student Aid Commission, June 15, 2003 Certificate of completion of Oracle Accounting System, California Student Aid Commission, May 15, 2002 Certificate of Governmental Fund Accounting, Department of Finance, June 15, 1992 Certificate of Function and Process of Control Agencies, Department of Finance, June 5, 1991 Certificate of California State Accounting and Reporting System, Department of Finance, June 21, 1991

Accounting Officer Specialist California Student Aid Commissions May 1991 – May 2008 (17 years 1 month) California Student Aid Commission: Multi tasks in multi Division, Financial Aid analyst; performed borrower account on defaulted loan program, analyzed payment history and issued invoices / refund as applied. Account payables, reviewed and issued claims schedules, analyzed and calculated Business Expense Claims. Reimbursed fund to the Department of education for Paul Douglas Teachers Scholar ship Programs, account receivables; batching checks, delivered to the Bank, monitored Electronic Bank Records, Post to the General Ledger, reconciled cash accounts. Calculated Commission money market Accounts. Worked with State Treasurer Office on remittance and worked closely with State Controller Office to release (warrants) financial Aid Rosters to the school and collect unclaimed warrant, prepared Plan of Financial Adjustment. Prepared year end closing, Assumed out of class temporary supervisory position at the Account Receivables Unit.

California Student Aid Commission May 1991 – May 2008 (17 years 1 month) Liaison between California Student Aid Commissions and Department of Education, Processed Grant Paul Douglas Teacher Scholarship, Prepared Claim schedules, and Reconciliation State Controller Account. Reviewed Borrower Account on defaulted Loans, analyze them and Authorized refund. Liaison between Bank of America and Account receivable Electronic Fund Transfer Accounts.

Certifications

Please see Resume State of California, various Training classes, License No May 1991 – April 2014

Volunteer Experience & Causes

Volunteer: California Department of Transportation, Local Program Accounting, performed final quality control of financial data and accounting transactions on Caltrans construction projects at Local Program Accounting. California Department of Transportation May 1987 – April 1988 (1 year) Education Accomplished assigned project and achieved the perfect letter of recommendation.

Opportunities SAHAM S is looking for:

Joining a nonprofit board

Skills-based volunteering (pro bono consulting)

Causes SAHAM S cares about:

Civil Rights and Social Action

Economic Empowerment

Education

Environment

Human Rights

Politics



Contact this candidate