Accountant

SHANE CROWN

**** ***** **** · Breinigsville, Pennsylvania 18031 · 267-***-****

E-mail: ***********@*******.***

QUALIFICATIONS SUMMARY:

Results oriented professional with over 10 years of diversified background in project leadership and operational management with significant concentration in managerial and operations in the financial and client services industry.

History of excellence in…

- Accounting - Accounts Payable - Accounts Receivable

- Financial Statement Presentation - Analytical Review - Project Leadership

- Management Reporting - Budgeting and Forecasting

- Easily adapt to technology with expertise in MS Excel, Word, Access, and a broad range of software

PROFESSIONAL EXPERIENCE:

Global Benefits Solutions Associate – Band 3

New York Life, Bethlehem, PA – 05/2017 - Present

Serve as a liaison between existing Third-Party Administrators (TPA) & Cigna Group Insurance (CGI). Develops and implements the policy for administrative services of our Group Universal Life, Term Life, Accident and Disability lines of business. Provides Client and Customer support and service intended to bring solutions to complex problems and service-related needs. Direct point of contact for invoices, accounts payable, accounts receivable, and costs associated with team and vendor services.

Achievements:

- Recognized as a Cigna Champion on multiple occasions for service ownership

- Played key role as project leader on multiple projects and initiatives

- Developed internal audit and compliance controls Management & Responsibility:

- Perform full array of accounting functions to ensure internal and external business partners needs were met.

- Provide monthly financial reporting.

- Track and provide periodic expense reports to management.

- Rewrite policies and procedures manual to outline approaches to several significant business processes.

- Develop and coordinate process improvements.

Business Process Analyst

William Lea Tag, Princeton, NJ – 06/2016 to 04/2017 Managed all aspects of the day-to-day accounting operations and created major business presentations to be delivered to various levels of management. Contributed to the implementation of organization initiatives, including systems and process changes. Adept at gathering information into comprehensive reports, creating persuasive business presentations, and working with various departments to solve issues. Achievements:

- Developed and measured the success of KPIs and benchmarking through data analysis.

- Analyzed operational processes including site workload and staffing levels.

- Specialized in developing new business process and comprehensive process research. Management & Responsibility:

- Provide routine day-to-day account operations and support.

- Provide monthly financial reporting analysis.

- Rewrite policies and procedures manual to outline approaches to several significant business processes.

Analyst, Sales and Service Team

PFM Asset Management, LLC, Philadelphia, PA – 05/13 to 01/16 Management & Responsibility:

- Worked with senior management to service existing client relationships and business development.

- Completed security and portfolio analytics, portfolio evaluation and reporting.

- Marketing assistance in the Request for Proposals or contract process, or other work associated with servicing complex institutional client base.

- Performed due diligence in executing transactions for discretionary portfolios.

- Examine source documents to substantiate legitimacy of transactions

Senior Team Operations Manager

Bank of America/Merrill Lynch, Global Wealth Investment Management, Hopewell, NJ - 2006 to 2012 Senior Team Operations Manager, (07/11 – 12/12)

Team Operations Manager, (09/09 – 07/11)

Team Operations Lead, (04/08 – 09/09)

Core Banking Associate, (10/06 - 04/08)

Achievements:

- Created and managed Online and Overnight Call Center teams.

- Played key role in Bank of America and Merrill Lynch transitions with client-based websites and Interactive Voice Response.

- Provided education and support to clients and other operating areas throughout the company relating to Beyond Banking Accounts, Cash Management Accounts, Funds transfer, Web Bill Pay, and Loan Management Accounts

- Named Wealth Management Team Operations Manager of the year in 2011. Management & Responsibility:

- Evaluate and devise appropriate operating controls and ensure compliance audit standards.

- Develop and implement new processes/procedures to improve operating efficiency and to ensure timeliness and accuracy of workflow.

- Banking and Investment account reconciliations.

- Managed escalated client service and employee coaching matters from leader and upper management.

- Performed account maintenance and conduct necessary research to resolve client and branch inquiries.

EDUCATION:

Thomas Edison State University

Trenton, NJ

Bachelor of Science, Accounting

Graduation Date February 2021

GPA 3.0/4.0

Raritan Valley Community College

North Branch, NJ

Business Administration and Management

GPA 2.9/4.0

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