**** ***** **** **** **** Lake City, UT *****

Phone 801-***-****

E-mail ad4935@r.postjobfree.com

Adam Parry

Education

• Associates Degree in Accounting, LDS Business College, 1996 • Bachelor of Science in Human Development and Family Studies, University of Utah. 2001.

• Masters in Business Administration (MBA), Westminster College.2011

Work experience

2018 - 2024 MGIS Staffing Inc.

(aka - Medical Group Insurance Services INC.)

Salt Lake City, Utah

Compliance Accountant (2018-2024)

Filed and Managed Surplus Lines tax reporting for policies in multiple states. This includes monthly, quarterly and annual filings. Researched and verified regulation compliance for insurance license renewals and business Third-Party Administrator (TPA) for multiple states. Oversaw Third Party vendor in filing multiple producer licenses, TPA Licenses and Agency Licenses.

Reconciling monthly bank statements. Managed Agent Licenses and Continuing Education for employees. Audited monthly accounts, for employee deductions and HR vendors. Executed with precision Accounts Payable on a weekly basis. Reviewed and Managed Corporate Credit Card charges for executives with payment monthly.

Work experience

2005 - 2018 Equitable Life & Casualty Insurance Co.

Salt Lake City, Utah

Assistant Controller(2015-2018)

Daily cash review for four companies. Managed two accounting clerks for accounts payable and bank scanning. In charge of accounting process for Reinsurance. Assisted in Financial Reporting. Submitted and reviewed Premium Tax Returns on a Quarterly and Annual basis. Approved Accounts Payable payments. Reviewed Journal Entries. Evaluated and approved fixed asset journal entries. Submitted annual Property Tax payments to Utah department of Taxation. Federal Deposits for income tax as needed. Managed Bank relationship and Directed the set of Bank accounts. Oversaw premium deposits. In charge of setting up accounting procedures and journal entries for a bi-monthly payroll system. Assisted Project Management team with implementation of General Ledger system and new Administration system.

Senior Investment Accountant (2013-2015)

Reviewed investments from portfolio manager and interpreted and made accounting entries accordingly. Responsible for Investment sections of the Quarterly and Annual financial filings. In charge of accounting process for Reinsurance. Accountable for the Mortgage accounting, 1098-int reporting, and payment processing.

Senior Compliance Accountant (2005-2013)

Submitting and Filing Annual Statements and quarterly financial reports in 47 states. Researched and verified regulation compliance for insurance license renewals and business authorization for all 47 states. Assisted in Third Party Administrating for independent Life Insurance company domiciled in Missouri.

Reconciling daily bank statements with average balance of $28 million. Managed Agent relationships providing information and commissions. Review Receivable accounts, set up by HR for employee benefits. Filed sales and use tax quarterly with the State of Utah. Oversaw Company Credit cards, accounting and distribution.

2003 - 2005 Discover Card Salt Lake City, Utah

30 day collection agent/Skip Trace representative

Customer relations, handled past due accounts, researched and understood collection laws and regulations. Advised customers to their credit status and assisted to make business relationships better. Searched and tracked clients where contact had been lost to the company. Received excellence award, for hard work and maintaining a positive attitude, on a daily basis.

1994 – 2003 Trade West Development Corp. Salt Lake City, Utah

Office Manager/Bookkeeper

Oversaw the operation of construction office, including customer relations, studied laws and regulations for permit submissions. Reconciled bank accounts for 3-4 different entities on an ongoing basis. Managed new Home Owner-Associations. Responsible for gathered and presented financial data to owner and CPA throughout the year and at tax time. Properly issued 1099s-Misc for 20+ subcontractors. Set up Excel spreadsheets to do Cost accounting for each home built and sold. Assisted clients with qualifying for mortgage loans, and explaining the building process. Responsible for payroll and all associated tax filings. Reviewed, posted accounting entries, and paid accounts payable 2-3 times a month for 15-20 subcontractors and suppliers.

Languages

Conversationally fluent in the German language.

Certificates

Life Coaching Certificate from the Life Coaching School