Financial Analyst Executive Director

MARK SMITH

**** ********* ***** *******, *******, Fl 32725 ● 732-***-**** ● *********@*****.***

ACCOUNTING / FINANCIAL ANALYST

Dedicated Analyst with a keen attention to detail and extensive experience in Accounting. Known for accuracy and timely completion of tasks and the ability to manage multiple duties simultaneously. Strong interpersonal and communications skills, comfortable working in either an individual or team setting. SOFTWARE SPECIALTIES

Experience with Excel / Powerpivot / SQL / PeopleSoft / Visio / One Note / Word / Access / EAS / Business Objects / AS400 / LUSY 1.5 / SAP / Sharepoint / Concur / Informatica / Crystal Reports / Tracker / Oracle / PeopleSoft / Workday / GAAP / Samsura / Tracx / Gusto EDUCATION

Bachelor of Science Degree in Accounting, Kean University, Union, New Jersey PROFESSIONAL EXPERIENCE

Regional Executive Director – Enidan Enterprises 11/2020 – Present

● Create and maintain an electronic database of vehicle and equipment lease agreements, rentals and/or sub-units, maintenance/services, and inspections.

● Create and maintain an electronic database to organize fleets per location and of accident reports and insurance claims.

● Be the main point of contact for insurance companies regarding accidents and claims pertaining to our fleet and equipment.

● Monitor and resolve invoices and disputes with the equipment lease company.

● Report new drivers, vehicles, and equipment to the insurance company.

● Communicate with Supervisors as needed to identify if a unit of equipment is a sub or a rental.

● Monitor all purchases of the fuel card system and ensure that all purchases are legitimate.

● Monitor tolls & EZ Pass systems used by the company to ensure that minimums are met and balances do not go into the negative.

● Meet/Discuss with the regional Supervisors, on a consistent basis, to ensure that they have enough staff and resources that are mission critical.

● Research and recruit qualified drivers by placing job ads, region specific, as needed. Collaborate with Human Resources Dept. and the Marketing Dept. to add quality employee drivers and contracted drivers to the fleet

● Oversee online driver safety training.

Senior Reinsurance Account Specialist – Hannover Re (Contract) 06/2020 – 10/2020

Develops an understanding of treaty guidelines specific to assigned treaties to determine expectations of both parties.

Conducts analysis of client reported data to determine accuracy in accordance with treaty guidelines. Investigates any deviations and/or errors and determines appropriate resolutions. Liaises with clients to understand and/or correct reporting deviations and/or errors. Communicates actual or potential financial consequences or business risks to the appropriate stakeholders to ensure accurate financial reporting.

Accurately records details of all client reporting using various company business systems to ensure the validity of the department’s financial reports.

Manages, maintains and stores electronic data received from clients in accordance with Information Security Policy to provide adequate protection of corporate IT systems, applications, and information against any misuse.

Actively seeks enhancements and makes recommendations for new processes to improve efficiencies or rectify inaccuracies or information gaps.

Liaises with the Financial Reporting Team to ensure compliance with company and regulatory requirements.

Develops and maintains professional client relationships so that the brand values are employed. HR Financial Analyst– TopBuild Corp Daytona Beach, FL 04/2015 – 06/2020

Create trends and projection reports (through Excel) to upper management. Provide support for any anomalies

Part of the HR team responsible for transitioning benefits from parent company (Masco). Worked with Accounting on procedures to report, monitor, and audit benefit totals.

Pay all HR benefits bills. Set-up Account Payable templates to AP and allocate payments by company for treasury and accounting

Correspond with vendors regarding payment details, updating address information, duplicate claims, etc.

Prepare monthly intercompany letter and provide support to Accounting

Arrange the relocation benefits for new eligible employees (through 3rd party)

Create/Maintain a budget report for relocation, tuition and gym reimbursements

Reconcile/maintain Fidelity 401K file (hardship, new loans, loan pay-offs, update contact info, etc). Correct issues/errors within the Fidelity Website. Troubleshoot any employee 401K issues

Solve any employee paycheck issues regarding benefits deductions (in arrears)

Record payments and update arrears for employees on Leave of Absence (LOA)

Consolidate, input, and reconcile the sales commission for payroll Senior Specialist Eagle Operations– BNY Mellon Orlando, FL 08/2014 – 4/2015

Support other operational teams in monitoring their data flow

Identify the root cause of any errors/fails of transferred data (using SQL)

Create detailed written procedures for all tasks performed by department

Monitor and verify the Down Conversion of files (Informatica). Provide status reports to upper management and troubleshoot/escalate any issues.

