KARLA BRISCOE-WELDON

Greater SF Bay Area 310-***-**** adxjrt@r.postjobfree.com LinkedIn.com/in/karla-briscoe-weldon TARGET: BUSINESS OPERATIONS MANAGEMENT

Analytical Creative Problem Solver Technical Acumen & Writing Self-motivated Business Operations Professional highly skilled in communications, leadership, relationship building, and financial management while collaborating with cross-functional stakeholders at AIG, a Fortune 500 company. Able to effectively communicate with and lead, high-performing teams located at remote locations throughout the region. Passion for details, creativity, and communication. AREAS OF EXPERTISE

Business Operations Administration Relationship Building Policies & Procedures Financial Management

Human Resources Project Planning & Management Staff Training & Development PROFESSIONAL EXPERIENCE

Corporate Real Estate & Business Services Regional Supervisor AIG Jan 2017–May 2021 Managed operations for 3 Western region offices located in San Francisco, Concord, and Boise while supervising a 4-member team. HR partner for onboarding/offboarding and employee management. SELECT ACCOMPLISHMENTS

• Seamlessly moved 75+ staff into 3 office spaces over a 5-month period. Moves involved relocating into new building, decommissioning old space, and temporary space facilities.

• Developed standardized procedures for equipping regional office spaces with required amenities. Program was rolled out nationally due to positive impact. SCOPE OF WORK

• Vendor Management, Landlord Management, IT Management, Expense Management, Direct & PO billing (SAP invoicing & accounting), Expense/Budget Management, Project Management Account Engineering Assistant AIG Jan 2015–Jan 2017 Managed engineering fee, data log, reconciliation, and tax reporting to HQ. Provided operational and administrative support for 9 Account Engineers, 24 Field Engineers, 3 supervisors, and 3 managers. SELECT ACCOMPLISHMENTS

• Planned and coordinated 3-day executive conference including conference facilities, catered food, and outing to an LA Dodgers game. Ranked “Best in the Nation.”

• Built an intern program that aligned the intern’s needs with those of internal staff. Managed and developed program over a 2-year period. Earned promotion due to program’s success. OPERATIONS

• Owned operational processes including Risk Improvement Follow Up Plan and Inspection Ordering. Provided technical support for SOV analysis, data management, and reporting.

• Onboarded new team members. Managed West Zone interns and wrote performance reviews. COMMUNICATIONS

• Coordinated activities between west zone regional offices. Managed zonal assets.

• Led the West Zone internal newsletter initiative. COORDINATION

• Orchestrated operations among the Underwriting, Account, and Field Engineering teams.

• Planned and managed regional conferences. Performed expense and budget analysis. KARLA BRISCOE-WELDON Page 2-310-***-****

Accountant - Level III AIG Jan 2014–Jan 2015

Prepared, analyzed, and submitted monthly, quarterly, and annual net capital FOCUS, SSOI, and Custody reports to FINRA adhering to SEC regulations. Technology included SAP, Blackline, Streetscape, and NetX360.

• Prepared filings including Inter-Company reporting, Non-Allowable assets, liability reporting, Balance sheet/Income statement revenue, expense reporting, security haircuts applying U.S. GAAP, and banking industry practices.

• Processed month end reconciliation entries involving 300+ Pershing accounts for all Broker- Dealers and GL reconciliations.

• Member of the AIG Young Georgia Professionals chapter. Collaborated to nurture talent and business development, community service, and diversity appreciation. Accounting & Operations Manager RISK & INSURANCE CONSULTANTS Jan 2013–Jan 2014 Managed the Accounting, Operations, and HR departments. Accounting represented (A/R and A/P) a

$10M+ book of business. Managed agency operations, procedures, and inter-department relations.

• Reconciled bank and financial statements, general ledger, and commissions for carriers, brokers, and producers.

• Prepared month-end and year-end close, weekly/monthly reporting, and annual budget projections. Monitored expenses to budget.

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• HR new hire processing and bi-monthly payroll processing/reconciliation Senior Accounting Representative RESURGENS RISK MANAGEMENT Jan 2010–Dec 2012 Provided accounting services for a full-service insurance and consulting agency.

• Authored the agency’s Expense Management Policies & Procedures handbook.

• Reconciled commission for 50+ insurance carriers, brokers, and producers.

• Performed accounts receivable, accounts payables, financial statement reconciliations, monthly close, financial reporting, annual budget projections, and expense reporting reconciliations. Early Career Positions

Toll Free Account Project Manager AT&T Apr 2007–Sep 2008 Client Financial Analyst CITICORP INSURANCE AGENCY Jan 2004–Dec 2006 EDUCATION & LICENSURE

SPELMAN COLLEGE

Major: Economics Minor: Writing

FINRA

Series 6 & 63 Registration California

STATE OF CALIFORNIA STATE

Life and Health Insurance License

STATE OF GEORGIA

Property & Casualty Insurance License

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