Manually execute processes when there are issues during the automated schedule

Reconcile the transferred data from both databases. Contact departments where data was created to correct issue.

Provide a daily workflow report to management.

Analyst (Sales Compensation) – Masco Contractor Services Daytona Beach, FL 04/2014 – 07/2014

(Temporary position- commission compensation project)

Filtered sales reps commission rates from master report to determine rate plan (filtering and vlookups)

Determined rate trends and fill rates for all product lines within service area (pivot tables).

Lateralized plan to cover all locations within service area so all reps can get commission rate from sales.

Provided notes and findings to Director to discuss with regional managers about new commissions.

Researched set-up in Oracle to allow data-entry by Payroll and HR. Business Analyst - Digital Risk Maitland, FL 05/2012 – 10/2013

Created and automated reports and tools in Excel (VBA coding / Macros / Powerpivot) to assist business partners in tracking production and monitoring inventory (pipeline)

Worked with IT with the conversion of SQL from a Sharepoint environment

Translated the needs of business partners to IT (provide Ad Hoc reports and identify data sources)

Converted reports into SSRS (IT’s assistance) and troubleshoot queries within the reports

Analyzed data and determined the direction of respective business

Responded to questions and data quality issues raised by business partners

Created organizational charts for workforce procedures (Visio)

Initiated resolution to incidents and followed-up until resolutions were achieved

Assessed, monitored, and constantly improved processes and procedures behind all data reporting Universal American Lake Mary, FL 05/2007 – 05/2012 Senior Financial Analyst - 09/2008-05/2012

Posted expense accrual information from departments

Reconciled the expense accrual account and verified the allocation through all companies (using Access, Concur, and Excel).

Provided support and explained any significant differences from month to month

Reviewed invoices through AP database (Concur) to verify payments are assigned to proper budget centers

Created monthly reports to other reinsurance companies listing processed claims for the calendar year according to treaty percentages (Crystal Reports)

Reconciled Med Supplemental data to actual billing reports

Assisted reinsurance department with monthly reconciliations for all traditional insurance companies (Due To/Due From and Ceded Premiums)

Handled converting various data files provided by IT into Excel or Access to extract relevant data

Part of a test group for the conversion to PeopleSoft (expense management).

Worked with the PeopleSoft team in creating procedures to assist department on how to create and export reports (End- Users)

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Senior Accountant - Universal American Lake Mary, FL 05/2007-09/2008

Performed all accounting and reporting duties related to Today’s Options (line of business within Universal American)

Maintained spreadsheets and summaries for quarter end and annual statements and to ensure we met GAAP criteria

Assisted Senior VP of Finance with support and explanation to auditors (both internal & external)

Compiled monthly reconciliation of all Today’s Options accounts (trial balance comparison)

Interacted with IT to ensure the accuracy of the conversion from Solomon to EAS

Provided data formatted through ACCESS, to the Actuarial department Senior Accountant - Accredited Surety & Casualty Inc. Winter Park, FL 09/2005 – 05/2007

Inputted and kept track of all fixed asset additions and deletions, maintaining depreciation schedules and tying them back to the general ledger on a monthly basis

Reconciled and provided financial reporting for the CRAT (Charitable Remainder Annuity Trust)

Printed monthly accounting claim reports for the controller and tied them back to the general ledger

Prepared monthly bordereaus

Provided back up to the accounts payable department Account Analyst - Chubb & Son Warren, NJ 04/2004 – 06/2005

Reconciled the suspense account to determine the validity of any outstanding items

Contacted Control Specialists regarding unapplied cash items, and verify were in general ledger

Prepared journal entries to rectify erroneous transactions

Analyzed, documented, and cleared all open reinsurance premium / reinsurance loss recoverable balances for aged accounts

Reviewed the unallocated cash receipts for possible reinsurance application and reviewed the reinsurance suspense reconciliation for items that may apply to these open reinsurance balances

Corresponded with Underwriters and Control Specialists regarding policy agreements and to supplied policy certificates for audit s and subpoenas

Staff Accountant - AIG (American International Group) Neptune, NJ 05/2002 – 04/2004

Handled maintenance and reconciliation of cash accounts

Imported, validated, and disbursed Abandoned Property for an AIG subsidiary

Performed Due Diligence on checks placed into abandoned property

Posted journal entries into accounting database (MSA) according to GAAP. Using MEUS

Contacted banks to determine validity of certain transactions posted to AIG’s accounts

Cleared all items 90 days or older. The outstanding item total went from 2,800 to 50

Verified the electronic paid file to the GL activity

Constructed reports for auditors explaining procedures and status of items in question Mark Smith Page 3

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